Skip to content

Glossary

Look up any word you’ve seen in AImetier and find a one-line, plain-language definition — plus a link to the page that covers it in full.

The Portal sidebar — most of the terms below name something you'll find here.
Term What it means
Approval Your final say-so before a teammate sends a message or takes an action that leaves your workspace. Asking before sending is on by default. See Approvals.
Business knowledge Facts about your company — your brand voice, services, and house rules — that you give your teammates so their work fits your business. See Business knowledge.
Channel A way a message goes out — email, a booking page, a messaging app. You connect a channel so a teammate can send through it (with your OK). See Channels.
Chat (Conversation) A casual back-and-forth with a teammate — like dropping by their desk. See Chatting with teammates.
Company Your workspace and the team of digital employees inside it. You can run one teammate or a whole team. See Your company.
Connector (Connecteur) A link between AImetier and a tool you already use, so teammates can read or act there. See Connectors.
Contact A person in your CRM — a name and details you keep track of. See Leads, contacts, and deals.
CRM The place where your teammates keep track of leads, contacts, and deals — your outreach in one view. See CRM overview.
Dashboard A single screen that shows what your team is up to — recent work, what’s waiting on you, and how things are going. See Dashboard.
Deal A potential piece of business you’re tracking in your CRM, from first interest to closed. See Leads, contacts, and deals.
Department A grouping of teammates by what they do — for example, the people who handle marketing or the books. See Your company.
Digital employee (coéquipier / teammate) An AI teammate you hire (Recruter) and ask for work, who goes away, does it, and reports back. See Digital employees explained.
Epic A bigger theme that several related tasks roll up under — an optional way to keep large efforts tidy on your board. See Chats, tasks, and projects.
Hire (Recruter) Adding a teammate to your company so they can start taking on work. See Digital employees explained.
Knowledge (Connaissances) The hub where you manage everything your teammates know and follow — skills, memories, rubrics, and your business knowledge. See Library and files.
Lead Someone who’s shown early interest and might become a customer — the first step in your CRM. See Leads, contacts, and deals.
Library Where curated documents and files your teammates can refer to are kept and organized. See Library and files.
Memory Something a teammate has learned and remembers across conversations, so you don’t have to repeat yourself. See Memories.
Needs attention (À traiter) Your list of things waiting on you — usually messages or actions a teammate has prepared and needs your OK to send. See Approvals.
Project A folder that groups related tasks so a bigger effort stays together. See Chats, tasks, and projects.
Rubric A checklist a teammate follows to judge quality — what “good” looks like before work counts as done. See Rubrics.
Sequence A planned series of outreach messages your teammates send over time, with your approval. See Sequences and outreach.
Skill (savoir-faire) A saved how-to your teammate can follow — a reliable recipe for doing a particular job well. See Skills.
Task (Tâche) A tracked piece of work on your board, with a clear owner and a status (to do, in progress, done). See The tasks board.
Teammate (coéquipier) The friendly word for a digital employee — the colleague you ask for work. See Digital employees explained.
Workflow A repeatable set of steps your teammates run the same way each time — like a saved routine for a recurring job. See Workflows.
Is a 'teammate', a 'digital employee', and an 'agent' the same thing?

Yes. We mostly say teammate or digital employee in the Portal — they all mean the same AI colleague you hire and ask for work.

What's the difference between Knowledge and the Library?

Knowledge is the whole hub — skills, memories, rubrics, and your business knowledge. The Library is the part of it where documents and files live. See Library and files.

I see a French word in the app I don't recognize — where do I check it?

Right here. Each term above shows its French name in italics (for example, Recruter for Hire), so you can match what’s on screen to its meaning.

A word isn't in this list — what now?

Try the in-app search, then the help center. We add terms here as the Portal grows.