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Core concepts
The handful of ideas that the rest of the guide builds on, in plain language.
You don't need to memorize these. Skim them now and come back when a word in the guide isn't clear.
The big picture
You ask. An agent works out what to do, using tools and the Company Brain. When it reaches something important, a human check pauses the work until a person approves. Then you get the result.
Space
The workspace where people and agents work together on tasks and processes. Your organization has one Space; inside it you have your own things, your team's things, and things shared with everyone.
Agent
An AI worker with a job. You give it a name, a role and instructions, such as “You prepare the weekly sales summary”, and decide what it may use. Agents can take on tasks, ask other agents for help and pause for your approval. See What agents are.
Tool
A capability an agent can use: searching the web, reading a spreadsheet, looking up a customer in another system, sending a message. Tools come from several places: built-in ones, integrations with apps like Slack and Gmail, and tools you or your administrator add. See Tools, MCP servers and Functions.
Company Brain
The knowledge layer every agent draws on: documents, spreadsheets, folders, code and the connections between them. In the app you'll find it under Brain. See Your Company Brain.
Playbook
A defined sequence of steps for a process that should run the same way every time, for example: ask for an order number, look it up, and send a confirmation. Playbooks can include agent steps and human approvals. See Playbooks.
Human gate (review)
A checkpoint where the work stops until a person reviews and approves. A gate can be built into a playbook, an agent's settings, or a tool that always asks first. Everything waiting for you is collected under Reviews. See Reviews.
Automation: schedule and trigger
An automation runs on its own. A schedule starts it at a time (“every Monday at 9”). A trigger starts it when something happens (“when an email arrives from a customer”, “when a row is added to a table”). See Schedules and triggers.
Scope: personal, group, organization
Everything you create has a scope, meaning who can see it:
| Scope | Who sees it | Who can change it |
|---|---|---|
| Personal | Only you (and anyone you share it with, read-only) | You |
| Group | Members of a team or department | That group's admins |
| Organization | Everyone | Org Admins |
See Sharing and access.
Roles
| Role | In short |
|---|---|
| User | Everyday use of Space. |
| Group Admin | Manages one or more groups and what they share. |
| Org Admin | Manages the whole organization. |
| Security Admin | Can read audit logs and, when really needed, reveal personal data that was hidden in them. |
Approval modes
In chat you choose between Manual mode, where every action that needs permission asks you, and Auto mode, where a quick safety check decides and only risky calls ask. See Approvals.
Quick glossary
| Word | Meaning |
|---|---|
| Complex task | A task with several distinct parts, or that needs different kinds of work (research, drafting, review). A good fit for a team of agents or a workflow. |
| Dynamic Agent Graph | A team of agents arranged as a graph that Space generates for you from a request, for a complex task. See Agent orchestration. |
| Managed Agent Graph | A workflow you define and keep (a playbook): your steps, agents and human gates, enforced by Deterministic workflow engine. See Agent orchestration. |
| Task | One piece of work given to an agent. |
| Front Desk | Your personal agent that answers requests from colleagues, after you approve them. |
| Knowledge base | A named collection of files used to answer questions on a topic. |
| Skill | A saved set of instructions the copilot can load for a kind of job. |
| Integration | A connection to an outside app such as Gmail or Slack. |
| Channel | A way to reach an agent from outside the app: Slack, email or WebSocket. |
| Page | A small app the copilot builds for you: a dashboard, a form, a button that runs a workflow. |
| Table | A simple spreadsheet-like list of records shared by people, agents and automations. |