Key terminology

Essential terms and concepts you need to know to use DialogBot effectively.

These are the core terms you’ll encounter throughout the platform. Keep them in mind as you set up your first assistant and explore more advanced features.

AI assistant / agent

A configurable bot you set up to handle inbound or outbound calls. It defines the conversation style, voice, and behavior through a system prompt.

Campaign (outbound)

A batch of calls made to a list of contacts or leads. You can upload a CSV, connect Google Sheets, or integrate your CRM to launch calls automatically.

Inbound number

A dedicated phone number that customers dial to reach your AI assistant. You can rent a number from the platform or connect via SIP/PBX.

Outbound caller ID

The number displayed on the customer’s phone when your AI calls them. You can rent a number from the platform or verify an existing number to use as the caller ID.

No-code automation platform

DialogBot built-in workflow platform — similar to Zapier or Make. It connects triggers (such as “call ended”) to actions (such as “send an email” or “update a Google Sheet”) without any coding.

Tools / integrations

Specialized capabilities your AI assistant can use during a call — for example, transferring a call, ending a call, scheduling an appointment, or calling an external webhook.

Knowledge base

A collection of documents (PDFs, websites, text files) that your AI assistant can reference during calls to provide accurate answers to customer questions.

Post-call variables

Data the AI extracts automatically after each call — such as status, summary, and formatted_transcript — that you can use in automations and follow-up workflows.

Call variables

Dynamic data that personalises each call, such as customer_name, email, or company. You define these in your assistant settings and pass values when creating leads or campaigns.

Lead status

The current state of a lead in your system: Created, Scheduled, Processing, Completed, Rescheduled, or Max Retries.

Campaign status

The current state of a campaign: Draft, In Progress, Paused, or Completed.

Webhook

A URL endpoint on your server that receives data when specific events occur (such as a call ending), enabling real-time integrations with external systems.

SIP integration

A method to connect your existing phone system or VOIP provider with DialogBot without renting new numbers from the platform.

These definitions will come up repeatedly as you work through setup guides and feature documentation. Bookmark this page for quick reference.