Glossary
The words ERIX uses, in one place.
Reference3 minChecked against ERIX on
| Word | Meaning |
|---|---|
| Workspace | Your business in ERIX: its contacts, chats, team and settings. One login can belong to more than one. |
| Contact | A person you deal with. Your workspace may call them a patient, buyer, student or member. |
| Pipeline | The stages a deal moves through, from first enquiry to won or lost. |
| Channel | Where customers reach you: WhatsApp, Instagram, website chat, email, phone. |
| Agent | An AI assistant that answers customers or works your contacts, at the level you allow. |
| Approval | An action the agent or an automation held back for a person to confirm. |
| Knowledge | The facts the agent answers from: FAQs, prices, timings, your website. |
| Rule | An automation: a trigger, maybe some waits and checks, then actions. |
| Campaign | A message sent to a list of people, for example a recall or an offer. |
| Template | A WhatsApp message approved by Meta, needed outside the 24-hour reply window. |
| 24-hour window | WhatsApp lets a business reply freely for 24 hours after the customer's last message. |
| Opt-out | A customer who wrote STOP. They get no marketing until they write START. |
| Appointment type | Something people can book with you, with its own length, place and link. |
| Add-on | An extra product or capacity added to your plan. |
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