Every term, defined.
Plainly.

Agent

A specialist intelligence within Rook Dots.

AEO

Answer engine optimisation.

AIEO

AI engine optimisation.

Budget

A monetary ceiling for a project.

Client

A person or business that has signed work.

Currency

The unit a monetary value is expressed in.

Connection

An authorised link to an external tool.

CRM

Customer relationship management.

GDPR

A European data protection regulation.

GEO

Generative engine optimisation.

Invoice

A bill with line items and payment terms.

Kanban

A visual board that moves cards through columns.

Lead

A conversation that might become a client.

Meeting type

The purpose a meeting serves.

Net 30

Payment due thirty days after invoice.

OAuth2

A standard for authorising third party access.

Pipeline

A visual ordering of leads by stage.

Project

A unit of work tied to a client.

Proposal

A quote with line items and terms.

Payment terms

When payment on an invoice is due.

Role

A permission level on a Rook Dots workspace.

Rook Intelligence

A council of twelve intelligence agents in Rook Dots.

Rook ID

The authentication service for every Rook product.

Retainer

Recurring work at a fixed monthly fee.

Referral

An introduction from a partner.

Stage

A named position in a pipeline.

SOC 2

A security compliance audit for service organisations.

SSO

Single sign on through an identity provider.

SEO

Search engine optimisation.

Workspace

A tenant that holds a business in Rook Dots.

Workspace memory

Private context for Rook Intelligence.

WorkOS

The identity layer behind Rook ID.

Zoho Books

An accounting platform synced with Rook Dots.