Glossary

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Glossary

Words for the work.

How these pages talk about AI in marketing, sales, success, and the workflow around them.

DraftText a model wrote that has not left the company. A draft is not a send.
Human in the loopA person approves the step that leaves the company: the email, the ad, the customer reply.
AgentA workflow that can take actions, not only write text. The permission is the design.
WorkflowThe steps, the trigger, and the person who still owns it after the vendor call.
PromptThe instruction. It names the source the model may use, and what it must refuse when that source is empty.
CitationAn answer that points at your page because the page answered the question.
AI searchAnswers in tools that summarize the web. Being cited depends on a page that states the fact.
EnrichmentFields added from outside your notes. A person accepts them before they drive a list.
RoutingWho receives the account. The rule is written. A model that routes with no rule is guessing the owner.
Qualified accountThe definition RevOps owns. A model does not get to rename it.
ListThe people a person will actually send to. A generated list is a draft until someone owns the send.
Health scoreA number from fields a person maintains. A color with no inputs is not a score.
Renewal riskA reason the next term might slip, tied to a field or a ticket.
HandoffThe moment work moves between teams. The note that moves with it is part of the workflow.