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Glossary: every Corteksa term and what it means
The terms as they show in Corteksa, with what they mean and where to read more.
At a glance
Term
What it means
Read
Cortex Unit
A table you design for one kind of data, such as clients or contracts
Record
One row in the unit, such as one client
Field
A column that holds one piece of information, such as the mobile number
Relation
A link between two units
View
A saved way of showing the data: a table or Kanban, with filters
Workspace
Your company inside Corteksa
Role
A set of permissions given to several members
Allowed / Team-wide access / If responsible / Denied
The levels for seeing records and chats
Team
A group of members, the basis of the “Team-wide access” level
Session
A connected channel: a WhatsApp number or a Facebook Page
Cortex Chat
The inbox, and the WhatsApp Web channel
24-hour window
The time during which free-form messages are allowed on Meta channels
Message template
A ready-made message with variables, approved by Meta for WhatsApp Cloud
Automation / Workflow
A rule that carries out actions on its own
Trigger
The event that starts the automation
Distribution rule
Decides who gets the new client
Deduplication Control
What happens when a client who already exists arrives
Document template
A PDF design filled in from the record’s data
Dashboard
Widgets of numbers and charts
Read-only mode
The workspace’s state when payment is late
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