Glossary

The words KretaOS uses on screen, grouped by where you meet them.

Your book

• Client: a company (or a person) you sell to and look after today. Clients live on the Clients page.
• Lead: someone you are trying to win. A lead moves through New, Contacted and Qualified, and becomes a client when a deal is won.
• Partner: someone you work with rather than sell to, such as a channel partner, agent or supplier who refers business.
• Contact (as a tab): a record not yet sorted into client, lead or partner. It gets no nudges until you classify it.
• Person: a human you deal with, such as Rajesh Mehta, purchase head. A person belongs to a company and keeps their own page, history and consent. The same person can be linked across two companies.
• Collaborator: a teammate who also works a client besides its owner. Collaborators see the client in their own lists and briefs.
• Saved view: a named filter and sort of the Clients list, such as "Pune distributors gone quiet". You can keep it to yourself or share it with the team.

Memory

• Touch: one interaction with a client: an email, a WhatsApp chat, a call, a meeting or a note. Touches are kept exactly as they were logged.
• Fact: something a touch revealed about a client, such as an interest, an objection, a preference or a competitor. Facts are corrected by saving a new version, never overwritten.
• Promise: a commitment made by you or by the client, often with a date, such as "revised quote by Monday". Promises live in the promise ledger until they are marked Kept.
• Relationship score: a number from 0 to 100 that says how healthy a relationship is, worked out from how recently and how often you talk, whether they write back, and whether promises are kept. No AI is involved.
• Graph Memory: your book drawn as a map of clients, people and facts, with lines for who referred whom.

Your day

• Do now: the top of your ranked list on Home: the few things most worth doing next.
• Morning brief: the 8 AM brief by email, Slack or both (in your workspace's time zone) with your overdue, due-today and coming-up follow-ups, and any promises that slipped.
• In the loop: a teammate who is told about a task without doing it: a bell now, one when it is finished, and one if it slips a week.
• Suggested update: a change to a client's record that a recent touch points to, such as a deal's next stage. It waits for your tick.

Deals

• Pipeline: a board of deals for one way you sell, such as new business or renewals.
• Stage: a column in a pipeline, such as Proposal or Negotiation. Each stage belongs to a group (open, won, delivered or lost) that reports rely on.

AI and channels

• Ask AI: the assistant built into KretaOS. It answers from your book and can log, remind and draft for you.
• Credit: the unit of AI use. A chat message uses one; voice and recorded meetings use more. Logging by hand and dictation never use credits.
• Team number: your company's WhatsApp Business number, connected so client chats appear on their timelines and the team can reply from it.
• Line: any WhatsApp number connected to KretaOS: the team number, or a teammate's own WhatsApp.

Team

• Roles: Admin runs the workspace; Manager also sees the numbers of the people who report to them; Member works their book; Viewer can read everything they are allowed to see but change nothing.
• Handover: moving a teammate's clients, follow-ups and deals to someone else when they leave or change team. History keeps their name.