Explore ExodusAI & Automation Glossary: Key Terms Defined
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Glossary

AI & Automation Glossary

Plain-language definitions of the 43 enterprise AI, business automation and AI transformation terms used across Exodus Markets — each linked to the guide, article or use case that covers it in depth.

AI strategy & transformation

AI transformation

The process of redesigning how an organisation works so that artificial intelligence becomes part of its everyday operations — its workflows, decisions, customer interactions and knowledge — rather than a set of isolated tools.

Read the guide

AI adoption

Giving people AI tools to use in their work. On its own, adoption speeds up individual tasks; it does not change the workflows, systems, roles or governance around those tools, which is what AI transformation does.

Read the guide

Workflow redesign

Mapping a process as it really runs — including workarounds and handovers — and redesigning it before anything is automated, deciding which steps AI carries and where people decide. It is where most of the value in an AI transformation is found.

Read the guide

AI readiness assessment

A review of an organisation’s current workflows, systems, data and team capability that shows where AI can be applied now, what must be in place first, and the baseline results will be measured against.

Read the guide

Enterprise AI strategy

A plan for where and how an organisation will use AI to improve its operations. A practical strategy starts from business outcomes and workflows, prioritises use cases by value, feasibility and risk, defines governance and knowledge foundations, and measures results against a baseline.

Read the article

Digital transformation

Moving an organisation’s processes onto software and digital channels. AI transformation builds on it by changing what that software can do: understanding language and documents, making recommendations and carrying out multi-step work, with people overseeing the outcome.

AI transformation guide

Enterprise AI & knowledge

Enterprise AI

The use of artificial intelligence inside an organisation’s own operations — connected to its data, knowledge, workflows and systems, and governed by its security, permission and oversight rules.

Read the guide

Consumer AI

General-purpose AI tools that work on whatever a single user gives them. They have no access to company systems, no knowledge of who in an organisation may see what, and no accountability beyond that user.

Read the article

Approved knowledge sources

The documents, policies, product information and records an organisation has chosen to make available to AI — each with a named owner responsible for keeping it current.

Read the guide

Permission-aware retrieval

Retrieving information for a user only from sources that user is authorised to see, so AI answers respect the organisation’s existing access rules.

Also called: Permission-aware search

Read the guide

AI knowledge assistant

An interface that lets employees ask questions in plain language and receive answers drawn from approved company information, such as policies, procedures, product knowledge and project documents.

Also called: Internal AI assistant

See the use case

Document intelligence

Using AI to help people understand and work with large volumes of documents: summarisation, information extraction, document comparison, question answering and classification.

Document intelligence in Knowledge

Automation & AI agents

Business automation

The use of software to carry out repeatable business tasks and processes with minimal manual effort — for example routing requests, updating records, sending confirmations and generating documents.

Read the guide

Business process automation

Automating an end-to-end process — for example, from enquiry to booked appointment — rather than a single task.

Also called: BPA

Read the guide

Workflow automation

Moving work between people and systems automatically: assignments, approvals, notifications and updates.

Read the guide

Traditional automation

Automation that follows fixed rules on structured data. It is precise and predictable for stable, fully defined steps, but fails or hands work to a person when an input does not match the expected format.

Also called: Rule-based automation

Read the article

AI automation

Automation that uses AI to interpret unstructured inputs such as messages, documents and calls, and adapts to variation. Because AI output is probabilistic, it relies on confidence thresholds, checks and human review.

Read the article

Intelligent automation

The combination of rule-based automation with artificial intelligence, so that automated workflows can handle work involving language, documents and interpretation as well as structured, rule-driven steps.

Also called: IA

Read the article

AI agent

An AI system that pursues a goal across multiple steps — interpreting a request, retrieving information, using tools or business systems and deciding what to do next — rather than producing a single response.

Read the article

Agentic AI

AI systems that can pursue a goal across several steps with a degree of autonomy. In business use, agentic AI works within defined boundaries: which systems it may touch, which actions need approval and when it must escalate to a person.

Read the guide

Chatbot

Software that holds a conversation and answers questions, usually from scripts or a knowledge base. A chatbot’s job ends when the conversation ends; an AI agent’s job ends when the work is done.

AI agents vs chatbots

Autonomy levels

A design pattern that sets how much an AI agent may do on its own: steps it completes alone (such as confirmations), steps it prepares for human approval (such as quotes) and steps it always escalates (such as complaints).

Read the article

Governance, oversight & measurement

AI governance

The policies, roles and controls that determine how AI is used in an organisation: who can use which capabilities, which knowledge sources AI may draw on, how data is handled, which actions need human approval and how outcomes are reviewed.

Read the guide

Human oversight

Keeping people accountable for decisions, approvals and sensitive interactions in AI-powered workflows. The principle: AI handles repetition; people handle judgement.

Also called: Human-in-the-loop, HITL

Read the guide

Human escalation

Moving a conversation or task from AI to a person — triggered by topic, sentiment, customer value, repeated failure or a simple request for a person — with a summary and history attached so nobody starts from zero.

Also called: Human handover

Read the article

Auditability

The ability to review what an AI system retrieved and did, so outcomes can be checked, explained and improved.

Read the guide

Baseline

A measurement of how a workflow performs before AI is introduced — time per task, volumes, response times, error rates and costs. Without one, the effect of AI cannot be proven.

Read the article

AI ROI

The return from an AI deployment: gains measured against a baseline — time, capacity, quality, cost per transaction and revenue influenced — compared with the full cost, including implementation, licences, oversight and change management.

Also called: Return on investment from AI

Read the article

Customer & marketing operations

AI customer service

Using AI to handle the high-volume, well-understood parts of customer service — common questions, status checks, triage and routing, information collection and summaries — so human agents can focus on complex, sensitive and high-value cases.

Read the article

Voice AI

Technology that uses speech recognition, language understanding and speech synthesis to handle phone interactions — answering common enquiries, taking appointment requests, collecting information and routing calls — with transfer to a person for anything complex or sensitive.

Read the article

Human + AI customer operations

An operating model that assigns routine, repetitive service work to AI and keeps people responsible for judgement: complaints, sensitive cases, negotiations, exceptions and high-impact decisions.

Read the article

AI lead qualification

Using AI and workflow rules to respond to new enquiries, collect the information needed to judge fit, and route qualified leads to the right salesperson — with follow-ups scheduled automatically.

See the use case

AI marketing automation

Using AI and workflow automation to reduce the repetitive work in marketing — drafting and adapting content, routing reviews and approvals and preparing multi-channel execution — while marketers keep responsibility for strategy, brand judgement and final approval.

Read the article

AI creative workflow

A structured process in which AI assists each stage of creative production — research, ideation, drafting, production and adaptation — while people own the brief, creative direction, review and final approval.

Read the article

Campaign adaptation

Turning one approved campaign idea into the variations each channel, audience and market needs — website, social, email, paid ads, sales materials and regional versions — with every variation reviewed and approved before launch.

See the use case

Brand-safe AI content

Generative AI content produced inside a controlled workflow: drafted from approved brand knowledge, checked against messaging rules, routed through review and approved by an accountable person before it is published.

See the use case

The Exodus ecosystem

Exodus A.C.T. Programme

The Exodus A.C.T. Programme (AI Capability & Transformation) is Exodus Markets’ structured programme for helping businesses identify, design and implement practical AI opportunities — from discovery and workflow redesign through to build, deployment and measurement.

Also called: Exodus A.C.T., AI Capability & Transformation Programme

Read the guide

Knowledge

Knowledge answers questions from your company’s own documents, and only shows each person what they are allowed to see.

Explore Knowledge

Base

Base is the business hub from Exodus. Your customers, bookings, catalog and payments sit in one place, and four apps run on top: Chat, Desk, Knowledge and Social. Ask Base, the built-in assistant, works across all of them.

Explore Base

Chat

Chat puts WhatsApp, Telegram, LINE and web chat in one team inbox. AI replies, routes and follows up, and hands over to a person when needed.

Explore Chat

Desk

Desk handles customer service and calls. AI answers the routine requests and passes the hard ones to your team with the full story.

Explore Desk

Social

Social helps you make and schedule posts, pictures and video for your brand. Nothing goes out without your OK.

Explore Social

Related

Insights

Articles on enterprise AI, agents and automation

FAQ

Questions about Exodus Markets and its products

Put the terms into practice

Talk to Exodus Markets about where AI and automation fit in your operation.