--- title: "Glossary" description: "Every term Pyn uses, defined in a line each and linked to the page that explains it, from Account Settings and Audience to Workspace and Version." sidebar: label: Overview order: 0 area: glossary related: - concepts - getting-started --- Pyn uses one name for each thing, in the app and on this site. The definitions below are the short form; each links to the page with the detail. Terms marked *(Pyn 1)* belong to the previous product and are listed so you can recognise them; they are not used in Pyn 2. ## A **Account Settings** : The Settings view with the workspace's company name, time zone, logo and the pause control. See [Account](https://support.pynhq.com/settings/account/). **Action** : Something a message asks the recipient to do: a tracked button or an embedded form. The [Actions](https://support.pynhq.com/activity/actions/) view lists every ask and whether it was done. **Actioned** : The delivery status once the recipient used a tracked button or submitted a form. See [Delivery statuses](https://support.pynhq.com/flows/steps/reference-delivery-statuses/). **Add-on** : An optional capability in the [Addons](https://support.pynhq.com/addons/) gallery, shown as Installed, Upgrade Available or Enterprise Tier. **Admin** : The role below Owner: everything except managing Owners. See [Roles and permissions](https://support.pynhq.com/getting-started/roles-and-permissions/). **Agent** : In the Pyn AI preview, a skill with an owner and a run log. See [Agents](https://support.pynhq.com/ai/agents/). **Audience** : Who an automation or step applies to: lifecycle stages plus included groups minus excluded groups. Included groups with the same parent match any one of them, groups with different parents must all match, and an exclusion always wins. See [How audiences match](https://support.pynhq.com/directory/employee-groups/how-audiences-match/). **Auth link** : A public link, valid for three days, that lets a colleague connect their Slack or Google account as a sender without signing in to Pyn. See [Create an auth link](https://support.pynhq.com/settings/senders/create-an-auth-link/). **Automation** : A trigger, an audience and a published sequence of steps that enrols employees and sends to them relative to a reference date. See [Automations](https://support.pynhq.com/flows/automations/). ## B **Bounced** : The delivery status for an email the receiving server rejected. See [Resend a bounced message](https://support.pynhq.com/activity/messages/resend-a-bounced-message/). **Buddy** : A relationship on the employee record, alongside manager, mentor and HRBP; a step can be addressed to the Buddy and the Buddy Assigned trigger fires when it is set. See [Buddy programme](https://support.pynhq.com/flows/automations/tutorial-buddy-programme/). ## C **Campaign** : A campaign template enrolled for chosen people on a chosen reference date, shown on the Campaigns calendar. See [Campaign Templates](https://support.pynhq.com/flows/campaign-templates/). **Campaign template** : A reusable blueprint of milestones and steps that you enrol on demand rather than by trigger. See [Campaign Templates](https://support.pynhq.com/flows/campaign-templates/). **Category** : A column on the Journey map that groups moments, such as Onboarding. See [Journey](https://support.pynhq.com/journey/). **Cc recipients** : Extra email recipients on a step: the manager or a custom email recipient. See [Choose recipients and Cc](https://support.pynhq.com/flows/steps/choose-recipients-and-cc/). **Clicked** : The delivery status once the recipient opened any link in the message. See [Delivery statuses](https://support.pynhq.com/flows/steps/reference-delivery-statuses/). **Cohort template** : A blueprint for running a flow against a cohort of employees, listed under Flows. See [Cohort Templates](https://support.pynhq.com/flows/cohort-templates/). **Conditional section** *(Pyn 1)* : Text inside one message shown only to some groups. Pyn 2 uses a step audience instead; see [Set a step audience](https://support.pynhq.com/flows/steps/set-a-step-audience/). **Conditional sender** : Ordered rules that choose a sender by the recipient's groups, with a fallback. See [Create a conditional sender](https://support.pynhq.com/flows/steps/create-a-conditional-sender/). **Content** : A reusable message document in the Library with draft and published versions. See [Content](https://support.pynhq.com/library/content/). **Current State** : A moment property: Unknown, We have this, Needs improvement or Do not have this yet. See [Moment properties](https://support.pynhq.com/journey/reference-moment-properties/). **Custom domain** : A sending domain you authenticate with DNS records so email comes from your own address. See [Set up a custom domain](https://support.pynhq.com/integrations/email/set-up-a-custom-domain/). **Custom email recipient** : A named address usable as a recipient, Cc or escalation target. See [Custom Email Recipients](https://support.pynhq.com/settings/custom-email-recipients/). **Custom token** : A `custom.` placeholder filled from a mail-merge spreadsheet column at manual enrolment. See [Enroll from a spreadsheet](https://support.pynhq.com/flows/automations/enroll-from-a-spreadsheet/). ## D **Dashboard** : The Activity view with Delivered, Click Rate and Action Rate over a date range. See [Read the Dashboard](https://support.pynhq.com/activity/read-the-dashboard/). **Delivery** : One concrete send to one recipient: an email, a Slack or Teams message, a channel post, a calendar invitation, a channel invitation or a ticket. See [Delivery statuses](https://support.pynhq.com/flows/steps/reference-delivery-statuses/). **Delivery status** : Draft, Scheduled, Sending, Delivered, Clicked, Actioned, Bounced, Invalid or Paused. Skipped is a step status, not a delivery status. See [Delivery statuses](https://support.pynhq.com/flows/steps/reference-delivery-statuses/). **Demographic** : An employee property such as Department or Location, with one group per value. See [Demographics](https://support.pynhq.com/directory/demographics/). **Directory** : The area listing employees, groups and demographics. See [Directory](https://support.pynhq.com/directory/). **Download** : A generated export file, available to the person who requested it from a notice. See [Download an export](https://support.pynhq.com/notices/download-an-export/). ## E **Employee** : A directory record synced from an HRIS, a spreadsheet or sample data, with a lifecycle stage, properties and relations. See [Employees](https://support.pynhq.com/directory/employees/). **Employee Context** : In the Pyn AI preview, the signals and suggested actions gathered for one person. See [Context](https://support.pynhq.com/ai/context/). **Employee File** : The spreadsheet-based employee source. See [Employee File](https://support.pynhq.com/integrations/employee-file/). **Employee group** : A saved set of employees used as an audience: Demographic, Lifecycle, Filter, Static or Relationship. See [Employee Groups](https://support.pynhq.com/directory/employee-groups/). **Enrollment** : One employee's run through one automation version or campaign: paused, pending or complete. See [Enrollments](https://support.pynhq.com/activity/enrollments/). **Enrollment step** : One step instance inside an enrollment: draft, scheduled, sending, complete or error. See [Enrollment statuses](https://support.pynhq.com/activity/enrollments/reference-enrollment-statuses/). **Escalation** : A generated notice to someone else, a set number of days after a delivery that is still not actioned; up to three per step. See [Add escalations](https://support.pynhq.com/flows/steps/add-escalations/). **External ID** : An identifier from a source system, such as a BambooHR employee id, used to match records and in webhooks. See [Sync cadence and matching](https://support.pynhq.com/integrations/sync-and-matching/). ## F **Filter group** : A saved audience definition built from lifecycle stages and demographic groups. See [Create a filter group](https://support.pynhq.com/directory/employee-groups/create-a-filter-group/). **Fixed view** : A view defined in code rather than saved by a user, as in Activity. See [Views, filters, search and export](https://support.pynhq.com/getting-started/views-filters-search-and-export/). **Flow** : The umbrella for automations, campaign templates and cohort templates, and the name of the area. See [Flows](https://support.pynhq.com/flows/). **Form** : Structured questions an employee answers from a message: text, checkbox, Likert, content, buddy or mentor fields. See [Forms](https://support.pynhq.com/flows/forms/). **Form Submission trigger** : A trigger that fires when a form is submitted. See [Trigger a flow from a submission](https://support.pynhq.com/flows/forms/trigger-a-flow-from-a-submission/). ## H **Home** : The landing page with the getting-started checklist, Needs Attention and shortcuts. See [Home](https://support.pynhq.com/home/). **HRBP** : The HR business partner relation on an employee record; a recipient, token and escalation target. See [Reference: employee properties](https://support.pynhq.com/directory/employees/reference-employee-properties/). **HRIS** : Your HR system, connected as an integration. See [Integrations](https://support.pynhq.com/integrations/). ## I **Inbound webhook** : An endpoint that submits a form for an employee from another system. See [Webhook API](https://support.pynhq.com/flows/forms/reference-webhook-api/). **Integration** : A connected external system, active, in error or inactive. See [Integrations](https://support.pynhq.com/integrations/). **Invalid** : The delivery status when the recipient has no usable address or identity for the channel. See [Fix missing details](https://support.pynhq.com/directory/employees/fix-missing-details/). ## J **Journey** : The board of categories and moments describing the employee experience, with flows and content attached. See [Journey](https://support.pynhq.com/journey/). ## L **Library** : Content and Media: reusable messages and uploaded files. See [Library](https://support.pynhq.com/library/). **Lifecycle stage** : Joiner, Current, On leave or Terminated, derived from dates on the record. See [Sync cadence and matching](https://support.pynhq.com/integrations/sync-and-matching/). ## M **Magic link** : A sign-in link sent by email. See [Sign in with a magic link](https://support.pynhq.com/account/sign-in/sign-in-with-a-magic-link/). **Mail merge spreadsheet** : An upload with an email column, a per-row reference date and custom columns for manual enrolment. See [Enroll from a spreadsheet](https://support.pynhq.com/flows/automations/enroll-from-a-spreadsheet/). **Manual enrollment** : Enrolling chosen employees by search, paste or upload, bypassing the trigger and audience. See [Manually enroll employees](https://support.pynhq.com/flows/automations/manually-enroll-employees/). **MCP server** : An admin-defined endpoint exposing chosen Pyn operations to an AI client, limited by a minimum role. See [MCP Servers](https://support.pynhq.com/settings/mcp-servers/). **Media** : An uploaded image or file in the Library, scanned before use. See [Media](https://support.pynhq.com/library/media/). **Medium** : The channel of a step: email, Slack, Teams or SMS. See [Steps and messages](https://support.pynhq.com/flows/steps/). **Milestone** : A dated group of steps inside a campaign template, with an emoji and colour. See [Campaign Templates](https://support.pynhq.com/flows/campaign-templates/). **Mode** : An automation's state: Automated, Verification, Manual or Inactive. See [Change the mode](https://support.pynhq.com/flows/automations/change-the-mode/). **Moment** : A card on the Journey map for one experience, such as First day, with properties for planning. See [Add a moment](https://support.pynhq.com/journey/add-a-moment/). ## N **Needs Attention** : The list of integrations and senders in error, on Home and in Settings. See [Needs Attention](https://support.pynhq.com/integrations/needs-attention/). **Needs Review** : The Activity view of paused enrollments waiting to be unpaused. See [Review and unpause enrollments](https://support.pynhq.com/activity/enrollments/review-and-unpause-enrollments/). **Notice** : An in-app alert about a bounce, a reconnection, a webhook failure or a download. See [Notices](https://support.pynhq.com/notices/). ## O **Owner** : The highest role, including making and changing other Owners. See [Roles and permissions](https://support.pynhq.com/getting-started/roles-and-permissions/). ## P **Packet** *(Pyn 1)* : A pre-built set of messages. The Pyn 2 equivalent is a template from the catalogue; see [Create an automation](https://support.pynhq.com/flows/automations/create-an-automation/). **Pause workspace** : Stopping all sending, flows and syncing until resumed. See [Pause your workspace](https://support.pynhq.com/settings/account/pause-your-workspace/). **Personalized Note** *(Pyn 1, add-on)* : A section of a message written by a named contributor. Listed in [Addons](https://support.pynhq.com/addons/). **Plan** : Free, Playground, Team or Enterprise (and Classic for migrated workspaces). See [Plans and what each unlocks](https://support.pynhq.com/getting-started/plans/). **Playground** : A workspace filled with sample data for exploring Pyn. See [Workspaces](https://support.pynhq.com/account/workspaces/). **Poll** : One or two quick questions answered inside a message. See [Polls](https://support.pynhq.com/flows/polls/). **Power User** : The role that builds and runs flows without Directory or Settings access. See [Roles and permissions](https://support.pynhq.com/getting-started/roles-and-permissions/). **Prevent repeat enrollments** : The minimum gap before the same employee can be enrolled by the same trigger again. See [Prevent repeat enrollments](https://support.pynhq.com/flows/automations/prevent-repeat-enrollments/). **Principal** : The employee an enrollment is about, whoever the step is sent to. See [Tokens](https://support.pynhq.com/flows/steps/reference-tokens/). **Pyn 1** *(Classic)* : The previous product. Workspaces migrated from it are on the Classic plan; see [Plans and what each unlocks](https://support.pynhq.com/getting-started/plans/). **Pyn AI** : The preview area with Context, Agents, Skills and Runs. See [AI](https://support.pynhq.com/ai/). ## R **Raw HTML** : An email body sent as written, with Liquid tokens and no Pyn styling. See [Format a message](https://support.pynhq.com/flows/steps/format-a-message/). **Reader page** : The public page that shows library content from a button in a message. See [The reader and respond pages](https://support.pynhq.com/for-employees/public-pages/). **Recipient** : Who a step is delivered to: Employee, Manager, Skip-level Manager, Buddy, HRBP, a group, a channel, a custom email recipient or a specific person. See [Choose recipients and Cc](https://support.pynhq.com/flows/steps/choose-recipients-and-cc/). **Recurrence** : For a date trigger, how often it repeats: once, every year, every year after the first, or every few years. See [Configure a date trigger](https://support.pynhq.com/flows/automations/configure-a-date-trigger/). **Reference date** : The date an enrollment's steps are scheduled from: a start date, an anniversary, a chosen date or a spreadsheet column. See [Scheduling internals](https://support.pynhq.com/flows/automations/scheduling-internals/). **Reference date adjustment** : Shifting the anchor date before scheduling, for example to the day after the start date. See [Scheduling internals](https://support.pynhq.com/flows/automations/scheduling-internals/). **Relation** : A manager, buddy, mentor or HRBP link between two employees. See [Reference: employee properties](https://support.pynhq.com/directory/employees/reference-employee-properties/). **Relationship group** : A group of employees with or without a given relation, such as no buddy. See [Create a relationship group](https://support.pynhq.com/directory/employee-groups/create-a-relationship-group/). **Reminder** : The same message sent again a set number of days after delivery while it is still not actioned. See [Add reminders](https://support.pynhq.com/flows/steps/add-reminders/). **Respond page** : The public page where a form or poll from an email is answered. See [The reader and respond pages](https://support.pynhq.com/for-employees/public-pages/). **Role** : Owner, Admin, Power User or User; controls navigation and actions. See [Roles and permissions](https://support.pynhq.com/getting-started/roles-and-permissions/). **Run** : In the Pyn AI preview, one execution of a skill with a result. See [Agents](https://support.pynhq.com/ai/agents/). ## S **Schedule** : When a step sends: an offset from the reference date or a fixed date, a time, a time zone, delivery days and the skipped-day rule. See [Schedule a step](https://support.pynhq.com/flows/steps/schedule-a-step/). **Sender** : The identity a message comes from: the Pyn Bot, a colleague's Slack, Teams, Google Workspace or Microsoft 365 account, a verified email address or a custom Slack bot. See [Senders](https://support.pynhq.com/settings/senders/). **Skill** : In the Pyn AI preview, a named job with a prompt, an owner and a journey moment. See [Skill catalogue](https://support.pynhq.com/ai/agents/reference-skill-catalogue/). **Skip if overdue at enrollment** : A step option that leaves out a step whose day has passed instead of sending it at once. See [Handle late enrollments](https://support.pynhq.com/flows/automations/handle-late-enrollments/). **SSO** : Signing in through Okta or an OpenID Connect provider, with groups mapped to roles. See [SSO](https://support.pynhq.com/integrations/sso/). **Static group** : A group with hand-picked members. See [Create a static group](https://support.pynhq.com/directory/employee-groups/create-a-static-group/). **Step** : One unit of a flow: a message, channel post, calendar invitation, channel invitation, ticket, acknowledgement or content link, with its own recipient, sender and schedule. See [Steps and messages](https://support.pynhq.com/flows/steps/). **Submission** : A completed form response, recorded against an employee. See [Review and export submissions](https://support.pynhq.com/flows/forms/review-and-export-submissions/). ## T **Test enrollment** : An enrollment flagged as a test and left out of counts. See [Manually enroll employees](https://support.pynhq.com/flows/automations/manually-enroll-employees/). **Theme** : Email branding: logo, button and link colours, font. See [Theme your emails](https://support.pynhq.com/settings/account/theme-your-emails/). **Token** : A placeholder such as `@principal.preferredName` replaced at send time. See [Tokens](https://support.pynhq.com/flows/steps/reference-tokens/). **Trigger** : What starts an automation: a date, a group change, a schedule, a property change, a relation, a form submission, or nothing. See [Trigger catalogue](https://support.pynhq.com/flows/automations/trigger-catalogue/). **Trigger window** : Whether a date trigger fires only on the exact day or anywhere within a window. See [Scheduling internals](https://support.pynhq.com/flows/automations/scheduling-internals/). ## U **Unfurling** : Slack's link and media previews, which a step can switch off. See [Deactivate link and media unfurling](https://support.pynhq.com/flows/steps/deactivate-unfurling/). **Universal search** : The search in the top bar across employees, groups, flows and content. See [Views, filters, search and export](https://support.pynhq.com/getting-started/views-filters-search-and-export/). **User** : The role that reads the journey, library and activity and acts on enrollments. See [Roles and permissions](https://support.pynhq.com/getting-started/roles-and-permissions/). ## V **Verification mode** : An automation mode that creates every enrollment paused for review in Needs Review. See [Change the mode](https://support.pynhq.com/flows/automations/change-the-mode/). **Version** : A published snapshot of an automation's trigger, audience and steps that enrollments run against. See [Publish an automation](https://support.pynhq.com/flows/automations/publish-an-automation/). **View** : A saved table, gallery, calendar or board inside an area, with its filters and sort. See [Views, filters, search and export](https://support.pynhq.com/getting-started/views-filters-search-and-export/). ## W **Webhook** : The inbound endpoint and secret for submitting forms from another system. See [Webhooks](https://support.pynhq.com/settings/webhooks/). **Workspace** : One organisation's Pyn: its employees, flows, integrations, users and settings. See [Workspaces](https://support.pynhq.com/account/workspaces/). ## Related - [Concepts](https://support.pynhq.com/concepts/) for how the terms fit together. - [Getting started](https://support.pynhq.com/getting-started/) for the first steps in a workspace.