Key ideas

The words used across the app and these docs.

Agent

One AI team member with its own name, voice, phone number, playbook and settings.

Kind

The agent's job, such as Salesperson or Receptionist. It shapes how the agent works a call and can't be changed later.

Playbook

What the agent sells or handles, how it answers pushback, and its rules. The tab is named for the job.

Goal

What a call should end in, such as a booked meeting. Goals are tried in order, and each is tied to a call outcome.

Qualifies on

What the agent finds out before moving to a goal, such as budget and timing.

Knowledge

Facts the agent can use on calls: pages, files and notes, turned into a fact sheet.

Data columns

Answers the agent records on calls, kept per lead in a table you can export.

Lead

A person for the agent to call or who called in, with their consent status and call history.

Consent

How a lead agreed to be contacted: asked to be contacted, existing customer, or cold (no consent).

Outcome

How a call ended: booked, transferred, qualified, follow up, not a fit, not interested, do not call, voicemail, no answer or failed.

Meeting type

A kind of appointment the agent can book, with its own length and place.

Event

Something on the calendar that blocks booking times, for every agent or one.

Connected app

A CRM, calendar, chat or booking tool the agents can use, connected once for the company.

Custom connection

Any other app's MCP server, added to an agent so it can use that app's tools on calls.

Test call

A call in your browser that runs the agent exactly as on the phone, without dialling anyone.

Roles

Admin

Everything: create and change agents, connect apps, company settings, team and API keys.

Member

Works with leads, calls and events, and can test agents, but can't change agent or company settings.