Glossary
Bitment reuses a small set of concepts across every app: the same idea of a firm, a client, a scope, and a proposal shows up whether you're in Emails or in Bookkeeping. This page defines the terms in one place, alphabetically, with a link to the page that covers each one in depth.
A
Agent: an autonomous AI colleague that works when you aren't there, woken by events or a schedule rather than by you typing into a chat. An agent has a soul, a permission level per capability, and can hold memory, skills, and workflows. See AI Agents.
Assistant: the page-aware AI pane, opened from the AI control in the top menu bar, that knows what you're currently looking at and can move your view to the screen it's talking about. It's the same underlying assistant as AI Chat, configured differently. See The Assistant.
B
Book: one set of double-entry books inside Bookkeeping. A client can have several books (different entities, currencies, or purposes), and a book can mirror a QuickBooks Online company instead of living natively in Bitment. See Bookkeeping.
Booking link: a public page where someone picks a slot from your real calendar availability, built from weekly windows and per-date overrides you set. See Calendar.
C
Campaign: an outbound email sequence the AI drafts for a set of prospects, one bespoke sequence per prospect rather than a single template. See Campaigns.
Channel: a public or private conversation space in Messages, distinct from a direct message; a channel can be linked to a client so the conversation about an account has an obvious home. See Messages.
Client: a business or individual your firm serves. Clients are the organizing spine of the product: opening one re-scopes the whole workspace to their data, and nearly every app can be scoped to a client. See Clients.
Client portal: the surface your clients sign in to themselves, separate from your own workspace. They see the files you've shared, documents to sign, and forms to fill out, but never your internal notes or AI context. See The client portal.
Connection: a link between Bitment and an outside service your firm already uses, such as Google, Slack, or QuickBooks Online. A connection manages authorization only; the data it brings in appears in the app that owns it (Messages, Projects, Bookkeeping, and so on). See Connections overview.
Context: the standing background an operator or a firm writes for the AI: personal preferences, a firm's shared "constitution," and a per-client context page, all injected into AI prompts automatically so you stop re-explaining the same facts. See Context and memory.
Credential: the connected AI provider account (an AWS Bedrock, Anthropic, OpenRouter, or Ollama connection) that pays for a given AI model. Picking a model in a chat also picks which credential, and therefore which firm, is billed. See Models and providers.
D
Dock: the row of app tiles along the bottom of the screen on a computer; the phone equivalent is the springboard, a grid of app icons. Click or tap a tile to open that app. See Taking the workspace tour.
F
Feed: a connected source of transactions in Bookkeeping, such as a bank account linked through Plaid, a connected sales processor, or a digital asset wallet. See Bookkeeping.
Firm: your organization inside Bitment. An operator can belong to more than one firm at once, with no switching between them; things a firm owns carry a firm badge. See Firms, scopes, and clients.
Firm badge: the small marker on anything a firm owns (a project, a file, a shared AI Agent) showing which firm it belongs to, so you can tell firm-owned things apart when you operate in several firms at once. See Firms, scopes, and clients.
G
Group: Bitment's word, at the account and permissions level, for a firm: the collection of individuals that share team permissioning, roles, invitations, and shared resources like AI credentials. In the product's own language you'll mostly see this called a firm. See The identity model.
H
Household: the organizing unit in Wealth Management: a group of people and accounts that plan together, holding investment accounts and financial plans. See Wealth Management.
I
Individual: the underlying account behind a signed-in person: one individual can hold several verified email addresses, all of which sign in to the same account, and can belong to several firms in several different relationships at once. See The identity model.
L
Line: one of your firm's own phone numbers in the Phone app, used for calls and texting. A line can be assigned to one operator as their direct line, or left shared as the firm's team line. See Phone.
M
Meeting: a captured call: Bitment records your microphone and system audio (no bot joins the call), transcribes it live, and produces an AI summary with action items. Meetings imported from a connected Fireflies.ai account live alongside these in the same app. See Meetings.
Membership: the record that ties an individual to a firm in a particular relationship (operator, client, referrer, or engineer), and is what your role and permissions are attached to. See The identity model.
Memory: the short, durable facts an AI Agent or a Chat project distills on its own from your runs and conversations: preferences, corrections, and recurring context it reads on every future turn without you re-teaching it. See Context and memory.
Mine / Firm scope: the toggle at the top of most apps that switches between your personal data ("Mine": your own mail, files, calendar) and a firm's shared data ("Firm"). See Firms, scopes, and clients.
N
Notification: anything in the bell that needs your attention: a mention, an assignment, a sync problem, or an AI agent's proposal waiting for your approval. See Notifications.
O
Operator: someone on your firm's own staff, using Bitment to run the business and serve clients. This documentation set is written for operators unless a page says otherwise. See What is Bitment.
P
Personal drive: your own private space in Files, separate from any firm's or client's drive, and where your desktop wallpaper's files actually live. See Files.
Portal: a surface Bitment presents to someone outside your firm's own staff: the client portal, the referrer portal, and self-serve bookkeeping at books.bitment.co are all portals, each scoped to what that audience should see. See The client portal, The referrer portal, and Self-serve bookkeeping.
Project (Chat project): a Chat-only workspace for a recurring topic or client: custom instructions, a knowledge base of documents, and the conversations held inside it, similar to a project in a general-purpose AI product. Not to be confused with the Projects app below. See Chat.
Projects (app): the task and project management app: projects containing sections (kanban stages) containing tasks, with subtasks, dependencies, custom fields, and an optional Asana mirror. See Projects.
Proposal: a change the AI has prepared but not committed: a drafted email, a staged task, a permission change. It shows the full details of what would change and takes effect only when you approve it. See AI Agents.
R
Referrer: an outside party who refers clients to your firm, using their own portal to track the progress of what they've referred. See The referrer portal.
Relationship: the kind of account a membership grants: operator, client, referrer, or engineer. Which relationship you're in decides which portal you land in. See The identity model.
Resource sharing: granting a specific person or a firm's team view or edit access to one particular thing (a project, a file, a form, a meeting), separate from the firm-wide permissions that decide which apps someone can use at all. See Firm and team.
Routine: a recurring schedule you set on an AI Agent ("every weekday at 8am, review yesterday's unanswered client email"), one of the ways an agent gets woken. See AI Agents.
S
Scope: which data an app is currently showing you: Mine, a firm, or (inside a client) that client's own data. See Firms, scopes, and clients.
Search palette: the command palette opened from anywhere with Option+Space, which searches every client, email, file, task, message, and meeting at once and doubles as an app launcher. See Search and shortcuts.
Section: the group a nav item belongs to in the per-client sub-navigation (AI, Apps, Coordination, Data). The firm-wide dock itself is a single flat list rather than grouped sections. See Taking the workspace tour.
Signature: the block appended to outbound mail from a connected account, edited visually or as raw HTML, and shown exactly as it will arrive before you send. See Emails.
Skill: a written playbook attached to one AI Agent ("How we triage the support inbox"), opened only when a task calls for it rather than loaded on every run. See AI Agents.
Snippet: reusable text that expands as you type in the Emails composer, with placeholders like {{client}} that fill in from the recipient and the date. See Emails.
Soul: the standing instructions that define an AI Agent: who it is, what it's responsible for, its judgment calls, and its tone, written the way you'd brief a new hire. See AI Agents.
Split inbox: a saved rule (deterministic, AI-described, or client-matched) that routes incoming mail into its own tab in Emails, on top of the three built-in tabs every account starts with. See Emails.
Sub-agent: a parallel AI worker spun up inside one turn of Chat or an Agent for work that splits cleanly across several independent pieces; sub-agents can read and stage but never commit anything themselves. See AI Agents.
T
Tab: an open item inside a window (a browser tab, a Terminal tab) or, in the older sense, an open item in Bitment's own tabbing system that persists across sessions. See Taking the workspace tour.
Template: a reusable definition you build once: a Forms questionnaire, a Signatures field layout, or a Projects/Agents starting point, kept separate from each instance sent from it. See Forms.
Token: the unit AI usage is metered in; the Tokens app shows what every AI call cost, by person, agent, model, and surface. See Tokens and billing.
Trigger: the event that wakes an AI Agent outside its own schedule: new mail arriving, a meeting transcript becoming ready, or another agent invoking it. See AI Agents.
V
Voice-to-text: app-wide dictation: a microphone that appears above your cursor in any text field, transcribing what you say into it. Turned on or off, and its input device chosen, at Settings › Voice-to-Text. See Voice-to-Text.
W
Wake-up: any of the ways an AI Agent starts a run: an event it has read access to, a routine, an invocation from you or another agent, or your manual "Run now." See AI Agents.
Window: one open app on the desktop workspace: draggable, resizable, minimizable, and independently colored, remembering its position and size between sessions. See Taking the workspace tour.
Workflow: a saved graph of AI sub-agent steps with dependencies between them, built in Chat and attachable to an AI Agent, rendered as an interactive diagram you can click through step by step. See Chat.
Workspace: the whole of what you see once signed in: one navigation, one search, one AI, one set of clients, shared across every app. See Taking the workspace tour.