Glossary · Help Center

Term	Meaning
Agent (person)	Team member responsible for a customer ("Assign agent").
AI Agent	Virtual assistant with Artificial Intelligence that answers customers on its own. See AI Agents.
AI credits	Plan balance consumed by AI answers.
API	A way for another system to talk to WhatzAI CRM automatically. See API.
Automation / Flow	Service script built with blocks (menus, questions, conditions). See Automations.
Campaign	Sending the same message (template) to many contacts. See Campaigns.
Contact	A customer's or lead's record in the CRM.
CRM	System to organize customers, deals and history. In WhatzAI CRM, it is the Contacts and Pipelines area.
Custom field	Extra information you create for contacts (tax ID, birthday...).
Deal	A sales opportunity (pipeline card), with a value and Open/Won/Lost status.
Default Agent	The AI Agent used when the chat has no specific agent.
Instance / Connection	A WhatsApp number connected to the system.
Internal note	A yellow message that only the team sees.
Kanban	A board with columns and cards, used for the pipeline.
Lead	A potential customer who showed interest.
Official API (WABA)	The official WhatsApp Business connection, made with Meta, without a QR code.
Owner	The team's owner, with full access and responsible for payment.
Pipeline / Funnel	A board with the stages of a sale or a support ticket.
Prompt / Instructions	Text that tells the AI who it is and how to behave.
QR code	Code scanned with the phone to connect WhatsApp Web.
Quick reply	A shortcut (e.g. `/bank`) that inserts a ready-made text.
Stage	A pipeline column (e.g. "Proposal sent").
Tag	A label to classify contacts (e.g. VIP).
Team / Workspace	Your "company" inside the system. Each team has its own numbers, chats and contacts.
Temperature	How close to buying the contact is: Hot, Warm or Cold.
Template	A message pre-approved by Meta, used on the Official API. See Templates.
Token	A secret code used to authenticate integrations (Meta, API).
Trigger	What makes an automation start (keyword, first message...).
Variable	A placeholder filled in automatically, such as `{{contact.name}}`.
Webhook	An address that receives automatic notices from another system (e.g. messages from Meta).
24-hour window	Official API rule: after 24h without a customer message, only approved templates can be sent.