A #
| Term | Definition |
|---|---|
| Account | The top-level container for your organisation. An Account holds one or more Brands, along with users and settings. See Brand vs Account Structure. |
| Agent | The intelligent guide that runs a Journey from start to finish. An Agent presents information, collects responses, and moves the Candidate through each Step. See What is an Agent?. |
| Agent Chat | An AI-powered chat feature that lets Candidates ask questions during a Journey. Answers are based on Knowledge articles configured by your team. See Agent Chat & Knowledge. |
| Agent Editor | The main workspace where you build and configure your Agent — including Steps, flow, and logic. See Agent Editor. |
B #
| Term | Definition |
|---|---|
| Brand | A sub-division within your Account (e.g., a business unit, franchise, or client). Each Brand has its own Agents, Candidates, and workflows. See Brand vs Account Structure. |
C #
| Term | Definition |
|---|---|
| Candidate | The person moving through a Journey — this can be an applicant, customer, lead, or any individual going through your process. See Core Concepts. |
| Compatibility Match | A scoring system that evaluates how well a Candidate fits your defined criteria, based on their responses during the Journey. See Understanding Compatibility Match. |
| Custom Fields | Additional data fields collected during a Journey, defined in your Path configuration. They store information specific to your use case. |
D #
| Term | Definition |
|---|---|
| Dashboard | A centralised view that provides a quick summary of system activity, Candidate progress, and Agent performance. See Understanding the Dashboard. |
G #
| Term | Definition |
|---|---|
| Gate | The entry point into a Journey. A Gate receives incoming data (from forms, APIs, or other sources) and places a Candidate onto a Path. See What is a Gate?. |
J #
| Term | Definition |
|---|---|
| Journey | The live, real-time execution of a Path for a specific Candidate. Each Candidate has their own Journey that tracks their progress from start to Outcome. See Core Concepts. |
| Journey Timeline | A chronological record of all actions and events during a Candidate's Journey. See Understanding the Journey Timeline. |
K #
| Term | Definition |
|---|---|
| Knowledge | Structured articles that the Agent uses to answer Candidate questions via Agent Chat. Knowledge is created at the Brand level and assigned per Agent. See Training the Knowledge Base. |
M #
| Term | Definition |
|---|---|
| Merge Fields | Dynamic placeholders (e.g., {{ firstname }}) that are replaced with real Candidate data when content is displayed or sent. See Using Merge Fields. |
| Milestone | A marker in the Path that groups Steps into stages. Milestones help track progress at a higher level without requiring Candidate action. See Using Milestone. |
O #
| Term | Definition |
|---|---|
| Outcome | The defined end state of a Journey (e.g., Approved, Declined, Completed, Withdrawn). Every Journey should end with a clear Outcome. See Core Concepts. |
P #
| Term | Definition |
|---|---|
| Path | The ordered sequence of Steps that defines the structure of a Journey. The Path is the blueprint — the Journey is the execution. See Core Concepts. |
| Pause & Review | A Step type that pauses the Journey until a reviewer manually resumes it. See Pause & Review. |
R #
| Term | Definition |
|---|---|
| Runner | The interface where Candidates experience the Journey. It displays Steps one at a time, collects responses, and shows Agent Chat. Also refers to the background engine that processes each Step. |
S #
| Term | Definition |
|---|---|
| Step | A single action point in a Journey (e.g., a form, a message, a video, a webhook). Steps are the building blocks of a Path. See Steps Configuration Guide — Overview. |
W #
| Term | Definition |
|---|---|
| Webhook | A Step type that sends Candidate data to an external system in real time via API. See Webhook Step. |