The words behind the work.
Clearly explained.

Observable conditions agreed in advance to determine whether an implementation meets its scope.

IN PRACTICEA repeated event must not create two calendar bookings.

An operation performed by a workflow after its conditions are met.

IN PRACTICECreate a task, update a stage, or send an approved message.

A system that uses an AI model to interpret context and select or use permitted tools within a configured scope.

IN PRACTICEAn agent can request availability but cannot approve an unapproved discount.

An interface through which software requests data or operations from another system.

IN PRACTICEA booking workflow requests current availability from a calendar service.

The share of a defined set of appointments recorded as attended.

IN PRACTICEKeep rescheduled appointments from being counted as both an old no-show and a new attendance.

A rule for assigning credit to sources or interactions; it does not by itself prove causation.

IN PRACTICEA first-touch report assigns credit to the original recorded source.

A reviewable record of actions and changes, including relevant timing and actors.

IN PRACTICEThe team can inspect why an opportunity moved to booked.

A connected set of records, rules, AI, and workflows that carries out routine steps in the customer journey within defined business boundaries.

IN PRACTICEAn inquiry is qualified and offered a booking, while unusual scope requests reach a person.

A conversational interface that may be powered by rules, an AI model, or a combination.

IN PRACTICEA website chat answers approved service questions and collects a contact method.

A group sharing a defined starting condition, often the period in which inquiries arrived.

IN PRACTICETrack all inquiries received in one week through later outcomes.

A record representing a person or business relationship, distinct from an individual sales opportunity.

IN PRACTICEA returning customer keeps one contact record while starting a new project.

The fraction of a defined population that completes a specified next event.

IN PRACTICEBooked appointments divided by qualified inquiries in the same cohort.

Customer relationship management: the practices and software used to maintain contact relationships and associated activity.

IN PRACTICEA contact record links a conversation to an open service opportunity.

Identifying and resolving repeated records or events using appropriate matching criteria.

IN PRACTICEA repeated event is recognized without merging two unrelated people.

The entry of a record into a workflow according to its rules.

IN PRACTICEAn eligible unanswered inquiry enters a follow-up sequence.

Routing a situation beyond the current workflow’s authority or capability.

IN PRACTICEAn unsupported question is assigned for review instead of answered speculatively.

A visible collection of unresolved cases requiring recovery or review.

IN PRACTICEA failed record update appears with context and an assigned owner.

Defining how fields in one system correspond to fields in another.

IN PRACTICEA website’s service selection populates the CRM’s requested-service field.

Supplying a system with relevant source information so its response can be tied to available evidence.

IN PRACTICEA response about service areas uses the business’s maintained coverage list.

A transfer to an accountable person, with context and a clear state for pending automation.

IN PRACTICEA custom quote request pauses generic reminders and reaches the quote owner.

A property that lets the same operation be repeated without creating an additional unintended effect.

IN PRACTICERepeated delivery of one booking request produces one intended appointment.

A configured connection that exchanges data or actions between systems.

IN PRACTICEA website sends validated inquiries to the CRM.

Turning an inquiry into a usable record with source, context, and responsibility.

IN PRACTICEA submitted form creates or updates a contact and assigns an opportunity.

Assigning an inquiry to the appropriate workflow, team, or person using agreed criteria.

IN PRACTICEA request is routed by service and area to the responsible team.

A defined method for assigning a score to attributes or behavior; its usefulness depends on the criteria and supporting evidence.

IN PRACTICEA score summarizes supplied answers but retains the answers for human review.

A broad relationship state, such as prospect or customer, that may differ from an individual opportunity’s pipeline stage.

IN PRACTICEA customer remains a customer while a new opportunity is still being qualified.

The ability to understand system behavior from recorded events, status, and errors.

IN PRACTICEA failed message can be traced from the original trigger to the provider response.

A record representing a potential sale or engagement moving through a defined process.

IN PRACTICEOne customer can have two opportunities for two separate services.

A request or recorded preference to stop specified communication.

IN PRACTICEThe workflow stops relevant messages when the preference changes.

The set of stages used to represent the current state of sales opportunities.

IN PRACTICENew inquiry → qualified → booked → quote sent → closed.

Collecting and evaluating the information needed to choose an appropriate next step.

IN PRACTICEThe business checks location, requested service, and timing before offering a calendar.

Allowing a record to enter a workflow again after a qualifying new event or condition.

IN PRACTICEA genuinely new inquiry may justify another response workflow.

An appropriate effort to restart a conversation with an inactive customer or prospect.

IN PRACTICEAn eligible customer receives a previously requested service check-in.

Another attempt to perform an operation after a suitable failure condition.

IN PRACTICEA temporary connection failure may lead to a bounded later attempt.

RevSet’s name for its done-for-you approach to connecting the customer journey. It describes an implementation, not a standalone CRM subscription.

IN PRACTICEA project connects inquiry capture, response, booking, follow-up, and reporting.

A planned way to reverse or disable a change when rollout causes an unacceptable issue.

IN PRACTICEDisable a new sequence while preserving inquiry records for manual handling.

Grouping records by relevant shared characteristics for a particular decision or workflow.

IN PRACTICEPast customers due for a service review form a different segment from unqualified inquiries.

The designated authority for a particular fact. Different systems can own different facts.

IN PRACTICEThe calendar determines availability; the CRM determines opportunity ownership.

Elapsed time from inquiry receipt to a specifically defined response event.

IN PRACTICEMeasure the time to acknowledgement separately from time to a useful answer.

A condition that prevents or ends a workflow or scheduled action.

IN PRACTICEAn opt-out stops the relevant automated outreach.

An event or condition that starts or advances a workflow.

IN PRACTICEA confirmed appointment event initiates a confirmation workflow.

An HTTP notification that one system sends to another when an event occurs.

IN PRACTICEA messaging event notifies the connected workflow.