Platform Concepts
These are the foundational building blocks of the SageScreen platform. Understanding these terms will help you navigate the application and this knowledge base.
| Term |
Definition |
| Sage |
A configured AI screening agent built to evaluate candidates for a specific role. Each Sage has its own interview structure, evaluation criteria, and scoring rubric. Once deployed, a Sage is immutable. |
| Sage Mentor |
The base AI model that a Sage inherits its foundational capabilities from. Sage Mentors are trained in structured behavioral interviewing. You select a Mentor when creating a Sage; your configuration inputs shape the Mentor into a role-specific screening agent. |
| Council |
An organization within SageScreen. All sages, screens, users, and data belong to a council. Councils are fully isolated from each other. |
| Screen |
A single candidate's screening session, bound to a specific Sage. A Screen tracks the full lifecycle from creation through invitation, interview, and results. |
| Credit |
The unit of account for screening usage. Credits are deducted when a Screen is created and refunded under specific conditions (cancellation, expiration). Credit costs vary by Sage level and enabled add-ons. |
Sage Configuration
These terms describe the inputs and settings that define how a Sage behaves during a screening session.
| Term |
Definition |
| Role Context |
The set of inputs that tell the Sage what it is evaluating for: Sage name, voice, role title, role level, and job description. |
| Cultural Alignment |
The set of inputs that shape how the Sage evaluates: intro question, evaluation guideline, tone, and additional instructions. |
| Evaluation Guideline |
The rigor level applied to scoring. Four options, from least to most strict: Flexible, Relaxed, Balanced, and Strict. Each level sets a progressively higher threshold for a positive recommendation. |
| Tone |
Up to five personality traits selected during Sage creation that shape the conversational style of the interview (e.g., Professional, Friendly, Direct, Encouraging). |
TIP
The Evaluation Guideline can be changed after a Sage is deployed. All other configuration inputs are locked once the Sage is built. Start with Balanced if you are unsure which guideline to use.
Screen Statuses
A Screen moves through a defined lifecycle from creation to completion. The statuses below reflect each stage of that journey.
| Status |
Description |
| Draft |
Screen created; invitation not yet sent. Credits already deducted. |
| Invited |
Invitation email sent to the candidate. Awaiting their action. |
| Accepted |
Candidate clicked the invite link. Identity and camera verification in progress. |
| Started |
Candidate entered the live interview after completing verification. |
| Completed |
Interview ended. May or may not have full results, depending on the completion state. |
| Closed |
Administratively finalized by an admin after completion. |
| Cancelled |
Screen cancelled before the candidate began. Credits refunded. |
Completion States
When a Screen reaches the Completed status, its completion state provides additional detail about how the interview ended and whether scored results were generated.
| State |
Description |
Results Generated |
| Finished |
Candidate completed the full interview and submitted feedback. |
Yes |
| Ended |
Candidate ended the interview early. |
No |
| Timeout |
Session exceeded maximum duration. |
No |
| Expired |
Invitation expired before the candidate completed the process. |
No |
| Abandoned |
Candidate started but never returned to finish. |
No |
Report Components
When a Screen reaches the Finished completion state, SageScreen generates a structured report. The following terms describe the components of that report.
| Term |
Definition |
| Category Score |
A percentage (0–100) for a specific evaluation dimension, accompanied by an explanation and supporting candidate quotes. |
| Overall Score |
The arithmetic average of all category scores. |
| Recommendation |
A pass or do-not-pass signal based on the overall score, exclusion rules, and inclusion rules. Advisory only; humans make the final selection decision. |
| Verification Code |
A unique alphanumeric code assigned to a completed report, used for external authenticity validation. |
IMPORTANT
The Recommendation is advisory only. SageScreen surfaces data and signals to support your decision. The final selection decision always belongs to a human reviewer.
Integrity Signals
Integrity Signals are a set of behavioral and analytical indicators tracked during a screening session and displayed in the results sidebar. These signals monitor candidate actions such as browser activity, input behavior, identity verification, and AI detection to help evaluators assess the authenticity of a screening.
WARNING
Specific signal definitions, scoring thresholds, and detection methodologies are intentionally undisclosed. Publishing these details would allow candidates to circumvent the monitoring, undermining the integrity of the screening process.
Integrity Signals are informational. They do not automatically affect a candidate's score or Recommendation. Reviewers interpret the signals in context and make their own judgments.
Roles
Every user in SageScreen belongs to one of three roles within their Council. Roles control what a user can see and do across the platform.
| Role |
Access Level |
| Council Admin |
Full control of a council: sages, screens, users, settings, and billing. |
| Council Power User |
Operational access to sages, screens, and users. No billing or council configuration access. |
| Council Member |
Read-only access to sages, screens, and results. |
NOTE
A Council Power User cannot create or edit Council Admin accounts. Role assignments are enforced at the platform level and cannot be bypassed. Contact your Council Admin if you need a role change.
