Glossary

Essential terms and definitions for modern customer support. From AI agents to resolution rates, understand the technology powering the future of customer service.

A-F

Contact management

Learn the definition of contact management, what software features to look for, and how it differs from a traditional CRM platform.

Customer profile

Learn what a B2B customer profile is and how this account context gives teams the clarity they need to support customers throughout the relationship.

Customer relationship

Learn about customer relationships in B2B operations and how communication, coordination, and responsiveness influence long-term customer retention.

Customer service

Learn what good customer service is and how strong customer support improves satisfaction, trust, and the long-term customer experience.

Customer support ticketing system

Learn what customer support ticketing systems are, how they fit into B2B customer service, and what sets them apart from customer operations platforms.

Email etiquette

Learn the core rules of email etiquette, why they matter, and how they help teams keep customer conversations clear, consistent, and easy to act on.

G-L

Help desk software

Explore help desk software features, benefits, and buying criteria for teams that need clearer support, defined ownership, and better visibility.

Human-in-the-loop AI

Learn what human-in-the-loop AI is, the technology behind it, its main use cases, and the benefits of human-led AI in customer service.

Live chat

Learn what live chat is, explore professional B2B examples, and understand the core operational rules teams use to manage customer experiences.

M-R

Monthly recurring revenue

Learn what monthly recurring revenue (MRR) measures, how to calculate it, and why it matters for retention, B2B customer operations, and business growth.

Operational customer relationship management

Learn what operational CRM is, how it differs from other CRM types, and how businesses use it to support day-to-day customer work.

S-Z

Service-level agreement

Learn what an SLA is and how it helps B2B support teams set measurable expectations for key metrics, like response, resolution, and service quality.

Service-level objectives

What is an SLO? Understand service-level objectives, how they differ from SLAs, SLIs, and error budgets, and how they help teams improve customer service.

What is NPS?

Learn why Net Promoter Score is a key customer experience metric. Explore what NPS is, how it works, and why B2B teams use it to improve retention.