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Maintain the industry glossary

The industry glossary is where you and your agents agree on what specialized terms mean. When a term is specific to your market - an acronym, a category name, a phrase buyers use - adding it here keeps everyone aligned and gives the agents a definition to lean on when they research and write. This page shows how to add a term, edit it, and delete it.

The glossary lives in the Agent Training Center on the Industry jargons page. Adding, editing, and deleting terms require full access. With a read-only account you can open the page and read the terms, but the Add new button and the per-term edit and delete controls are hidden.

Each term is tied to one of your ecosystems, so you need at least one ecosystem set up before you can add a term. If you have none yet, create an ecosystem first. The Ecosystem picker in the term form only lists ecosystems that already exist.

  1. Open Agent Training Center and select the Industry jargons card to open the Industry jargons page.
  2. Select Add new in the top right. The Create industry jargon dialog opens.
  3. Fill in the fields:
    • Ecosystem - choose which ecosystem this term belongs to. The dropdown lists your existing ecosystems by name.
    • Term - the word, acronym, or phrase you are defining.
    • Manual input - your own notes or context for this term. This is the guidance you give the agents about what the term means or how it should be used; the definition shown on the card is generated from it.
  4. Select Create. To leave without saving, select Close.

A confirmation message reads “Industry jargon successfully created” and the new term appears on the page.

  1. On the Industry jargons page, find the term’s card.
  2. Select the edit (pencil) icon in the top right of that card. The Edit industry jargon dialog opens with the current Ecosystem, Term, and Manual input already filled in.
  3. Change any of the three fields.
  4. Select Update to save, or Close to discard your changes.

A confirmation message reads “Industry jargon successfully updated” and the card refreshes with the new values.

  1. On the term’s card, select the delete (trash) icon in the top right.
  2. A confirmation dialog titled Delete term? opens, warning that this action cannot be undone and will permanently delete the term.
  3. Select Delete to remove it, or Cancel to keep it.

Saved terms appear as cards on the Industry jargons page, laid out two to a row. Each card shows the term as its heading, the generated definition (marked AI generated), the Ecosystem it belongs to, and your Manual input when you provided any. Changes take effect immediately - there is no separate publish step. Creating and editing both happen right away when you select Create or Update, and a deleted term is gone as soon as you confirm.

From here the term is part of the shared vocabulary your team and your agents work from, so research and copy stay consistent with how your market actually talks.