Glossary

One short definition for each word on the screen. Words are in alphabetical order.

AdminCopy Anchor Link

A role. An Admin can do everything a Creator can, and also use Home, Reports and Admin, add files to My Library, and invite people. See Viewer, Creator and Admin.

Agentic PresentationCopy Anchor Link

The word the screens use for one presentation in Rapid Pitch: a presentation that readers can open from a link and, when the assistant is switched on, ask questions about. These guides say "presentation" after the first mention.

AssistantCopy Anchor Link

The helper on a presentation page. Readers can ask it questions, and it answers from the files chosen for that presentation. It is not on every presentation. Ask your Predictive Presentation Technologies contact if you want it on one.

Browser sessionCopy Anchor Link

One sign-in on one browser. If you are signed in on a laptop and a phone, you have two. Sign out all browser sessions ends all of them. See Your account and User settings.

Copy linkCopy Anchor Link

The button that copies a presentation's link, or a file's link, so you can paste it where you want. See Share a link.

CreatorCopy Anchor Link

A role. A Creator can see what a Viewer sees, plus presentations that are not published and the Knowledge files. A Creator has no extra actions. See Viewer, Creator and Admin.

Demo libraryCopy Anchor Link

The sample presentations a new Salesforce install shows until the organization is connected and its first presentation is published. See What a new install sees.

DraftCopy Anchor Link

A presentation that is ready but not published yet. It has no link to share. See Published, Draft, Processing and Failed.

EnterpriseCopy Anchor Link

Your company's space in Rapid Pitch. It has its own members, library and presentations. Some people belong to more than one. See Switch between enterprises.

FailedCopy Anchor Link

A presentation that could not be prepared. Ask your Predictive Presentation Technologies contact. See Published, Draft, Processing and Failed.

KnowledgeCopy Anchor Link

A group of files. The label says "Files the assistant can answer from." See Files in the library.

LibraryCopy Anchor Link

The page where you browse the presentations and files available to you. See Browse and search the library.

My LibraryCopy Anchor Link

A group of files. The label says "What you send us to build from." Admins add files here. See Add a file.

Needs attentionCopy Anchor Link

A note on files that cannot be used yet. It says "Say what each of these files is for, or delete it." See When a file is not ready.

Permanent linkCopy Anchor Link

A link that keeps working even if the main link of a presentation or file is changed. The screen says "It keeps working whatever the link above is changed to." See Share a link.

ProcessingCopy Anchor Link

A presentation that was added recently and is still being prepared. Wait. The page updates itself. See Published, Draft, Processing and Failed.

Public AssetsCopy Anchor Link

A group of files. The label says "Files viewers can open or download from a presentation." Every role can see them. See Files in the library.

PublishedCopy Anchor Link

A presentation that people can open, and that has a link to copy. Only your Predictive Presentation Technologies contact decides whether a presentation is published. Only published presentations appear in Salesforce. See Published, Draft, Processing and Failed.

Reports figuresCopy Anchor Link

Some words you meet on the Reports page:

• Videos started: how many times a video inside a presentation began playing during the range.
• Videos completed: how many of those plays reached the end of the video.
• Video completion rate: completed plays as a share of plays started. It is blank when no video was played.
• Link clicks: clicks on links inside a presentation, such as downloads, external sites and contact links.
• Pages read to the end: how many times a reader scrolled a page all the way to its foot.
• Avg. time per page: the mean time a reader spent on one page, across every page view in the range.

Salesforce tabCopy Anchor Link

The Rapid Pitch tab in Salesforce. It opens your library, read-only. See Use the Rapid Pitch tab.

Select ICMCopy Anchor Link

The name of the action in the Salesforce package. On a Contact or Campaign, it lets you choose a presentation and save its link to the record. See Choose a presentation for a Contact or Campaign.

UnfinishedCopy Anchor Link

A presentation whose upload stopped before it finished. Ask your Predictive Presentation Technologies contact. See Published, Draft, Processing and Failed.

URL codeCopy Anchor Link

The short code for your enterprise that appears in your presentation links. An Admin can see it on the enterprise details page, but cannot change it.

ViewerCopy Anchor Link

A role. A Viewer sees published presentations and the Public Assets files, and can open them and copy their links. See Viewer, Creator and Admin.