Glossary
Terms you'll meet in Intelligence, defined in a sentence or two: organizations, brands, credits, agents, skills, desks, pipelines, and more, each linked to its article.
This glossary defines the terms you’ll meet in Intelligence, from A to Z, using the words the app itself shows, and each entry links to the article that covers it in full. Jump to a letter, or search the page with your browser (Ctrl+F, or Cmd+F on a Mac). If you’re new to the app, start with Organization, Brand, Role, and Credit; most other terms build on those four.
Note: Terms that are also labels in the app keep the app’s own capitals, such as Content Formats or Revenue Follow Up, so you can match them on screen.
A
Activity
The Activity panel in the header, listing the generations running for you and how they ended. See Activity.
Administrator
The role that manages an organization: its people, brands, capabilities, connections, shared credits, and AI models. See Roles and rights.
Agent
An AI worker that runs on a schedule. It rereads a module’s data and reports what changed, either as findings or as a document. See Agents overview.
AI Models page
The page under Admin where administrators choose which models each module and page offers and which one runs by default. See AI models.
AI Search
The part of Search that measures whether AI assistants mention and recommend your brand, and who they name instead. It sits under GEO in the menu. See AI search and GEO.
Allowance, daily
See Daily allowance under D.
Ask Intelligence
A page where you ask questions in your own words and get answers from the data you can access in the app, plus the web if you allow it. See Ask Intelligence.
Asset
Any file in the Assets Library: something you uploaded, or a text, image, or video generated in the app. See Assets Library.
Assets Library
The organization’s shared store of files, organized in folders, where everything generated in the app is saved too. See Assets Library.
Automatic top-up
A setting that buys a fixed amount of credits with a saved card whenever a balance falls below a threshold you choose, up to a daily limit. See Automatic top-up.
B
Brand
A company, product, or client you work on inside an organization. Most data belongs to a brand, and you see a brand’s data only if you have access to it. See Brands.
Brand Content
The capability for writing and producing brand material: text in many formats, images, and video. See Brand Content.
Brand foundation
The reference texts of a brand, such as its manifesto, story, value proposition, and voice, which later content is written against. See Brand foundation.
Brand guidelines check
A check of an article version against the brand’s guidelines, with every suggested fix applied in one go. See Articles.
Brand manager
A role that does everything an editor does, plus the brand-level settings of the brands assigned to it. See Roles and rights.
Brand picker
The menu in the header where you choose the brand you’re working on. It lists only the brands you have access to. See Brands.
Budget (agent)
The most an agent may spend per month, and per week, before it stops until the next period. A brand or a person can only lower a budget set above them. See Runs and schedules.
Business Intelligence
Home of the dashboards. Unless you pick another home page, its first entry is where you land after signing in. See Business Intelligence.
C
Calendar
Posts for every network are planned and scheduled here, on one social media calendar. See Calendar.
Capability
A family of features an organization can switch on, such as Brand Content, Social, Sales, Search, Project Management, Ads (in Beta), or Service Desk. See Capabilities and modules.
Catalog
The tab listing everything you can add: standard and tailor-made agents in Agents, standard skills and content formats in Skills. See Agent catalog and Skill catalog.
Client
A company you sell to, kept in the CRM with its contacts and deals. See Clients and companies.
Compare
The Playground button that sends one message to up to three models side by side, each answer with its own cost. See Playground.
Competitors
The Search page showing which sites Google ranks in the top 10 for your keyword groups. See Competitors.
Connection
An outside system plugged into Intelligence. Administrators connect systems for the organization and decide who reads each one; you can also connect your own Gmail, Google Sheets, and social accounts. See Connections and My Connections.
Contact
A person at a client or supplier, kept in the CRM. See Contacts.
Content Formats
The section of the Skills catalog where each Brand Content text format’s skill is edited, switched off, or reset. See Formats.
Content plan
A plan of articles to write, built from a keyword group or a brief you supply, each article tracked through to publication. See Content plan.
Credit
What you pay with. One credit equals 1 US dollar; you buy credits ahead of time and spend them on paid actions. See Credits and costs.
CRM
The part of Sales that holds your pipeline, clients, contacts, and suppliers. See Sales.
Custom agent
An agent you build from scratch by choosing the data blocks it reads and writing its instructions. See Custom agents.
D
Custom role
A role an administrator creates alongside the built-in ones, with its own place on the ladder and its own rights. See Roles and rights.
Daily allowance
The most a member may take from the organization’s shared credits in one UTC day, set by an administrator. It never limits the member’s own credits. See Shared credits.
Dashboard
A page of charts under Business Intelligence, such as Visibility, Watchers, Content, Commercial, or Delivery, computed fresh from your records on each visit. See Dashboards.
Data included
The panel on the Ask Intelligence page listing the data a conversation may read, all ticked by default. See Data and web search.
Deal
One sales opportunity. It sits on the pipeline and moves from stage to stage until it’s won or lost. See Pipeline and deals.
Default model
The model a feature runs on when you don’t pick one. Administrators set it per module or page. See AI models.
Desk
Short for service desk: one AI assistant with its own public address, knowledge base, and conversation log. See Service desk.
Download transfer
The charge for downloading a stored file, paid by the person who downloads it and logged as “File download (transfer).” See Storage costs.
E
Editor
The everyday working role. Editors can take any action in the modules they reach, paid ones included. See Roles and rights.
Executive report
A standard agent that writes a report for leadership instead of posting findings. See Agent catalog.
F
Feeds
Your personal news reader, a module of its own in the left menu since September 2026, for the RSS and Atom feeds you follow, refreshed each time you open it. Every account has it, whatever its capabilities. See Feeds.
Findings
What a watcher agent posts after a run: what changed and what to do about it. You can acknowledge, resolve, or dismiss each one. See Agents overview.
Folder
Folders group assets in the Assets Library. You can also point a writing form at a folder as source material, or ask Ask Intelligence to read one. See Folders, tags, and search.
Format
A skill that defines how one kind of text is written, such as a press release, or how posts are written for one social network. See Formats.
G
GEO
Generative engine optimization: showing up in the answers AI assistants give. In Intelligence, it’s the menu entry for AI Search. See AI search and GEO.
Google Ads
The Ads pages (in Beta) for choosing keywords, building campaigns, and reading their performance on Google. See Ads.
I
Improve with AI
The button that rewrites your prompt before an image or a video is rendered. See Images.
Invitation
An email that asks someone to join your organization, with the role you chose for them. See Users and invitations.
Invoice
Every credit purchase comes with one. You’ll find them, with their PDFs, on the Invoices page. See Invoices.
K
Keyword
A search term you track. Each one carries its Google rank and a priority, plus the intent behind the search. See Keywords.
Keyword gap
The keywords a competitor ranks for while you don’t. The ones with high volume and low difficulty are usually the quickest to win. See Keyword gap.
Knowledge base
Each service desk answers from its own set of documents, and that set is its knowledge base. A library folder can feed it too. See Knowledge base.
L
Landing page
A page built for one search or one ad. Brand Content drafts the brief for it from what currently ranks on Google. See Landing pages.
LinkedIn Ads
The Ads pages for LinkedIn campaigns. See LinkedIn Ads.
Low-credit email
The email sent when the organization’s shared credits drop below $5: to every administrator, and to the billing address if it’s someone else. In a personal organization, the owner gets it. See Credits and costs.
M
Market monitor
A standard agent that rereads competitor reports and ranking history and reports the moves that matter. See Agent catalog.
Model picker
The Model dropdown next to an AI button, listing the models on offer. See AI models.
Module
A group of pages inside a capability, such as the CRM inside Sales. A brand can have modules switched on or off. See Capabilities and modules.
Monthly spend cap
A limit on what the whole team may take from the shared credits in a calendar month, set by the BearingBridge team. See Credits and costs.
N
No brand
The workspace for anything that isn’t tied to a brand. What you create there is visible only to you until you share it. See Brands.
O
Offer
The list of models a feature lets you pick from, set on the AI Models page under Models people can choose. It always includes the default. See AI models.
Organization
The account your company works in: its people, brands, credits, and settings. See Organizations.
Own credits
Credits you buy for your own account. Only you spend them, with no daily or monthly cap. See Credits and costs.
P
Partner
An account flagged as a commercial partner, which registers leads and earns commissions. Being a partner isn’t a role. See Partner.
Personal account
An account whose owner works alone, in a personal organization. See Personal organization.
Personal agent
An agent that applies to your own runs and spends your own budget, listed on the Personal agents tab. See Agents overview.
Personal organization
The organization every own-account user gets, with nobody in it but them. See Organizations.
Personal skill
A skill that applies only to your own runs. See Organization and personal skills.
Pipeline
The board of deals in the CRM, with the stages Lead, Proposal, Negotiation, and Closed. See Pipeline and deals.
Playground
Where you chat with a model directly. It sees what you type and attach there, and none of your data. See Playground.
Project
A set of tasks with a team and a planned cost, created and staffed by an administrator. See Projects.
Publishing
Sending a finished post to a social network, either automatically at the scheduled time or by hand, when you post it yourself. See Publishing.
R
Rank
Your position in Google’s results for a keyword. Positions 1 to 10 are page one, where nearly all the clicks happen. A rank of “n/a” means you aren’t in the top 100 yet. See Keywords.
Recurrence
A setting that repeats a task every day, every week, every 2 weeks, or every month. See Reminders and recurrence.
Reminder
A daily email to the assignee while a task isn’t done, for up to 7 days. See Reminders and recurrence.
Revenue Follow Up
The finance part of Sales (in Beta): billing, costs, profit and loss, and cash flow. Open to administrators by default. See Revenue Follow Up.
Rights
What a person may view, create, change, and delete in each area. They start from the role and can be adjusted person by person. See Roles and rights.
Role
A person’s standing in the organization, such as viewer, editor, brand manager, or administrator, which sets their default rights. See Roles and rights.
Run
One pass of an agent. Each shows up on the Runs tab with what it produced and what it cost. See Runs and schedules.
S
Scope
The level an agent or skill is set at: the organization, a brand (agents only), or one person. See Agents, skills, and formats.
SERP
Search engine results page: the list of results Google shows for a search. See Competitors.
Service desk
An AI assistant that answers your customers on a public page or on your website, from its own knowledge base. See Service desk.
Share of voice
Your share of all brand mentions in AI assistants’ answers. See AI search and GEO.
Shared credits
The organization’s pot of credits. Members draw on it up to their daily allowance, and only administrators can top it up. See Shared credits.
Skill
A reusable set of instructions the AI follows, owned by the organization or by one person. See Skills overview.
Social
The capability for social media: the calendar, post writing for five networks (LinkedIn, Instagram, Facebook, TikTok, and X), publishing, and reporting. See Social.
Storage rent
The daily charge for the files your organization stores, paid from its credits. See Storage costs.
Supplier
A company you buy from, kept in the CRM. See Suppliers.
T
Tag
Your own label on an asset, such as “Q3 launch” or “approved.” Click a tag anywhere to filter on it. See Folders, tags, and search.
Tailor-made agent
An agent the BearingBridge team builds on request for one organization. See Agent catalog.
Task
A card on the project board, with dates, an assignee, and a status. See My tasks.
Test run
Try an agent on one brand’s live data and see what it would report, with nothing posted. It’s billed like any run. See Runs and schedules.
Trusted browser
A browser that passed a sign-in code and skips the code for 30 days. See Sign-in and security.
Two-step sign-in
A 6-digit code emailed to you after your password, when your organization requires it. See Sign-in and security.
U
Usage
The log of every paid action, with its time and price. See Usage log.
V
Validation
Before something is published, you can send it to a colleague for approval. The validator gets a task and an email; their decision comes back to you by email. See Validation.
Viewer
A read-only role. Viewers can’t change data or run paid actions. See Roles and rights.
W
Wallet
A credit balance. You may have one of your own (your own credits), and your organization may have a shared one (the shared credits). See Credits and costs.
Watcher
Four of the six standard agents are watchers. On each run, a watcher compares a module’s data with the last pass and posts findings about what moved. See Agents overview.
Web search
The option that lets a model search the web for an answer, on models that can. Each search is billed. See Data and web search.
Weekly digest
A Monday email that sums up the week’s product changes. You can turn it off in Settings. See Emails and notifications.
What’s new
The page listing product changes as they ship. See What’s new.
Missing a term?
If you saw a term in the app that isn’t here, tell us through Contact support so it can be added.