Glossary

Explaining in-depth AI, sales, customer data, and operations terminology to help businesses understand key concepts and apply AI effectively in practice.

AI

Agentic AI

Agentic AI is a system design in which AI components can select and execute multiple steps toward a goal within explicit authority, observation, and stop controls.

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AI Copilot

An AI Copilot is an interactive AI assistant embedded in a user's workflow. It helps people find information, draft content, analyze context, and complete routine tasks while the human remains responsible for decisions and approval.

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AI Harness

An AI Harness is the runtime layer around an AI model that enables it to use tools, manage context, execute multi-step tasks, control actions, and record execution results in production.

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AI Agent

An AI Agent is an AI system that can understand goals, analyze context, plan tasks, use authorized tools, and perform one or more actions to complete a specific task.

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AI Orchestration

AI orchestration is the design and operating layer that connects AI agents, models, data, tools and workflows so a system can pursue a goal with explicit sequencing, permissions, controls and handoff rules.

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AI Automation

AI Automation is the use of AI to automate repetitive tasks and processes, shifting part of the manual work traditionally handled by people to AI-powered systems.

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AI Workflow

An AI Workflow is a business process designed to incorporate AI into one or more processing steps, enabling the system to analyze data, understand context, make decisions, or perform actions within a defined scope.

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AI Adoption

AI Adoption refers to the extent to which a business actually incorporates AI into its operations and uses it consistently across business processes, rather than simply experimenting with AI or using it as a standalone tool.

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AI-native

AI-native describes a product, service, business process, or operating model designed with AI as a core capability from the outset, rather than building the system first and adding AI later.

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AI Transformation

AI Transformation is the strategic process of integrating AI into business operations, workflows, products, services, and decision making to improve efficiency, drive innovation, and create measurable business value.

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AI Runtime

AI Runtime is the infrastructure and software layer responsible for executing, operating, and managing AI workloads in production environments.

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AI Governance

AI Governance is a system of policies, processes, roles, and control mechanisms designed to ensure that AI is developed, deployed, and used safely, transparently, responsibly, and in alignment with an organization’s goals.

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AI Memory

AI Memory is the ability of an AI system to remember, store, and retrieve information from previous interactions to maintain the context, history, and knowledge needed for subsequent interactions or tasks.

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AI Context

AI Context is the set of relevant data, information, and signals provided to an AI system at the time of processing to help it correctly understand the user, business, situation, and task objective.

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AI Economics

AI Economics is the way businesses measure, manage, and optimize the costs incurred when using AI, particularly token consumption, model usage, and the cost of completing a task.

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AI ROI

AI ROI (Artificial Intelligence Return on Investment) is a metric used to evaluate the economic value generated by an investment in AI relative to the cost of that investment.

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Sales

Lead

A lead is an identified person or organization that may be relevant to a business, but has not necessarily passed qualification or accepted a sales conversation.

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Revenue

Average Order Value (AOV)

Average order value (AOV) is recognized order revenue divided by eligible orders under one stated window, currency and return or cancellation rule. It describes the mean order, not the typical customer, profit, basket quality or customer lifetime value.

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Customer Retention

Customer retention is a business's ability to keep customers from a defined starting cohort active or current through a stated period. Retention rate is one way to measure that outcome; “retained” must match the business model.

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Customer Data

Customer 360

Customer 360 is a governed view that connects selected customer records and interactions for a defined decision. It is not automatically one database, a complete picture of a person, or proof that every record belongs together.

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Automation

Automation Sequence

An automation sequence is an ordered set of timed actions and checks for one eligible entity, with explicit entry, exit, suppression, ownership and failure rules.

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Workflow

A workflow is a defined sequence of states, tasks, decisions, owners and handoffs that moves one unit of work from a trigger to an accepted end state. It can be manual, automated or mixed; drawing arrows does not make the underlying work reliable.

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