SquadRoom terms
Look up what each SquadRoom term means, in one line, and which page explains it.
13 min read
Your squad
| Term | Meaning | More |
|---|---|---|
| SquadRoom | A workspace where an AI squad does the work you hand over, on your own AI account. | How SquadRoom works |
| Workspace | Your squad and everything with it: squad members, tasks, docs, memory, settings, and connected accounts. Its name shows under your name in the account menu. | How SquadRoom works |
| Squad | Your lead and the squad members it creates, each with one role, such as research or content. Setup creates up to 8, and you can add more after. | Add, change, and pause squad members |
| Squad member | One AI member of your squad, with its own name, role, AI model, skills, and Chat. Some screens say "agent". They're listed on Squad. | Add, change, and pause squad members |
| Lead | The squad member that runs your squad. You name it in setup. It gets every task you create with New Task and passes the work to the right squad member. | Add, change, and pause squad members |
| Setup conversation | The Chat with your lead after the setup screens, where it learns about your company and builds your squad. | Set up SquadRoom and get your first report |
| Checks on a squad member's work | Up to 3 other squad members who each check or add to the work before that squad member asks you to approve it. Shown on its profile as Checks on and the name. | Add, change, and pause squad members |
| Helped on | The tasks a squad member helped others with, on its profile. | Add, change, and pause squad members |
| Built in | The skills a squad member always has, on its profile. | Add and manage skills |
| Pause | Stops new work from starting. Pause squad on Tasks pauses the whole squad. The pause button on a squad member pauses only that member. Pause Task pauses one task and stops its run. | Track work on Tasks |
| Squad on duty | The Dashboard section that shows what each squad member is doing now. | Use the Dashboard |
Work and tasks
| Term | Meaning | More |
|---|---|---|
| Task | One piece of work one squad member owns, from your request to its report. Tasks are on Tasks. | Track work on Tasks |
| New Task | The button on Tasks that gives your lead a new request. | Hand over work that comes back finished |
| Board | The Board view of Tasks, with the columns Queued, In Progress, Blocked, and Done. | Track work on Tasks |
| Child task | Part of a bigger task that your lead splits out and gives to another squad member. Also called a subtask. Listed under Child Tasks in the bigger task. | Track work on Tasks |
| Plan | The steps a squad member writes for a task, up to 10. The card shows "Step N of M". | Track work on Tasks |
| Report | What a finished task hands back: the result, the next step, and links to the docs behind it. Reports are under Latest outcomes on Dashboard. | Track work on Tasks |
| Deliverable | A doc handed to you by a finished task or an approval, or a doc you made. Listed under Deliverables on Docs. | Find and manage Docs |
| Suggestion | Work your squad suggests while finishing a task. Nothing runs until you choose Start. Listed under Tasks > Suggestions. | Track work on Tasks |
| Handed on | Work one task passes to the squad member that owns the next step. It can wait for a start time, shown as "Starts" and the time. | Hand over work that comes back finished |
| Who worked on this | The squad members who helped on a task, and what each did. | Track work on Tasks |
| Details, Activity, Logs | The three tabs of a task's window. Details has the brief, plan, comments, and docs. Activity shows what happened, step by step. Logs is the technical record of each run. | Track work on Tasks |
| Priority | How soon a task matters: Low, Normal, High, or Urgent. New tasks are Normal. | Track work on Tasks |
| Archive | Takes a task, a doc, or a ticket off its list without marking it done. | Track work on Tasks |
| Retry | On a task, stops the run in progress, if there is one, and starts a fresh run. | Track work on Tasks |
| Agent Task Concurrency | How many tasks your squad runs at once, set in Settings > Workspace. | Every setting, tab by tab |
Tickets
| Term | Meaning | More |
|---|---|---|
| Ticket | A request from your squad that needs your answer, with 1 to 3 asks. Its task is Blocked until you answer them all. Tickets are under Tasks > Tickets. | Answer questions and approve drafts |
| Ask | One request in a ticket: an Approval, a Decision, or a Question. | Answer questions and approve drafts |
| Approval | An ask to approve an exact action or draft before it happens. | Answer questions and approve drafts |
| Decision | An ask to choose between options. | Answer questions and approve drafts |
| Question | An ask for a fact, or for access, that only you can give. | Answer questions and approve drafts |
| Draft | Text your squad wants to post, send, or reply with, shown to you in an approval. It can come in 2 to 4 versions to pick from. | Answer questions and approve drafts |
| Request changes | Sends an approval back to the squad member with what to change. | Answer questions and approve drafts |
| Needs you | The Dashboard section that lists open tickets. | Use the Dashboard |
Chat
| Term | Meaning | More |
|---|---|---|
| Chat | The page where you message one squad member at a time. | Chat with your squad |
| Thread | One conversation in Chat. A new message starts a thread, and replies stay in it. | Chat with your squad |
| Brief | The request you give your squad, in Chat or on New Task. | Hand over work that comes back finished |
| # reference | Typing # in Chat or on New Task to point to a doc or a task. | Chat with your squad |
| Steer | Stops the reply in progress and sends your waiting message now. | Chat with your squad |
| Choice card | A question in Chat with options to pick, or room for your own answer. | Chat with your squad |
| Reasoning Level | How much the AI model thinks before it answers: Automatic, Low, High, or Standard. | Every setting, tab by tab |
| Live browser | A browser your squad uses that you can watch. Take Control lets you use it, and I am done hands it back. | Chat with your squad |
Docs
| Term | Meaning | More |
|---|---|---|
| Doc | A document in SquadRoom: written work, an uploaded file, an image, or a table. Docs are on Docs. | Find and manage Docs |
| Table | A doc with columns and rows, such as a list of possible customers your squad keeps up to date. | Find and manage Docs |
| Version | One save of a doc. Every save keeps one. Version history lists them, and Restore as current brings one back. | Find and manage Docs |
| Space | The area a doc belongs to: Strategy, Marketing, Finance, Product, Engineering, Research, Sales, Customer, or Agent outputs. | Find and manage Docs |
| Type | The kind of doc: plan, research, report, brief, notes, artifact, summary, spec, runbook, or table. A spec describes something to build in detail, and a runbook gives step-by-step instructions. | Find and manage Docs |
| Research note | Research your squad keeps and uses again in later tasks. It's marked "Re-check due" when it gets old. | Find and manage Docs |
| Working drafts | Docs your squad saved on the way to a deliverable. | Find and manage Docs |
| System files | The four docs your squad reads before every session: Company Profile, Squad Roster, Mission & Goal, and Connected Tools. | Find and manage Docs |
| Public link | A link anyone can open to read a doc. Publish public link makes one, and Make private turns it off. | Find and manage Docs |
| Sources and details | Sources are where a doc's facts come from. Details are short facts about the doc. Both show beside the doc. | Find and manage Docs |
Scheduled work
| Term | Meaning | More |
|---|---|---|
| Calendar | The page that shows your scheduled jobs, titled Scheduled Jobs, by Week or Month. | Schedule work on the Calendar |
| Scheduled job | Work that repeats on a schedule. Each run creates a task you can follow. | Schedule work on the Calendar |
| Run | One time a scheduled job does its work. Run now starts one at once. | Schedule work on the Calendar |
| Playbook | A ready-made repeating job, such as Morning Brief, that your lead sets up with you in Chat. Playbooks are on Skills > Playbooks. | Run a playbook |
| Morning Brief | A playbook that sends a short brief to your lead's Chat each morning. | Run a playbook |
Memory and skills
| Term | Meaning | More |
|---|---|---|
| Memory | What your squad learned working with you, one fact per line, on Memory. | Manage what your squad remembers |
| Rule | A memory your whole squad follows on every run. | Manage what your squad remembers |
| About you | A memory about how you work, your hours, and the people you work with. | Manage what your squad remembers |
| Project | A memory of a decision, or of where ongoing work stands. | Manage what your squad remembers |
| Reference | A memory of where something lives outside SquadRoom. | Manage what your squad remembers |
| Lesson | Something your squad learned doing the work. | Manage what your squad remembers |
| Import notes | Reads notes you paste and keeps the facts worth keeping as memories. | Manage what your squad remembers |
| Skill | Written instructions a squad member follows for one kind of work. Skills are on Skills. | Add and manage skills |
| Your skills | The skills in your workspace, and which squad members use each. | Add and manage skills |
| Marketplace | A list of public skills you can install. | Add and manage skills |
AI accounts and connections
| Term | Meaning | More |
|---|---|---|
| Model provider | The company whose AI models your squad runs on: OpenAI Codex, Anthropic, Azure OpenAI, Google Gemini, or OpenRouter. You bring your own account, and the provider bills your usage. | Connect the AI account your squad runs on |
| Active Provider | The provider your squad uses when nothing else is set. | Every setting, tab by tab |
| Default Model | The AI model your squad uses from the active provider. | Every setting, tab by tab |
| Fallback Providers | Other providers SquadRoom tries, in order, when the active one runs out. | Every setting, tab by tab |
| Rotation order | The order SquadRoom uses your saved API keys in, for one provider. An API key is a secret code from your provider that lets SquadRoom use your account. | Connect the AI account your squad runs on |
| Model accounts | The list in Settings > Usage of every AI account your workspace can run on, and how much of each is left. | What SquadRoom costs and what uses credits |
| Image Models | The providers your squad can use to make images. | Every setting, tab by tab |
| Integration | A connected account in an app, such as Gmail or GitHub, that your squad can work in. | Connect apps through Integrations |
| Account label | The short name you give a connected app account, such as "work". | Connect apps through Integrations |
| Access | How much your squad can do in a connected account: Read only, Read + Write, or Full access. | Connect apps through Integrations |
| MCP server | A connection you add under Custom that gives your squad the tools of a service that isn't in the app list. | Connect apps through Integrations |
| Saved login | A website login in Settings > Passwords & Logins that your squad can use to sign in from its browser. Fills 2FA codes marks one with a two-factor key, so your squad can enter the 6-digit sign-in code itself. | Store passwords and logins for your squad |
| Telegram bot | Your own Telegram bot, connected in Settings > Messaging, for reaching your squad from Telegram. | Reach your squad from Telegram |
| Your Telegram user ID | The number Telegram gives your account. Your bot answers only this account and sends your squad's alerts and scheduled results to it. | Reach your squad from Telegram |
Plan and credits
| Term | Meaning | More |
|---|---|---|
| Free plan | Workspace access with no paid plan and no credits. | Manage your subscription, credits, and workspace |
| Launch plan | The paid plan, billed monthly, with 1,000 credits each billing cycle. | Manage your subscription, credits, and workspace |
| Early access | The Launch price for now: $49 a month instead of the $99 list price, kept for as long as you stay subscribed. | What SquadRoom costs and what uses credits |
| Billing cycle | One month of your plan, from one renewal to the next. Monthly credits reset at its start. | Manage your subscription, credits, and workspace |
| Credits | What SquadRoom's built-in research uses, such as web searches, page reads, browser sessions, and social and website data. Also called research credits. | What SquadRoom costs and what uses credits |
| Credit pack | 5,000 extra credits you buy for $10. They never expire and are used after your monthly credits. | Manage your subscription, credits, and workspace |
| Monthly limit | A limit you can set on credits used in one billing cycle. At the limit, the whole squad pauses. | What SquadRoom costs and what uses credits |
| Credit activity | The list in Settings > Usage of every credit refill and charge. | What SquadRoom costs and what uses credits |
Workspace care
| Term | Meaning | More |
|---|---|---|
| Backup | A saved copy of your workspace you can restore later. Made in Settings > Workspace. | Manage your subscription, credits, and workspace |
| Restore | Replaces your workspace with a backup. | Manage your subscription, credits, and workspace |
| Reset | Deletes your squad, tasks, docs, history, and saved logins, and returns you to setup. You choose whether connected apps, AI providers, and memory stay. Backups and credits always stay. | Manage your subscription, credits, and workspace |
| Agent Gateway | The connections your squad uses for messaging, such as Telegram. Restart gateway restarts them. | Every setting, tab by tab |
| Update | Installs a newer version of your workspace from the account menu, when it shows Available. | What each status word means |
| Notifications | The bell in the top bar, with your 50 newest notifications. | How SquadRoom works |
| Search | Finds docs, tasks, and more from the top bar. Press Ctrl+K, or Cmd+K on a Mac. | How SquadRoom works |
| Report a problem | Sends the SquadRoom team a problem with a reply, a doc, or your workspace. It's in the account menu, and next to replies and docs. | Common questions |
| Settings | The controls for your workspace, opened from the account menu. | Every setting, tab by tab |
Related pages
- Status words such as Queued or Needs attention: What each status word means.