> ## Documentation Index > Fetch the complete documentation index at: https://docs.thread.app/llms.txt > Use this file to discover all available pages before exploring further. # Glossary > Key terms and definitions used throughout Thread ## Thread Terminology A comprehensive glossary of terms used in Thread. Terms are organized alphabetically for easy reference. *** ## A ### Account A customer organization being onboarded through Thread. Accounts contain contacts, milestones, actions, and all related onboarding data. **Related:** [Creating Accounts](/csm-guide/accounts/creating-accounts) ### Account Executive (AE) The sales team member who closed the deal and initiates the handoff to Customer Success. AEs complete handoff forms to transfer customer context to CSMs. **Related:** [Handoff Process](/csm-guide/accounts/handoff-process) ### Action A discrete task or communication within an onboarding milestone. Actions have types (email, meeting, form, etc.), triggers, and completion criteria. **Types:** SEND\_EMAIL, REQUEST\_DOCS, COLLECT\_INFO, REQUEST\_ASSETS, SCHEDULE\_MEETING, SLACK **Related:** [Action Types Reference](/reference/action-types) ### Action Instance A specific occurrence of an action for a particular account. When a template is applied, action definitions become action instances with their own status and data. ### Admin A user role with full organizational permissions including user management, template creation, workflow building, and connector configuration. **Contrast with:** User (CSM) ### Approval Node A workflow node that pauses execution until a designated person approves or rejects. Used for manager sign-off or quality gates. **Related:** [Building Workflows](/csm-guide/workflows/building-workflows) ### ARR (Annual Recurring Revenue) The annualized value of a customer's subscription, used for segmentation and routing decisions in workflows. *** ## B ### Blocker An action marked as required for milestone completion. Blockers prevent milestone progress until completed. **Configuration:** Set in action's `customer_portal.blocker` setting ### Broadcast A feature for sending bulk Slack messages to multiple customer channels simultaneously. Used for announcements and updates. **Related:** [Broadcast](/admin-guide/broadcast) *** ## C ### Condition Node A workflow node that routes execution based on data conditions. Supports comparisons like equals, greater than, contains, etc. **Related:** [Building Workflows](/csm-guide/workflows/building-workflows) ### Connector An integration with an external service (Slack, Google, HubSpot, etc.). Connectors enable automated triggers and actions. **Related:** [Integrations Overview](/integrations/overview) ### CSM (Customer Success Manager) The primary user of Thread. CSMs manage customer onboarding, review AI-generated content, and ensure successful implementations. ### CSM Assignment Node A workflow node that assigns a CSM to an account, either from a specific queue or directly to a named individual. ### Customer Portal The customer-facing interface where contacts complete actions, upload documents, fill forms, and track onboarding progress. **Related:** [Portal Overview](/customer-portal/overview) *** ## D ### Delay Node A workflow node that pauses execution for a specified duration (hours or days) before continuing to the next node. ### Draft The initial state of generated content (emails, forms) before CSM review and approval. AI generates drafts that CSMs can edit. *** ## E ### End Node A workflow node that terminates a workflow path. Workflows can have multiple end nodes for different outcomes (completed, rejected, etc.). ### Executable Action An action type that can be programmatically executed through Thread (SEND\_EMAIL, REQUEST\_DOCS, COLLECT\_INFO, REQUEST\_ASSETS). Non-executable actions require manual completion. *** ## F ### Form Field An input element within a COLLECT\_INFO action. Types include text, textarea, select, multi\_select, checkbox, date, email, phone, and number. *** ## G ### Generator A component that creates initial draft content for actions using AI. Generators use template configuration and account context to produce personalized content. *** ## H ### Handoff The process of transferring customer context from Sales (AE) to Customer Success (CSM). Includes structured questions about goals, risks, and requirements. **Related:** [Handoff Process](/csm-guide/accounts/handoff-process) ### Handoff Form A structured questionnaire completed by AEs during handoff. Questions are configured by admins and can be pre-filled by AI. **Related:** [Handoff Configuration](/admin-guide/handoff-configuration) ### Handoff Template A collection of questions used during the sales-to-CS handoff. Organizations can have multiple templates for different scenarios. *** ## I ### Implementation Tab The main interface where CSMs manage account onboarding, review actions, and track progress. **Related:** [Implementation Tab](/csm-guide/accounts/implementation-tab) ### Integration A connection to an external service that enables data sync, triggers, or actions. See Connector. *** ## L ### LLM Transform Node A workflow node that uses AI to process, transform, or extract information from data. Used for normalizing CRM data or generating content. *** ## M ### Magic Link A one-time authentication link sent to customers for portal access. Eliminates password management for occasional users. ### Manual Upload The process of bulk-importing accounts via JSON/CSV with AI-powered data normalization. **Related:** [Manual Upload](/admin-guide/manual-upload) ### Milestone A phase or stage within an onboarding template. Milestones contain related actions and have sequential or parallel completion requirements. **Related:** [Milestones and Phases](/csm-guide/templates/milestones-and-phases) *** ## N ### Node A single step in a workflow. Nodes are connected to define execution flow. Types include Start, End, Condition, Queue, Approval, and various action nodes. **Related:** [Building Workflows](/csm-guide/workflows/building-workflows) *** ## O ### Organization A Thread customer account (your company). Contains users, templates, workflows, connectors, and customer accounts. *** ## P ### Phase See Milestone. Terms are used interchangeably in Thread. ### Pipeline In CRM context, a series of stages that deals/opportunities move through. Thread can trigger workflows based on pipeline stage changes. ### Portal See Customer Portal. ### Primary Contact The main customer contact for an account. Receives portal invitations and is the default recipient for communications. *** ## Q ### Queue A holding area for workflow tasks requiring human action. CSMs process queue items from the Queue Dashboard. **Related:** [Queues](/csm-guide/workflows/queues) ### Queue Dashboard The interface where CSMs view and process pending workflow tasks, approvals, and assignments. ### Queue Node A workflow node that pauses execution and creates a task for human processing. The workflow resumes when the task is completed. *** ## R ### RLS (Row-Level Security) Database security ensuring users only access data within their organization. Enforced at the database layer. ### Run A single execution of a workflow. Runs have states (pending, running, completed, failed, paused) and can be monitored in the workflow interface. **Related:** [Running Workflows](/csm-guide/workflows/running-workflows) *** ## S ### Scheduled Action An action with a delay trigger that executes at a future time. Managed by a background job system. **Related:** [Scheduled Actions](/csm-guide/automation/scheduled-actions) ### Start Node The entry point of a workflow. Configures the trigger source (CRM events, manual, API). ### Switch Node A workflow node that routes to multiple paths based on a value. Similar to a programming switch statement. *** ## T ### Template A reusable onboarding blueprint containing milestones and actions. Applied to accounts to create their implementation plan. **Related:** [Creating Templates](/csm-guide/templates/creating-templates) ### Template Revision A versioned snapshot of a template. When templates are applied to accounts, the revision is locked to ensure consistency. ### Trigger The condition that activates an action or workflow. Types include milestone\_start, manual, CRM events, and time-based delays. ### Triage Node A workflow node for initial account assessment. Routes accounts based on characteristics like size, industry, or deal value. *** ## U ### User A Thread team member. Users have either Admin or User (CSM) roles determining their permissions. **Related:** [User Management](/admin-guide/user-management) *** ## V ### Variable A placeholder in templates that gets replaced with actual values. Format: `{{variable_name}}`. Common variables include company\_name, contact\_name, csm\_name. ### Vault Supabase's secure storage for sensitive data like API tokens and credentials. Used for connector authentication. *** ## W ### Webhook An HTTP callback triggered by external events. Thread receives webhooks from CRMs and integrations to trigger workflows. ### Workflow An automated process that orchestrates account onboarding. Workflows use nodes to define logic, routing, and actions. **Related:** [Workflows Overview](/csm-guide/workflows/overview) ### Workflow Builder The visual interface for creating and editing workflows. Uses a canvas with draggable nodes and connections. **Related:** [Building Workflows](/csm-guide/workflows/building-workflows) *** ## Acronym Reference | Acronym | Full Term | | ------- | -------------------------------- | | AE | Account Executive | | ARR | Annual Recurring Revenue | | CSM | Customer Success Manager | | CRM | Customer Relationship Management | | LLM | Large Language Model | | QBR | Quarterly Business Review | | RLS | Row-Level Security | | SSO | Single Sign-On | *** ## Need Help? Common questions and answers Contact our support team