70 terms covering SaaS onboarding, product-led growth, demo automation, customer success, and AI agents. Each entry connects to how Floe helps.
Activation Rate
The percentage of new users who complete a defined set of actions that predict long-term retention and conversion.
Agentic AI
AI systems that autonomously plan, execute, and adapt multi-step tasks toward a goal rather than responding to single prompts.
Aha Moment
The instant a user first realizes the genuine value of a product, making continued usage feel obvious.
AI Agent
Autonomous software that perceives its environment, makes decisions, and takes actions to accomplish goals without step-by-step instructions.
AI Copilot
An AI assistant embedded within software that works alongside users, suggesting actions and automating tasks while keeping the human in control.
AI Demo Agent
An autonomous AI system that conducts live, personalized product demonstrations by navigating the actual application and conversing with prospects.
AI Overlay
An AI-powered interface layer that sits on top of an existing web application, providing guidance and automation without modifying the underlying product.
Bottom-Up Adoption
A software buying pattern where individual users or teams adopt a product before any top-down purchasing decision is made.
Browser Automation
Technology that programmatically controls a web browser to perform actions like clicking, typing, and navigating without human input.
Buyer Enablement
The practice of equipping prospective buyers with the information, tools, and experiences they need to make a confident purchase decision.
Buying Signal
A prospect behavior or action that indicates readiness to purchase, used to prioritize sales outreach and timing.
Champion Enablement
The process of equipping an internal advocate within a buyer's organization to sell your product to their own colleagues and decision-makers.
Churn Rate
The percentage of customers who cancel or stop using a product within a given time period.
Contextual Help
In-product assistance delivered at the exact moment and location where a user encounters friction, based on their current activity.
Conversational AI
AI systems that engage in natural, multi-turn dialogue with humans through text or voice, understanding context and intent across exchanges.
Customer Acquisition Cost
The total cost of acquiring a new customer, including all sales and marketing expenses divided by the number of customers acquired.
Customer Activation
The process of guiding a new user from signup to the specific behaviors that predict long-term retention and revenue.
Customer Effort Score
A survey metric measuring how easy or difficult customers find it to accomplish a specific task or resolve an issue with your product.
Customer Engagement Score
A composite metric that measures how actively and meaningfully a customer interacts with a product across usage dimensions.
Customer Health Score
A composite metric that predicts whether a customer will renew, expand, or churn based on usage patterns and engagement signals.
Customer Lifecycle
The complete sequence of stages a customer moves through from first awareness of a product to long-term retention, expansion, or churn.
Customer Lifetime Value
The total revenue a business expects to earn from a single customer account over the entire duration of their relationship.
Customer Success
A proactive discipline focused on ensuring customers achieve their desired outcomes, driving retention, expansion, and advocacy.
Demo Automation
Technology that delivers product demonstrations without requiring a live sales engineer, enabling self-serve or AI-guided demo experiences.
Demo Environment
A dedicated, pre-configured instance of a product used exclusively to demonstrate its capabilities to prospective customers.
Demo-Led Growth
A go-to-market strategy where interactive product demonstrations serve as the primary engine for acquiring, qualifying, and converting customers.
Demo-to-Close Rate
The percentage of product demonstrations that result in a closed deal, measuring how effectively demos convert prospects into customers.
Digital Adoption Platform
Software that overlays on top of other applications to guide users through features and workflows with in-app prompts and walkthroughs.
Discovery Call
An initial sales conversation focused on understanding a prospect's pain points, goals, and buying context before presenting a solution.
Empty State
The screen a user sees when there is no content or data to display, typically on first use of a feature.
Escalation Rate
The percentage of support interactions that require transfer to a higher-tier agent or specialist to reach resolution.
Execution Layer
The component of an AI system that translates decisions and plans into concrete actions performed within software interfaces.
Expansion Revenue
Additional revenue generated from existing customers through upsells, cross-sells, seat additions, and increased usage beyond their original contract.
Feature Adoption Rate
The percentage of active users who engage with a specific product feature within a given time period after exposure.
Feature Discovery
The process by which users learn about and begin using product capabilities they were not previously aware of or had not yet adopted.
First Contact Resolution
The percentage of customer support issues resolved during the initial interaction without requiring follow-up or escalation.
First-Run Experience
The complete sequence of interactions a user has during their very first session with a product, from initial load to first value.
Freemium Model
A pricing strategy that offers a permanently free product tier alongside paid plans, using the free experience to drive upgrades.
Go-to-Market
The strategy and execution plan a company uses to bring a product to its target customers and generate revenue.
Gross Revenue Retention
The percentage of recurring revenue retained from existing customers over a period, excluding any expansion or upsell revenue.
Guided Workflow
A step-by-step in-product experience that walks users through a multi-step process, ensuring task completion with contextual help.
Ideal Customer Profile
A detailed description of the type of company that gets the most value from your product and generates the best business outcomes.
In-App Guidance
Contextual instructions, prompts, and walkthroughs delivered inside a product to help users accomplish tasks without leaving the interface.
Interactive Demo
A clickable, guided product experience that lets prospects explore key features and workflows without accessing the live product.
Interactive Walkthrough
A step-by-step guided experience that walks users through a product workflow by prompting real actions in the live interface.
Personalized Demo
A product demonstration tailored to a specific prospect's industry, role, pain points, and use case rather than following a generic script.
Proactive Support
A support strategy that identifies and resolves customer issues before they escalate, using behavioral data and predictive signals.
Product Demo
A live or guided presentation of a software product that shows prospects how it solves their specific problems before they buy.
Product Qualified Lead
A user or account that has demonstrated buying intent through meaningful product usage rather than marketing engagement alone.
Product Tour
A guided, step-by-step walkthrough that introduces users to a product's key features and workflows during their first experience.
Product-Led Growth
A go-to-market strategy where the product itself drives user acquisition, expansion, and retention instead of traditional sales teams.
Progressive Disclosure
A design strategy that reveals product complexity gradually, showing only what users need at each stage of their journey.
Proof of Concept
A limited-scope implementation that validates whether a product can solve a specific customer problem before a full purchase commitment.
Sales Engineer
A technical sales professional who demonstrates product capabilities and aligns solutions to prospect requirements during the sales process.
Self-Serve Demo
A product demonstration that prospects can experience independently, without a sales rep present.
Self-Serve Onboarding
An onboarding model where users independently set up and learn a product without requiring assistance from sales or support teams.
Session Intelligence
The analysis of individual user sessions to extract behavioral patterns, intent signals, and friction points in real time.
User Intent
The underlying goal a user is trying to achieve when they interact with a product, distinct from the specific actions they take.
User Onboarding
The process of guiding new users from sign-up to first value, building habits that drive long-term retention.
User Segmentation
The practice of dividing users into distinct groups based on shared characteristics or behaviors to deliver targeted product experiences.