Nirvai Revenue
The words of Revenue
Nirvai Revenue glossary — what Entries, Leads, the Funnel, Stages, the Persona, the Job, Functions, Contact rules, Connections, the draft, Approve and Activate are.
Revenue uses few words, like a sales team that shares its own shorthand: once you know them, every screen reads itself. They all fit in one sentence:
Entries bring Leads into the Funnel. At each Stage, a Persona does a Job with its Functions. Contact rules say when to follow up, and Connections are where it talks.
The pieces
Entries — the doors your leads come in through: Meta lead forms, WhatsApp messages, your site widget, a spreadsheet or a webhook (the automatic alert another system sends Nirvai). Each entry places the lead in a funnel. Learn more
Leads — each lead is one person, recognised by their phone or email. If they write on two channels, they are still the same person. Learn more
Funnel — the path a lead follows, from the first conversation to the result: won, paused or lost. You can have more than one, for example one per business line. Learn more
Stages — the points of the funnel. In some the Persona talks; in seller stages the lead is already with someone from your team. The rules on each arrow move the lead on their own. Learn more
Persona — the named assistant who talks to your leads, like Valentina: its tone, its channels and what it must never say. The lead experiences it as one single person on every channel. Learn more
Job — the script the Persona follows in one or more stages: what to say, what to ask and when to follow up. Learn more
Functions — your company's actions the Persona can use: check free slots, book, quote or look someone up in your CRM. Each one is tried before it is assigned. Learn more
Contact rules — when and how much to follow up: hours, messages per day, the wait between tries and the cap per lead. They come with defaults and can be tuned per funnel. Learn more
Connections — where the Persona talks and works: your WhatsApp number, calls and SMS, email, your team's calendars and your CRM. Learn more
Draft and Approve — structural changes (stages, scripts, Personas, functions) gather in a draft. They reach your leads only when the owner presses «Aprobar» (Approve). Learn more
Activate — the click that puts a new Job to work. First it shows who will be contacted, on which channels and from when. Learn more
Timeline and Record — when you open a lead you see its Timeline (everything that happened and what is planned) and its Record (its fields, like the columns of a table). Learn more
Where you see it and how to ask for it
| Term | What it is | Where you see it | How you ask the Assistant |
|---|---|---|---|
| Entries | Where leads come in | Funnel › Entries | «Connect my Meta form to the funnel» |
| Leads | One person and all of their history | Leads and Inbox | «Which leads didn't reply this week?» |
| Funnel | The lead's path | Funnel | «Build my sales funnel» |
| Stage | One point on the path | Funnel, when you open a stage | «Add a visit-done stage» |
| Persona | Who talks to your leads | Personas | «Make Valentina speak formally» |
| Job | The Persona's script | Funnel › a stage › its Job | «Change the greeting of the qualification Job» |
| Functions | Your company's actions | Funnel › Functions | «Create a function that checks free slots» |
| Contact rules | When and how much to follow up | Contact rules | «Don't write on Sundays» |
| Connections | Channels and systems | Connections | «Connect my WhatsApp» |
| Draft / Approve | Changes waiting for your click | The before-and-after card, in the chat | «Show me my draft» |
| Activate | Putting it to work | The activation card, in the chat | «I want to activate the qualification Job» |
| Timeline / Record | A lead's history and fields | When you open a lead | «What happened with this lead?» |
Two ways to save
- Structural changes (stages, arrows, scripts, Personas, functions): they go into a draft and reach your leads when the owner presses Aprobar (Approve). You see the before and after first.
- Simple settings (an hour range, a cap, a fact about your company): they apply right away, stay in the history and can be undone with Undo.
With one funnel, everything reads per lead. When you add a second funnel, the app shows the word caso (case): one lead's journey through one funnel. That way, an Inmobiliaria Cumbres lead can be in «Proyectos» and in «Corretaje» at the same time.
What's next
- Home and the Assistant — how to ask for these things and which cards you will see.
- Quick start — the six steps to get going.