A quick reference for the words that come up most in Cloziq. Skim it once and the rest of the app reads a lot easier.

**Channel**
A connected social account, usually your Instagram. It is how Cloziq reads and replies to your messages. You can connect more than one channel to a single workspace.

**Workspace**
Your Cloziq account space, where your channels, agents, offers, and contacts all live. If you switch between connected accounts, you are switching the active channel inside your workspace.

**Sales Agent**
The AI assistant you design to handle conversations. You give it a personality, a goal, and a sales flow, and it talks to prospects for you.

**Offer**
The thing you sell or give away, like a program, a digital download, or a free guide. You attach an offer to an agent so it knows what to pitch, and the FAQs you write on it become the agent's product knowledge.

**Initiative**
An automation that decides when an agent jumps in. An initiative connects a trigger (like a comment or a DM) to an outcome, so the right conversation starts at the right moment. Initiatives are unlimited on every plan.

**Trigger**
The event that kicks off an initiative: someone commenting on a post, replying to a story, sending a DM with a certain keyword, or interacting with an ad.

**Classic Setup**
The do-it-yourself checklist on your dashboard: create an offer, build a sales agent, launch an initiative. It retires itself once all three exist.

**Done for You Setup**
The dashboard tool that writes a draft offer and a draft sales agent for you, from your own web pages and documents, in about two minutes. Everything it produces is a draft until you publish it.

**Opt-In Message**
The first DM a prospect receives after they trigger an initiative, with a single button under it. Tapping that button is the opt-in that lets the rest of the initiative reach them, and it is the moment a sales conversation actually starts. Not to be confused with the agent's own opening message below.

**Sales Flow**
The conversation you design for an agent: the agent's opening message, the qualification steps it asks, and the goal it works toward.

**Guardrails**
The rules that keep your agent on-brand: things it must never say, how it should carry itself, and when to walk away from a prospect.

**Direct Conversion**
An initiative that skips the agent and sends the prospect straight to your offer with a tracked link. Fast, simple, and measured.

**Contact**
A person who has entered one of your conversations. Every contact shows up in your Contacts inbox with their history and where they are in your pipeline.

**Lead status**
Where a contact sits in your sales process, like Active Conversation, Qualified, Call Booked, or Customer. Cloziq updates it automatically as the conversation moves along. The full list is in **Understanding lead statuses**.

**Needs Human Intervention**
The lead status that means your agent stepped back and is waiting for you. It is the first thing to check each day.

**Sales Conversation**
A real conversation between one of your agents and a prospect. Your plan includes a set number of these each month, and they are only counted when a conversation actually starts. See **What counts as a Sales Conversation**.

**Test Agent**
The practice chat where you talk to your own agent before it goes live. Free, unlimited by your plan, and invisible to your real metrics.

**Earnings**
The sales your agents bring in, tracked in the Earnings section so you can see revenue by agent, initiative, or offer.

## Related articles

- [Welcome to Cloziq](https://help.cloziq.com/hc/cloziq/articles/welcome-to-cloziq)
- [Understanding lead statuses](https://help.cloziq.com/hc/cloziq/articles/understanding-lead-statuses)
- [Cloziq plans explained](https://help.cloziq.com/hc/cloziq/articles/cloziq-plans-explained)