draft, active, paused, completed, archived.
Channel — A way of reaching someone: email, LinkedIn or Telegram.
Contact — One channel belonging to a customer: a specific email address, a specific LinkedIn URL. Not a person.
Cooldown segment — A static segment holding customers who are not ready. Filled by the Exit — Cooldown node.
Credential — Login details for an outside service: an SMTP mailbox, a LinkedIn authorization, a Telegram bot token, an AWS key for Bedrock.
Customer — A person in the CRM. The main record.
Deal — An opportunity, at one of four stages.
Draft — A reply the AI agent wrote but was not confident enough to send. It waits in the timeline until someone sends or discards it.
Dynamic segment — A segment defined by rules. It stores no membership and answers from the rules each time it is read.
Edge — An arrow between two nodes. It can carry a condition, so a customer only takes it when the source node produced a particular outcome.
Embed slot — The model used to index knowledge-base documents so they can be searched.
Exit node — A node that ends a run. Two exist: Cooldown and Suppress.
Fit assessment — One scoring of one customer against one signal, between −1 and +1, kept with the reason behind it.
Fit criterion — A scoring signal belonging to a product. Shown in the app as a lead tag. Types: profile, conversation, engagement.
Lead — A customer scored against a product. The Leads page ranks them.
Node — One step in a campaign. An action runs and moves on; a branch opens several paths.
Org — An organization, which is a company’s workspace. Every record belongs to exactly one.
Owner — Two meanings. An org role, which is the one that can invite and remove people. And the sales rep responsible for a customer, deal or task, set by claiming.
Pool task — A task with no assignee, which anyone in the org can pick up.
Product — Something you sell, holding a knowledge base, the signals that score leads for it, and its ranking.
Prompt template — Instructions for a model, split into a cacheable prefix and a dynamic part. Two names are looked up by the system: flow-generator and lead-scoring.
Run — One customer moving through one campaign, from the trigger to an exit.
Segment — A group of customers. Static, filled by hand, or dynamic, defined by rules.
Static segment — A segment whose members were put there, by a person or by an add-to-segment node.
Suppression — A flag on a contact that stops all automated sending to it. Reasons: unsubscribe, bounce, complaint, manual.
Tag — A free-form label on a customer. The bot: prefix is reserved; bot:disabled turns the AI agent off for that person.
Task — A to-do item anchored to a customer, deal or company, assigned to someone or left in the pool.
Template — A reusable message or prompt. Types: email, text, prompt.
Trigger — What makes customers enter a campaign: a manual click, a schedule, a webhook, or an internal event.
Workflow — The nodes and arrows inside a campaign.