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