Glossary
Plain-language definitions of the terms you'll meet across Dopia — and how each maps to what you actually see in the product.
A quick reference for the terms used throughout this handbook. Each one links to the chapter where it's explained in full.
The big ideas
- AI Sales OS — what Dopia is: a single system where the work scattered across your email, calls, meetings, chat, and CRM comes together, and where you and your AI teammates work the same deals in the same context. See Welcome to Dopia.
- Unified context layer — the foundation Dopia is built on: one place where every signal about a deal lives and stays current, so AI can finally see the whole picture. Made up of one Live Dossier per deal.
- Signal — any raw input that tells you something about a deal: an email, a chat message, a call, a meeting, a CRM update.
- Capture — Dopia reading those signals automatically and filing them against the right record, so you never log anything by hand.
What you see in the product
- Records — the living profiles Dopia keeps. Three kinds:
- Company — an organization you're selling to.
- Contact — a person at that company.
- Deal — an opportunity in progress, the unit a Dossier is built around. See Companies, Contacts & Deals.
- Live Dossier — the living, real-time brief on a single deal. Not a CRM row you maintain — it updates itself as new signal arrives. See The Live Dossier.
- Booking link — a link you share so people can grab time on your calendar without the back-and-forth. See Your booking link.
Your AI
- AI teammate — an autonomous AI employee that owns a slice of the selling work end to end. See AI teammates.
- AI SDR — your public-facing teammate that handles inbound: greeting, qualifying, and answering until a human steps in. See Meet your AI SDR.
- AI coach — a teammate that helps newer reps build skills through practice and call review.
- Personal assistant — your private AI, bound to your own inbox and calendar, acting as you: drafting follow-ups, prepping your day, and handling scheduling. See Your personal assistant.
Where you work
- Workspace — your Dopia account: the records, connections, and AI teammates that belong to you and your team.
- Chat — the most direct way to work with your AI: ask in plain language, and it acts on your real context instead of just pointing you to a doc.
Up next
Unified context, explained
How Dopia turns scattered signals — email, chat, calls, meetings — into one continuously updated context for every deal.
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