# AI tools and analytics glossary | Connectricians URL: https://connectricians.com/glossary Last updated: 2026-11-04 Reference / Glossary # AI tools & analytics glossary. Plain-English definitions of AI dashboards, buying signals, data access, and human approval. Clarity, without the jargon. [Company Facts](https://connectricians.com/company-facts)[Glossary](https://connectricians.com/glossary)[Guides](https://connectricians.com/guides) 17 terms [AI dashboard](#ai-dashboard)[AI summary](#ai-summary)[Approved playbook](#approved-playbook)[Ask Your Data assistant](#ask-your-data-assistant)[BI modernization](#bi-modernization)[Buying signal](#buying-signal)[Customer portal](#customer-portal)[GTMarc™](#gtmarc)[GTMarc™ Blueprint](#gtmarc-blueprint)[Human approval](#human-approval)[Launch](#launch)[Number matching (reconciliation)](#number-matching)[Optimize](#optimize)[Ranked contact list](#ranked-contact-list)[Read-only service account](#read-only-service-account)[Row-level security](#row-level-security)[Semantic layer](#semantic-layer) ### [AI dashboard](#ai-dashboard) A dashboard that combines business metrics with AI-supported summaries or questions. Its calculations and summaries should be checked against the underlying data. [AI Dashboards](https://connectricians.com/build/ai-dashboards) ### [AI summary](#ai-summary) A plain-English explanation generated from selected information. It should refer to the same filters, dates, and sources as the numbers it describes. [AI Dashboards](https://connectricians.com/build/ai-dashboards) ### [Approved playbook](#approved-playbook) 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. [Customer Desk](https://connectricians.com/build/customer-desk) ### [Ask Your Data assistant](#ask-your-data-assistant) 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. [Ask Your Data](https://connectricians.com/build/ask-your-data) ### [BI modernization](#bi-modernization) Rebuilding an existing business intelligence report for a clearer, more useful experience while preserving agreed metric definitions. Connectricians includes this work within AI Dashboards. [AI Dashboards](https://connectricians.com/build/ai-dashboards) ### [Buying signal](#buying-signal) 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. [Signal Desk](https://connectricians.com/build/signal-desk) ### [Customer portal](#customer-portal) 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. [Customer Desk](https://connectricians.com/build/customer-desk) ### [GTMarc™](#gtmarc) Connectricians' reusable engine of tested connectors, components, and checks behind every build. GTMarc is a trademark of Connectricians. [GTMarc™](https://connectricians.com/gtmarc) ### [GTMarc™ Blueprint](#gtmarc-blueprint) 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. [Pricing](https://connectricians.com/pricing) ### [Human approval](#human-approval) 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. [Data & Trust](https://connectricians.com/security) ### [Launch](#launch) 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. [Pricing](https://connectricians.com/pricing) ### [Number matching (reconciliation)](#number-matching) Comparing a rebuilt report's numbers with the original under matching filters and definitions. Differences are investigated before the new report goes live. [AI Dashboards](https://connectricians.com/build/ai-dashboards) ### [Optimize](#optimize) Annual support per tool, priced by custom quote. Support includes hosting, monitoring, weekly accuracy checks, and a usage report. [Pricing](https://connectricians.com/pricing) ### [Ranked contact list](#ranked-contact-list) A list ordered by agreed criteria to help a team decide who to contact next. Each ranking should include its supporting reason and source. [Signal Desk](https://connectricians.com/build/signal-desk) ### [Read-only service account](#read-only-service-account) 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. [Data & Trust](https://connectricians.com/security) ### [Row-level security](#row-level-security) 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. [Data & Trust](https://connectricians.com/security) ### [Semantic layer](#semantic-layer) Shared definitions of business metrics and relationships between data sources. It helps different reports and assistants interpret the same question consistently. [Ask Your Data](https://connectricians.com/build/ask-your-data)