Glossary
Definitions of key terms
A
AI Agent A configured AI personality that handles outreach and responses. Agents can have specific tones, knowledge bases, and guidelines.
Analytics Performance tracking and reporting features for campaigns, leads, and team metrics.
B
Bounce Rate Percentage of emails that couldn't be delivered to recipients.
C
Campaign An automated email outreach program targeting a specific lead dataset. Campaigns use AI agents to personalize content.
Chat Widget Embeddable component for your website that allows visitors to interact with AI agents.
Conversation Email or chat thread between your team/AI and a lead.
Conversion When a lead takes a desired action (books meeting, signs up, purchases).
Conversion Rate Percentage of leads that convert to a positive outcome.
D
Dashboard The main overview screen showing key metrics, recent activity, and quick actions.
Document A file uploaded to a knowledge base (PDF, Word, text). AI uses document content to generate accurate responses.
E
Email Account A connected email address used to send campaign emails. Configured with SMTP/IMAP settings and daily send limits to protect deliverability.
F
Folder Organizational container within a knowledge base. Groups related documents together.
Forecasting AI-powered predictions of future sales and pipeline outcomes.
K
Knowledge Base Repository of company documents and information organized in folders. AI uses this content to write accurate, contextual emails and responses.
Knowledge Base Dataset A searchable index of documents in your knowledge base. Used by AI to find relevant information when generating content.
L
Lead A potential customer contact with details like name, email, company, and job title. Leads are organized in datasets and targeted by campaigns.
Lead Dataset A saved collection of leads used for campaign targeting. Can be created by importing CSV files, AI-powered business search, or manual selection.
Lead Score AI-calculated number (0-100) indicating likelihood to convert based on engagement and profile data.
O
Open Rate Percentage of sent emails that were opened by recipients.
Organization Your company account containing team members, roles, settings, and data.
P
Permission A specific action a user can perform (e.g., create campaigns, delete leads, manage team). Permissions are grouped into roles.
R
Reply Rate Percentage of emails that received a response.
Role A named set of permissions assigned to team members. Default roles: Director (full access), Admin (full access), Sales Manager (team and campaign management).
S
Sequence A series of timed automated emails sent to leads as part of a campaign.
Settings Configuration area for account profile, email accounts, AI configuration, and notifications.
T
Template A reusable email format with placeholders for personalization.