Glossary

A quick reference for the words used across the product and this guide.

Workspace & people#

• Organisation / Workspace - your company's account in Saleszium. Everything belongs to it.
• Member - a person on your team with access to the workspace.
• Role - the set of permissions a member has (Owner, Admin, Agent, and so on).

Chatbot & knowledge#

• Chatbot - the automated assistant that talks to visitors on your behalf.
• Knowledge Base - the content you train the chatbot on (websites, files, articles).
• Training source - a single item of knowledge: a URL, an uploaded document, or an article.
• Training - the process of teaching the chatbot from your sources.
• RAG (Retrieval-Augmented Generation) - the technique the bot uses to pull the most relevant pieces of your knowledge into each answer, so replies stay grounded in your content.
• Tokens - the unit of AI usage you consume as the bot reads and writes. Plans include a monthly token allowance.

Conversations & support#

• Conversation - a back-and-forth thread with a visitor on any channel.
• Inbox - the unified place where conversations from chat, WhatsApp and email arrive.
• Channel - a way customers reach you: website chat, WhatsApp, email.
• Ticket - a tracked support request, from open through to resolved.

CRM & sales#

• Lead - a potential customer you're trying to win.
• Contact - a person's record (name, email, history).
• Company - an organisation a contact belongs to.
• Pipeline - the stages a deal moves through, from first contact to closed.
• Deal - a specific opportunity with a value and a probability of closing.

Marketing & website#

• Campaign - a coordinated outreach (email, chatbot or LinkedIn) to an audience.
• Form - an embedded form that captures leads.
• Visitor - someone currently or recently browsing your website.
• SEO audit - an automated check of a page's performance and search-readiness.

Automation#

• Workflow - an automated sequence: a trigger, optional conditions, and actions.
• Trigger - the event that starts a workflow (e.g. a form is submitted).
• Action - what the workflow does (e.g. send an email, create a task).