# Platform basics

> Learn the shared Spacebrain concepts that apply across every product module.

Canonical: https://help.spacebrain.ai/platform/

Spacebrain is organized around a workspace and a set of connected modules. The left navigation groups customer engagement, building and growth, provider connections, and administration. A module may be hidden when it is not enabled for the workspace, restricted to a role, or part of a staged rollout.

## Shared operating concepts

* **Records** hold durable customer or business data, such as leads, people, companies, deals, tasks, and responses.
* **Activities and conversations** show what happened over time.
* **Connections** authorize Spacebrain to interact with an external provider.
* **Assets** are reusable configurations such as agents, knowledge bases, templates, forms, pages, and workflows.
* **Executions and reports** explain what an automation or program did.
* **Usage** measures plan-governed consumption; billing controls determine the commercial plan.

## A dependable operating loop

1. Create or connect the minimum required data.
2. Configure a small asset.
3. Test with internal data.
4. Inspect the resulting record and activity.
5. Launch to a limited audience.
6. Monitor reports and failures.
7. Improve one measured issue at a time.

This loop applies whether you are building a voice agent, a workflow, a landing page, an SEO project, or a client sub-account.

## Where to make changes

Use module settings for behavior limited to that module. Use **Settings** for your personal profile, preferences, AI Copilot, workspace, billing, and usage. Use **Agency** for sub-accounts, client authorization, rebilling, and branded domains. Use **Integrations** for third-party authorization.

Continue with [navigation and workspaces](/platform/navigation-and-workspaces), [reports and analytics](/platform/reports-and-analytics), and [data access and safety](/platform/data-access-and-safety).