AI tools & analytics glossary.

A dashboard that combines business metrics with AI-supported summaries or questions. Its calculations and summaries should be checked against the underlying data.

A plain-English explanation generated from selected information. It should refer to the same filters, dates, and sources as the numbers it describes.

A set of business-reviewed instructions and source material for preparing customer answers or workflow drafts. It defines supported topics, boundaries, and when a person steps in.

A chat assistant that answers supported questions about company data and identifies the tables used. Access, metric definitions, and unsupported questions are addressed during scoping.

Rebuilding an existing business intelligence report for a clearer, more useful experience while preserving agreed metric definitions. Connectricians includes this work within AI Dashboards.

An observed event or change that may make an account worth researching. It is evidence to review, not proof that a company intends to buy.

A signed-in space where customers can access permitted answers, documents, and updates. Its access rules should separate one customer's records from another's.

Connectricians' reusable engine of tested connectors, components, and checks behind every build. GTMarc is a trademark of Connectricians.

Connectricians' discovery step for aligning a build with your business needs, including a clickable prototype. Its $2,500 credit toward the build expires 45 days from delivery.

A person's explicit review and authorization before an action proceeds. At Connectricians, customer-facing actions and changes to a system of record wait for a person on your team to approve them.

The agreed build engagement, priced by custom quote with scope, fixed price, and timing in writing before work starts. A typical agreed build is live in about 8 weeks; custom requests are scoped separately.

Comparing a rebuilt report's numbers with the original under matching filters and definitions. Differences are investigated before the new report goes live.

Annual support per tool, priced by custom quote. Support includes hosting, monitoring, weekly accuracy checks, and a usage report.

A list ordered by agreed criteria to help a team decide who to contact next. Each ranking should include its supporting reason and source.

An account used by a tool with permission to read agreed data but not change it. Its permissions should be limited to the records and fields the tool needs.

Access rules that limit which records a user or service can read or change. These rules need testing with different users, including requests that should be denied.

Shared definitions of business metrics and relationships between data sources. It helps different reports and assistants interpret the same question consistently.