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CraftBot Docs v1 — internal preview
ReferenceGlossary

Glossary

TermDefinition
TenantA workspace owner (a customer of CraftBot). One PostgreSQL schema per tenant.
WorkspaceUser-facing synonym for tenant.
UserA person with a CraftBot login. Belongs to one tenant.
RolePermission profile: agent, supervisor, admin, super_admin, readonly.
TeamGrouping of agents. Receives queue assignments.
SkillFree-form label on agents and conversations, used by skill-based routing.
ContactAn external person who messages your business.
ConversationA unit of customer engagement. Has status + sub-state + assignee.
Sub-stateOpen-conversation finer indicator (waiting on customer / agent / system).
MessageSingle inbound or outbound payload.
WhisperInternal-only message inside a conversation thread.
TagShort label on a conversation.
RecipeBot conversation flow built on the canvas.
NodeSingle step in a recipe (Message, Question, etc.).
PortConnection point on a node — in, next, fallback, branch_*.
EdgeConnection between two ports.
VariableNamed value inside a flow session.
Flow sessionOne execution of a recipe for a contact.
TriggerRule that decides which inbound starts which recipe.
ChannelA communication surface (WhatsApp, web widget…).
Channel configA specific number provisioned in the workspace.
WebhookHTTP callback from a channel into CraftBot (inbound).
TemplatePre-approved WhatsApp HSM.
HSMHighly Structured Message — the WhatsApp term for a template.
24-hour windowThe period after a customer’s last inbound during which free-form replies are allowed.
Business hoursWorkspace-level schedule.
KBKnowledge base.
CSATCustomer Satisfaction survey.
NPSNet Promoter Score — a 0–10 customer satisfaction scale.
SLAService-Level Agreement — time-bound performance target.
VaultAES-256-GCM encrypted store for channel credentials.
SubflowA recipe flagged as callable from another recipe.
Bot viewSupervisor inbox tab listing fully-automated conversations.
SimulatorSandboxed runtime for testing recipes.
AI AgentAn LLM-backed agent a recipe can call. Two kinds: webhook (external endpoint, called from the Agent node) and in-platform (CraftBot calls a provider directly, called from the AI Agent node). Configured in Settings → AI Agents.
Safety pre-filterPer-tenant keyword blocklist that runs before every Agent and AI Agent node call.
Smart PlugAdmin-configured HTTP card rendered in the agent right rail. Read plugs auto-fire on conversation open; action plugs fire on button press.
Custom EntityAdmin-defined data type attached to a contact (1:N) — Salesforce/HubSpot-style “custom object”.
ConnectorPre-built or tenant-authored integration definition (Generic REST, Freshdesk, Zoho, HubSpot, Salesforce, in-house).
Lookup Entity nodeRead-only recipe node that pulls a contact’s custom-entity records for branching.
PDPLPersonal Data Protection Law (UAE / KSA).
TPAThird-Party Administrator — the healthcare sector this platform serves.
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