Glossary

Change Management

Definition:
Change management is the structured approach to planning, implementing, and monitoring changes to software, systems, or business processes. It includes communication, training, testing, and feedback loops.

Why It Matters:
Even the best tools can fail if users aren’t prepared for change. Effective change management ensures adoption, minimizes disruption, and aligns technical changes with business needs.

A Zoho Partner is a certified consulting firm or technology provider that has been officially recognized by Zoho Corporation for their expertise in implementing, customizing, and supporting Zoho’s suite of business applications. Partners undergo training and certification to ensure they can deliver tailored solutions, seamless integrations, and ongoing support across Zoho’s ecosystem, including Zoho CRM, Zoho Books, Zoho Desk, Zoho Projects, Zoho Analytics, and more.

As a Certified Zoho Partner, Rhino Group Consulting helps businesses evaluate which Zoho applications best fit their unique needs, design customized workflows, integrate with existing systems, and provide expert guidance to maximize efficiency and growth using Zoho’s cloud-based tools.

RAG stands for Retrieval-Augmented Generation.

It’s an approach in artificial intelligence (especially with large language models) that combines two processes:

Retrieval

  • The system looks up relevant information from an external source (such as a database, knowledge base, or document store) using techniques like embeddings and vector search.
  • This step ensures the model has access to the most accurate and up-to-date information, even if that knowledge wasn’t part of its original training.

Generation

  • The retrieved information is then passed into the language model (like GPT).
  • The model uses both its internal reasoning and the external data to generate an answer, explanation, or other output.

Why it matters

  • Accuracy: The model isn’t limited to what it “remembers” from training.
  • Freshness: It can pull in the latest facts or data.
  • Explainability: Retrieved documents can often be cited directly.

A simple example: if you ask a RAG system about a company’s internal policy, it can retrieve the actual policy document from your knowledge base and then generate a clear, natural-language summary.

Definition:
Carrier filtering refers to the process mobile carriers use to detect, block, or throttle SMS and voice messages that may be unwanted, spammy, or non-compliant. It’s part of their effort to maintain network integrity and protect consumers from abuse.

How it works:
Filters evaluate messages based on patterns like high-frequency sends, repetitive content, lack of opt-in verification, or sending messages to invalid numbers (like landlines). If flagged, your messages may be silently dropped, delayed, or cause your number to be blacklisted.

Why it matters:
Even if you’re sending messages legally and ethically, failing to account for carrier filtering rules can result in poor delivery rates and a damaged sender reputation. This is especially true in mass SMS marketing campaigns.

Definition:
An API call is a request made by one application to another through an Application Programming Interface (API) to retrieve or send data, or to execute a specific function. It’s how different systems “talk” to each other over the internet.

Why it matters:
API calls are the foundation of modern automation and integration. Whether it’s verifying a phone number via Twilio, pulling customer records from Zoho CRM, or sending transactional emails, API calls allow platforms to work together without manual intervention.

Cost considerations:
Some services charge per API call, like Twilio ($0.05 per phone number lookup), so understanding and optimizing these requests is essential for managing operational costs.

Definition:
Phone number reputation refers to the trustworthiness and credibility of a phone number as perceived by mobile carriers and messaging platforms. Just like email sender reputation, it plays a critical role in whether SMS or voice communications are delivered successfully or flagged as spam.

Why it matters:
If your number develops a poor reputation—due to sending high volumes of messages to landlines, spamming users, or failing to follow opt-in protocols—carriers may block your messages entirely. This can cripple marketing campaigns, prevent transactional messages from reaching users, and cause long-term deliverability issues.
Maintaining a good phone number reputation involves sending messages only to valid mobile numbers, respecting user consent, and monitoring deliverability performance.

Deluge stands for Data Enriched Language for the Universal Grid Environment and is Zoho’s proprietary scripting language used to build custom functions and automate processes within Zoho’s suite of applications. It is a lightweight, structured language tailored for business logic and is designed to work seamlessly across Zoho CRM,