Glossary
Canonical Calypso terms used across the dashboard.
Team
The unit of configuration and data ownership in Calypso.
Member
A person invited to a team.
Roles
- Owner: full access and team administration
- Admin: configuration + member management
- Member: standard access
- Agent: Inbox-focused access
Customer
A contact record (phone/email + metadata) belonging to a team.
Conversation
A live thread with a customer, visible in Inbox.
Inbox handoff
A flow step that routes a conversation into Inbox so a human can take over.
Flow
A Canvas Flow that defines routing and automation.
Default flow
The flow used when Canvas routing is enabled for a team.
Canvas routing
Team-level routing mode that sends requests through the team’s default Canvas Flow.
Template
A WhatsApp message template, potentially with variables (e.g. {{name}}).
Campaign
A bulk send event using a template and targeting a set of customers.
Knowledge item
A reusable piece of team knowledge:
- File
- Website
- Q&A
Web Widget
A website embed that can show a Q&A experience or a WhatsApp contact widget.