AI agent
An AI system set up to handle a defined set of tasks, such as answering enquiries or qualifying leads, within rules you set, handing over to a person when needed.
How we build itBusiness systems glossary
Plain-English definitions of ERP, CRM, POS, funnels, lead systems, AI agents, WhatsApp automation and AI decision support: the terms that come up when you connect, automate and add AI to a business.
AI automation
Using software, including AI models, to do repetitive work people do by hand: replies, data entry, follow-ups and reports.
How we build itAI CFO
A decision-support system focused on finance: live revenue, costs and receivables, cash-flow forecasts and margin leaks.
How we build itAI COO
A decision-support system focused on operations: throughput, bottlenecks, team workflows and the next process worth automating.
How we build itAI CTO
A decision-support system focused on technology: keeping the software stack, integrations and automations healthy, documented and ready to extend.
How we build itAI decision support
AI that analyses your business data and recommends what to look at or do next, while people make the decisions.
How we build itAI Founder
A decision-support system focused on growth: where it’s coming from, what’s stalling, and which decisions need the owner’s attention.
How we build itAttribution
Tracking which channel, campaign or page produced each lead or sale, so budget goes to what actually works.
How we build itBusiness dashboard
A live view of the numbers that matter (sales, cash, stock, pipeline), pulled automatically from your systems instead of built by hand at month-end.
How we build itBusiness operating system
One connected set of tools (website, CRM, communication, operations, finance and reporting) that shares the same data, so work flows through the business without re-typing or chasing.
See the whole systemConversion rate
The share of visitors or leads who take the next step you want, such as booking a call or buying.
How we build itCost per lead (CPL)
Marketing spend divided by the number of leads it produces. Cost per qualified lead counts only the leads that match your ideal client.
How we build itCRM
Customer relationship management software: one record of every lead and customer, their conversations, and where they are in your sales pipeline.
How we build itERP
Enterprise resource planning software: orders, inventory, purchasing, finance and operations in one system, so every team works from the same numbers.
How we build itFunnel
A sequence of pages and messages built to turn a visitor into a lead or customer: a focused landing page, a way to capture and qualify the enquiry, booking, and automatic follow-up.
How we build itLanding page
A single page built for one audience, one offer and one action, usually the destination for an ad or campaign.
How we build itLead system
The process and software that capture every enquiry, tag where it came from, route it to the right person and make sure it gets followed up.
How we build itPOS
A point-of-sale system records counter or in-store sales and, when connected, updates stock and accounts automatically.
How we build itQualified lead
An enquiry that matches your ideal client, for example the right need, budget and timing, as opposed to any contact-form submission.
How we build itWhatsApp automation
Automated replies, qualification, booking and follow-up on WhatsApp, connected to your CRM so every conversation is logged.
How we build it