A
Activity — An event recorded on a customer (mail opened, clicked, joined segment, tag added…). Visible in the customer drawer’s Activity tab. Audience — The set of customers a campaign targets. Usually one segment. Autoreply bot — An LLM bot that replies to inbound for the rep when the conditions are met. Configured under AI Models.B
Branch — A path inside a workflow, opened by a Conditional Split node and guarded by a Path node.C
Campaign — An automation workflow targeting an audience. Statuses:draft / active / paused / completed / archived.
Channel — A sending channel: email, linkedin, telegram, zalo (coming).
Contact — A specific communication channel for one customer (a specific email, a specific LinkedIn URL…). NOT a person.
Cooldown segment — A static segment holding “not-ready” customers. Populated by the Exit — Cooldown node.
Credential — Connection info for an external service (SMTP, LinkedIn cookie, Telegram token, LLM API key).
Customer — A person in the CRM. The primary subject.
D
Deal — A sales opportunity ranked by pipeline stage. Dynamic segment — A segment auto-filtered by rules; membership updates whenever it’s opened.E
Edge — An arrow connecting two nodes in the builder. Can have awhen to branch by the source node’s output.
Exit node — A node that ends a workflow run. Three variants: Cooldown / Handoff / Suppress.
F
Fit assessment — A row inFitAssessment storing a customer’s score on a criterion of a product. Clamped to [-1, 1].
Fit criterion — A single scoring rule (firmographic / behavioral / intent).
H
Handoff — Promote a customer to sales-ready via the Exit — Handoff node. Today it records a conversion event + log; the stage system isn’t wired yet.L
Lead — A customer with a fit score on a product. The Leads page asks you to pick a product first, then ranks the top customers. LLM call — One call to an LLM (chat or embed). Logged inLlmCall.
M
MQL — Marketing Qualified Lead. (Stage tag system coming soon.)N
Node — A unit in the campaign builder. Haskind = action | branch.
O
Org — Organization. A company’s workspace. All data is scoped per org. Owner — The sales user responsible for a customer / deal / task. On a customer it lives inCustomer.claimedById.
P
Path node — A node placed right after a Conditional Split — guards the condition for entering its branch. Pool task — A task with no assignee — anyone in the org can claim it. Product — The thing you sell. Has criteria, templates, customer mappings.R
Run — A workflow execution of a campaign for a single customer. Statuses:running / success / partial / failed / canceled.
S
Segment — A group of customers. Static (manual) or dynamic (rule-based). Stage tag — (Coming soon) Astage: tag prefix for a customer’s funnel.
Static segment — A segment populated manually or via the add-to-segment node.
Suppression — A flag on a contact: no future automated send. Set by the Exit — Suppress node.
T
Tag — A free-form label attached to a customer. Thebot: prefix has system meaning.
Task — A to-do item anchored on a customer / deal / company. Has an assignee or sits in the pool.
Template — A reusable message template for email / linkedin / telegram.
Trigger — The starting node of a workflow. Type: manual / schedule / webhook / event.