Qonvera glossary

Term	Meaning
Customer account	The subscription shared by one or more workspaces, with its billing and plan limits
Workspace	An operating unit such as a location, brand, or business line
Contact	A person in the CRM
Channel identity	A provider-specific WhatsApp, Instagram, or Messenger identity linked to a contact
Account	A company or customer organization in the CRM
Conversation	One channel-specific message thread
Service	A product or service the organization sells
Service alias	A phrase customers use that helps Qonvera suggest a configured service
Opportunity	A possible sale linked to a contact or account, service, pipeline, owner, and value
Pipeline	An ordered sales process containing stages
Stage history	A record of past opportunity stage changes that cannot be edited
Follow-up	An owned task or next action linked to sales work
Intake event	A website or email enquiry received from a connected source
Review required	A safe state requiring a human to verify extracted data before CRM creation
Attribution	Evidence connecting a lead or won value to acquisition and influence sources
Outbound attempt	A record of a message send or retry and its delivery result
Audit log	Evidence of sensitive configuration or operational actions

Qonvera keeps these concepts separate so automation, permissions, and reporting remain dependable.