Glossary - Moshi

Flow terms

Term	Definition
Sales agent	Moshi’s AI agent that uses your brand knowledge to answer questions and guide purchases or qualify leads.
Customer entry point	The ad, Instagram trigger, or website form that connects a customer to your flow.
Flow	A published Moshi experience with a goal, entry point, and conversation configuration.
Goal	The outcome selected in the builder. Current goals are Sales and Collect leads.
Flow type	The method that people use to reach Moshi.
Paid Engagement Ad	A flow that starts from a click-to-message Meta ad.
Listen on Instagram	A flow that starts from an Instagram keyword.
Embedded Form	A form that collects details and can start a conversation.
Stage card	A builder section that controls one part of a flow.
Published configuration	The read-only settings used by the published flow.

Lead terms

Term	Definition
Lead	A person who interacts with a Moshi flow.
Score	A view that focuses on score and qualification information.
VIP	A high-priority lead in the VIPs view.
Qualification	The process that compares a lead with your target criteria.
Handoff	The transfer from a form into a messaging conversation or follow-up path.
Follow-up link	A link that Moshi can provide after collecting or qualifying a lead.

Channel terms

Term	Definition
Meta	The connection used for supported Instagram and paid Meta features.
Instagram	A channel for comments and direct messages.
WhatsApp	A supported messaging handoff when the workspace has the required connection.
iMessage or SMS	A supported handoff option when the workspace has the required connection.
Sandbox	The Simulator channel used for test conversations.
Learning phase	The period after a Meta ad set is published or edited, during which Meta needs about 50 results in 7 days. See Results.

Meta object terms

Campaign, ad set, and ad describe objects in Meta. Moshi uses flow for the customer experience that you build and test.