Glossary

A marketing strategy focused on engaging a defined set of high-value accounts with personalized campaigns and coordinated touchpoints tailored to each account’s needs and attributes.

Area of the SitecoreAI navigation where you work with AI agents, flows, and signals in Agentic studio.

See Also Agentic studio.

An advanced form of AI that goes beyond reactive prompting. It can understand goals, make decisions, and take actions autonomously while remaining guided by human input and oversight.

Agentic AI goes beyond traditional automation or chatbots. It's a framework for AI systems that can understand goals, make decisions, and take action while remaining guided by human input and oversight.

In Agentic studio, agentic AI connects every stage of the digital experience lifecycle through agents that plan tasks, coordinate actions, and keep work moving while marketers remain in control.

While generative AI assistants help create and refine content, agentic AI extends that capability to execution. It automates workflows end to end, helping teams offload repetitive work and focus their time on strategic and creative decisions that drive business results.

The coordinated execution of adaptive workflows run by multiple AI agents. It ensures tasks move forward efficiently while keeping humans in control of strategic decisions.

The SitecoreAI agentic workspace to ideate, brief, plan, and execute campaigns with intelligent assistance. From Agentic studio you can run purpose-built agents and flows, create custom agents, configure existing ones.

Autonomous AI-driven systems that can perform specific tasks, collaborate with other agents, and accelerate work while keeping a human in the loop.

Legacy navigation area in XM Cloud where you viewed reports and test results. In SitecoreAI, analytics and reporting are available in the Performance area.

See Also Performance.

Technology that simulates human cognitive abilities such as learning, reasoning, and problem-solving to perform tasks or generate insights automatically.

An AI assistant in Strategy that helps create content and generate briefs and strategic content using your brand information.

A set of brand guidelines and reference materials uploaded to SitecoreAI that enables AI tools and capabilities in the platform to generate consistent, on-brand content.

A structured set of marketing activities and messages aimed at a target audience to achieve defined business goals within a set timeframe.

Any platform or pathway that your audience uses to connect with your brand, such as the web or a mobile app.

Formerly Portfolio (Sites) in XM Cloud.

Area of the SitecoreAI navigation where build and manage digital experiences. It brings together everything needed to create and organize sites and site collections.

A unique identifier (UUID) representing a specific device or session associated with a site visitor. Often used for looking up a profile.

A legacy area in XM Cloud used to build and manage reusable components for sites. In the current interface, this work is done in the Design area and Component builder.

See Also Component builder.

Formerly Components in XM Cloud.

A visual workspace used to create, configure, and refine reusable components for your sites. Component builder lets users define layout, variants, settings, and behavior so components can be used consistently across pages.

Area of the SitecoreAI navigation that centralizes content authoring tools such as Explorer, Content editor, and Media library.

AI-powered assistants designed to help with specific tasks on demand, such as drafting copy, suggesting alt text, or checking brand compliance.

A data source contains content that's managed outside of a specific component. Components can call the data source to add that content at runtime. For example, a component can have its own content, such as a title, text, and a button, and an image that is added from a data source when a page is rendered.

We differentiate between internal and external data sources. An internal data source is created and handled within SitecoreAI, for example: text, images, media, a site page. They can be stored on a page level (available to all the components on that page) or the site level (available to all the site components). In addition, you can set the data source of a page to be the page itself. This is useful for utilizing the page's metadata. For example, the title of the page as it appears in the browser tab can be tied to the page name.

External data sources are created and saved outside of SitecoreAI. A component can fetch the data from an external source using one of the following methods: by including some JSON that calls the data source, sending an HTTP request and handling the response, or using the result of a GraphQL query.

The Deploy app is a user interface for managing environments and deploying projects. It includes a walkthrough for creating a project, a detailed log of every step of the deployment process, a status page, and a centralized location to manage your projects and environments. After you successfully complete the project creation flow, the app runs the following processes to complete the project creation:

Area of the SitecoreAI navigation where you build reusable components and forms for your sites and configure how components look and behave before they are used on pages.

A legacy area in XM Cloud used to manage reusable components, templates, and styles. In the current interface, these tools are available in the Design studio.

See Also Design studio.

Formerly Design library in XM Cloud.

Design workspace in SitecoreAI where you assemble, configure, and test components and forms. Design studio gives you a visual canvas to set layouts, variants, and data sources, with AI assistance for generating variants and applying brand kits.

Any interaction between a user and a brand across digital channels such as a website, mobile app, email, commerce site, or social media, shaped by the content, design, and personalization delivered in that moment.

The complete process of planning, creating, delivering, optimizing, and maintaining digital experiences across all channels and touchpoints.

An integrated platform that supports the creation, management, delivery, and optimization of digital experiences through connected capabilities such as content management, personalization, and analytics.

AI agents that act as virtual team members and perform defined roles or workflows within marketing or business processes.

A component that adapts its presentation or behavior based on user interactions or data. For example, a collapsible menu, a carousel, or a live chat widget that change according to user interactions; or sliders, testimonials, or product listings that pull in data from a data source.

An environment is an entity that holds a set of configurations, code, and implementations. Each environment includes the following:

Each environment is isolated and unique. This allows you to have unique customizations, deployments, and configurations on your environment, based on implementation needs.

An action a site visitor performs on your site within a session. For example, viewing a webpage, clicking a button, submitting a SitecoreAI form, searching for content, or any other interaction you want to track. When an event is captured, all its data is sent to SitecoreAI and becomes available to work with.

Experience Edge is a GraphQL API-based service endpoint that allows you to retrieve layout and content, distributed through a CDN. Experience Edge is the SitecoreAI publishing target, hosted by Sitecore.

A field is a property of an item that stores data about the item. They can be simple (for example, string, text, number) or more complex (for example, Rich Text, General Link, Multilist) The template that an item is based on determines which fields are included in an item.

Coordinated workflows that connect multiple AI agents to complete a broader marketing or operational process. Flows automate handoffs and task sequences while maintaining transparency and control.

A branch of AI that produces new content such as text, imagery, or design by learning from patterns in existing data.

A design approach where AI systems pause for human input, feedback, or approval at key stages to ensure quality, accuracy, and accountability.

A working model where people and AI systems combine strengths. Humans set direction and make decisions, while AI handles repetitive, data-driven, or time-consuming work.

The ability of different systems, tools, or platforms to connect, communicate, and share information smoothly without additional integration effort.

In Sitecore, items are the building blocks of your digital experience. Almost everything in Sitecore is an item: for example, a page is an item, the page template used to build that page is an item, and the page design and partial designs used to build that page template are items.

Conceptually, an item is an object made of fields, although some items can also have no field at all. Items are identified by:

An AI model trained on extensive text data to understand and generate human-like language for natural-language interactions and generative tasks.

Cross-functional groups including strategists, campaign managers, content creators, and analysts who plan, execute, and optimize digital experiences. They are often supported by developers for technical enablement.

Real-time indicators or patterns such as customer behavior, competitor activity, or trend shifts that help marketers adapt campaigns and strategies quickly.

A secure framework that allows AI agents and language models to connect with external systems, use APIs as tools, and perform approved actions while maintaining shared context and governance.

A marketing approach that provides a continuous and consistent experience across all customer channels such as web, email, mobile, social, and in-store.

An organization represents a business unit, such as a company or brand. Within Sitecore, it's a collection of your related team members and Sitecore products to which you are subscribed. An organization can have one or more Sitecore products, with multiple instances of each product.

An enterprise company or a solution partner might have access to multiple organizations, while a smaller company might have one organization. Each organization uses a set of rules to determine who can access each product and what work they can do. Organization management is handled in the Cloud Portal.

A visual editing tool used to create and update pages within a site. Working with the Page builder lets users add components, edit content, adjust layout, and preview changes in real time before publishing.

Formerly Analytics in XM Cloud.

Area of the SitecoreAI navigation where you view analytics across sites, forms, and experiments. Performance provides dashboards that show engagement, traffic, and A/B/n test results so you can monitor and optimize experiences.

The process of creating multiple variants of pages or components and then displaying those variants to different audiences depending on specific conditions.

A legacy navigation area in XM Cloud used for coordinating briefs, projects, and related marketing activities.

See Also Strategy.

Legacy XM Cloud navigation entry used to manage sites. In SitecoreAI, site and site collection management is available in the Channels area.

See Also Channels.

A record of behavioral data that SitecoreAI collects about a site visitor as they interact with your brand.

A project is a logical grouping of environments. Each project can include several environments, such as a development, testing, and production environment. In SitecoreAI, you can create a project using the Deploy app, the CLI, or REST APIs.

When you create a project using the Deploy app, one environment is automatically created, and you can choose whether it’s a production environment (that gets faster support than the non-production environments). The number of projects you can create depends on your subscription.

A configuration item used to store information about a single component in the head application. A site page is made up of multiple renderings. The term rendering is often used interchangeably with component, even though the rendering is only part of the component definition. Renderings are defined in Content Editor, in /sitecore/layout/Renderings/Feature.

Rendering parameters are used to pass additional information to a component, apart from data from a data source. You can use them to control the presentation of a component by assigning different CSS styles, height, or width to the component variants.

A component that adjusts its presentation according to the width of the screen on which it is rendered.

A group of events occurring on a specific channel over a defined period, representing a continuous interaction by a site visitor with a brand.

Daily AI-generated research insights in Agentic studio based on your chosen topics and industries. You can refine the feed in Signals by updating your preferences or prompts.

A site is a collection of one or more pages, and a page can have several components. Within SitecoreAI, a site is always a headless site, meaning the front-end app, including a rendering host, is separate from the content modelling and business logic.

A site collection is a parent item that groups related sites to organize them according to business unit, brand, or similar, and to share content between the sites, for example: data templates and digital assets.

Any person who interacts with your organization's brand.

The Sitecore Cloud Portal is the central hub to access all Sitecore digital experience platform (DXP) products. You manage your organization and users in the portal, and manage access to apps such as SitecoreAI and the Deploy app. Access the Cloud Portal at https://portal.sitecorecloud.io.

A dedicated area created when running an agent or flow activity in Agentic studio. A space enables teams to track active and completed work, share outputs, revisit past executions, and build on previous results in one organized place.

The default base template shared by most other templates, either explicitly through inheritance, or implicitly if not specifically excluded from inheritance. By default, all templates inherit from the standard template. If a base template is defined for a template’s inheritance, that might override the standard template definitions.

Formerly Planning in XM Cloud.

Area of the SitecoreAI navigation that serves as the planning workspace for marketing teams. Strategy provides access to the dashboard, Campaigns (formely Projects in XM Cloud), Briefs, and AI-assisted brief creation through Brand Assistant.

Templates, also called data templates, define the structure of content items. Each template contains fields that are organized into sections. The template defines the field names and the sections the fields belong to. It also defines the type of each field, meaning, the input that the field can accept.

For example, a Product data template contains 2 sections: General information, and Manufacturing details. The General information section contains these fields:

The Manufacturing details section contains:

Templates inherit definitions from a base template, which is simply a template that other templates inherit fields and sections from.

The process of capturing events in response to site visitors' actions.