Glossary

Definitions of CXF product terms, by module — each links to its full reference page.

CXF object and module names are kept in English across all languages (Activities, Workflows, Contacts, Orders, Engagement Funnels, …). Each term below links to its full reference page.

Core

Term	Definition
Object types	The identifiers for the kinds of objects in CXF — the foundation for attributes, endpoints, schemas, and seeds.
Properties	The fixed, built-in fields CXF defines for an object — its base structure, which can’t be added, renamed, or removed.
Attributes	Typed, validated custom fields you add to an object; single or grouped, and scoped by Template or Profile.
Taxonomies	A classification system of multiple, hierarchical, localized taxonomies, restricted per template or object type.
Tags	Flexible, global labels you assign to objects for organization and discovery, with optional hierarchies.
Custom Relationships	No-code, bidirectional links between any two object types, with configurable cardinality and optional pivot fields.
Workflows	Tracks a record through the ordered steps of a business process, with checklist items and rotting alerts. Surfaced per module (Content, Customer Data, Commerce).
Hierarchies	A parent-child tree that automatically maintains each record’s order and path.
Archive	Reversible deletion that hides records from normal listings while keeping them recoverable.
Activities	Collaborate on any record with comments, tasks, and approval requests in a threaded feed.
Bookings & Schedules	Appointment scheduling where hosts publish availability and accept bookings under automatic rule enforcement.
Ownership	Assigns users as owners or followers of records to control who can see and change them.
Views	Reusable saved configurations for browsing an object type — which columns to show, which records to include, and presentation. Surfaced per module.
Log	The audit trail of who did what to which record, with field-level before/after diffs.

Content

Term	Definition
Content Template	The blueprint defining a content family’s type, custom attributes, authoring rules, and behavior.
Content Instance	A concrete record created from a Content Template, authored across versions.
Content Version	A single rendition of a content instance, identified by language × environment × status (draft/published).
DAM	Digital Asset Management — the library of files (images, video, documents, links) in folders, with variations and sources.
Publishing Window	A named, reusable time range that drives scheduled publication — publishing at its start and unpublishing at its end.

Customer Data

Term	Definition
Contact	The unified record of a person and the core Customer Data object; computed type ghost, lead, contact, or vendor.
Profile	A reusable bundle of attributes plus authoring defaults, attached to a record to extend and segment it; shared by contacts, organizations, and users.
Organization	A hierarchical entity grouping contacts (a company with departments and people), with profile-driven attributes.
Document Template	The blueprint for customer documents — contact-bound, attribute-driven records with no versions.
Document	A record created from a Document Template, bound to a contact.
Segment	A dynamic group of records of one object type, defined by a saved filter; membership updates automatically.

Commerce

Term	Definition
Order	A commercial transaction — a sale, purchase, transfer, invoice, or other type — that moves through statuses and updates inventory automatically.
Order Template	The blueprint for a kind of order — fixing its type and rules (workflow, allowed contacts and products, naming, taxonomies).
Inventory	Tracks how much of each item is in stock at each location, driven automatically by order status changes.
Price Lists	Named tiers or cost structures that organize the prices items sell at, with volume pricing across lists.
Payments	Taking payment on invoices through payment methods, payments, and transactions, with refunds and contact balances.

Orchestration

Term	Definition
Engagement Funnel	A structured, multi-step interactive flow that guides a contact through data collection, decisions, and engagement.
Events & Automation	CXF’s event-driven engine — an Event Template unifies what triggers it with a visual automation flow that runs in response.
APIs Playground	A no-code environment to build and test reusable endpoints by mapping CXF operations to Contact API routes.
Bundle	An aggregation of multiple endpoint responses into one section-based payload, with per-section A/B and segment targeting.
AI Agent	A configurable, LLM-powered assistant with its own purpose, personality, and guardrails, reachable through a chat endpoint.
Conversation	Real-time, two-way messaging between a contact and an agent (human, funnel, or AI) across web chat and WhatsApp.
Journey Manager App	A custom, dashboard-style internal app assembled from reusable Sections and layout pages to navigate and operate any object.

Docs explorer

Term	Definition
Sitemap	A visual tool to map pages, sections, and components, linking CXF resources to each node.
Endpoint	A browsable HTTP reference for each endpoint you’ve built — request shape, parameters, ready-to-run cURL, and OpenAPI spec.
Schema	A read-only documentation view of your data model — the attributes and taxonomies that templates and profiles define.
Seed	Export/import of CXF objects across environments — structural seeds carry full fidelity one by one; instance seeds bulk-load template instances.

Settings

Term	Definition
Account / Organization	Account-level settings — organization identity and billing, license and plan, and the Users catalog.
Users	The catalog of people with access to your CXF; each has roles and profiles.
Usage	Analytics of your resource consumption, measured in CHIPS (Computed and Hosted Information Processed).
API Key	A key that authenticates calls to CXF’s APIs, optionally restricted by allowed URLs and IPs.
Integration	A connection to a third-party service — email, SMS, video, messaging, or AI — configured with its credentials.