Glossary
The words you’ll meet in Atlato ABC, in alphabetical order.
- Action template: A card an agent shows when it needs something from a person, such as a form to fill in, or the view an approval is read in. One of the two kinds of template.
- Admin: A member whose role lets them manage the workspace, such as inviting people, setting roles and deciding approvals. See Admin.
- Agent: An AI with a set job: its own instructions, model, skills and connected apps. You chat with it, hand it breakaways, or use it as a step in a workflow. See Agents.
- API key: A secret code from an AI provider, such as OpenAI or Anthropic, that lets Atlato ABC use their models on your account. Stored encrypted and never shown again. See AI providers.
- Approval: A yes or no someone gives before something goes ahead. It can be you approving an action the AI wants to take in an app, an admin approving a request under IT Manager Approval, a reviewer approving a workflow step, or you accepting work handed back from a breakaway.
- Ask: A private chat between the person who asked for a breakaway and the person working on it, to clear up questions. See Ask, submit and review.
- Atlato agents: Ready-made agents from Atlato’s gallery, added with one click. See Atlato agents.
- Atlato One: Atlato’s agent for bigger jobs. It plans, checks its plan, does the work and hands over a summary of what it did. See Atlato One.
- Breakaway: A piece of work carved out of a chat and handed to someone else (a colleague, an agent, an elf or a pixie), carrying only the context you pick. See Breakaways.
- Connector: A link to another app, such as Outlook, Slack or Xero, so the AI can read from it and, with approval, act in it. Everyone signs in with their own account. See Connectors.
- Content template: A layout, such as a report or an email, with named fields the AI fills in when a workflow runs. One of the two kinds of template.
- Credit limit: The most credits a member can use in a billing period. Admins set it for a person, or for everyone with a role. See Member credit limits.
- Credits: What a workspace uses to pay Atlato for using the platform. Separate from what your AI provider charges you for the AI itself. See Credits and top-ups.
- Dashboard: Charts and numbers built from your workspace, your apps and your files. See Dashboards.
- Discover: The part of a Personalization list that holds what others shared with you and you haven’t added yet. See Personalization.
- Elf: An always-available AI worker with its own computer and browser. It works on its own, on a schedule or when something happens, and asks before it changes things in your apps. See Elves.
- Guardrail: A workspace policy that AI chats and agents follow, set by admins. See Guardrails.
- IT Manager Approval: A role setting that turns new items, edits and deletes in an area into requests. Nothing goes live until an admin approves it. See Approvals.
- Knowledge base: A named set of files and web pages the assistant can search and read. See Knowledge Base.
- Member: Anyone who belongs to a workspace. What each member can see and do depends on their role template.
- Memory: What the assistant remembers between chats. Your memory is private to you; workspace memory is shared knowledge every member’s assistant can consult. See Memory.
- Owner: The person who holds a workspace. Every workspace has exactly one owner, and ownership can be transferred to someone else.
- Personalization: Where you add the skills, connectors, plugins, knowledge bases, templates and web search tools that shape what the AI can do. See Personalization.
- Pixie: An AI agent that makes and answers phone calls for you. See Pixies.
- Plugin: A ready-made bundle of skills, some of which work with particular apps, added in one go. See Plugins.
- Role template: A set of permissions an admin gives to members, area by area: what they can see, add and change. See Role templates.
- Skill: A reusable set of instructions the AI follows, such as your brand voice or how to write a weekly report. See Skills.
- Subscription: An AI subscription you already pay for, such as ChatGPT or Claude, connected so you can use it in Atlato ABC. Not to be confused with your workspace’s plan.
- Task: A tracked piece of work with an owner, a status and dates. Every chat is also a task, so anything you start can be handed off and followed.
- Team: A group chat between colleagues, separate from your AI chats. See Teams.
- Template: A shape something fills in later: a content template for documents, or an action template for forms and approval views. See Templates.
- Tool permissions: The setting for each action a connector offers: Always allow, Needs approval or Blocked. See Tool permissions.
- Unattended work keys: Workspace API keys that admins pick to run work nobody is watching, such as scheduled and triggered workflows and runs started from other systems. They never use a member’s own keys or subscriptions. See Workspace AI providers.
- Web search tool: The service the AI uses to look things up on the live web, added with your own key. See Web search.
- Workflow: An automated process made of steps, such as AI steps, approvals and actions in your apps, that runs on demand, on a schedule or when something happens. See Workflows.
- Workspace: Your team’s space in Atlato ABC: its people, work, settings and plan. You can belong to more than one. See Workspaces.