Glossary
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.
Account Settings : The Settings view with the workspace’s company name, time zone, logo and the pause control. See Account.
Action : Something a message asks the recipient to do: a tracked button or an embedded form. The 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.
Add-on : An optional capability in the Addons gallery, shown as Installed, Upgrade Available or Enterprise Tier.
Admin : The role below Owner: everything except managing Owners. See Roles and permissions.
Agent : In the Pyn AI preview, a skill with an owner and a run log. See 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.
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.
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.
Bounced : The delivery status for an email the receiving server rejected. See 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.
Campaign : A campaign template enrolled for chosen people on a chosen reference date, shown on the Campaigns calendar. See Campaign Templates.
Campaign template : A reusable blueprint of milestones and steps that you enrol on demand rather than by trigger. See Campaign Templates.
Category : A column on the Journey map that groups moments, such as Onboarding. See Journey.
Cc recipients : Extra email recipients on a step: the manager or a custom email recipient. See Choose recipients and Cc.
Clicked : The delivery status once the recipient opened any link in the message. See Delivery statuses.
Cohort template : A blueprint for running a flow against a cohort of employees, listed under Flows. See 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.
Conditional sender : Ordered rules that choose a sender by the recipient’s groups, with a fallback. See Create a conditional sender.
Content : A reusable message document in the Library with draft and published versions. See Content.
Current State : A moment property: Unknown, We have this, Needs improvement or Do not have this yet. See 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.
Custom email recipient : A named address usable as a recipient, Cc or escalation target. See Custom Email Recipients.
Custom token
: A custom.<column> placeholder filled from a mail-merge spreadsheet column at manual enrolment. See Enroll from a spreadsheet.
Dashboard : The Activity view with Delivered, Click Rate and Action Rate over a date range. See 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.
Delivery status : Draft, Scheduled, Sending, Delivered, Clicked, Actioned, Bounced, Invalid or Paused. Skipped is a step status, not a delivery status. See Delivery statuses.
Demographic : An employee property such as Department or Location, with one group per value. See Demographics.
Directory : The area listing employees, groups and demographics. See Directory.
Download : A generated export file, available to the person who requested it from a notice. See Download an export.
Employee : A directory record synced from an HRIS, a spreadsheet or sample data, with a lifecycle stage, properties and relations. See Employees.
Employee Context : In the Pyn AI preview, the signals and suggested actions gathered for one person. See Context.
Employee File : The spreadsheet-based employee source. See Employee File.
Employee group : A saved set of employees used as an audience: Demographic, Lifecycle, Filter, Static or Relationship. See Employee Groups.
Enrollment : One employee’s run through one automation version or campaign: paused, pending or complete. See Enrollments.
Enrollment step : One step instance inside an enrollment: draft, scheduled, sending, complete or error. See 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.
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.
Filter group : A saved audience definition built from lifecycle stages and demographic groups. See 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.
Flow : The umbrella for automations, campaign templates and cohort templates, and the name of the area. See Flows.
Form : Structured questions an employee answers from a message: text, checkbox, Likert, content, buddy or mentor fields. See Forms.
Form Submission trigger : A trigger that fires when a form is submitted. See Trigger a flow from a submission.
Home : The landing page with the getting-started checklist, Needs Attention and shortcuts. See Home.
HRBP : The HR business partner relation on an employee record; a recipient, token and escalation target. See Reference: employee properties.
HRIS : Your HR system, connected as an integration. See Integrations.
Inbound webhook : An endpoint that submits a form for an employee from another system. See Webhook API.
Integration : A connected external system, active, in error or inactive. See Integrations.
Invalid : The delivery status when the recipient has no usable address or identity for the channel. See Fix missing details.
Journey : The board of categories and moments describing the employee experience, with flows and content attached. See Journey.
Library : Content and Media: reusable messages and uploaded files. See Library.
Lifecycle stage : Joiner, Current, On leave or Terminated, derived from dates on the record. See Sync cadence and matching.
Magic link : A sign-in link sent by email. See 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.
Manual enrollment : Enrolling chosen employees by search, paste or upload, bypassing the trigger and audience. See 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.
Media : An uploaded image or file in the Library, scanned before use. See Media.
Medium : The channel of a step: email, Slack, Teams or SMS. See Steps and messages.
Milestone : A dated group of steps inside a campaign template, with an emoji and colour. See Campaign Templates.
Mode : An automation’s state: Automated, Verification, Manual or Inactive. See 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.
Needs Attention : The list of integrations and senders in error, on Home and in Settings. See Needs Attention.
Needs Review : The Activity view of paused enrollments waiting to be unpaused. See Review and unpause enrollments.
Notice : An in-app alert about a bounce, a reconnection, a webhook failure or a download. See Notices.
Owner : The highest role, including making and changing other Owners. See Roles and permissions.
Packet (Pyn 1) : A pre-built set of messages. The Pyn 2 equivalent is a template from the catalogue; see Create an automation.
Pause workspace : Stopping all sending, flows and syncing until resumed. See Pause your workspace.
Personalized Note (Pyn 1, add-on) : A section of a message written by a named contributor. Listed in Addons.
Plan : Free, Playground, Team or Enterprise (and Classic for migrated workspaces). See Plans and what each unlocks.
Playground : A workspace filled with sample data for exploring Pyn. See Workspaces.
Poll : One or two quick questions answered inside a message. See Polls.
Power User : The role that builds and runs flows without Directory or Settings access. See 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.
Principal : The employee an enrollment is about, whoever the step is sent to. See Tokens.
Pyn 1 (Classic) : The previous product. Workspaces migrated from it are on the Classic plan; see Plans and what each unlocks.
Pyn AI : The preview area with Context, Agents, Skills and Runs. See AI.
Raw HTML : An email body sent as written, with Liquid tokens and no Pyn styling. See Format a message.
Reader page : The public page that shows library content from a button in a message. See The reader and respond 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.
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.
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.
Reference date adjustment : Shifting the anchor date before scheduling, for example to the day after the start date. See Scheduling internals.
Relation : A manager, buddy, mentor or HRBP link between two employees. See Reference: employee properties.
Relationship group : A group of employees with or without a given relation, such as no buddy. See 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.
Respond page : The public page where a form or poll from an email is answered. See The reader and respond pages.
Role : Owner, Admin, Power User or User; controls navigation and actions. See Roles and permissions.
Run : In the Pyn AI preview, one execution of a skill with a result. See Agents.
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.
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.
Skill : In the Pyn AI preview, a named job with a prompt, an owner and a journey moment. See 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.
SSO : Signing in through Okta or an OpenID Connect provider, with groups mapped to roles. See SSO.
Static group : A group with hand-picked members. See 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.
Submission : A completed form response, recorded against an employee. See Review and export submissions.
Test enrollment : An enrollment flagged as a test and left out of counts. See Manually enroll employees.
Theme : Email branding: logo, button and link colours, font. See Theme your emails.
Token
: A placeholder such as @principal.preferredName replaced at send time. See 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.
Trigger window : Whether a date trigger fires only on the exact day or anywhere within a window. See Scheduling internals.
Unfurling : Slack’s link and media previews, which a step can switch off. See Deactivate link and media unfurling.
Universal search : The search in the top bar across employees, groups, flows and content. See Views, filters, search and export.
User : The role that reads the journey, library and activity and acts on enrollments. See Roles and permissions.
Verification mode : An automation mode that creates every enrollment paused for review in Needs Review. See Change the mode.
Version : A published snapshot of an automation’s trigger, audience and steps that enrollments run against. See 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.
Webhook : The inbound endpoint and secret for submitting forms from another system. See Webhooks.
Workspace : One organisation’s Pyn: its employees, flows, integrations, users and settings. See Workspaces.
Related
Section titled “Related”- Concepts for how the terms fit together.
- Getting started for the first steps in a workspace.