Knowledge base.
From A to Z: the terms around AI agents, automation and working together, explained by Your Company OS.
About the wiki
Terms for AI agents, sales and automation.
This knowledge base explains AI agents, workflow automation and CRM. Use the explanations to choose a process, connect sources and assess how your team follows up.
Agentic AI
Agentic AI refers to AI systems that act proactively, self-directedly, and goal-orientedly, they plan multiple steps ahead, learn from feedback, and act.
AI agent
An AI agent is an autonomous software program that independently executes tasks, makes decisions, and communicates with external systems to achieve a goal.
AI chatbot
An AI chatbot is an automated system that simulates human conversations via text or speech, answers questions, and executes tasks.
AI copilot
An AI copilot is an AI assistant that works alongside a human, not instead of, to accelerate tasks, provide suggestions, and summarize complex information.
AI CRM integration
AI CRM integration connects AI systems with CRM platforms like HubSpot and Salesforce to automatically update data, generate insights, and trigger actions.
AI email writing
AI tools that automatically generate personalized sales emails based on prospect data and context.
AI ethics
AI ethics covers the moral questions around AI: fairness, transparency, privacy and accountability in how systems are built and used.
AI lead qualification
AI lead qualification is the use of AI models to automatically determine which leads are most likely to become customers, based on behavior, firmographics.
AI orchestration
AI orchestration is the coordination and management of multiple AI agents, tools, and workflows to autonomously and efficiently execute complex, multi-step.
AI outreach
AI outreach is the use of AI systems to automatically, scalably, and personally contact prospects via email, LinkedIn, and other channels.
AI personalization
AI personalization is the use of AI to tailor communication, content, and offers at scale to the unique characteristics, needs, and behavior of each.
AI sales agent
An AI sales agent is an autonomous AI that handles prospecting, outreach, lead qualification and meeting booking without human intervention.
AI SDR
AI software that automates Sales Development Rep tasks, from prospecting to initial outreach and follow-up.
AI workflow automation
AI workflow automation combines AI models with process automation to execute complete business processes, from trigger to result, without human intervention.
AI-powered sales
AI-powered sales integrates AI throughout the entire sales process to increase efficiency, personalization and conversion.
Autonomous agent
An autonomous agent is an AI system that pursues complex goals without human guidance, makes its own decisions, and adapts to changing circumstances.
Autonomous AI agent
An autonomous AI system that independently sets goals, makes plans and executes actions in external systems without constant human supervision.
Chatbot qualification
AI chatbots that automatically qualify website visitors by asking questions and booking meetings.
Conversation intelligence
Software that records, transcribes, and analyzes sales calls to provide insights and improve performance.
Conversational AI
Conversational AI is technology that enables computers to communicate in a natural, human way via text or speech, understanding context and intent.
Customer relationship management (CRM)
Software for managing all interactions with prospects and customers throughout the entire customer lifecycle.
Fine-tuning
Fine-tuning is the process of further training a pre-trained AI model on a specific dataset to improve performance for a particular task or domain.
Function calling / tool use
Function calling enables AI models to invoke external tools, APIs, and functions as part of their reasoning, allowing them to not only generate text but.
Large language model (LLM)
A Large Language Model (LLM) is a neural network trained on enormous amounts of text that understands, generates, and reasons with human language at a human.
LLM agent
An AI agent where a large language model (LLM) is the cognitive center: the brain that reasons, plans and makes decisions to execute tasks.
Machine learning (ml)
Machine learning is a branch of AI where systems automatically learn from data and improve their performance without being explicitly programmed.
Multi-agent system
A multi-agent system is a network of multiple collaborating AI agents, each fulfilling a specialized role to collectively achieve complex goals.
Predictive analytics
AI-driven analyses that predict which leads, deals, or actions have the highest chance of success.
Predictive lead scoring
AI models that automatically score leads based on conversion probability, trained on your historical data.
Prompt engineering
Prompt engineering is the art and science of formulating instructions for AI models to obtain optimal, consistent, and reliable output.
Sales analytics
Collecting, analyzing and visualizing sales data to make better decisions and improve performance.
Sales automation
The use of software and tools to automate repetitive sales tasks and increase sales efficiency.
Sales copilot
AI assistants that help sales reps in real-time during calls with suggestions, battle cards, and next best actions.
Sales engagement platform
Software that automates your outbound cadences and orchestrates every touchpoint with prospects.
Sales intelligence
Data and insights about prospects and accounts that help you better target, personalize, and sell.
Vector database
A vector database stores data as mathematical vectors (embeddings) and enables searching based on semantic similarity, rather than exact word matches.
Voice AI calling
AI software that can conduct autonomous phone conversations for prospecting, qualification, or appointment setting.
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