Glossary

Common terms you'll run into while using Vendi Today, in plain language.

CRM Basics

• Contact — a person in your database: a lead, customer, or anyone you're tracking.
• Opportunity — a potential or in-progress sale tied to a contact, tracked through your pipeline.
• Pipeline — the set of stages a deal moves through, from first contact to closed.
• Stage — a single step within a pipeline (e.g., "New Lead," "Proposal Sent," "Won").

Communication

• Conversations — the unified inbox where SMS, email, and chat messages with contacts all live in one thread.
• Chat Widget — the embeddable chat window you can add to your website for live conversations with visitors.
• Unified Mailbox — a single view combining messages from multiple channels.

Marketing & Automation

• Workflow — an automated sequence of actions (emails, texts, tags, delays) triggered by a specific event.
• Trigger — the event that starts a workflow, like a form submission or a tag being added.
• Campaign — a broader marketing push, often built from one or more workflows and messages.
• Custom Value / Custom Field — reusable or business-specific data you define yourself.

Technical Terms

• API — a way for external software to talk to Vendi Today programmatically.
• Webhook — an automated message sent between systems when a specific event happens.
• DNS — the system that maps a domain name to the servers it points to.
• SMTP — the protocol used to send email.
• SSL — the security certificate that keeps traffic to your site encrypted.

Scheduling

• Buffer Duration — extra time automatically added before or after a booked appointment.
• Slot Interval — how frequently available booking times are spaced on your calendar.

Reporting

• Attribution Report — shows which marketing channel or source is responsible for a given contact or sale.
• Call Reporting — a breakdown of inbound and outbound call activity and outcomes.