Glossary

An autonomous software system that performs tasks on your behalf—researching, communicating, analyzing, or executing workflows—using large language models and integrations. Unlike simple chatbots, agents operate 24/7 and can complete multi-step tasks without constant human input.

Setup and configuration without writing code. You connect tools (CRM, help desk, etc.) and configure behavior in the product's UI.

Resolving customer issues before a support ticket is created. Tools answer from your knowledge base in chat or email so fewer issues reach human agents.

A sales role focused on outbound prospecting, lead qualification, and booking meetings for account executives. Automation can augment SDR capacity by handling research, outreach, and first-touch at scale.

An AI assistant that works alongside you in a tool (e.g. GitHub Copilot in the IDE). Copilots suggest and complete; they typically don't run fully autonomously. 'Agent' often implies more autonomy and multi-step execution.