Reference
Glossary
What each word of Troopy means, and the page that tells more.
Troopy uses one word for one meaning. This page lists the words of Troopy, what each one means, and the page that tells more.
People and roles
| Word | What it means | More |
|---|---|---|
| Organization | The top level of an account. It owns the people, their roles and every workspace. | Workspaces |
| Workspace | One business, brand or client. Teammates, data and API keys live in a workspace. | Workspaces |
| Owner | The person who made the organization. An owner reaches every workspace and manages people. | People |
| Admin | A person who reaches every workspace and manages people, as an owner does. | People |
| Admin of a workspace | A member who manages one workspace, with no power in the organization. | People |
| Member | A person who works in the workspaces that someone invited them into. | People |
| Approver | A person who reads its workspaces and decides what waits on people. | People |
| Viewer | A person who reads its workspaces and changes nothing. | People |
| Guest | A client of the business. A guest sees only the products that someone shared with it. | People |
| Reader | A viewer, an approver or a guest. | People |
The troop
| Word | What it means | More |
|---|---|---|
| Teammate | An AI teammate with a role, such as the Content writer. It works on your AI plan. | Teammates |
| Troop | All the teammates of a workspace. | What Troopy is |
| Chief of Staff | The lead teammate. Every workspace has one. It plans the work and hands it on. | What Troopy is |
| Role | The job of a teammate: its tools, its skills, its routines and the calls that need a yes. | Teammates |
| Custom role | A role that the Chief of Staff drafts for your business. | Teammates |
| Area | The group of a teammate and its tasks: engineering, marketing or operations. | Teammates |
| AI plan | The plan of an AI provider that the troop runs on, such as ChatGPT or Claude. You pay for it. | Connect your AI plan |
| Computer | The cloud computer of a workspace. The teammates work there, each in its own browser. | The computer |
| Plan | What a workspace pays Troopy: the Trial, Pro, Max or Ultra. | Billing |
| Run | One go of a teammate at a piece of work, from the start to the answer. | Statuses |
| Step | One turn of a run: the teammate thinks, then calls a tool or answers. | Limits |
| Tool | One thing that a teammate can do, such as read a doc or send an email. | Tools |
| Skill | The steps for one kind of job. A teammate opens a skill when the job comes. | Skills |
| Skill pack | Skills from a public repo on GitHub. Fifteen packs come built in. | Skills |
| Lesson | What a finished task taught a teammate: a skill, or one line in its notes. You approve it. | Skills |
| Standing rule | A yes that stays, so that a teammate does not ask again for the same call. | Stay in control |
| Grant | A yes of an owner or admin, for a time and a number, such as Autopilot or auto-release. | Stay in control |
Work
| Word | What it means | More |
|---|---|---|
| Task | One piece of work, with a key such as VIR-12. Every piece of work in Troopy is a task. | Tasks |
| Sub-task | A part of a task. A task has one level of sub-tasks. | Tasks |
| Project | A group of tasks, with milestones and status updates. | Tasks |
| Brief | What a task asks for. You write it under the title of the task. | Give work |
| Needs you | What waits on a person: questions, approvals, reviews and drafts. Also a status of a task. | Needs you |
| Approval | A call that waits for a yes, such as an email to send. | Needs you |
| Draft | Words that a teammate wrote for a person to use. Troopy never sends a draft. | Needs you |
| Review | A look of a person at finished work, before it is Done. | Needs you |
| Routine | Work that a teammate does by itself on a schedule. | Routines |
| Trigger | What starts a routine when something happens: an event of Troopy, or a webhook. | Triggers |
| Template | An entry of the catalog on the Templates page: a routine, a trigger, a ready skill or a built-in one. | Routines |
| Troop chat | One group chat where people and every teammate talk. Each message is a thread. | Troop chat |
| Handoff | The Chief of Staff gives a piece of work to another teammate, as a task. | Give work |
Knowledge
| Word | What it means | More |
|---|---|---|
| Brain | What the troop knows about the business: docs, sources, records, memory files and the brand. | The brain |
| Source | A website, a file or a page that the brain learned from. | The brain |
| Doc | One page of the Docs library: a plan, a brief, a policy or a report. | Docs |
| Record | A doc about one person, company or product. Records show in Brain. | The brain |
| Memory file | A shared file that every teammate reads before it works, such as Company or Voice. | Memory |
| Memory | One fact that the troop learned from what people said, with who said it. | Memory |
| Notes | What one teammate keeps in mind between tasks. | Memory |
| About you | Your own memory file. Teammates read it when you ask them for work. | Memory |
| Brand | How the business looks and sounds: logos, colours, fonts, picture style and voice. | Brand |
| Cite | A chip under an answer that names what the brain gave the teammate. | The brain |
Products
| Word | What it means | More |
|---|---|---|
| Product | One tool of Troopy, such as Docs, Email, the CRM or Analytics. You pin products to the sidebar. | Products |
| Mailbox | A mailbox of your business that campaigns, Compose and Reply send from. | Your mailboxes |
| Inbox | The own email address of a teammate. | |
| Campaign | Emails in steps to the people of a list, from your mailboxes. | Campaigns |
| Autopilot | The grant that lets a campaign send without a yes for each email. | Campaigns |
| List | People or companies of the CRM, as a grid. | The CRM |
| Work column | A column of a list that fills itself, with an AI answer or an email. | The CRM |
| Customer | A person or a company that pays the business, from its payment providers. | Customers |
| Segment | Rules that pick a group of customers. | Customers |
| PMF score | The share of users who would be very disappointed without the product. | Surveys |
| Place | An address of your product that the QA tester tests, such as production or staging. | Tests |
| Incident | Errors of your app with one cause, from its Sentry SDK. | Incidents |
| Engineering ticket | A task of code that goes through Analyze, Plan, Build, Test and Release. | Engineering |
| Dispute | A payment that a customer disputes at the bank. | Disputes |
| Support bot | A chatbot that answers the visitors of your website. | Support bot |
| Vault | Where the workspace keeps logins, keys, secrets, notes and cards, sealed. | Vault |
| Passkey | Your fingerprint, your face or the PIN of your device. It unlocks the vault. | Your account |
| Canvas | A live whiteboard that people draw on together. | Canvas |
The API
| Word | What it means | More |
|---|---|---|
| API key | A key that acts as you in one workspace, with the scopes that you pick. | API reference |
| Scope | What a key may read or change, such as tasks:read. | API reference |
| Operation | One call of the API, such as a list of tasks. | API reference |
| MCP server | The way that an AI assistant, such as Claude, uses Troopy. | MCP |
| CLI | The troopy command for your terminal. | CLI |