Glossary
Key terms and definitions used throughout Expedify.
A
Agentic AI
AI-powered assistant that can understand natural language and execute actions across Expedify. Uses skills to perform tasks like querying CRM, executing workflows, and generating content.
API Key
Authentication credential for accessing the Expedify API. Created in Settings → API Keys.
C
Campaign
A marketing message sent to a group of contacts through email, SMS, WhatsApp, or voice channels.
Company
An organization entity in the CRM. Companies can have multiple associated contacts and deals.
Contact
A person record in the CRM. Contacts can be leads, customers, partners, or any individual your business interacts with.
Custom Fields
User-defined data fields that extend the standard entity schema. Supports text, number, date, dropdown, and other field types.
D
Dashboard
A collection of charts and visualizations arranged in a grid layout for monitoring business metrics.
Database Trigger
A workflow trigger that fires when CRM data changes (create, update, delete events).
Deal
A sales opportunity in the CRM with stages, values, and probability tracking.
E
Entity
A data type in the CRM (Contact, Company, Deal, Task, Note). Each entity has its own fields, relationships, and behaviors.
Execution
One run of a workflow. Executions track inputs, outputs, timing, and status for each node.
I
Integration
A connection to an external service (email, SMS, AI, etc.) that can be used in workflows and other features.
K
Knowledge Base (KB)
A collection of documents and data that can be searched semantically. Used for RAG (Retrieval Augmented Generation) with AI.
L
LLM (Large Language Model)
AI models like GPT-4 or Claude that can generate and analyze text. Used in LLM nodes within workflows.
LLM Node
A workflow node that processes text using AI models for generation, summarization, extraction, or classification.
N
Node
A single step in a workflow that performs an action. Nodes are connected to define the execution flow.
Note
A text record associated with contacts, companies, or deals for documenting interactions and information.
O
Orchestrator
The component of Agentic AI that understands requests, plans steps, and coordinates skill execution.
Organization
A workspace in Expedify with its own database, users, and configurations. Users can belong to multiple organizations.
P
Pipeline
A visual representation of deal stages, showing deals progressing from initial contact to closure.
Q
Query
A data extraction definition in Analytics that specifies which data to retrieve and how to aggregate it.
S
Scheduler Trigger
A workflow trigger that fires on a schedule (daily, weekly, cron expression).
Segment
A dynamic group of contacts defined by filter criteria. Segments automatically update as contacts match or unmatch criteria.
Skill
A capability that the Agentic AI can use to perform actions. Skills map to workflow nodes and other system functions.
T
Task
An action item in the CRM that can be assigned, scheduled, and tracked. Tasks can be associated with contacts, companies, or deals.
Template
A reusable message format for email, SMS, or WhatsApp campaigns with variable placeholders.
Trigger
An event that starts a workflow. Types include Click, Database, Webhook, and Scheduler triggers.
V
Variable
A reference to data from workflow nodes using double curly braces syntax: {{node_id.field}}.
Vector Database
A database optimized for similarity search on embeddings. Used for semantic search in Knowledge Bases.
W
Webhook
An HTTP callback that delivers data when an event occurs. Can be incoming (triggers workflows) or outgoing (sends data to external systems).
Workflow
A visual automation that executes a series of steps when triggered. Consists of triggers, nodes, and connections.
Workflow Builder
The visual canvas interface for creating and editing workflows by dragging, dropping, and connecting nodes.
Common Abbreviations
| Abbreviation | Full Form |
|---|---|
| API | Application Programming Interface |
| CRM | Customer Relationship Management |
| JWT | JSON Web Token |
| KB | Knowledge Base |
| LLM | Large Language Model |
| RAG | Retrieval Augmented Generation |
| SDK | Software Development Kit |
| SSE | Server-Sent Events |
| UI | User Interface |
| UUID | Universally Unique Identifier |