Core concepts

Use this page as a glossary. You can start with your first workflow and return here when a term is unfamiliar.

Workspace

Your business's environment: its people, records, settings, and connected accounts. Access depends on your membership. Developers also call this a tenant.

Record

A saved business object, such as a contact, company, opportunity, or conversation. Records link together so a deal can show the people, messages, and work that belong to it.

Module

An area of functionality, such as proposals or campaigns. Your workspace can switch optional modules on or off. A guide may describe a module that is not enabled for you. See Modules.

Proposal and approval

An action proposal describes a change that has not run yet. Approval is the decision to authorize it. This is different from a sales proposal document, which lives under Proposals.

Action queue

The pending actions that need processing or review. AI-proposed changes appear here before execution. Actions you perform manually follow their screen's controls. See Approvals.

Receipt

A recorded outcome of an attempted action. It helps establish whether the action succeeded, failed, or still needs attention. A draft and an approved request are not proof that a message was sent.

Activity and audit

Activity lets you investigate changes and their origin. The underlying audit history records who changed what and when. See Activity.

Idempotency

Protection against repeating the same intended action during a retry. For example, a retry of an existing send should use its original request identity rather than create another email. When the result is uncertain, inspect the original action before trying again.