Shared language
Glossary.
Short definitions for the terms consultants and technical users will see across Agency OS.
Terms
| Term | Meaning |
|---|---|
| Agency OS | The internal platform for agent-assisted agency operations, client context, reporting, dashboards, and Platform Build. |
| Jessie | The Asana-facing Team Agent that handles consultant work and posts review-ready outputs. |
| Skill | A bounded capability that tells Jessie when to route, what toolkit to use, what context/evidence to require, and what output to produce. |
| Generic Handler | The Jessie workbench path for supported one-off requests that do not fit a specific skill. |
| Approved client context | Reviewed client facts, rules, strategy, and priorities that Jessie may rely on. |
| Consultant notes | Task-specific instructions or caveats on the Asana task. Useful for the current run, not permanent truth. |
| Source Asset | Configured connection or identifier for a data source such as GA4, Search Console, Google Ads, Meta, Box, or AccuRanker. |
| Context Lake | R2/D1-backed prompt-time context retrieval layer derived from approved source documents. |
| Review Ready | Jessie has produced output that a consultant must review before client delivery or action. |
| AI Gateway | Cloudflare model-call route and observability layer used for live Jessie LLM synthesis. |
| D1 | Cloudflare SQL database used for run state, context metadata, work records, and artifact indexes. |
| R2 | Cloudflare object storage used for larger context, source snapshot, and artifact packages. |
| Platform Build | The separate Agency OS improvement workflow where development tasks are tracked and implemented. |
| Agency Brain | The lean task-time context capsule that tells Jessie what is known about a client and where to retrieve more, over the existing context lake, without becoming an unrestricted memory dump (ADR-0018). |
| Client Data Plane | The client-onboarding and data layer (client groups, business units, channel subscriptions, source assets, ingestion and curation) that prepares facts for dashboards, reports, and agents. |
| Current Client Fact | The latest accepted, source-backed value for a normalized client metric, stored in D1 and read by dashboards and agents instead of querying source APIs at view time. |
| Client Performance Dashboard | The client-facing surface that shows agreed metrics, strategy progress, and completed work for a business unit. Live for the first client and IP-restricted; hosted separately from this internal site. |
| Agent-Loop Execution Core | Proposed (ADR-0019): a pluggable execution adapter that would run CLI agent harnesses in Cloudflare Sandboxes against executable SKILL.md documents, keeping the current governance shell unchanged. Not built. |
| RouterAgent | Proposed (Claude_06): a runtime component that would classify a request as codified, ad-hoc, needs-clarification, or out-of-scope and propose a plan for consultant approval. Not built. |
| Cloudflare Sandbox | Proposed runtime for ad-hoc, model-written code; tool calls would RPC back to the durable Team Agent so credentials and approval gates stay on the control plane. Not yet in live use. |