Glossary
| Term | Definition |
|---|---|
| Tenant | A workspace owner (a customer of CraftBot). One PostgreSQL schema per tenant. |
| Workspace | User-facing synonym for tenant. |
| User | A person with a CraftBot login. Belongs to one tenant. |
| Role | Permission profile: agent, supervisor, admin, super_admin, readonly. |
| Team | Grouping of agents. Receives queue assignments. |
| Skill | Free-form label on agents and conversations, used by skill-based routing. |
| Contact | An external person who messages your business. |
| Conversation | A unit of customer engagement. Has status + sub-state + assignee. |
| Sub-state | Open-conversation finer indicator (waiting on customer / agent / system). |
| Message | Single inbound or outbound payload. |
| Whisper | Internal-only message inside a conversation thread. |
| Tag | Short label on a conversation. |
| Recipe | Bot conversation flow built on the canvas. |
| Node | Single step in a recipe (Message, Question, etc.). |
| Port | Connection point on a node — in, next, fallback, branch_*. |
| Edge | Connection between two ports. |
| Variable | Named value inside a flow session. |
| Flow session | One execution of a recipe for a contact. |
| Trigger | Rule that decides which inbound starts which recipe. |
| Channel | A communication surface (WhatsApp, web widget…). |
| Channel config | A specific number provisioned in the workspace. |
| Webhook | HTTP callback from a channel into CraftBot (inbound). |
| Template | Pre-approved WhatsApp HSM. |
| HSM | Highly Structured Message — the WhatsApp term for a template. |
| 24-hour window | The period after a customer’s last inbound during which free-form replies are allowed. |
| Business hours | Workspace-level schedule. |
| KB | Knowledge base. |
| CSAT | Customer Satisfaction survey. |
| NPS | Net Promoter Score — a 0–10 customer satisfaction scale. |
| SLA | Service-Level Agreement — time-bound performance target. |
| Vault | AES-256-GCM encrypted store for channel credentials. |
| Subflow | A recipe flagged as callable from another recipe. |
| Bot view | Supervisor inbox tab listing fully-automated conversations. |
| Simulator | Sandboxed runtime for testing recipes. |
| AI Agent | An 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-filter | Per-tenant keyword blocklist that runs before every Agent and AI Agent node call. |
| Smart Plug | Admin-configured HTTP card rendered in the agent right rail. Read plugs auto-fire on conversation open; action plugs fire on button press. |
| Custom Entity | Admin-defined data type attached to a contact (1:N) — Salesforce/HubSpot-style “custom object”. |
| Connector | Pre-built or tenant-authored integration definition (Generic REST, Freshdesk, Zoho, HubSpot, Salesforce, in-house). |
| Lookup Entity node | Read-only recipe node that pulls a contact’s custom-entity records for branching. |
| PDPL | Personal Data Protection Law (UAE / KSA). |
| TPA | Third-Party Administrator — the healthcare sector this platform serves. |
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