Glossary
A shared vocabulary keeps the whole platform speaking one language. Each entry below states what the term is and where it appears.
Products
Platform / Nucleus
The multi-tenant identity and integration backbone. Holds identity and access, tenant isolation, the connector catalog, audit logging, and usage visibility, and hosts the workspace shell the other products run inside. See Platform.
Agentic Studio
The conversational and generative surface: chat, AI-run workflows, projects, and the drafting editor. Formerly named AI Workspace. See Agentic Studio.
Solutions Marketplace
The place to find and buy skills, agents, and knowledge, made by the platform team and by other customers, tested in Agentic Studio and run in your workspace. See Solutions Marketplace.
Compliance Link
The cited, tier-ranked compliance and regulatory intelligence surface, plus provider exclusion screening. Not a chat product. See Compliance Link.
Core concepts
Tenant
An isolated workspace with its own data, members, and settings. Everything a user sees is scoped to the tenant they are signed in to. Tenants never read each other's records, which is the boundary the rest of the platform is built around.
Connector
A configured link to an external system. A connector wraps another service's API as a set of typed operations, so the same actions look identical no matter which underlying system fulfills them.
Catalog
The browsable list of connectors available to a tenant. Adding a connector from the catalog is the onboarding step that brings an external system online. See Integrations.
Sync
A scheduled or on-demand pull that brings external records into the platform and keeps them current. A sync has a cadence, a window, and a record of its last successful run. See Sync and schedules.
Workflow
An ordered set of steps that accomplishes one operational outcome. In Agentic Studio, the assistant can run multi-step work and hand parts to specialist agents.
Scenario
A named situation paired with the response it calls for: a trigger, the steps to take, and the signal that confirms resolution.
Audit log
An append-only record of who did what and when, scoped to your workspace. It records that a record was accessed, never the value, and is never edited in place. See Audit and usage.
Role
A named bundle of permissions assigned to a member. Roles decide which surfaces appear and which actions are allowed, and they map to least privilege. See Roles and access.
Alert
A signal that a metric crossed a threshold or a process failed. Alerts are designed to be actionable, each pointing at how to respond. Alerts appear on the intelligence dashboards' dispatch and operations boards.
Intelligence dashboards
The cross-system 360 operations view: dashboards, a fleet map, a dispatch board, revenue, and utilization. An item you add from the Solutions Marketplace and run in your workspace. Formerly a standalone product named Agentic Business Intelligence, then Intel. See Intelligence dashboards.
Agentic Studio terms
Agent
A named specialist the assistant can put to work, each with its own role, model, and tools. A workspace starts with a stock roster and a tenant admin can edit, duplicate, add, or disable agents from there.
Artifact
A richer piece of output an assistant produces (a table, code, a diagram, a map, a document, a slide deck, an image), shown as a card that opens in a side panel and can be saved to a project's Artifacts board.
Delegator
The mode that fans one request out to several specialist agents and folds their results back into a single answer, showing each delegated step as it starts and finishes.
Project
A grouping of related chats under shared instructions and reference files, with tabs for tasks, memory, files, notes, skills, and pinned artifacts. See Projects.
Project memory
The visible, editable record of what the assistant has learned about a project: standing facts it carries into every chat in that project rather than being told again. See Projects.
Skill
A reusable capability an agent can run: a set of instructions, the reference material bundled with them, and the tools the skill is allowed to use. Skills live in a workspace catalog and can be pinned to a project. See Skills.
Exemplar artifact
A real sample of a skill's output, rendered in the skill's detail panel so you can see what the skill produces before you run it. See Skills.
Compliance terms
Evidence tier
The authority ranking on a regulatory fact in Compliance Link. Tiers one through three are authority (federal sources and state configuration); tiers four and five are context, never authority. See Compliance and screening.