The words you’ll see most in Arbol, in alphabetical order. In parentheses, the application where they appear and, for Agenda and Ámbar, whose screens are in Spanish, the Spanish word.
| Word | What it is |
|---|---|
| Administration | The role that sets up an application and administers its team. Each application has its own. |
| Agent | The AI that answers your patients on your organization’s behalf, by phone, WhatsApp or your website’s chat. It follows the instructions your team gives it. In Raíz you’ll find them under Workers. (Raíz) |
| API key | A key that lets one of your organization’s systems use Arbol on its own, with the permissions you choose. (Account) |
| Application | Each Arbol product: Raíz, Agenda, Ámbar and Account. |
| Appointment (cita) | A slot in a professional’s schedule, booked for a patient and a service. (Agenda) |
| Arbi | Arbol’s assistant inside the applications. It works with your own permissions. |
| Channel | Where an agent works: a WhatsApp number, a phone line or your website’s chat. (Raíz) |
| Connection | Your organization’s account in an integration, for example one per site. Arbol’s team connects and maintains it. (Account) |
| Contact | Someone agents and your team talk to, such as a patient. In Raíz you’ll find them under People. (Raíz) |
| Conversation | A call or a chat between a contact, an agent and, when needed, someone on your team. (Raíz) |
| Integration | An outside system agents work with, such as an insurer, an EPS or a clinical system. (Account) |
| Invitation | The email a new person gets to create their account and enter an application. It expires if not accepted in time. |
| Site (sede) | A place where your organization sees patients, such as a clinic or an office. (Agenda) |
| Organization | Your clinic or hospital on Arbol. Everything you see in the applications belongs to it. A person can belong to several. |
| Owner | The role with full access to the organization. Arbol assigns it. |
| Patient (paciente) | Someone your organization cares for. In Agenda you’ll find them under Pacientes; in Raíz, as contacts. |
| Professional (profesional) | Someone who sees appointments: a doctor, a nurse, a therapist. It’s also an Agenda role, for people who work from their own schedule. (Agenda) |
| Role | What defines what you see and can do in an application. See Roles and permissions. |
| Service (servicio) | What gets booked, such as a general medicine consultation or a therapy session. (Agenda) |
| Tool | Something an agent can do with a connection: look information up (read) or change it (write), such as checking availability or booking an appointment. |
| Waiting list (lista de espera) | Patients waiting for a slot for a service. (Agenda) |