Glossary
Every term used in this handbook, in plain language. Jump back to any chapter for the full story.
Agent
A role for front-line teammates who handle their own conversations. Also, informally, anyone answering chats.
Authentication (template category)
A template category for one-time passcodes and login codes.
Autopay
Automatic wallet top-ups for subscriptions, via a Razorpay mandate.
Broadcast
Sending one message to many people at once — in MsgBuddy, a Campaign.
Campaign
A bulk send of one approved template to an audience.
Canned response
A saved reply snippet you insert with / in the Inbox.
Catalog
Your product list, kept at Meta and mirrored into Commerce to show in chats.
Channel
A doorway messages travel through — WhatsApp, Telegram, Email, or SMS.
Cloud API
Meta’s official WhatsApp Business Platform that MsgBuddy uses under the hood.
Contact
One person you talk to, identified by phone number.
Control owner
Who’s “driving” a conversation — human, flow, or AI. See Who answers?.
Conversation
The message thread with one contact on one channel, in the Inbox.
Custom field
A structured detail you define on contacts (City, Plan…). See organising.
Cycle
A single day’s delivery in a subscription.
E.164
The international phone number format (+ country code + number). See Contacts.
Embedded Signup
Meta’s guided pop-up for connecting your WhatsApp number.
Flow
A visual, multi-step chatbot conversation.
Idempotency key
A token that stops an API send from happening twice on retry.
Inbound / Outbound
A message from a customer (inbound) or to a customer (outbound).
Knowledge base
The documents the AI assistant draws answers from.
Lifecycle stage
Where a contact sits in your funnel: Lead → … → Customer. See stages.
Marketing (template category)
Promotional templates; the most rule-restricted.
MPM (Multi-Product Message)
A chat message showing several products at once.
Opt-out
A customer’s request to stop receiving messages; enforced automatically. See compliance.
PWA
A Progressive Web App you can install without an app store.
Quality rating
Meta’s grade (🟢🟡🔴) for your number’s messaging health. See Connect WhatsApp.
Razorpay
The payments provider behind subscription autopay (India).
Role
A teammate’s permission level. See the matrix.
Run / Job
A campaign’s single send attempt (run) broken into per-contact pieces (jobs).
Segment
A saved filter that selects a group of contacts.
Session window
See 24-hour window.
SPM (Single-Product Message)
A chat message showing one product.
System User (token)
A Meta “service account” credential that authorises Commerce catalog access.
Tag
A simple label on a contact.
Template
A pre-approved message for reaching out first or after 24 hours. See Templates.
24-hour window
The 24 hours after a customer messages you, during which you can reply freely. The single most important rule — see The 24-hour window.
WABA (WhatsApp Business Account)
Your official business account with Meta, holding your number(s) and templates.
Wallet
A subscriber’s prepaid balance for subscription deliveries.
Webhook
A real-time event MsgBuddy sends to your software. See Webhooks.
Workspace
Your business’s private space in MsgBuddy — the tenant boundary.