Glossary
The words Inkome uses, defined in one place. Many terms get relabeled by business type — where that’s the case, the entry notes it and the full per-type list lives in the Business-type terminology matrix. Each term links to its home page for the full story.
| Term | Definition |
|---|---|
| Agent | A specialized AI assistant with its own focus and per-message credit cost — Inkome Assistant, CFO, Analyst, Sales Director, Accountant, and (on the top plan) Scale Up and Marketing. Together they act like an operations team. See Meet the agents. |
| Business type | The kind of revenue stream a space represents — Services & Projects, E-commerce & Retail, Digital Products, or Subscriptions & SaaS. It reshapes labels, forms, default stages, and dashboard widgets. See Business types. |
| Collection | A real payment event — money you’ve received or expect to receive on a specific date. Relabeled Sale (e-commerce, digital) or Invoice (SaaS). The second corner of the triangle. See Collections overview. |
| Collection plan | A forecast of when income will land against a deal, scheduled month by month before any of it arrives. Relabeled Sales Plan or Revenue Plan. See Collection plans. |
| Cost | What it takes to run the business — a named entry (with a cost type) holding one or more periods that carry the amount, currency, and frequency. The third corner of the triangle. See Costs overview. |
| Cost allocation | Tying a cost to specific deals so you can see profit per deal, not just income. Powers the Total Costs by Deal widget. See Allocating costs to deals. |
| Cost type | The category a cost is grouped under (e.g. Personnel, COGS, Marketing). Auto-generated to fit your business type or industry. See Cost types. |
| Credit | The per-message cost of talking to an agent — 1 for the Inkome Assistant and Accountant, 2 for the Analyst, Sales Director, and Marketing, 3 for the CFO and Scale Up. See Credits & limits. |
| Deal / Opportunity | The thing you track and hope to close — internally an opportunity, shown as Deal in services, Product in e-commerce and digital, and Plan in SaaS. The first corner of the triangle (pipeline). See Deals & pipeline overview. |
| Delegation | When one agent hands a conversation to a better-suited specialist mid-thread (e.g. the Assistant connects you to the CFO). You stay in the same conversation. See Mentions, routing & delegation. |
| Follow-up | A date attached to a note that turns it into a reminder. Open follow-ups surface as your to-do list (overdue ones flagged); mark them Complete when done, or Reopen later. See Notes & follow-ups. |
| Mention | Calling an agent directly by starting a message with @ (e.g. @CFO, @Analyst). An autocomplete list helps you pick. See Mentions, routing & delegation. |
| Note | A dated, append-only entry of context attached to a deal, cost, or employee (date · author). Note text can’t be edited after saving — you add a new note instead, change/clear its follow-up, or delete it. See Notes & follow-ups. |
| Organization | Your company or workspace — the top-level container that holds members, settings, and one or more spaces. You can belong to more than one. See Working across multiple organizations. |
| Role | A member’s permission level in an organization: owner, admin, or member. Owners and admins manage data and people; members have a narrower scope (e.g. they work only on collections assigned to them). See Members & roles. |
| Slot filling | How an agent gathers the details a request needs — asking for missing pieces one at a time (e.g. when creating a deal) rather than rejecting an incomplete ask. See Mentions, routing & delegation. |
| Space | An isolated revenue stream inside an organization, each with its own business type and its own data. Switching spaces switches everything you see. See Spaces: isolated revenue streams. |
| Stage | A step in a deal’s lifecycle (e.g. Discovery → Closed Won), each tagged with a category — active, won, at risk, lost, or inactive. Relabeled Status in non-services types. See Stages & categories. |
| Unit | A department or channel you split revenue across (e.g. Consulting, Marketplace, Enterprise). Auto-generated per business type or industry. See Units. |
The triangle
Three of these terms form the idea Inkome is built on — the triangle: Deals (Revenue / pipeline) + Collections (Cash) + Costs. A closed deal isn’t money in the bank; Inkome bridges that gap. See Key concepts.
Prev: Troubleshooting & FAQ Next: Business-type terminology matrix Up: User guide index