Quick reference for the terminology used across Octolane.Documentation Index
Fetch the complete documentation index at: https://docs.octolane.com/docs/llms.txt
Use this file to discover all available pages before exploring further.
- Account. A company record. Auto-created from emails, meetings, and form submissions.
- Contact. A person record, linked to an Account.
- Opportunity. A deal record with a stage, amount, and close date. Auto-detected from email.
- Task. A first-class to-do with an owner, due date, and completion state.
- Pipeline. An ordered set of stages a deal moves through.
- Stage. A step in a pipeline with entry/exit criteria and a probability.
- AI field. A custom field that fills itself in by reading your conversations.
- Signal. A real-time identification of a company visiting your website.
- View. A saved filter + columns + sort across any object.
- Activity. Any email, meeting, note, or AI action on a record’s timeline.
- Approval queue. Where AI-drafted actions wait for your review.
- Custom object. A new record type beyond Accounts, Contacts, and Opportunities (Team plan).