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Terminology

TermDefinition
AgentEither Matilda herself, or a human real estate agent on your team. Context makes it clear which.
BlueBubblesAn open-source iMessage server that runs on a Mac and exposes iMessage over HTTP. Matilda uses it to send and receive texts.
Captured timelineThe chronological list of fields Matilda extracted for a lead, shown on the lead detail page.
ContactAny person in Matilda's database, identified by phone number.
DashboardThe operator web interface at /dashboard.
Demo accountAn optional read-only Viewer login offered on the sign-in page for demonstrations.
ExtractionThe post-turn pass that reads a conversation and updates the contact's profile and memory.
Follow Up BossA real estate CRM. Matilda can enrich and stage matching people there.
HandoffThe email and lead sheet sent to the brokerage when a lead becomes qualified.
IntakeMatilda's short qualification conversation with a new lead.
KimiThe large language model family from Moonshot AI that powers Matilda's replies.
Known contact blockThe per-turn summary of a contact that Matilda uses as the source of truth.
LeadA contact with role lead, typically a buyer or seller.
Lead sheetThe public, token-protected page and PDF summarizing a qualified lead.
Liquid AmethystThe name of Matilda's design system.
MemoryCurated long-term facts about a contact, injected into every turn.
MilestoneOne of the five qualification fields: name, intent, budget, timeline, pre-approval.
OrganizationThe top-level group that all dashboard users belong to.
OTPOne-time passcode. Leads sign in to the web chat with a six-digit code sent by email.
Owner, Admin, ViewerThe three dashboard roles, from most to least privileged.
Pre-approvalWhether a buyer has a lender's pre-approval letter.
ReminderA scheduled nudge Matilda texts to a contact, managed by the built-in scheduler.
ResendThe transactional email provider used for handoff emails and login codes.
RoutineA recurring task defined on the Tasks page.
Setup pageThe dashboard page where integrations are configured and tested.
Share tokenThe unguessable token in a lead sheet URL.
Strands AgentsThe agent SDK Matilda is built on.
System promptMatilda's operating instructions, viewable read-only in the dashboard.
TapbackAn iMessage reaction such as love, like, or laugh. Matilda can add one per turn.
TeamA named group of dashboard users inside the organization. Organizational only.
Webhook tokenThe secret that gates incoming posts to /webhook from BlueBubbles.
WireGuardThe VPN tunnel that links a cloud-hosted Matilda to the Mac running BlueBubbles.
WorkerThe Matilda Worker, a companion Mac menu-bar app that syncs the iMessage threads a realtor marks as prospects.
Worker keyA per-device bearer credential that authenticates a worker.