The words you'll use with Ergoly.

Company

Also called organization

What it is

Your agency on Ergoly. Your workers, clients, connections and everything your workers learn belong to it, and nothing in it reaches across to another company.

Use it for

Holding what is true for your whole agency: your house style, the tools every worker may use, and who on your team can sign in.

Why it matters

Your know-how stays yours. What your workers learn is not pooled with other customers and does not train a shared model.

Worker

Also called AI teammate

What it is

An AI member of your company that works inside your Slack. Each worker is its own Slack app with a name, an avatar, a job title and an email address, so you invite it, @-mention it and DM it the way you would a colleague.

Use it for

Recurring, well-defined work: status notes, research, first drafts, reports, data clean-up, and client questions answered from what your team already knows. One worker can serve many clients.

Why it matters

Your team hands off the work that eats their hours and spends that time on judgment, relationships and new business. Your agency takes on more clients with the people it already has.

AI Admin

What it is

A worker that works only for your own team and never joins a client's channel. It is the first worker you set up.

Use it for

Setting things up from a conversation in Slack: creating workers, adding clients, mapping channels and connecting tools. It proposes each change and waits for your yes.

Why it matters

Most of the setup happens in plain words, in the place your team already works.

Control

What it is

Ergoly's web app, where your team sees and manages everything: the Company chart, Clients, Workers, Tasks, Artifacts, Connections and Activity.

Use it for

Checking and changing your setup, reading and editing what a worker knows, connecting tools, and reviewing what happened.

Why it matters

Everything a worker does or knows is visible and editable in one place. Almost all of it can also be done by asking in Slack.

Client

What it is

A company your agency works for: a name, a website and a logo, plus the Slack channels and people that belong to it. In Ergoly, a client is always your client.

Use it for

Add each client a worker should help with, then assign a worker to it.

Why it matters

Workers always know which client they are working for, so one client's details never show up in another client's work.

A client's copy

Also called sealed room

What it is

When you assign a worker to a client, that client gets its own copy of the worker, with that client's memory, connections and contacts and nothing of any other client's. Your team talks to its own copy, which knows every client.

Use it for

Nothing to manage. A copy is created when you assign a worker, and you still see one worker.

Why it matters

You can put one worker in front of many clients with confidence. Which copy answers is decided by a fixed rule, which channel and which person, before the worker reads a word, so nothing typed in a channel can change it.

Client channel

What it is

A Slack channel mapped to one client, usually a Slack Connect channel you share with them.

Use it for

Once the worker's drafts are right, the client talks to it directly here. It answers as your agency, from that client's world and nothing else.

Why it matters

Clients get fast, informed answers in the place they already talk to you, and the chore leaves your team's plate.

Internal channel

What it is

One of your team's own channels. The worker that answers there is your team's copy, which knows every client.

Use it for

Asking about any account from one place: what's open for Acme?, draft Globex's renewal note.

Why it matters

Your people get answers across every client without switching rooms.

Internal client channel

Also called backstage

What it is

An internal channel where your team reviews a worker's drafts for one client before the worker is in front of that client.

Use it for

Teaching the worker about the client and checking its drafts. When they are consistently right, invite the worker into the client's channel.

Why it matters

You decide, client by client, when a worker is ready to face a client. Nothing reaches the client until someone on your team sends it.

Client contact

What it is

A person on your client's side who is linked to that client in Ergoly.

Use it for

Link the people a client has in Slack so that their direct messages and group DMs with a worker reach that client's copy.

Why it matters

Each person is answered as part of the client they belong to. Someone outside your workspace who is linked to no client is told, politely, that the worker cannot help.

Company chart

What it is

An org chart of your agency with people and workers side by side, plus open roles, your teams, and the clients and vendors you work with.

Use it for

Placing workers the way you place people: in a team, with a title, reporting to someone.

Why it matters

When a worker needs a person, it goes to the nearest person above it on the chart.

Vendor

What it is

An outside company that works for you, such as your accountant or a partner agency, shown on the Company chart with its people.

Use it for

Adding the partners your team works with to the chart.

Why it matters

Workers can tell your team, your clients and your suppliers apart.

Mention

What it is

Addressing a worker with @name in a channel or a thread, the way you would address a colleague.

Use it for

Asking for work, giving feedback, or pulling a worker into a conversation. In a channel, a worker always replies in a thread.

Why it matters

By default, a mention or a direct message is how a worker knows a message is meant for it.

Response policy

What it is

The two settings that decide when a worker speaks in a channel. Replies: only when @-mentioned, or to anything it judges is for it. Listens when not addressed: off, or on, which lets it read the channel without replying. Direct messages are always answered.

Use it for

Matching each worker to each room: answering everything in one client's channel and only mentions in another. Set it for the whole company, one worker, one client or one copy; the narrowest setting wins. You can also ask a worker in the channel to go quiet.

Why it matters

Workers help when it is useful and stay out of side conversations. With nothing set, a worker replies only when mentioned.

Approval

What it is

A worker asking before it acts, with Approve and Reject buttons in the thread.

Use it for

Tell it in plain words, such as ask me before sending anything to a client. It also asks on its own before anything hard to undo: money, a first send to a client, deleting things, terms, or a change to who has access.

Why it matters

Your team keeps the final say on anything with consequences, and the thread records who decided and when.

Escalation assignee

What it is

The person a worker takes a question to when it needs a human. By default, the nearest person above it on the Company chart.

Use it for

Choose someone else on the worker's Settings tab when the chart does not say who should answer.

Why it matters

Questions reach the right person instead of stalling.

Triage

What it is

The tab on a worker's page in control that shows whether it is awake, what it has been saying, and a Restart Worker button.

Use it for

When a worker is slow, silent or stuck: first send stop in the thread, then use Restart Worker. If it stays silent in a channel, check its response policy and whether the channel is set up.

Why it matters

Most problems are fixed in a minute, by anyone on your team.

Role

What it is

A worker's job title and what the job is for: Account Manager, SEO Analyst, Bookkeeper.

Use it for

Deciding how many workers you need. If two jobs would be done by two different people at your agency, judged by different standards, make two workers.

Why it matters

A worker with a clear title asks fewer questions and does its job more consistently.

Responsibilities

What it is

The list of what a worker is trained for and accountable for. Think of it as its job description.

Use it for

Defining the job. A draft is written for you when you create the worker; edit it any time. A request outside the list is flagged as outside its job.

Why it matters

Everyone knows what each worker is for. A worker never changes its own list: it proposes a change and records who agreed and when.

Behaviors

What it is

The rules a worker follows in every conversation, written as four kinds of line: Avoid, Don't, Prefer and Use.

Use it for

Setting how the work is done, for example Don't send anything to a client's mailing list without approval.

Why it matters

Consistent conduct with every client. A saved line is in force from the worker's next turn, and changes need a person's yes.

Memory

Also called knowledge

What it is

What a worker remembers, kept as plain files in folders that decide who a note applies to: Private (the worker's own notes), Client (one client), Worker (this worker, for every client), Company (every worker) and Platform (Ergoly's defaults, read-only).

Use it for

Telling a worker something once. It files the note where it belongs, and your team can read, edit or add files on the worker's Knowledge tab.

Why it matters

Nobody explains the same thing twice. When two notes disagree, the more specific one wins, so a client's preference beats your agency's default.

Correction

What it is

Telling a worker, in the thread where the work happened, what was wrong and how you want it.

Use it for

Any time a draft misses: board one-pagers for Acme should fit on one screen.

Why it matters

The worker fixes the work, writes the rule down in the same turn and tells you where it filed it. A lesson about the job reaches every client; a fact about one client stays with that client.

Skill

What it is

A saved way of doing a piece of work: a name, a line on when it applies, and the steps, in one file.

Use it for

Capturing a process your agency repeats, like the weekly status note. Write one in any editor, hand a worker one you already use with Claude Code, or let it write its own after doing a job twice. A skill can belong to one client, one worker or the whole company.

Why it matters

The job is done the same way every time. A client can have its own version of a skill without anyone changing the shared one.

Connection

Also called connector, integration

What it is

An app your workers can use: a CRM you signed in to, an API you pasted a key for, or a tool server at a URL.

Use it for

Press Add Connection in control and pick from a catalog of more than 1,500 apps, or let a worker post a sign-in link in Slack. Apps outside the catalog can be added by their tool server or API address.

Why it matters

Workers do the work in your real tools instead of asking someone to copy and paste. You can reconnect or remove a connection at any time.

Placement

What it is

Who may use a connection: one worker for one client (the default), one client, one worker, or the whole company. When the same app is connected twice, the narrowest match wins.

Use it for

Placing each client's own accounts with that client, and the tools everyone uses with the whole company.

Why it matters

A connection placed with one client is never used for another client's work.

Vault

Also called key vault

What it is

Where Ergoly keeps your passwords and API keys. When a worker calls an app, a gateway adds the credential to the request on the way out; the worker never holds it.

Use it for

Nothing to do. A key you paste, even in a Slack thread, goes straight into the vault and is never shown again.

Why it matters

Workers read messages from people outside your agency. A worker that held a key could be talked into repeating it; a worker that never has one cannot.

Task

What it is

A piece of work with a requester (who asked), a holder (who is doing it) and a log of every handoff and result. Workers and people can be either.

Use it for

Handing work to a worker or a person and saying where the result should go. A worker opens one itself when a job cannot be finished in one go or belongs to someone else.

Why it matters

Work does not fall through the cracks, and every handoff and result is on record.

Routine

Also called scheduled task

What it is

A task that repeats on a schedule: every weekday at 9, the first of the month, every hour.

Use it for

Ask in plain words, saying when and where the results go: every weekday at 9 Pacific, post Acme's status note here. One routine can run for several clients, each on that client's copy and posting to that client's channel. Pause or cancel it by asking.

Why it matters

Recurring work happens on time without anyone having to remember it.

Artifact

What it is

A web page a worker publishes with its own link: a report, a dashboard, a one-pager.

Use it for

Asking for anything you would rather pass around as a link. Ask for changes and the new version appears at the same link. New artifacts are private to people in your company; make one public to share it with a client.

Why it matters

Clients get polished work they can open, print and forward, not a long message in Slack.

Email

What it is

Every worker has its own email address, such as nora@youragency.ergoly-mail.com, and can send from it. A client's copy has its own address.

Use it for

Asking a worker to email someone, with attachments, or to reply in an existing thread. Receiving email is coming soon.

Why it matters

Work reaches the clients who live in their inbox, sent under the worker's name.

Activity

What it is

The record of everything that happens across your company: what was done, by whom, and when. Entries can never be edited or deleted.

Use it for

Checking what happened. Filter by area or by who acted; system means your workers and your API keys.

Why it matters

Nothing a worker does happens out of sight.

API key

What it is

A key that reaches everything your company owns, read and write, through Ergoly's API. Admins create keys in control, under Settings, and each key is shown only once.

Use it for

Connecting Ergoly to the systems you already run, or letting a coding agent such as Claude Code create workers, add clients and schedule routines for you.

Why it matters

Anything you can do in control, a key can do from code. Everything a key changes is recorded under the key's name, and revoking it takes effect from the next request.

Hook

What it is

A web address that belongs to one worker. When another system posts to it, the worker works on what arrived and posts the answer in a channel or DM you chose.

Use it for

Starting a worker from a form submission, a new support ticket or a finished deploy. Hooks are created through the API today.

Why it matters

Any system that can send a web request can hand work to a worker.