Glossary
Twenty terms that explain how agentic revenue actually works — from the busywork it removes to the human line it never crosses.
Activity Capture
Automatically logging every sales touchpoint into a deal’s timeline — no manual entry required.
Read more →Agent Orchestration
Coordinating multiple specialized AI agents so they work together on one shared deal record instead of as disconnected tools.
Read more →Agentic AI
AI systems that autonomously plan and take multi-step action toward a goal, rather than only responding to a single prompt.
Read more →Agentic Revenue
A go-to-market model where AI agents do the operational selling work — logging, chasing, forecasting — and humans keep every customer-facing decision.
Read more →Agentic Workflow
A sequence of tasks where AI agents take autonomous action at each step, with defined checkpoints for human review.
Read more →AI Guardrails
The rules, approval steps and permission boundaries that constrain what an AI agent is allowed to do on its own.
Read more →AI Sales Agent
A software agent that performs a specific sales task on a rep's behalf, with a human approving anything that reaches a customer.
Read more →AI Sales Copilot
An assistant that works alongside a rep inside their existing workflow, leaving the rep to review and decide rather than acting independently.
Read more →Auto-capture
Automatically turning a call, email or voice note into a structured CRM deal record — no manual form-filling required.
Read more →Autonomous Selling
AI independently running some or all of the sales process — outreach, qualification, even closing — without human review at each step.
Read more →Conversation Intelligence
Using AI to analyze sales conversations and extract deal details, sentiment and risk signals automatically.
Read more →CRM (Customer Relationship Management)
Software that stores a company’s contacts, deals and interactions in one place — traditionally by requiring manual entry.
Read more →Revenue Intelligence
Using AI to analyze sales data, conversations and pipeline signals for an accurate, real-time read on deal health and forecast.
Read more →Revenue Operations (RevOps)
The function that aligns sales, marketing and customer success around one shared process, data model and forecast.
Read more →Sales Velocity
A formula measuring how fast a pipeline converts into revenue: opportunities × deal value × win rate ÷ cycle length.
Read more →Sandbagging
A rep deliberately underreporting a deal’s value or likelihood to guarantee beating their number later.
Read more →Signal-Based Selling
Prioritizing and acting on real-time buying signals instead of working leads in a fixed, undifferentiated order.
Read more →System of Action
Software that actively does the next step on your behalf, rather than a system of record that only stores what’s typed in.
Read more →