Glossary

This glossary defines key terms and concepts used throughout the Agents documentation and platform.

A

Action Node

A node type that performs external operations like sending emails, posting to Slack, or updating CRM records. Action nodes are side-effecting.

AI Agent

A type of AI node that can use tools (search, web search, document access) to gather information and complete tasks autonomously.

AI Prompt

A type of AI node that processes input through an AI model and returns structured output based on the prompt configuration.

Active (Version State)

A workflow version state indicating the version is currently processing events. Only one version can be Active at a time. When a new version is released, the previous Active version becomes Superseded.

B

Backoff

The delay between retry attempts when an operation fails. Can be fixed, exponential, or exponential with jitter.

BAML

Bounded Adaptive Model Language. A domain-specific language used internally for defining AI model interactions and structured outputs.

Batch Mode

Execution mode where a node processes all input items together as a group, rather than individually.

Broadcast Node

A control flow node that attaches shared data to each item in a stream, combining context with individual items.

C

CEL

Common Expression Language. A language used for conditions and dynamic values in workflow nodes.

Control Flow Node

A node type that manages execution flow, including conditionals (If), merging (Zip), and iteration (Select Many).

Cron Expression

A string format for defining scheduled times using fields for second, minute, hour, day, month, and day of week.

D

Dead Letter Queue (DLQ)

A storage area for messages that failed processing after all retry attempts. Used for investigation and manual retry.

Deal Room

A collaborative workspace for managing sales deals, including shared documents, meeting history, and deal context.

Decision Site

The platform that provides Agents and other features for sales teams. Integrations are configured at the workspace level and shared across all Decision Site features.

E

Edge

A connection between two nodes that defines data flow in a workflow graph.

Execution

A single run of a workflow, triggered by an event or schedule. Contains the state of all nodes throughout processing.

Execution Status

The current state of a workflow execution: queued, running, completed, failed, or canceled.

Event Trigger

A trigger node that starts a workflow in response to a system event, such as a meeting ending.

F

Filter

In Liquid templates, a transformation applied to a value using the pipe syntax (e.g., | upcase).

G

Graph

The structure of a workflow as a directed graph of nodes connected by edges.

I

If Node

A control flow node that routes execution based on a condition, with true and false output paths.

Input Port

The entry point on a node where data arrives from upstream nodes.

J

Jitter

Random variation added to retry delays to prevent thundering herd problems when many retries occur simultaneously.

L

Liquid

A templating language used for generating dynamic text content in messages, emails, and prompts.

Load Meeting Node

A loader node that fetches detailed meeting information including attendees, recordings, and transcripts.

Loader Node

A node type that retrieves data from external sources to use in the workflow.

M

Materialization

The process of generating scheduled events ahead of time to ensure reliable delivery.

Message

A unit of work in the workflow system, containing payload data and metadata for processing.

Model Tier

The capability level of an AI model: low (fast, economical), medium (balanced), or high (advanced reasoning).

N

Node

An individual processing unit in a workflow that performs a specific operation.

Node Family

A category of node types (e.g., SlackPost, AIPrompt, If) that share common characteristics.

Node ID

A unique identifier for a node type that encodes its family, variant, inputs, and outputs.

Node Variant

A specific version of a node family, such as per-item or batch processing modes.

O

Output Port

The exit point on a node where processed data is sent to downstream nodes.

Outbox

A database table that stores messages for reliable delivery using the transactional outbox pattern.

P

Per-Item Mode

Execution mode where a node processes each input item individually, producing one output per input.

Port

An input or output connection point on a node.

Prompt

Instructions provided to an AI model that define the task, context, and expected output format.

R

Retry Policy

Configuration that defines how failed operations are retried, including max attempts, strategy, and backoff timing.

Return Type

The data type of an AI node's output: string, integer, boolean, float, or list variants.

Release

The action to make a workflow version Active. When you release a version, the current draft becomes Active, the previous Active version becomes Superseded, and a new draft is created.

S

Scheduled Trigger

A trigger node that starts a workflow based on a cron schedule.

Select Many Node

A control flow node that flattens an array into individual items for per-item processing.

Side-Effecting

A node that causes external changes (sends messages, updates records). Side-effecting nodes require careful consideration in error handling.

Sink Node

A terminal node that ends a workflow branch without producing output.

Superseded (Version State)

A workflow version state indicating the version was previously Active but has been replaced by a newer released version. Superseded versions are preserved for reference and can be re-released if needed.

System Event

A platform-generated event that can trigger workflows, such as MEETING_ENDED or SCHEDULED.

T

Template

A pattern for generating text using Liquid syntax with variables and filters.

Timeout

The maximum time allowed for a node to complete execution before failing.

Token

A unit of text processed by AI models, roughly 4 characters or 0.75 words.

Transactional Outbox

A pattern where messages are stored in a database table as part of a transaction, then reliably delivered by a separate process.

Trigger

The starting point of a workflow that determines when and why the workflow runs.

V

Version

A snapshot of a workflow at a point in time that can be released, superseded, or rolled back.

Version Number

A sequential identifier for workflow versions (1, 2, 3, etc.).

W

Wait Node

A control flow node that pauses execution for a specified duration.

Workflow

An automated process defined as a graph of nodes that processes events and performs actions.

Workflow Document

The JSON representation of a workflow's structure, nodes, edges, and configuration.

Z

Zip Node

A control flow node that merges multiple input streams, combining data from parallel branches.

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Abbreviations

Related

• Core Concepts
• Platform Overview