Glossary

Zyan uses a fair number of specific words, and several of them mean something narrower than they sound. This page defines them all in one place. Where a term belongs to one area, the definition says which.

Two pairs are worth learning before anything else: plan feature versus permission, and workspace owner versus full access. Most access questions are one of those two.

A

Term	What it means
Account access vs Project access	How the project scope picker labels client portals. Account access is the portal with no project linked; every other portal is labelled with its project's name.
Active SEO program	An older per-portal flag. The SEO reporting switch (on the client's Client visibility page or in the SEO Command Center's Settings › Client visibility) only clears it and never sets it, and no other switch sets it now. Where it is still on, it opens the client's SEO tab and carries your published strategy summary as the strategy card; it adds no data of its own.
Add-on entitlement	A purchased or granted service attached to a client portal, such as SEO reporting, Visitor ID, Google Ads or blog content. It decides which data surfaces the client sees.
Add-on family	A service category clients can request from their portal. Eight families are built in.
Agent version	A voice agent's saved configuration, numbered v1, v2 and so on. Versions go draft, then published, then archived. A published version is immutable — to change one you create a new draft.
Approval	A project-scoped sign-off you ask a client for, with optional checklist steps. The client answers Approve or Request Changes.
Approval link	A private, no-login URL emailed to a client so they can approve, request changes or reject a content post. It expires after a chosen window.
Audience	The saved recipient set attached to an outbound sequence. The first attached audience is load-bearing — Lead Manager enrols leads into audience position 1.
Audience classification	How you label who a voice campaign calls: internal test, consent backed, B2B counsel approved, or consumer cold. Consumer cold is denied by default with no in-app override.
Autopilot	A per-website blog publishing schedule — cadence, topic strategy, article format and publish mode. Found on SEO Command Center → Content → Schedule.

B

Term	What it means
Backlog item	A proposed strategy decision in the SEO Command Center, graded P0, P1 or P2. A P0 proposal blocks activation until it is reviewed.
Binding	Linking a Builder project to a real folder on the machine running the desktop app, so local runs have a working tree.
Branding blob	The single shared record holding workspace name, display name, logo, logo text, logo alt text, favicon, brand colour and legal links. The admin portal, sign-in page and client portal all read it.
Broadcast	A single marketing email sent once to a list, to leads or to pasted addresses. The Outbound one-time emails family.
Bucket	How the Projects page groups a project. Any status containing maint is Maintenance, complete or done is Completed, everything else is Active.
Business type (niche)	One of eight workspace categories. Picking one fills in task types, lead tags, delivery steps, an onboarding pack, billing categories and the AI's description of your business.

C

Term	What it means
Capture token	A secret string shaped <workspace id>.<secret> sent in the body of a POST to the custom lead-capture endpoint. It is what authorises the request for your workspace.
Change set	Budget or bid edits staged on the Ad Manager list. They sit unapplied in a bottom bar until you open the review sheet and press Apply.
Checkpoint	A client-visible milestone on a project. Completion percentages on cards and in the portal are checkpoint-driven, never derived from the board column.
Client	The admin-side record: name, company, email, phone, notes and a status of active, lead or archived. Creating one does not create a login.
Client portal	One login for your customer. A client can hold several portal rows — one per project or website, plus optionally one account-level row with no project.
Client task	A to-do you assign to a client through their portal, with a title, description, instructions, priority, category and due date.
Context pack	A named bundle of approved knowledge sources a voice agent may search during a call. Attached per agent version and, optionally, per campaign.
Cost cap	The dollar ceiling for one SEO research run. Blank uses the website default, and the server keeps the lower of your cap and that default.
Credits	A pooled workspace balance spent by AI surfaces — research runs, drafting, prospecting, voice minutes. Included credits reset at renewal and never stack; purchased packs sit on top and expire after 60 days.
Custom domain	A domain you own that serves the client portal only. Your admin workspace always stays on the platform address. Requires the custom-domains plan feature.

D

Term	What it means
Deliverability hold	The dispatcher pauses an outbound mailbox automatically at 5 bounces or 2 spam complaints in 7 days, until you mark it investigated.
Discovery form	The questionnaire from an onboarding pack. The client fills it during onboarding, or later from their portal.
Dispatch	One attempt to write one blog post. Minted by the platform, claimed by a runner, drafted, then published. Its state drives the Latest post badge.
Do not contact	A per-lead flag with a reason code that suppresses the lead from outbound sends.
Dock	The narrow icon rail on the right of the admin portal. On wide screens the assistant panel docks as a third column and the page reflows beside it.
Draft vs Active (strategy)	Research writes a draft strategy. You review it and press Activate draft to make it active. Only one open draft per website at a time.
Draft vs variant (content)	A Compose run produces one draft holding one to six variants of the same post. You pick a variant, then save, schedule or publish it.

E

Term	What it means
Emergency stop	A workspace-level switch that pauses every voice campaign at once and makes any launch fail preflight until it is cleared.
Evidence lane	One of three refreshable data streams behind SEO research: site knowledge (a free crawl), search evidence (a paid data pull), and content structure (a paid on-page audit).
Execution	One queued send inside an outbound sequence. An execution can be queued, sending, needs review, failed or blocked.
External booking	A booking made in a connected third-party scheduler and imported read-only. Availability and changes stay in that tool.
External form	A form hosted at another provider whose submissions Zyan receives. Its fields are owned by the provider and are read-only in Zyan.

F

Term	What it means
Feature key	The internal name of one permission row, such as leads, payroll, builder or messages_client. Used in the grid and quoted in error messages.
Fill mode	How business-type defaults are applied: only things you have not already set up are filled in. Nothing you authored is ever overwritten.
First-touch SLA	The minutes-from-arrival deadline for someone to make first contact with a new lead. Drives the Attention queue.
Full access (admin)	A per-member switch making a teammate owner-equivalent for features, permissions, billing and audit — but not for the workspace subscription, the owner account, or arming autonomous sending.

G

Term	What it means
Gap segment	Keyword Gap partitions every keyword into five buckets that do not overlap — Shared, Missing, Weak, Strong and Untapped — plus a Unique overlay chip.

H

Term	What it means
Held before drafting	A queued blog post stopped before any writing happened. It can be re-drafted or removed; nothing was written or published.
Honeypot	An invisible field on hosted lead forms. A bot that fills it gets a success-looking response and no lead is created.
Hosted lead form	A form you build in Zyan that lives on your own verified domain. It can be linked directly or embedded in another site.

I

Term	What it means
Intake mode	How new website leads are assigned: manual only, round robin, or least loaded.
Intent cluster	A named group of search queries with a business outcome, an owning page and supporting pages. Labelled Intent in the Strategy navigation.
Internal portal	A portal whose access email matches no client record. It has no client detail page, so it is managed from the portals workspace instead.
Item kind	A row on the task table is a task, a meeting or a content item. The kind decides which extra fields appear.

K

Term	What it means
KD	Keyword Difficulty, 0 to 100, shown as a band chip or gauge.
Knowledge source	A stored document the AI reads — a crawled page, an uploaded file, a transcript, a URL or a note. Sources are chunked and embedded for retrieval.

L

Term	What it means
Lead Manager	The queue holding every unconverted lead in the workspace. Converted leads leave the queue.
Lens	The view switcher on several pages. The content calendar has Month, Week and List; the accounts page has Stats, Feed and Posts.
Line	A business phone number that texts send from and inbound texts land on.
Live check	The platform re-fetching the guessed public URL of a published post until it resolves. Until then the URL is a guess, not a confirmation.
Live fix	A source-level SEO fix — meta, canonical, schema, alt text, internal links — staged as a pull request or applied directly, with a rollback ledger.
Living strategy	The strategy object for a website: an active side, optionally a draft side, a version number, a charter, a monthly focus, intent clusters and a backlog.
Local vs cold outreach	The origin split in Lead Manager. Local is leads you entered or that arrived through your own inbound channels. Cold is prospected leads and identified website visitors.

M

Term	What it means
Mailbox daily cap	The per-mailbox ceiling the dispatcher enforces each day, shown as sent today over cap. Warmup can lower the effective cap below the number you typed.
Manage link	The private link in every booking confirmation email that lets the visitor reschedule or cancel until the meeting starts.
Map Pack tracking	A geographic grid of local-search rank scans around a business listing, configured per website and optionally shown to the client.
Market	The country an SEO research target measures in. Country-only by design; each country carries a default language code.
Member	A staff teammate whose access is decided entirely by the permission grid on their member page.
Memory	Durable notes the Zyan AI assistant keeps, agency-wide or per client. You can add, edit, undo and delete them.
Merge returning visitors	A lead-form setting. When on, a submission matching an existing lead by email or phone updates that lead instead of creating a duplicate.
Minor units	Money is stored in the currency's smallest unit — cents. Budget and bookkeeping figures are converted for display.
Mock runtime	The default voice runtime. Calls are simulated with no telephony egress. Live dialling requires platform gates armed outside the admin portal.
Money guard	Frozen safety ceilings on ad-spend edits. A change past them is flagged as failed and excluded from Apply, and the server rejects it even if you force it in.

O

Term	What it means
Onboarding pack	A reusable bundle: one discovery form, client task templates, delivery checkpoints, content items, and a welcome email subject and message.

P

Term	What it means
Parked run	A research run paused waiting on you, shown as Needs you. Common reasons are a cap reached, a draft conflict, ungrounded seeds or missing credits.
Pay item	A single earning line on a payroll statement — hours, build, service, upsell, project, bonus or custom.
Permission grid	The per-member, per-feature matrix of View, Edit, Create and Delete. Turning on Edit, Create or Delete turns View on; turning View off clears the whole row.
Pipedream-backed connector	An integration where Pipedream manages the provider's OAuth. You connect at the provider and Zyan stores only a binding, never the provider's tokens.
Plan (billing catalog)	A sellable service or bundle on your client price list, with a price, interval, category and status. Not to be confused with your Zyan subscription plan.
Plan feature (entitlement)	Whether your Zyan plan sells a capability at all. Separate from permissions — a permission cannot unlock something the plan does not include.
Platform address	Your always-on workspace hostname, a *.zyan.ai subdomain. It never goes away, even after you add a custom portal domain.
Portal kind	Full portal, Leads, SEO, Backlinks or Ads. Minimal kinds land the client on their product surface and hide agency-workflow navigation. Changing the kind rewrites the section toggles.
Post group	A named bundle of related content posts, such as one campaign, that the calendar can be filtered by.
Preflight	The deterministic compliance and operational check run before a voice campaign is approved, before it launches, and again before every single dial. Errors block; warnings need a typed acknowledgment.
Product (voice)	A separate versioned record holding the offer content an agent may quote — FAQs, objections, pricing and claim rules. A campaign pins one published agent version and one published product version.
Proposal	Anything the Zyan AI assistant wants to create or change, shown as a card you approve or deny before it is written.
Prospecting session	One conversation with the prospecting assistant. Results, credits and saved state are pinned to that session.
Publish advisory	A recorded note about something the platform noticed while publishing a post. Advisories never block a post — only security and configuration problems hold one.
Publish mode	How a finished blog post reaches the website repository: review pull request, auto-merge, or direct push.
Publishable key	The workspace API key sent as a header on lead-capture calls. Safe to place in a public web page, unlike the capture token.
Published graph	The frozen copy of an automation the dispatcher actually runs. Saving a draft never changes live behaviour — only enabling or publishing does.
Published version	Publishing a lead form snapshots its current fields. Visitors always see the last published snapshot, never your unsaved draft edits.
Punch vs override	A punch is an immutable clock event. Corrections never edit punches — they write a per-day override.

R

Term	What it means
Radar	The SEO opportunity feed: striking-distance keywords, competitor top-ranking pages, trending news and RSS. Each item can be dismissed, sent to Autopilot or rewritten as a draft.
Report keyword set	The opt-in subset of tracked keywords that appear in client reports. Capped, and it never auto-includes brand keywords.
Request	A revision or change request. Clients raise them from the portal and you triage them under Requests.
Research brief	The five fields telling research what the business is: niche, target audience, primary services, secondary services and target locations. With the niche and primary services both empty, deep research is blocked.
Research run	The staged pipeline that builds a strategy. A full run is ten stages; a monthly adjustment is three.
Research target	A domain paired with one country market. All keyword and competitor research is scoped to a target, and each carries its own monthly research ceiling.
Runner	The Zyan desktop app, open and signed in with a project folder bound. It claims blog drafts and fix jobs and runs them locally.

S

Term	What it means
Saved view	The stat tiles on the Tasks board — Overdue, Today, Review, Unassigned — which double as one-click filters.
Seat (client portal)	An extra client login on the same portal, up to five beside the primary. Payment methods, personal notifications and account settings stay per-login.
Seats (staff)	How many staff members your Zyan plan allows. Pending invitations count. Builder seats are a separate cap and the workspace owner is exempt from it.
Sections	Per-portal switches controlling which portal areas a client sees, edited from the client's Client visibility page (Edit sections opens the Sections sheet); the portal panel keeps a Sections tab only where there is no client page. A switch turned off hides the area; an omitted value is treated as on.
Semi-monthly period	Payroll and timesheets run on half-month ranges — the 1st to the 15th, and the 16th to the end of the month.
Send window	The hours and days an outbound mailbox may send. A mailbox with no hours of its own inherits the workspace window.
Sending domain	A verified subdomain used as the From address for portal and marketing email. Separate identities exist per purpose and per client.
SEO reporting	One switch per project, on the client's Client visibility page and in the SEO Command Center's Settings › Client visibility, beside Blog posts and Map Pack results. On includes SEO Reporting & Technical SEO in the client's plan — so their SEO tab drops its offer wall and shows your attached reports and Map Pack results; off cancels the included service. Attached reports reach the client on their own; Map Pack results show inside SEO reporting.
Sequence	A multi-step cold-email cadence sent from a connected mailbox, with waits between steps and a per-sequence approval policy.
Setup-surface window	Temporary first-run surfaces — the Getting Started card and the business-type prompt — disappear seven days after the workspace is created, finished or not.
Skill	An at-mention shortcut in the Zyan AI composer, such as a website audit or a client report.
Statement	A payroll record for one team member for one pay period. It moves draft, then approved, then paid. Creating or approving one never sends money.
Storefront	A public product page served from your portal domain, where a purchase creates the client, portal and entitlement automatically. Available only on plans that sell Storefront, and it requires a connected payment account.

T

Term	What it means
Test mode	A voice campaign flag, on by default, restricting live dialling to allowlisted destination numbers.
Triage	The review step visitor leads go through — pending, kept or discarded — before they become CRM leads.
Trigger and step	An automation is one trigger, the event that starts it, plus a graph of steps: the actions, conditions and waits that follow.

V

Term	What it means
Visitor identification	Anonymous website visitors resolved to a person or company by a third-party provider and delivered to Zyan for triage.

W

Term	What it means
Warmup stage	A ramp raising a new mailbox's effective cap over its first weeks, from manual through three phases to production.
Widget	A removable card on the dashboard. Layout, size and visibility are saved per user and per scope.
Work item vs shift	Tasks and content items live on the project action list; shifts are a separate entity that appears only on the Work Hub schedule, timesheets and the member dashboard.
Workspace (tenant)	Your agency's account. One workspace per Zyan subscription, and each staff user belongs to exactly one workspace.
Workspace owner	The single account that owns the subscription. Only this account sees Settings → Plan & Credits and can change the plan.

Related

• What Zyan is
• Plans, credits and seats
• Team and permissions
• Set up your workspace