Glossary

On a call

Session, or call. A single recorded call. The two words mean the same thing.
Overlay. The small in-call window the copilot runs in. Only the rep sees it, and nothing joins the meeting.
Answer card. A grounded answer the copilot gives, either when you ask or when it catches a prospect question, with a link to the source it came from.
Assist. In-call coaching. Press it when you are not sure what to do next, and the copilot reads the moment against your playbook.
Detection mode. How answers appear on a call: Auto shows them automatically, Suggest asks you first, and Manual stays quiet until you ask.
Stealth mode. Hides the overlay from screen shares, recordings, and screenshots.

Knowledge base. Everything the copilot can draw on for answers: your uploaded documents, connected sources, and battle cards.
Document. A file you upload, like a pricing sheet, a one-pager, or an FAQ, for the copilot to reference.
Connector. A live link to an outside source such as Google Drive, Notion, or Confluence that syncs into the knowledge base and stays current on its own.
Battle card. A short, canonical answer you want delivered the same way every time, like a competitor comparison. Cards take priority over your other documents.
Knowledge gap. A real question your knowledge base could not answer. The running list of gaps is your to-do list for making the copilot better.

Playbook. Your call framework: the stages of a good call and what a rep should cover in each. Tracked live and scored afterward.
Stage. A phase of the call, like Discovery or Next Steps.
Item. Something to cover in a stage, like confirming the economic buyer.
Coverage criteria. Plain-language rules for what counts as covering an item, so the live tracking is accurate.
Default playbook. The playbook that runs automatically on every call. Admins set it.
Adherence. How closely a call followed its playbook.

Product. What your team sells, described once so the copilot understands your calls. Admins create products; the default attaches to every call automatically.
Product description. The plain description of what you sell that the copilot uses to keep live answers accurate.
Auto-detection triggers. The question types, such as pricing or security, the copilot may answer on its own. Set per product, on or off.

Call analysis. The post-call pass that finds every question the prospect asked and classifies how the rep handled it.
Call notes. The auto-written summary, topic sections, and action items from a call.
Coaching queue. The incorrect, deferred, and unguarded answers from recent calls, gathered for coaching.

Label	What it means
Correct	The rep answered accurately, backed by your knowledge.
Incorrect	The rep gave an answer that does not match your knowledge.
Knowledge gap	A real question your knowledge base did not cover.
Deferred	The rep punted instead of answering.
Unguarded	The rep gave a substantive answer with nothing in the knowledge base behind it.

Owner. Runs billing and the plan, manages roles, and can delete the workspace. There is one per workspace.
Admin. Manages knowledge, playbooks, connectors, members, and org settings.
Member. A rep. Runs the copilot and sees their own calls.
Viewer. Read-only access, for someone who needs to see analytics but does not run calls.