12 words, defined plainly
Glossary.
We keep this set so you can look up a word while you are still in the conversation that raised it. A term page tells you the plain meaning, the places the software usually appears, and the limit that decides whether a person should stay involved. Leave with a sentence you could say out loud to a coworker who has never sat through a product demo. If the sentence you leave with still needs a slide to make sense, read the longer note before you treat the word as a decision.
How to read
Name the job the word covers.
We wrote the short line for the meeting and the longer note for the second pass. Use the short line when someone drops a term into the conversation. Open the longer note when you need the boundaries, the usual setup, and the part that should stay with a person. A useful reading ends when you can point at one repeated task, the file that task depends on, and the person who would have to undo a mistake. If the page could describe any company in any week, with no file and no owner, you have not found the job yet.
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Meaning
Name the real task.
Put the word into the kind of day your team already has, at a front desk, on a job site, or in a treatment room, and see whether it still names a real task. A definition that only makes sense inside a slide has not told you what anyone would do differently on Monday.
- A sentence a coworker would repeat
- The task the word names
- What a customer would notice
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Place
Point at the file.
Name the record the word would touch, the person who updates that record today, and the customer who is waiting on the other side. When you can point at those three, the word is attached to work. When you cannot, it is still floating above the week.
- The screen that holds the file
- The person who updates it
- The customer waiting on it
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Check
Leave a person in charge.
Ask what repeats often enough to describe, what your current tools already store, and which step would cause trouble if software got it wrong. That inspection is the reason the definition exists, and it should end with a named person on any step you would not want reversed.
- The work that returns each week
- The records you can open today
- The step a person must sign
Term library
Read the plain meaning.
Every card states the definition in one sentence. The page behind it adds the longer explanation, a few points worth remembering, the questions readers ask next, and the nearby terms that get confused with this one. Start with the word you just heard, then open the neighbors if the first sentence still feels slippery. The letters along the top only group the list, and terms that sit next to each other in the alphabet are not related by meaning. Use the related terms on the page itself when you want the idea that sits beside this one.
A
5 terms
Agentic AI
Agentic AI keeps working toward a goal.
Read definitionAI Agent
An AI agent prepares work for review.
Read definitionAI conversion system
The set of AI systems that carries a local business from a new inquiry to a booked visit, and reports that work separately for each location.
Read definitionAI Lead Scoring
AI lead scoring uses machine learning on historical deal data to predict which new leads are likely to convert, replacing the hand-tuned point systems most CRMs ship with.
Read definitionAI Marketing Automation
AI marketing automation uses machine learning to run campaigns end to end (picking who to message, what to say, and when to send), instead of relying on fixed rules a marketer writes by hand.
Read definitionC
2 terms
Conversational AI
Conversational AI talks plainly with people.
Read definitionCustomer Journey Orchestration
Customer journey orchestration is real-time coordination of the messages and offers a buyer sees across every channel, so the next interaction always reflects what they have already done.
Read definitionG
1 term
M
1 term
P
1 term
R
1 term
S
1 term
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Next step
Bring us the word from the meeting.
Name the term that sat closest to a job your people still finish themselves, and we will say whether software can carry part of that job while a person keeps the final say.