Sendify glossary

Terms

AI agent

A configured Sendify AI: its prompt, rules, scenarios, knowledge, qualification questions, and automations. Read more

AI setter

An AI agent whose job is to qualify leads and book appointments.

AI handoff

An automation passing a conversation from one AI to another, for example to a confirmation agent. Read more

Agent status control

The control that turns the AI on, turns it off, or leaves it active without follow ups for a conversation. Read more

Automation

A trigger and action pair that runs when something happens in a conversation. Read more

Canonical fact

A fact that overrides conflicting information the AI may have picked up elsewhere. Read more

Contact

A person inside Sendify, with their number, fields, and tags.

Conversation

A thread between one line and one contact. Messages inside it are unlimited. Read more

Conversation phase

The stage a conversation is in, used to shape how the AI behaves at that point. Read more

Deferred

Messages the AI is intentionally holding before sending, because of configured business hours or an initial wait time. This only happens when the AI is handling the message, not on manually sent messages. Read more

Failed

An outbound message that could not be delivered. Read more

Follow-up reply rate

How often a follow up message earns a reply. Read more

GoHighLevel

The CRM most Sendify customers integrate with, where workflows, tags, calendars, and pipelines stay the source of truth. Read more

Human takeover

A representative taking a conversation over from the AI by disabling the AI for that lead. Read more

iMessage

Apple's messaging service. When a recipient can receive it, Sendify conversations are delivered through it. Read more

iMessage line

A real iPhone on a real cellular carrier that sends and receives your conversations. Read more

Initial message reply rate

How often your first message to a lead earns a reply. Read more

Lead

A person you are trying to reach or qualify.

Lead Configuration

How leads arriving over the API are distributed across representatives and lines. Primarily for Sendify Direct. Read more

Pending

Messages handed to a line and awaiting a delivery result. Only a concern if they stay pending indefinitely, which usually means the line is down and cannot reach the gateway. Read more

Prompt

The instruction defining who the AI is and how it should behave. Read more

Qualification question

Information the AI must collect before the conversation moves on. Read more

Queue

Messages waiting their turn to be sent, usually because the line is busy or has exceeded an hourly limit. Read more

Representative

The person a lead is assigned to, and usually the identity the AI messages as.

Response rate

The share of contacted leads who replied. Our recommended health benchmark is above roughly 20%. Read more

Rule

Something the AI must always or never do. Read more

Scenario

A defined situation and what the AI should do when it occurs. Read more

Sendify Direct

The native Sendify environment used mainly by teams integrating through the API alongside their own CRM. Read more

Smart follow-up

An automatic nudge sent when a lead goes quiet, on the timing you configure. Read more

SMS fallback

When a recipient cannot receive iMessage, the iPhone sends a normal carrier text instead. Automatic, with no extra Sendify fee. Read more

Spintext

Message variation that creates natural differences between outbound messages and lets you test different hooks. Read more

Strategy

The overall configuration of how an AI runs a conversation from first message to end goal. Read more

Sub account

A client or business level account, in GoHighLevel or in Sendify Direct.

Tag

A label on a contact, used for grouping and for firing automations.

Unique lead

A single person processed through Sendify. The unit Sendify usage is billed on. Read more

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