Glossary of terms
Short explanations of the terms you will come across in Opener, from action to processor.
What it is for
Opener uses several terms of its own. Here you will find them in one place, briefly and in alphabetical order.
How to
| Term | Meaning |
|---|---|
| Action | Anything you do with a person and record: an invitation, a message, a meeting, a call, an email. An action that moves the phase is a step. |
| Action plan | A batch of contacts with goals and a due date. It can be your own, or a team plan for at least two members. |
| Batch | The contacts a member works through in an action plan. |
| Cadence | How often the owner should get in touch with the person. Opener keeps track of the due date of the next contact. |
| Callers | A separate area for call teams that call contacts for the space. In Opener, an admin manages it in Calling. |
| Career | A person's work history, which AI extracts from their documents (CV, LinkedIn profile). |
| Company | A detail of a person. Companies are shared by the whole space. |
| Company coverage | How well the team knows a company. It is calculated from depth (the highest phase) and breadth (the two best people). |
| Credits | The unit the space pays for AI work, for example for an Ask AI question or a meeting prep summary. |
| Deal | A specific deal in a relationship, with a value and a status (open, won, lost, postponed). |
| Document | A file attached to a contact or company: a CV, a LinkedIn profile as PDF, another document. |
| Follow-up | Your agreed next step with a contact, with a text and a due date. It belongs to you, not to the contact. |
| Implied phase | A lower phase that shows as completed because a higher one is recorded. It has no date. |
| Label | A tag for sorting contacts and companies. Only you see your labels, the whole team sees team labels. |
| MCP | A way to connect Opener to Claude or another AI app. Read only. |
| New contacts | A shared list of people collected from LinkedIn searches who are waiting for someone to pick them up. |
| Plan | How the space runs: beta, trial or paid subscription. Admins see it on the Plan tab. |
| Phase | How far a relationship has got: Looked up, Invited, Connected, Messaging, Working together. |
| Plan goals | The phases you want to record for the contacts in a batch by the due date. |
| Processor | A member who temporarily works on a contact for the owner, after a handover or in an action plan batch. |
| Relationship | A team member's work with a person: steps, notes, follow-ups, documents. |
| Relationship owner | The member responsible for the relationship. A relationship always has exactly one. |
| Role | A member's position in the space: space owner, admin or member. A member can have read-only access. |
| Rotation | The rules by which a team plan proposal distributes contacts so that they reach different members. |
| Saved view | A saved search, filters and sorting in People & relationships or Companies. Personal or team. |
| Side panel | The Opener Team extension for Chrome. On LinkedIn it shows who in the team is working with a person, and records steps. |
| List | A fixed group of people or companies for a specific purpose (event, campaign). Personal or team; nobody gets added automatically. |
| Space | The team's workspace. Another space cannot see the contacts and data of a space. |
| Step | An action that moves a relationship into a phase. |
| Task | A specific thing with a due date that a member assigns to a colleague or to themselves. Only the two of them can see it. |
| Trial | 14 days of the full version with 100 AI credits. Afterwards the space is read-only with export, the data stays for 90 days. |
Good to know
- The app always uses the word action, never other names.
- The space admin can rename the phases, and you will then see your team's names in the app.
- Space owner and relationship owner are two different things.
Frequently asked questions
What is the difference between Invited and Connected?
Invited means a sent invitation, Connected an accepted connection.
What is the difference between an action and a step?
A step is an action that moves the phase. A call or an email is an action, but it does not move the phase.