> ## Documentation Index
> Fetch the complete documentation index at: https://docs.decisional.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Glossary

> Key terms and concepts in Decisional

## Core Concepts

<AccordionGroup>
  <Accordion title="Dex" icon="message">
    The conversational operator for Decisional. Dex helps you ask questions, run agents, inspect agent details and runs, review approvals, and complete one-off work.

    **Example:** Ask Dex to run a quote review agent, then later ask it to explain a failed run or show the agent's approval settings.
  </Accordion>

  <Accordion title="Agent" icon="robot">
    An autonomous AI worker that executes your business workflows. Agents understand natural language instructions, process documents, and complete tasks automatically.

    **Example:** A Quote Generation Agent that creates customized quotes based on customer requirements.
  </Accordion>

  <Accordion title="Sources" icon="folder">
    Documents, files, and links that provide context to your agents. Sources help agents make informed decisions by giving them access to company policies, examples, and reference materials.

    **Example:** Uploading past quote PDFs so your agent can match your formatting style.
  </Accordion>

  <Accordion title="Run" icon="play">
    A single execution of your agent's workflow. Each time your agent performs its task, that's a run. Runs have a status (Running, Completed, Failed, Needs Review) and include detailed logs.

    **Example:** When your Quote Generation Agent processes 10 customer requests, that's one run.
  </Accordion>

  <Accordion title="Workspace" icon="users">
    A container for your team's agents, sources, integrations, runs, and settings. Workspaces can be personal (individual use) or organizational (team collaboration).

    **Example:** "Acme Corp Sales" workspace containing all quote generation and CRM automation agents.
  </Accordion>

  <Accordion title="Integration" icon="plug">
    A connection to an external service that your agent can interact with. Integrations enable agents to send emails, update CRMs, post to team chat, query databases, and more.

    **Example:** An email integration allowing your agent to send quotes after approval.
  </Accordion>

  <Accordion title="Approval Policy" icon="user-check">
    The set of rules that decides whether an agent can proceed, must ask for approval, can bypass eligible approvals, or is blocked from taking an action.

    **Example:** A reporting agent can always read records but needs approval before sending a final customer-facing message.
  </Accordion>

  <Accordion title="Trigger" icon="clock">
    The mechanism that activates your agent. Triggers can be time-based (schedule), event-based (webhook, new data), manual (click Run button), or API-based (programmatic).

    **Example:** "Run every day at 9 AM" or "Run when a new record is created in a connected system."
  </Accordion>
</AccordionGroup>

***

## Agent Modes

<AccordionGroup>
  <Accordion title="Chat Mode" icon="message">
    The conversational mode for an agent. Use it to ask questions, run one-off work, inspect context, and iterate with the agent.
  </Accordion>

  <Accordion title="Operator Mode" icon="gear">
    The configuration and monitoring mode for an agent. Use it to change instructions, workflow, tools, triggers, skills, sources, runs, and approval behavior.
  </Accordion>

  <Accordion title="Run Mode" icon="share-nodes">
    The focused run surface for an agent. When the agent is public, Run Mode gives people a public link to run or review the agent without accessing the full builder interface.
  </Accordion>
</AccordionGroup>

***

## Technical Terms

<AccordionGroup>
  <Accordion title="RAG (Retrieval-Augmented Generation)" icon="brain">
    A technique where the AI retrieves relevant information from your documents before generating a response. This allows agents to reference specific pages, sections, and data points from your sources.

    **How it works:**

    1. Your documents are indexed when uploaded
    2. When the agent runs, it searches for relevant sections
    3. Retrieved content is used to inform the agent's decisions
    4. The agent cites specific sources and page numbers

    **Example:** Agent extracts pricing from "Q4 Price List.pdf" page 3, paragraph 2, and cites it in the quote.
  </Accordion>

  <Accordion title="Bounding Box Citation" icon="square">
    The exact location within a PDF where information was found. Bounding boxes show the specific paragraph, table, or section the agent referenced, highlighted with a rectangular box.

    **Why it matters:** You can verify the agent didn't hallucinate by seeing exactly what it read.
  </Accordion>

  <Accordion title="OCR (Optical Character Recognition)" icon="image">
    Technology that extracts text from images and scanned PDFs. Decisional automatically applies OCR to scanned documents so agents can read them.

    **Best practices:**

    * Use 300 DPI or higher for scans
    * Ensure good contrast (black text on white background)
    * Avoid skewed or rotated pages
  </Accordion>

  <Accordion title="Agentic Reasoning" icon="brain">
    The ability of AI agents to think through problems, handle edge cases, and adapt to new situations - not just follow rigid rules. Agentic reasoning allows Decisional agents to handle complex workflows that traditional automation can't.

    **Example:** If a product is out of stock, the agent suggests alternatives instead of failing.
  </Accordion>

  <Accordion title="Semantic Search" icon="magnifying-glass">
    Search based on meaning, not just keywords. When your agent searches sources, it finds conceptually relevant information even if exact words don't match.

    **Example:** Searching for "price" will also find "cost", "fee", "rate", etc.
  </Accordion>
</AccordionGroup>

***

## Workflow Terms

<AccordionGroup>
  <Accordion title="Input Data" icon="right-to-bracket">
    The data your agent receives to process. This typically comes from sources, API calls, email triggers, connected systems, or form submissions.

    **Example:** Customer name, product, and quantity from a "Quote Requests" spreadsheet.
  </Accordion>

  <Accordion title="Output Data" icon="right-from-bracket">
    The results your agent produces. This can be sent through integrations, written to a connected system, saved as a file, or returned to another application.

    **Example:** Generated quote with calculated prices, discounts, and total.
  </Accordion>

  <Accordion title="Instructions" icon="file-lines">
    Natural language description of what your agent should do. Instructions are written like you're training a new team member.

    **Example:**

    ```
    You are an Invoice Processing Agent.
    Extract key details from uploaded invoices and add them to the tracking spreadsheet.
    ```
  </Accordion>

  <Accordion title="Human-in-the-Loop" icon="user-check">
    A workflow pattern where the agent pauses for manual review before proceeding. Useful for high-stakes decisions.

    **Example:** "If quote exceeds \$50,000, flag for manager approval before sending."
  </Accordion>

  <Accordion title="Bypass Approvals" icon="forward">
    An approval mode where eligible approval prompts continue automatically instead of waiting for a human click. Blocked tools remain blocked.

    **Example:** A stable internal report agent can bypass approvals for routine updates after it has been tested.
  </Accordion>

  <Accordion title="Gate Node" icon="user-check">
    A workflow node that pauses execution for a human decision before the workflow continues.

    **Example:** Require a manager to approve the final contract summary before the agent sends it.
  </Accordion>

  <Accordion title="Batch Processing" icon="layer-group">
    Processing multiple items in a single run. Agents can process lists, records, files, or batches efficiently.

    **Example:** Generate 100 quotes from 100 customer requests in one run.
  </Accordion>

  <Accordion title="Error Handling" icon="triangle-exclamation">
    How your agent responds to problems. Good agents log errors, continue processing remaining items, and notify you of issues.

    **Example:** If one invoice fails to process, log it to an "Errors" sheet and continue with the rest.
  </Accordion>
</AccordionGroup>

***

## Integration & API Terms

<AccordionGroup>
  <Accordion title="OAuth" icon="key">
    A secure authorization method used by integrations. When you connect Gmail, HubSpot, etc., you're using OAuth to grant Decisional permission to access those services on your behalf.
  </Accordion>

  <Accordion title="Webhook" icon="webhook">
    A callback URL that triggers your agent when an external event occurs. Webhooks enable real-time automation.

    **Example:** When a form is submitted on your website, it sends a webhook to trigger your agent.
  </Accordion>

  <Accordion title="API (Application Programming Interface)" icon="code">
    A way for software to talk to other software. Decisional provides an API for programmatic access, and agents can call external APIs.
  </Accordion>

  <Accordion title="API Key" icon="key">
    A secret token that authenticates API requests. Keep your API keys secure - they grant full access to your workspace.
  </Accordion>

  <Accordion title="Endpoint" icon="location-dot">
    A specific API URL that performs an action (e.g., `/agents/create`, `/runs/list`). Each endpoint has a specific purpose.
  </Accordion>

  <Accordion title="REST API" icon="globe">
    A standard way of building APIs using HTTP methods (GET, POST, PUT, DELETE). Decisional's API is RESTful.
  </Accordion>
</AccordionGroup>

***

## Status & States

<AccordionGroup>
  <Accordion title="Running" icon="spinner">
    The agent is currently executing. You can see real-time progress in the run logs.
  </Accordion>

  <Accordion title="Completed" icon="circle-check">
    The agent finished successfully. All outputs have been written and actions taken.
  </Accordion>

  <Accordion title="Failed" icon="circle-xmark">
    The agent encountered an error and couldn't complete. Check the run logs for details.
  </Accordion>

  <Accordion title="Needs Review" icon="pause">
    The agent is waiting for human approval before proceeding (human-in-the-loop pattern).
  </Accordion>

  <Accordion title="Pending" icon="clock">
    The item is waiting to be processed.
  </Accordion>

  <Accordion title="Indexed" icon="database">
    A source has been processed and is ready for the agent to search. Sources must be indexed before agents can use them.
  </Accordion>

  <Accordion title="Processing" icon="gear">
    A source is currently being indexed. Wait for this to complete before running your agent.
  </Accordion>
</AccordionGroup>

***

## Roles & Permissions

<AccordionGroup>
  <Accordion title="Owner" icon="crown">
    The workspace creator. Has full control including billing, deleting workspace, and managing all resources. Each workspace has exactly one owner.
  </Accordion>

  <Accordion title="Admin" icon="user-shield">
    Can manage all agents, invite team members, and configure integrations. Cannot access billing or delete workspace.
  </Accordion>

  <Accordion title="Editor" icon="pen">
    Can create, edit, and run agents. Cannot invite team members or delete workspace.
  </Accordion>

  <Accordion title="Viewer" icon="eye">
    Read-only access. Can view and run agents, but cannot create or edit anything.
  </Accordion>
</AccordionGroup>

***

## File Formats

<AccordionGroup>
  <Accordion title="CSV (Comma-Separated Values)" icon="file-csv">
    Simple text format where each line is a row and commas separate columns. No formatting, formulas, or multiple sheets.

    **When to use:** Basic data export/import, no formatting needed
  </Accordion>

  <Accordion title="XLSX (Excel Workbook)" icon="file-excel">
    Modern Excel format supporting multiple sheets, formulas, charts, formatting, and more.

    **When to use:** Full-featured spreadsheets with formulas and formatting
  </Accordion>

  <Accordion title="XLS (Legacy Excel)" icon="file">
    Older Excel format (pre-2007). Still supported but XLSX is preferred.
  </Accordion>

  <Accordion title="PDF (Portable Document Format)" icon="file-pdf">
    Static document format. Decisional can extract text and data from PDFs using RAG and OCR.

    **Best for:** Contracts, invoices, reports, policies
  </Accordion>

  <Accordion title="DOCX (Word Document)" icon="file-word">
    Microsoft Word format. Good for policies, procedures, and template documents.
  </Accordion>
</AccordionGroup>

***

## Quick Reference

| Term                | Category   | Definition                                    |
| ------------------- | ---------- | --------------------------------------------- |
| **Dex**             | Core       | Conversational operator for agents            |
| **Agent**           | Core       | Autonomous AI worker                          |
| **Chat Mode**       | Agent Mode | Conversational surface for an agent           |
| **Operator Mode**   | Agent Mode | Builder and control surface for an agent      |
| **Run Mode**        | Agent Mode | Focused public run surface                    |
| **Approval Policy** | Core       | Rules for review, bypass, and blocked actions |
| **Source**          | Core       | Context document/file                         |
| **Run**             | Core       | Single execution                              |
| **RAG**             | Technical  | Retrieval-Augmented Generation                |
| **OCR**             | Technical  | Optical Character Recognition                 |
| **Trigger**         | Workflow   | What activates the agent                      |
| **Integration**     | API        | Connected external service                    |
| **Owner**           | Role       | Full workspace control                        |
| **Indexed**         | Status     | Source ready to use                           |

***

## See Also

<CardGroup cols={2}>
  <Card title="Core Concepts" icon="book" href="/core-concepts">
    Learn about agents, sources, runs, and more
  </Card>

  <Card title="FAQ" icon="circle-question" href="/reference/faq">
    Common questions and answers
  </Card>

  <Card title="Working with Agents" icon="robot" href="/guides/agents">
    Detailed agent guide
  </Card>

  <Card title="Approvals and Policy" icon="user-check" href="/agents/approvals">
    Approval modes, bypass approvals, and global policy
  </Card>

  <Card title="Support" icon="life-ring" href="mailto:founders@decisional.com">
    Contact our team for help
  </Card>
</CardGroup>