TermMeaning
AgencyThe tenant. Everything you create: agents, teams, vault data, integrations, routines, is scoped to your agency.
Agency adminThe first user in an agency. Can add other users, manage billing, change every setting.
AgentAn AI persona. See Agents.
BAABusiness Associate Agreement. Required before any PHI can flow to an external AI provider.
Bearer tokenPer-agent, per-consumer credential for HTTP API access. See Bearer tokens.
The BrainAn internal service that fronts 25+ federal/healthcare data MCPs (CMS, NADAC, FDA, Federal Register, FEMA, …). The named research spokes call it.
Credit ledgerThe per-agency usage meter. Every model call deducts credits based on token usage.
Exec headOne of the nine named department heads (Ambrose, Morgan, Jordan, Alex, Taylor, Elena, Sam, Casey, Riley).
GHLGoHighLevel. The CRM most agencies use.
MCPModel Context Protocol. The standard for AI tool use. More.
PHIProtected Health Information. The 18 HIPAA-listed identifiers (name, DOB, SSN, MRN, address, phone, email, …).
BAABusiness Associate Agreement. PHI only runs against providers covered by one. See How client data is protected.
PITPersonal Integration Token. The GHL credential you paste into Ambrose to authorize CRM reads/writes.
RLSRow-level security (Postgres). The backstop that keeps one agency from reading another agency's rows.
RoutineScheduled prompt attached to an agent or team. More.
SpokeA capability: one MCP server with a tool set. More.
SkillA SKILL.md brief that teaches the AI how to use a spoke. More.
TeamA role config. More.
VaultThe agency's private data store, CSVs, PDFs, XLSX, parsed and indexed. More.
War RoomThe exec-team chat surface. More.
WatchdogScheduled book-intelligence spoke. ACA + Medicare flavors. ACA, Medicare.