Glossary
Panel and property terms as used in the product: lead, opportunity, pipeline, stage, tag, custom field, live transfer, viewing, valuation.
6 min read
The panel's labels are in English and some terms look alike at first glance. This glossary explains the concepts you'll see in the panel and in this Help Center in plain language, with estate agency examples. Feel free to share this page when training your team. The Turkish column shows the term your Turkish-speaking colleagues will use.
How the concepts fit together
The visual below shows what a single overnight call (Ahmet Demir, looking for a 3-bed in Kadıköy) leaves behind in the panel, and how these concepts connect.
Squaremeters AI
AI agents
| Term (in the panel) | Turkish | Meaning and example |
|---|---|---|
| AI Agents | Yapay zekâ ajanları | The module where the voice and chat assistants live. |
| Voice AI | Ses asistanı | The assistant that answers the phone, talks, qualifies callers and books appointments. In our examples it's called Elif. See Voice assistant overview. |
| Conversation AI | Yazılı asistan | The assistant that replies on WhatsApp, Instagram DM, Messenger, website chat and SMS. In suggestive mode an agent approves each reply; in auto-pilot mode it sends replies itself. See Channels and modes. |
| Qualification | Nitelendirme | The questions the assistant uses to understand a caller: buyer, seller, tenant or landlord; budget, area, number of rooms, timing. See Qualification. |
| Live transfer | Canlı aktarma | For a hot lead, the assistant first calls the agent, reads a short summary, then connects the calls. If the agent doesn't answer, it leaves a call-back task. See Live transfer. |
| Call log | Görüşme kaydı | The record of a call handled by the assistant: recording, transcript and summary. See Call logs and summaries. |
| Transcript | Transkript / döküm | The written version of the call. |
| Call forwarding | Yönlendirme | Sending calls from the office line to the assistant: all calls, missed calls only or out of hours only. See Phone numbers and forwarding. |
| Outbound campaign | Giden arama kampanyası | The assistant calling new leads, call-back requests or old records. In Turkey this requires İYS consent and a KVKK privacy notice. See İYS and KVKK. |
| Workflow / Automation | Otomasyon / senaryo | Steps that run automatically when something happens: WhatsApp confirmation after a booking, reminders, follow-up messages. See Ready-made scenarios. |
Contacts and communication
| Term | Turkish | Meaning and example |
|---|---|---|
| Contact | Kişi | Anyone with a record in the panel: buyer, seller, tenant, landlord, investor. The phone number and email identify the contact. |
| Lead | Aday müşteri | Someone who has shown interest but hasn't done business yet: a caller, a form fill, an Instagram message. |
| Hot lead | Sıcak müşteri | Someone ready for a conversation or viewing now, e.g. "I want to see it this week and my mortgage is approved." |
| Conversation | Konuşma | Your full history with a person across every channel; the assistant's calls are here too. |
| Assigned user | Atanan danışman | The team member responsible for the client. |
| Task | Görev | Something to do: "Call Ahmet before the viewing." The assistant creates tasks for agents on hot leads and bookings. See Tasks and notes. |
| Note | Not | Internal information on the contact record; the client never sees it. |
| Template | WhatsApp şablonu | A pre-approved WhatsApp message. If more than 24 hours have passed since the client's last message, you can only write using a template. See WhatsApp templates. |
Fields and grouping
| Term | Turkish | Meaning and example |
|---|---|---|
| Tag | Etiket | A short word to group contacts: buyer, tenant, hot-lead, transferred, no-answer. See Tags. |
| Custom field | Özel alan | A field specific to your office: intent, budget, preferred area, number of rooms, timing, mortgage eligibility. The assistant writes what it learns into these fields. See Custom fields. |
| Custom value | Özel değer | A fixed piece of information reused across the account: office address, map link, opening hours. See Custom values. |
| Smart list | Akıllı liste | A saved filter, e.g. "Kadıköy + buyer + last 30 days". New records that match join the list automatically. See Smart lists. |
| Lead source | Lead kaynağı | Where the contact came from: a call answered by the assistant, a Meta lead form, an Instagram DM, the website. |
The sales process
| Term | Turkish | Meaning and example |
|---|---|---|
| Pipeline | Süreç hattı | The set of stages a client goes through from first contact to completion. Agencies usually have separate buyer, vendor/valuation and lettings pipelines. See Buyer pipeline. |
| Stage | Aşama | A single step in a pipeline, e.g. in Buyers: New enquiry, Qualified, Appointment booked, Viewing done, Offer, Completed. |
| Opportunity | Fırsat | A client's card in a pipeline. One person can have several opportunities (e.g. someone selling their home while looking for a new one). |
| Status | Durum | Open (in progress), Won (sale or let completed), Lost, Abandoned. See Stages and status. |
| Opportunity value | Fırsat değeri | The estimated deal value or expected commission; agree as an office which one you record. |
Calendar and property terms
| Term | Turkish | Meaning |
|---|---|---|
| Calendar | Takvim | Defines the time slots that can be booked (viewing, valuation, office meeting). |
| Appointment | Randevu | A booking with a person at a set time. Statuses: Confirmed, Showed, No-show, Cancelled. |
| Viewing | Gösterim | Showing a client a property in person. See Viewings and valuations. |
| Valuation | Değerleme / ekspertiz | An on-site assessment of a property's value for a seller or landlord. The assistant directs price questions to a free valuation appointment. |
| Listing | İlan / portföy kaydı | A property for sale or to let. The listings the assistant knows come from the list loaded during setup. See Listing knowledge. |
| Listing agreement | Yetki sözleşmesi | The agreement in which an owner authorises the agency to sell or let the property. |
| Lettings | Kiralama | The rental process, covering both tenants and landlords. |
| Off-plan | Projeden satış | Selling units in a development that isn't finished yet; common for project sales offices. |
| Deposit | Kapora | A payment taken before the deal is finalised. |
Tip
If your team uses different words for the same thing (e.g. "showing" and "viewing"), agree on one and use it in your tag and stage names too. That's the only way to keep reports clean.
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