General
| Concept | Definition |
|---|---|
| Conversion AI | The layer of AI built natively in Conversion. |
| Chat | A single interactive conversation with Conversion AI. Each chat keeps its full history of messages, tool calls, and edits. You can open chats from any page in the product. |
| MCP server | A remote Model Context Protocol server that connects external AI tools (Claude, ChatGPT, Cursor) to your Conversion workspace, using the same tool calls as chats. |
| Tool call | A single action Conversion AI takes, like looking up a contact, listing audiences, or proposing an edit. Conversion AI usually chains several together to answer one request. |
| Sandbox | An isolated Linux environment Conversion AI uses to run scripts and process files. The sandbox filesystem persists across messages within a chat. |
Agents
How agents run work on their own.| Concept | Definition |
|---|---|
| Agent | A configured AI teammate that owns a job. You set its instructions, when it wakes up, which tools it can use, and which data it can reach. Unlike a chat, an agent is reusable and runs on its own. |
| Trigger | What wakes an agent up: a Slack message, a Linear issue or comment, a schedule, or a webhook. An agent with no triggers only runs when you start it yourself. |
| Session | One conversation belonging to an agent, with the full history of what it did. Listed on the agent’s Overview tab. A Slack thread or a Linear issue is one session; a scheduled run starts a new one each time. |
| Turn | One pass within a session: a message comes in, the agent works, then replies. A session can span many turns over days. A new message interrupts a turn in progress. |
| Instructions | Standing guidance for an agent — what it should do and how it should behave. Applies to every session it runs. |
| Documents | Reference material uploaded to an agent on its Configuration tab, like lookup tables or field mappings. The agent reads them when it needs them, rather than always having them in mind. |
| Tool mode | Whether a given tool runs automatically for this agent, requires approval, or is disabled entirely. Set per agent, and applied from the agent’s next turn. |
| Pause | Stops an agent being woken by any of its triggers. Conversations it’s already in carry on regardless. |
Assets and edits
How Conversion AI creates and edits marketing assets.| Concept | Definition |
|---|---|
| Asset | A creatable marketing object in Conversion: blasts, workflow emails, email templates, forms, workflows, campaigns, audiences, and folders. |
| Edit | A proposed change to an existing asset. Edits are reviewed for approval at the end of the turn, then applied — they don’t take effect as Conversion AI works. |
| Edit list | The set of pending edits Conversion AI has proposed in the current turn. Edits to the same asset are merged and reviewed together, per asset. |
| Apply | Writing an approved edit to the asset. For assets that support drafts, applying writes to the draft. |
| Draft | The pre-publication state for assets that support it (workflow emails, blast emails not yet sent, forms). Drafts can be edited before being published live. |