Overview
Open Agents, Websites, open a website, then select Glossary. The former /platform/inbound/glossary link opens Glossary on the client's original website. Glossary manages definitions for the website you opened. Add, edit, search, publish, view, and remove glossary terms, or use Chat to have an agent draft them.
How to use this page
Open the right website
Choose the client in the client switcher at the top of the sidebar. Client users with one company see it automatically; with more than one, the page follows the company selected there. Open Agents, Websites, select the website by name or Open, then select Glossary under Content in the sidebar. The page is titled Glossary and is always scoped to that website. Websites at the top of the sidebar returns to the list of websites.
Find a term
Glossary lists each term with its URL path, category, updated date, and Published or Draft badge. When there are more than five terms, use Search to filter by title, slug, or category.
Add a glossary term
Select New term, enter a title, optional category, Short definition, Body (HTML), SEO title, and SEO description, then choose whether it is Published. Select Save to create the term.
Edit or publish a term
Select a row or its pencil icon to reopen it. The existing slug is read-only. Use the eye control to publish or unpublish the term, and use the external-link control on published rows to view it on the live site.
Delete a term
Select the trash control and confirm. Deletion permanently removes the glossary term and its hosted page.
What the buttons do
- Client switcher
- Sits at the top of the sidebar and chooses which client's website glossary you are editing.
- use Chat
- The link under the Glossary heading opens this website's Chat, where an agent can draft terms for you.
- Search
- Filters terms by title, slug, or category when enough rows exist.
- New term
- Opens the editor for a new glossary term.
- Edit
- Opens a term in the editor. Existing slugs cannot be changed.
- Publish / Unpublish
- Toggles whether a term is live on the client's website.
- View live
- Opens a published term on the client's hosted website.
- Delete
- Permanently removes the term after confirmation.
- Save / Cancel
- Saves the term or closes the editor. Unsaved changes require confirmation before they are discarded.