Glossary
Customer
Section titled “Customer”An organization that uses the agent chat platform for its own internal users and domain workflows.
A person authenticated by a customer application or standalone login path who may interact with the chat.
Client Instance
Section titled “Client Instance”A separately deployed product instance for one customer, with its own infrastructure and operational boundary.
Instance Operator
Section titled “Instance Operator”The party responsible for running a client instance. This may be Workshape or the customer.
Operated Dedicated Instance
Section titled “Operated Dedicated Instance”A dedicated instance hosted and maintained by an operator for one customer.
Self-Operated Instance
Section titled “Self-Operated Instance”A dedicated instance run by the customer in its own infrastructure or chosen hosting environment.
Customer-Hosted Integration
Section titled “Customer-Hosted Integration”A customer system, API, MCP server, or data source that a client instance calls but does not operate.
Client Assembly App
Section titled “Client Assembly App”The TypeScript application that imports platform packages, registers client tools, loads release config, and builds the deployable client-specific server image.
Release Config
Section titled “Release Config”Version-controlled configuration deployed with the client assembly app. It defines agent behavior, tools, model provider options, UI settings, retention, usage policy, and related instance settings.
A configured AI behavior with instructions, model settings, available tools, and optional knowledge sources.
Custom Code Tool
Section titled “Custom Code Tool”A tool implemented with customer-specific code that runs inside the client instance or one of its execution runtimes.
OpenAPI API Tool
Section titled “OpenAPI API Tool”A tool configured from a selected OpenAPI operation whose backing API runs outside the product. Planned; not in the current release.
Embed Surface
Section titled “Embed Surface”The customer-facing integration point that renders chat inside a customer application.
Conversation
Section titled “Conversation”A persisted chat history owned by an authenticated user and retained according to the client instance retention policy.
Audit Event
Section titled “Audit Event”A minimized governance record of a security, data, tool, config, or lifecycle action. It is not a full transcript.