Terminology and Definitions

Key terms used throughout SageScreen and this knowledge base. Use this reference to understand platform concepts, configuration options, screen statuses, report components, integrity signals, and user roles.

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 evaluation. Four options, from least to most strict: Flexible, Relaxed, Balanced, and Strict. Each level raises the bar a candidate must clear for a Moderate or Strong alignment result.
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

Voice and language can be changed after a Sage is deployed. Everything else, including the Evaluation Guideline, is locked once the Sage is built; changing it means building a new Sage. 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 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 Result	The alignment rating for a specific evaluation dimension, accompanied by an explanation and supporting candidate quotes.
Recommendation	A Strong, Moderate, or Weak alignment signal based on the evaluation across categories, the evaluation guideline, and any exclusion or 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 14+ 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.

Caution

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 results 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.