# Glossary

> Shared Spacebrain terms used across product modules and this manual.

Canonical: https://help.spacebrain.ai/reference/glossary/

## Account and workspace

**Account** — one person’s Spacebrain identity and authentication.

**Workspace** — the tenant that owns records, assets, connections, usage, and shared settings.

**Agency** — a workspace with eligible tools for managing branded client sub-accounts.

**Sub-account** — an isolated client workspace managed within an agency relationship.

**Role** — the permissions granted to a member within a workspace.

## Customer data

**Lead** — a CRM record being qualified or worked through a lead process.

**Person** — a durable individual contact record.

**Company** — an organizational CRM record.

**Deal** — a commercial opportunity in a pipeline stage.

**Pipeline** — ordered stages for an opportunity process.

**Custom field** — a workspace-defined structured value added to a supported entity.

**Enrichment** — third-party or AI-assisted data proposed or added to a record.

## Communication and AI

**Agent** — a configured conversational AI with instructions, knowledge, voice or chat behavior, and permitted actions.

**Knowledge base** — approved source material an agent can retrieve from.

**Action** — a capability that changes or reads another system during a conversation or automation.

**Channel** — the medium for a conversation, such as email, SMS, WhatsApp, chat, Meta, or call.

**Thread** — the Inbox history for a customer conversation.

**Handoff** — transfer from automation or AI to an accountable person or queue.

## Automation and publishing

**Workflow** — trigger-based logic that runs actions and branches.

**Execution** — one workflow run and its node-level result.

**Sequence** — an ordered contact cadence for enrolled CRM records.

**Enrollment** — a record’s active participation in a sequence.

**Form response** — one stored submission to a Spacebrain form.

**Landing page** — a focused published page with a primary conversion goal.

**Funnel** — a multi-step published journey.

## Providers and billing

**Integration / connection** — authorization linking a workspace to an external provider resource.

**OAuth** — a provider authorization flow that grants scoped access without giving Spacebrain the provider password.

**Usage** — metered consumption associated with a workspace, module, or action.

**Tier** — an agency-defined package of price, features, quotas, or markup for sub-accounts.

**Rebilling** — eligible agency charging and margin operations for sub-accounts.