Glossary

Last updated: 2026-11-09

Terms

• Action item — An entry in Action Items: an e-mail to answer, a task, a form submission, a draft mailing, a chat message or a CRM follow-up. See Action Items.
• AI agent task — A prompt saved under AI Agents that the AI runs on a schedule (manual only, hourly, daily, weekly or monthly), using CRM, e-mail, calendar and file tools. See AI assistant and agents.
• AI assistant — The assistant that opens from the AI button, labelled BETA, with a chat mode and an agent mode. Most actions need your confirmation before they run. See AI assistant and agents.
• Booking link — A link that lets customers pick a free time on the days you allow, and the booking lands in your Outlook calendar. See Scheduling and booking links.
• Brand kit — The brand your company markets under: name, colours, font, tone of voice, hashtags, content guidelines and logos, kept in Settings -> Integrations -> Brand kit. The AI agent is told to follow it when it writes marketing content. See Brand kit.
• Campaign — A named set of mailings in Mailings -> Campaigns: a first mailing plus follow-ups, sent to one or more mailing lists. See Mailings and campaigns.
• Catalog — Your list of articles and services, which you can add to opportunities and use in Leadfinder searches. See Opportunities and quotes.
• Catch-all domain — A domain whose mail server accepts every address, so a mailbox check cannot confirm an address there. A contact person shows Catch-all domain after such a check. See Email address verification.
• Chat room — A conversation that starts when a visitor uses the chat widget on your website. It arrives in the Inbox tab of Conversations with the tag Website chat. See Chat widget.
• Company admin — A team member with admin access to company-level settings: the team, Plan & Usage, the Marketing Relation box and the company shared mailbox. See Team and roles.
• Connector — A link between Enydea and another system. Settings -> Integrations has three kinds: Connect an AI assistant, Connected systems for an external sales or quoting system, and MCP servers that give Enydea's AI agent tools from other systems. See Integrations overview.
• Contact person — A person who belongs to a relation, with name, function, e-mail address, phone numbers and social profiles. See Relations and CRM.
• Contract template — A reusable contract that you create in Settings -> Contracts and start from in Relations -> Contracts with From Template. See Contracts and e-signing.
• CRM category — A rule-based segment of relations that fills itself, managed from the Mailing list screen with Manage auto-filter CRM categories. See Mailing lists and segments.
• Current Account — The field in the left menu that sets which marketing relation you work in. See Navigating Enydea.
• Custom field — A named list of values that you define in Settings -> Account and that appears as a drop-down on relations. See Settings reference.
• Data deletion widget — A form for the visitors of your website to ask for deletion of their personal data. You manage the requests in Settings -> Data Deletion. See Privacy and compliance tools.
• Dynamic list — A mailing list that builds its recipients from a live CRM segment and can refresh before each send. See Mailing lists and segments.
• Follow-up mail — A mailing added under another mailing in a campaign with Add Follow-Up Mail. It can go to everyone, or only to people who opened or clicked the previous mail or visited a link. See Mailings and campaigns.
• Form entry — One submission of a form. Entries are listed under Forms and can be added to the CRM. See Forms.
• Hot / Cold — The Lead Score Hot/Cold slider on a relation, from 0 to 100. The Relations list is sorted by it, hottest first, by default. See Relations and CRM.
• Landing page — A public page with an address that contains /p/ and a name you choose, built from sections such as hero, text, gallery and a form. See Landing pages.
• Lead score — A number from 0 to 100 that Leadfinder shows on each company it finds, as in the tooltip Lead score: n/100. See Leadfinder.
• Lead source — A place to look for companies, such as a trade show, a directory or an association. Leadfinder suggests them and crawls them. The AI Assistant can also save one as a recipe and run it again later. See Leadfinder.
• Mailbox — Your e-mail account connected to Enydea (Microsoft Office 365, Google Gmail or IMAP / SMTP), and the screen that shows it. See Mailbox.
• Mailing — One bulk e-mail that you design in the Template Editor and schedule in a campaign. See Mailings and campaigns.
• Mailing list — A list of recipients for bulk e-mail that you fill by upload, by hand or from your CRM relations. See Mailing lists and segments.
• Market signal — A public event, such as a plant investment or a delayed project in a company announcement or the news, that suggests a company may buy what you sell. Enydea scores each one from 0 to 100 against a signal profile, which describes what you sell and which event makes a buyer, and links it to a relation. See Market signals.
• Marketing relation — A relation with Marketing Relation ticked. You work in one at a time through Current Account, and your subscription limits how many you can have. See Navigating Enydea.
• MCP — Short for Model Context Protocol. Enydea gives your company a connector address that lets AI assistants such as Claude and ChatGPT work with your Enydea data after each person signs in. See Connect AI assistants with MCP.
• MCP server — A system that offers tools over MCP. A company admin can add one under Settings -> Integrations -> MCP servers, so that Enydea's own AI agent can use the tools you switch on. Every tool starts switched off. See MCP servers.
• Opportunity — A potential deal on a relation, with value, currency, line items, status and follow-up date. See Opportunities and quotes.
• Primary user — The team member marked with a star who holds the owner role of the company account. See Team and roles.
• Quote — A PDF offer made from an opportunity with Print as Quote. See Opportunities and quotes.
• Relation — A record in your CRM for a company or a person, holding contact persons, calls and messages, opportunities, files and contracts. See Relations and CRM.
• Scene — An animated layout that you build in Visualization -> Scene Creator. You can convert it to a video or GIF, or share it with a link. See Image and video studio.
• Seat — A place for one user in your subscription. Settings shows how many seats are in use. See Team and roles.
• Segment — A set of rules, such as country, tag or e-mail opened, that selects relations or contacts. CRM categories, dynamic lists and retargeting audiences use the same rules. See Mailing lists and segments.
• Send gate — A company setting that checks the recipients of every campaign just before it goes out. It has three modes: off checks nothing; warn, the default, reports and holds nobody back; enforce leaves addresses below the minimum trust score out of that send, and they stay on the list. Addresses that are not linked to a contact person, such as an uploaded list, are not judged. Company admins change it through the AI Assistant. See Email address verification.
• Sending domain — A domain that you register and verify in Settings -> Email Integration so that bulk e-mail can be sent from your own addresses. See Tutorial: set up a bulk e-mail domain.
• Setup Wizard — The 13-step window that collects your company, target-customer, branding, mailbox, budget, tracking and team details. See Setup Wizard.
• Shared mailbox — One Office 365 mailbox that a company admin connects and every team member can send from. See Team and roles.
• Social sign-in — Creating an account or signing in with Google, Facebook, LinkedIn or Microsoft instead of an e-mail address and password. See Sign in and manage your account.
• Tag — A label you add to a relation. Tags drive filters and mailing lists. See Relations and CRM.
• Tracking code — The JavaScript snippet in Settings -> Website Tracking that you paste into your website to record visitor activity. See Website tracking and consent.
• Trust score — A score from 0 to 100 that Enydea keeps for each contact person's e-mail address, based on where the address came from and what has been checked since. 55 or more counts as probable, 80 or more as verified. See Email address verification.