Key Concepts

These are the core words and ideas you'll encounter in Hub. For a full alphabetical list, see the Glossary.

Space

A self-contained workspace for a specific context — a company, an advisory group, a project team, or your personal workspace. Each Space has its own members, tasks, data, and settings. You can belong to many Spaces and switch between them with Cmd+K / Ctrl+K.

Workspace

Another word for Space. When someone says "your workspace," they mean the Space you're currently in.

Member

A person who belongs to a Space and has a role there. A Member might be an Owner, Editor, or Viewer, with different permissions. You can be a Member of many Spaces at once.

Task

A unit of work: something that needs to be done, assigned to someone, by a certain date. Tasks live in a Space and can have comments, attachments, and status (open, in review, or closed).

Comment

A note or message on a task. You can write markdown, attach files, and mention colleagues with @name.

Dashboard

A customizable view of key information about your Space — stats, charts, lists. You or your administrator can add or remove widgets to focus on what matters most.

Widget

A single element on a Dashboard — a stat card showing employee count, a chart of expenses, a table of recent tasks, etc.

Agent

An AI automation worker that runs inside your Space. An Agent can respond to schedules (daily, weekly), events (when a company is created), external webhooks, or manual commands. It reads data, processes it, and takes action — creating tasks, updating records, sending notifications.

Skill

The trigger configuration for an Agent. One Agent might have multiple Skills: run on a schedule, respond to a webhook, or activate manually. Each Skill decides when and how the Agent runs.

Task Automation

Automatic task creation triggered by events. For example, when you create a company, Hub automatically creates an onboarding task. When that task is closed, it closes related tasks too.

Custom Attribute

A user-defined field on a record. Platform operators can add custom attributes to Companies, Employees, Products, Tasks, and other entities without writing code. Custom attributes appear in forms, tables, and agent tools.

Data Table

A structured list of records — employees, companies, trades, tasks — with columns, sorting, filtering, and bulk actions. You can export tables to CSV or Excel.

Mention

A reference to another person using @name in a comment or task description. Mentions are highlighted and trigger notifications to the mentioned person.

Notification

An alert sent to you when something happens: a task is assigned to you, someone mentions you, a scheduled agent finishes. You control which Notification Channels you receive (email, in-app bell, phone push, browser push).

Access Request

A formal request to view or interact with restricted data. If something is behind access control, you can submit a request explaining why you need it. An approver reviews and grants temporary access.

Glossary — complete alphabetical reference
What is Hub? — broader context