Glossary
AI Credit
Section titled “AI Credit”The unit of consumption for AI features. Each operation costs a defined number of credits.
An item on a Process Board. Created automatically when a respondent completes an Intake Bot.
The universal term for what flows through a Process Board. A case can be a lead (sales), claim (insurance), patient visit (healthcare), candidate (recruiting), and so on.
Contact
Section titled “Contact”A workspace-level person. Created or updated automatically when a respondent submits an Intake Bot. Tracks all interactions across FlowApps.
Credit Pack
Section titled “Credit Pack”A one-time purchase of additional AI credits. Available on paid plans.
Encrypted Field
Section titled “Encrypted Field”A field whose value is encrypted at rest using Supabase Vault. Available on Business+.
FlowApp
Section titled “FlowApp”The top-level container. One FlowApp combines an Intake Bot, Process Board, Records, Contacts, and Routing in one place.
Hidden Field
Section titled “Hidden Field”A field that is never shown to the respondent but stores a value (from URL parameter, embed attribute, or static default) and can drive conditional logic or routing.
Intake Bot
Section titled “Intake Bot”The conversational interface that collects information from respondents. Replaces traditional forms.
Magic Moment
Section titled “Magic Moment”A celebration effect that can be triggered by a content block. Nine kinds available.
A column on a Process Board. Cards move through phases as work progresses.
Private Field
Section titled “Private Field”A field whose value is excluded from all AI processing. Stored separately with restricted access. Available on Business+.
Process Board
Section titled “Process Board”A kanban-style board for tracking cases through stages (phases). Internal tool, respondents never see it.
Record
Section titled “Record”A structured data instance. Each Submission creates a Record according to the Record Type schema.
Record Type
Section titled “Record Type”A custom data schema you define (fields, contact linking options). Like a database table definition.
Respondent
Section titled “Respondent”The person filling out an Intake Bot. Not a workspace member or team member.
Access level within a Workspace. Owner, Admin, or Member.
Segment
Section titled “Segment”A saved filter on Contacts that creates a dynamic list. Updates automatically as contacts match or stop matching criteria.
Submission
Section titled “Submission”A completed Intake Bot conversation. The data collected from one respondent’s session.
A label assigned to a Contact for categorization.
Voice Pack
Section titled “Voice Pack”The tone applied to an AI-generated Intake Bot. Shapes questions, follow-ups, content blocks, and welcome/farewell messages. Options: Playful, Warm, Professional, Formal, Ludicrous.
Workspace
Section titled “Workspace”The multi-tenant container that owns all FlowApps, contacts, and billing.