Free resource

The operations glossary.

Forty terms from outsourcing, contact centers, revenue cycle and AI operations — defined in plain English, so every conversation starts on the same page.

01 · Contact-center metrics

Contact-center metrics.

First-call resolution (FCR)
The percentage of inquiries fully resolved in the first contact, with no follow-up needed. One of the strongest predictors of customer satisfaction and cost per contact.
Average handle time (AHT)
The average duration of a customer interaction, including talk time, hold and after-call work. Useful for planning — dangerous as a target on its own, since rushing calls hurts quality.
Customer satisfaction score (CSAT)
A direct measure of how satisfied customers are with an interaction or service, usually collected by a short post-contact survey.
Net promoter score (NPS)
A loyalty measure based on how likely customers are to recommend a company, calculated from a 0–10 'would you recommend' question.
Abandonment rate
The percentage of callers who hang up before reaching an agent. Driven by answer speed and staffing — a visible symptom of an under-resourced line.
Service level
The percentage of calls answered within a target time — e.g. '80% of calls answered within 20 seconds'. A core SLA in most contact-center contracts.
Occupancy
The share of an agent's logged-in time spent actively handling contacts. Too low wastes money; sustained too high burns agents out.
Schedule adherence
How closely agents follow their planned schedules — being available when the forecast says customers will call.
WISMO
'Where is my order?' — the high-volume order-status inquiries that dominate e-commerce support queues, and a prime candidate for AI deflection.
02 · Outsourcing & operating models

Outsourcing & operating models.

Business process outsourcing (BPO)
Contracting a business function — customer support, back office, collections — to a specialist provider that runs it on your behalf.
Business process management (BPM)
The discipline of designing, measuring and continuously improving business processes — what separates a managed operation from mere staffing.
Nearshore
Outsourcing to a nearby country in similar time zones — for US companies, destinations like Costa Rica. Prioritizes real-time overlap with your team. See also: our Costa Rica site
Offshore
Outsourcing to a distant, lower-cost country such as Pakistan, the Philippines or India. Prioritizes talent depth and economics; modern networks combine it with nearshore. See also: Pakistan vs Philippines vs India
Recruitment process outsourcing (RPO)
Outsourcing some or all of the hiring process — sourcing, screening, scheduling, onboarding — to a specialist provider.
Managed operations
An engagement model where the provider runs an entire function end to end and is measured on outcomes and SLAs, not headcount.
Full-time equivalent (FTE)
A unit of workforce capacity equal to one full-time person — the basis of per-agent ('dedicated FTE') pricing.
Service level agreement (SLA)
A contractual commitment to measurable performance targets — answer speed, resolution, quality scores — with defined reporting and remedies. See also: how we work
Seat
One position of coverage in an operation. Covering one seat 24/7 takes several staff across shifts — the distinction that explains most staffing math.
Attrition
The rate at which staff leave and must be replaced. A silent cost driver: every departure restarts recruiting, training and the productivity curve.
03 · Revenue cycle management

Revenue cycle management.

Revenue cycle management (RCM)
The end-to-end process by which healthcare providers get paid — from insurance eligibility and prior authorization through coding, claims, denials and patient billing. See also: Tribe's RCM service
Eligibility verification
Confirming a patient's insurance coverage and benefits before care is delivered — the first defense against denied claims.
Prior authorization
Approval from an insurer required before certain services are delivered. Slow authorizations delay care and revenue alike.
Clean claim rate
The percentage of claims accepted and paid on first submission without errors or rework. The headline measure of a healthy revenue cycle.
Denial rate
The percentage of claims insurers refuse to pay as submitted. Every denial means rework, appeals and delayed revenue.
Days in A/R
The average number of days between delivering care and collecting payment. Lower is better — money owed ages badly.
Charge capture
Recording every billable service accurately so no delivered care goes unbilled.
Payment posting
Recording payments from insurers and patients against the right accounts — the bookkeeping that keeps the cycle honest.
04 · AI operations

AI operations.

AI agent
Software that autonomously completes work — answering calls, booking appointments, processing claims — rather than merely chatting. Distinguished from a chatbot by its ability to act in systems. See also: Tribe's AI agents
Voice AI
AI that conducts natural spoken conversations by phone — understanding speech, responding naturally, and completing tasks like order-taking or scheduling.
Human-in-the-loop
An AI design principle where people review, approve or take over at defined points — the difference between responsible automation and unsupervised risk.
Escalation
The handoff from AI to a human (or from frontline to specialist) when an interaction is complex, sensitive or outside policy — ideally with full context transferred.
Deflection
Resolving inquiries through self-service or AI so they never need a human agent — valuable when it genuinely resolves, corrosive when it merely blocks.
Agent assist
AI that supports a human agent in real time — suggesting answers, summarizing calls, drafting notes — rather than replacing the agent.
Hybrid delivery
Running an operation with AI agents and human specialists on the same queue — AI on structured volume, people on judgment — with a mix that can shift over time. See also: AI agents vs human agents
Orchestration
Coordinating people, AI agents and systems into one coherent operation — routing each piece of work to the right worker with the right context.
TIOS
The Tribe Intelligent Operating System — Tribe Consulting's proprietary operating model combining autonomous AI agents, enterprise platforms and human expertise into one orchestrated system. See also: the TIOS page
05 · Compliance & security

Compliance & security.

PCI DSS
The Payment Card Industry Data Security Standard — the global requirements for handling card payment data securely. Non-negotiable for operations that take payments.
ISO/IEC 27001
The international standard for information security management systems — certification means an accredited auditor has verified the security program.
SOC 2 Type II
An independent audit of a service organization's controls for security and confidentiality, observed over months — 'Type II' means sustained practice, not a snapshot.
HIPAA
The US law governing the privacy and security of protected health information. Providers and their vendors must be HIPAA compliant to handle patient data.
GDPR
The European Union's data-protection regulation, governing how personal data of EU residents is collected, processed and stored.
Audit trail
A tamper-evident record of who did what, when, in which system — the foundation of accountability for both human and AI actions.

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