TautivaHelp

Common problem Situation

Plain-language Tautiva glossary

This glossary explains the Tautiva terms you may see on screens and buttons.

All usersFour minutes.Last checked October 13, 2026.

Before you start

None.

Step-by-step instructions

Follow these steps in order. You can keep this guide open while working in another Tautiva tab.

  1. Workspace = team or company work space.

  2. Inbox = customer conversation inbox.

  3. Customer 360 = customer profile and history summary.

  4. Case = customer issue ticket or note.

  5. SLA = service response/completion time target.

  6. Opportunity = sales opportunity or prospect.

  7. Collection obligation = followed-up payment obligation.

  8. CSV = Excel-openable table data file.

  9. Campaign = group customer message sending activity.

  10. Freeze audience = lock recipient list for review stage.

  11. Read Only = can only be viewed; cannot be changed from this account.

  12. Bot active = automation handling is still involved in the conversation.

Open the page in Tautiva

PRACTICAL EXAMPLE

Example from daily work

For example, 'Bot active' means the bot is still handling the conversation, not that the agent has taken over.

This is a fictional training example. No real customer data was used.

Expected result

You can better understand the labels in the application.

If something goes wrong

  • Still don't understand the term? Search for the button name through the Help Center.

This guide describes the interface reviewed on 13 October 2026. Documentation testing did not send real messages, invite users, process payments, or modify real customer records.