Glossary

This glossary explains the words you'll see in Spacebrain and in these guides. Terms are grouped by topic. Bold labels match what you'll see on screen.

Account and workspace

Account — your personal Spacebrain login.

Workspace — a shared space for one business or team. It holds your records, pages, connections, credits, and settings. You can belong to several workspaces and switch between them.

Role — what a person can do in a workspace: Viewer, Editor, Admin, or Owner. See roles and permissions.

Permission group — a set of people who share the same access to specific modules. An admin creates groups in Settings → Workspace → Permissions.

Plan — your Spacebrain subscription, such as Free, Pro, Agency, or Enterprise. It decides included features, limits, and monthly credits. See feature availability.

Credits — the units Spacebrain uses to charge for things like AI, calls, phone numbers, email verification, and some registrations. You see the cost before paying for most actions. Owners and admins manage credits in Settings → Billing and see where they went in Settings → Usage.

Monthly spend limit — an optional cap on how many credits a workspace can use each month, with an optional Hard stop at limit.

Agencies

Agency — a workspace set up to manage separate accounts for clients.

Sub-account — a client's own workspace, managed by an agency. Clients sign in to it separately.

Tier — a package an agency creates for its clients, deciding their features, limits, and pricing.

Rebilling — charging clients for their Spacebrain usage, often with a markup.

SaaS Mode — included with the Agency plan. It lets an agency resell Spacebrain to its clients under its own brand.

Client Connections — an agency tool for sending a client one secure link to connect accounts such as Meta or Google Ads, without sharing passwords. Find it in Agency → Client Connections.

Client setup kit — a ready-made starter setup an agency can add to a client's sub-account. The Service business starter kit sets up enquiries, agreements, follow-up, sales tracking, and payment reporting. You preview it, then select Create client setup.

Customers and sales

Lead — a potential customer you're qualifying or working through a sales process.

Person — a lasting record for an individual contact.

Company — a record for an organization.

Deal — a sales opportunity that moves through a pipeline.

Pipeline — the ordered stages a deal or lead moves through, such as New, Qualified, and Won.

Custom field — an extra piece of information you add to records, such as "Contract end date".

AI field — a field that Orbit fills in by reading a record's notes, emails, and other information, such as "Competitor mentioned". It cites where the answer came from, and uses credits when it runs.

Sales forecast — the Forecast view in CRM → Deals. It estimates upcoming revenue from open deals, their amounts, and close dates.

Enrichment — extra details about a record found from outside sources or AI, which you can review before keeping.

Migration — moving your records and setup from another system, such as GoHighLevel or HubSpot, into Spacebrain. See move from GoHighLevel or HubSpot.

Preflight — a check Spacebrain runs before a migration starts, listing anything that would block it.

Cutover — the moment your team stops using the old system and starts using Spacebrain. The Cutover checklist lists what to do first.

Orbit and AI

Orbit — Spacebrain's built-in AI assistant. It answers questions about your workspace and prepares changes for you to approve. See Orbit, your AI assistant.

Activity — the Orbit view showing requests that are scheduled, running, or finished, and changes Orbit made.

Work list — the list of Orbit's jobs inside Activity, grouped as Upcoming, In progress, and Earlier requests. You can stop a job or queue another request from here.

Needs you — the Orbit view listing everything waiting on you, such as a change to approve, a question to answer, or an action to check. A number shows how many.

Memory — the Orbit view showing What Orbit remembers: preferences and notes saved from your chats so Orbit can tailor its answers. Tell Orbit "remember that…" to add one.

Proposal or review card — a change Orbit or an outside assistant has prepared. It shows Ready for review and does nothing until you select Confirm.

Help AI — the assistant in the Help & support panel. It answers questions about how Spacebrain works, using this help center. It doesn't see your workspace data.

Agent — an AI you set up to talk with customers by chat or phone, with its own instructions, knowledge, and allowed actions.

Knowledge — the approved information an agent can look up when answering.

Action — something an agent or automation does in another system, such as booking a meeting.

Handoff — passing a conversation from AI to a person or team.

Classifier — an automation step that uses AI to sort a record or message into one of several paths, for example "sales question" or "support request". Add one with Add classifier.

AI assistants and MCP

MCP (Model Context Protocol) — a common way for AI assistants to connect to other apps. Spacebrain's MCP server lets assistants such as Muse, Claude Code, and Cursor use your workspace.

Access token — a long secret code you create in Settings → AI Agents that lets one assistant into your workspace. Treat it like a password. It's shown only once.

Pack — a product area, such as records or calendar, that an access token can read or write.

Messaging and email

Channel — a way of talking to customers, such as email, SMS, WhatsApp, chat, Messenger, Instagram, or phone.

Thread or conversation — the history of messages with one customer in the Inbox.

Email Verifier — a tool in Email → Email Verifier that checks whether addresses are likely to work before you send. It uses credits, and reuses recent results for free.

A2P 10DLC — the US registration that carriers require before businesses can text customers from a standard local number. You complete it in Chat & Voice → Messaging Compliance.

Messaging Compliance — the page where you register your business and consent details for US texting and activate your numbers. It isn't a general security certification.

Consent — a customer's permission to receive your messages. Always required, whatever tools you use.

Automations and publishing

Automation — a set of steps that runs automatically when something happens, such as a form being submitted.

Run — one time an automation ran, with the result of each step. See them in Automations → Runs.

Sequence — a series of messages sent to a contact over time.

Enrollment — a contact's place in a sequence.

Form response — one submission of a Spacebrain form.

Landing page — a single web page with one main goal, such as a sign-up.

Funnel — a series of pages that guide a visitor toward a goal.

Brand Kit — your saved voice, rules, visuals, and platform guidance in Social Media → Brand Kit, used to keep posts on-brand.

Social Research — the Research page in Social Media, where you gather context before creating content.

Integrations and billing

Integration or connection — a link between your workspace and another app, such as Google or Stripe.

Connect window — the new browser window Spacebrain opens when you sign in to another app. Allow pop-ups so it can open.

OAuth — a way of connecting apps where you sign in to the other app and approve access, without giving Spacebrain your password.

API key — a secret code from another app that lets Spacebrain connect to it.

Webhook — a private web address that one app calls to tell another app something happened. Spacebrain hides webhook addresses until an admin reveals them.

Usage — how many credits or resources the workspace has used, by feature.

Other modules

Agreements — send documents such as contracts and proposals for clients to sign.

Memberships — sell and manage recurring memberships.

Gym — tools for fitness businesses, including classes, bookings, attendance, and members, with a setup wizard to get started.

Meeting notes — notes from your meetings, including from Granola if you connect it, that Spacebrain can link to records. See meeting notes.

Razorpay — a payment provider that can be connected in Payments settings, where available.