Glossary
Use these terms consistently when reading Help, training teammates, or writing internal SOPs. Capitalization matches product UI where noted.
Video
Who can do this
All readers.
What you'll accomplish
- Shared vocabulary across modules
- Faster onboarding for new hires
Step-by-step procedure
| Term | Definition |
|---|---|
| Workspace | Tenant environment for one customer organization |
| Owner | Creator with full admin and billing authority |
| Admin | Settings, team, integrations, most modules |
| Manager | Broad data visibility plus content tools |
| Member | Day-to-day CRM user with limited settings |
| Contact | Person or company record in CRM |
| Smart List | Saved filtered segment of contacts |
| Funnel | Staged contact journey (Sales/Marketing types) |
| Deal | Revenue opportunity tied to contacts |
| Pond | Claim pool for unassigned leads |
| Inbox | Unified messaging at /inbox |
| Smart Flow | Automation product (/smart-flows)—not classic Workflows |
| AI Employee | Configurable agent (/ai-employees) |
| Knowledge Hub | Business knowledge corpus for AI |
| Book of Business | Performance rollup (/performance) |
| Command Centre | AI workforce ops HUD |
| Reports Center | Analytics hub (/reporting) |
| Email Campaigns | Bulk email product (/email-campaigns) |
| Calling Campaigns | Outbound AI voice (/ai-voice-calling) |
| Credits Dashboard | Prepaid balance (/credits-dashboard-management) |
Extended guidance
When onboarding vendors or contractors, share this glossary before module training—it reduces Smart Flow vs workflow confusion. Add workspace-specific terms in your internal wiki, not here, to keep Help generic across tenants.
Practice scenarios
New hire quiz: define Smart List, Smart Flow, Command Centre without opening other tabs—use this glossary only.
Sandbox validation
Repeat the procedure in a test workspace or with two internal colleagues before customer-facing launches. Document who approved each step (marketing, legal, ops). Screenshot Verify your work outcomes for audit trails. When something fails, capture the URL, role, timestamp, and exact UI label clicked—Support resolves tickets faster with that context. Re-read See also links after your first successful run; adjacent topics often cover edge cases you have not hit yet.
Team rollout checklist
Assign a single owner for this workflow per workspace. Schedule a 30-minute handoff training with screen share. Add the See also links to your internal Notion or wiki. Re-verify after each major product release (labels move occasionally). Pair junior staff with a senior reviewer for the first live execution. Log lessons learned in your team retro—especially permission surprises and integration timeouts.
Keep learning
Bookmark this page and the Product module map. After major releases, re-walk Step-by-step procedure—UI labels move occasionally. Share feedback with your workspace Admin so Help stays aligned with how your team actually works.
Verify your work
- Team uses same term in tickets (e.g. Smart Flow vs workflow)
- New hires locate modules using glossary paths
Tips
Link this page in your internal wiki onboarding checklist.