We believe powerful technology should be easy to understand. Here you'll find simple, plain-English definitions for the key terms in AI, sales, and marketing automation. Our goal is to cut through the jargon so you can feel confident about the tools you use to grow your business.
Take AI Readiness AssessmentDefinition: Technology that enables computer systems to perform tasks that typically require human intelligence, such as understanding language, recognizing patterns, and making decisions.
Why it matters: AI handles repetitive communication tasks, freeing you and your team up for high-value work.
Learn more: About Our AI Employees
Definition: The use of technology to perform tasks or processes in a workflow automatically, without manual intervention.
Why it matters: Automation saves you time, reduces errors, and ensures a consistent experience for every customer.
Learn more: About Marketing Automation
Definition: The act of a customer scheduling an appointment or service with your business.
Why it matters: An easy and automated booking process leads to a fuller schedule and fewer administrative headaches.
Learn more: About our Calendar & Booking Tools
Definition: A system for managing all of your company's relationships and interactions with current and potential customers. It's a central database for all contact info, notes, and conversation history.
Why it matters: A good CRM prevents leads from falling through the cracks and gives you a 360-degree view of every customer.
Learn more: About our CRM & Pipelines
Definition: A type of AI specifically designed to understand and respond to human language in a natural, back-and-forth way, like a real conversation.
Why it matters: It provides a professional and helpful experience for customers who interact with your AI Assistants over text or phone.
Learn more: About our AI Chat Assistant
Definition: A series of automated emails or text messages sent to a contact over a set period, often triggered by a specific action (like downloading a guide).
Why it matters: It allows you to nurture new leads and onboard new clients automatically, building trust over time.
Learn more: About Marketing Automation
Definition: A multi-step, guided path that a potential customer moves through, leading towards a conversion event like a purchase, booking, or sign-up.
Why it matters: Funnels are more effective than standard web pages for converting traffic into leads and sales.
Learn more: About our Website & Funnel Builder
Definition: The process of building relationships with potential customers by providing value and maintaining communication over time, even if they are not ready to buy immediately.
Why it matters: It converts cold or old leads into sales-ready opportunities, maximizing the value of your contact list.
Learn more: About our Lead Nurturing Assistant
Definition: A branch of AI that gives computers the ability to read, understand, and interpret human language.
Why it matters: NLP is the technology that allows our AI Employees to understand what your customers are texting or saying.
Definition: A visual representation of your sales process, broken down into stages (e.g., New Lead, Contact Made, Quote Sent, Won).
Why it matters: A pipeline gives you a clear, at-a-glance view of your potential revenue and helps you track every deal.
Learn more: About our CRM & Pipelines
Definition: In service-based health businesses (like dental or veterinary), the process of reminding and reactivating patients to book their next recurring appointment (e.g., a 6-month cleaning).
Why it matters: An automated recall system is the key to maintaining a full schedule and ensuring continuity of care.
Learn more: Use Case for Dental Practices
Definition: Sending promotional or transactional messages to customers via text message.
Why it matters: With open rates over 95%, SMS is one of the most effective ways to send timely information to your audience.
Learn more: About Email & SMS Campaigns
Definition: An event or condition that starts an automated workflow. For example, a customer filling out a form can be a trigger that starts a welcome email sequence.
Why it matters: Triggers are the "if this happens" part of an automation that makes your marketing smart and responsive.
Learn more: About Marketing Automation
Definition: A single inbox that consolidates conversations from multiple channels—such as email, SMS, and website chat—into one place.
Why it matters: It allows your team to manage all client communication efficiently without having to switch between different apps.
Definition: A series of automated actions that are triggered by a specific event. For example, a "New Client Workflow" could automatically send a welcome email and create a follow-up task.
Why it matters: Workflows are the "machines" you build to automate your repetitive business processes.
Learn more: About Marketing Automation
Our world is always evolving, and so is the language we use. If there's a term you think we should add, please let us know! We want this to be the most helpful resource possible for business owners like you.
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Always Learning: We constantly update our glossary to help you stay informed