Glossary

Agents and conversations

Agent: A part of Nudge with one job. All agents are listed under Agents. See Agents.
Website Agent: The agent in the chat widget on your site. It answers visitors from your knowledge base, qualifies them and books meetings. See Website Agent.
Handoff Agent: Sends the closer a brief before every meeting.
Nurturing Agent: Follows up leads who drop off. Not included in the Beta plan.
Outreach Agent: Writes to visitors who come back without writing and offers them a slot. Not included in the Beta plan.
Widget: The chat bubble and window the Website Agent uses on your site. Its look is set in the agent's Appearance screen.
Snippet: The line of code you paste on your site to load the widget. See Installation.
Conversation: One exchange between a visitor and the Website Agent. The Beta plan includes 250 conversations a month.
Test mode: Conversations you run yourself to try the agent, for example in the Test your agent setup step. They do not count as real visits.
Ask Nudge: A chat inside the app where you ask questions about your own data (pipeline, leads, results) in plain language.
To validate: The list of things the agents prepared and that wait for a human decision, such as follow-ups to approve.

Knowledge base: What the Website Agent knows: the pages of your site Nudge read, plus content you add. Managed in AI content.
Site scan: Nudge reading your website to build the knowledge base. It runs during setup and can be run again.
Offers: Your products or plans, the prices the agent may quote and your target customers. Used to answer visitors and to estimate the value of each lead.
Shared memory: What all agents know about your company, including your offers. Admins manage it.

Contact: A person in your workspace: a visitor who left their details, someone who booked, or someone you added or imported. See Sales.
Lead: A contact who showed interest, captured by an agent or a form, with a score.
Qualification: The three or four questions the agent asks before offering a meeting, and the points each answer is worth.
Lead score: A score out of 100 computed from the qualification answers and scoring rules. From 50 a lead is qualified (warm); from 80 it is hot.
Booking: A meeting booked with your team, by the Website Agent, a form or a booking page. Shown under Bookings.
Outcome: What happened in a meeting, recorded by the closer: Sale, No Sale, No Show, Reschedule, or Pending until recorded.
Brief: The summary the Handoff Agent sends to the closer before a meeting: who the lead is, what they asked and how they answered.
Pipeline: The stages your deals go through. Shown under Pipelines.
My day: A closer's or setter's view of their meetings and tasks for today.

Form: What collects a lead's details before showing booking slots. A Conversation form is run by the agent in a chat; a Step form is a sequence of screens followed by a calendar. See Forms and scheduling.
Booking page: A public page where a prospect picks a slot. Its URL includes your workspace slug.
Collection: The area of the app listing the conversations and forms that collect leads.

Workspace: Your organization in Nudge. Agents, contacts, bookings, integrations, members and the subscription all belong to one workspace. See Workspaces.
Slug: The short address of a workspace, used in app.asknudge.ai/w/your-slug and in your public URLs.
Auto-join by domain: A workspace setting that lets people with a confirmed email on an allowed domain join with a default role.
Invitation: An email inviting someone to a workspace with a given role. Valid for 7 days.
Admin: Manages the workspace: agents, shared memory, integrations, team and settings.
Manager: Manages the sales team and its results.
Closer: The salesperson who takes the meetings. Receives the briefs and records outcomes.
Setter: A team member who books or prepares meetings for the closers.

Roles and their exact permissions are described in Account.

Beta plan: The single paid plan during the beta. See Free trial and plans.
Trial: The 3-day free period that starts each subscription. The agent can answer on your site for up to 50 conversations.
Try Nudge: A free demo of the agent on your own website, without an account. See Try Nudge.