Glossary
A short alphabetical reference for the named things in Jootle. Each term has a one-sentence definition and a link to the chapter where it’s covered in depth.
Adapter. A connector for an external service (Gmail, Slack, Stripe). Adapters live inside toolkits, or as part of the core integration set.
Admin. A user role with broad permissions, short of billing and instance-level operations. See Users and permissions.
Approval gate. A pause before an action with external consequences, asking you to approve or revise. See Approvals and gates.
Artifact. A concrete output produced by your AI: a document, a comparison chart, a brief. See Artifacts.
Audit log. The append-only record of significant actions in your instance. See Security.
BYOK. “Bring your own key”. Connecting an AI provider via your own API key rather than via Sign-in-with-Claude. See AI providers and routing.
Backup. Automatic snapshots of your instance, retained on a schedule. See Backups and recovery.
Channel. A way to send and receive messages with your AI: web, Telegram, email, Slack, SMS. See Channels.
Chat session. A single thread of conversation with your AI. Multiple chat sessions can exist (one per project, for example).
Conversation memory. Short-term memory of recent messages. Different from the knowledge graph (long-term).
Custom toolkit. A toolkit you (or your team) built for needs specific to your use case. See Building your own toolkits.
Default channel. The channel your AI uses when sending you something unprompted (a goal firing, a follow-up triggering).
Draft. A status on blog posts and artifacts indicating not-yet-published. Drafts are hidden from public listings but viewable directly.
Entity. A thing your AI tracks in the knowledge graph: a person, project, contact, idea, custom item from a toolkit.
Entity type. A category of entity. Toolkits can define new entity types.
Export. A downloadable archive of your data. See Data, privacy, and exports.
Follow-up. A conditional action that fires when a condition is met (not on a schedule). See Scheduling and reminders.
Forge. A built-in toolkit for content production. See Built-in toolkits.
Gate. Short for approval gate. See above.
Goal. An ongoing mission your AI pursues on a schedule. Goals don’t end; they patrol. See Playbooks and goals.
Idea. A captured thought that may or may not become a project. Lives in the Ideas toolkit. See Ideas.
Instance. Your dedicated Jootle server. Single-tenant, your data only.
Integration. A connection to an external service (Google, Slack, Stripe). Configured under Settings → Integrations.
JTF. Jootle Toolkit Format. The file format for portable toolkit bundles (.jtf.json). See Importing and exporting toolkits.
Jarvis. The conventional name some customers give their AI. Also a stand-in name in this handbook when “your AI” gets repetitive.
Knowledge graph. The structured long-term memory of the people, projects, and facts in your life. See Knowledge and memory.
Lens. A small playbook attached to an idea that produces a structured artifact (comparison chart, risk analysis, pros/cons). See Ideas.
Library. The catalog of toolkits you can install. See The library.
List. A named collection of items, optionally categorized. See Lists.
Member. A user role with day-to-day permissions, short of admin. See Users and permissions.
Official toolkit. A toolkit built and maintained by Jootle (vs. community toolkits and custom toolkits).
Owner. The user who provisioned the instance. There’s one Owner per instance. See Users and permissions.
Plan tier. Your subscription level (Starter, Pro, Business, Enterprise). See Billing and plans.
Playbook. A specific sequence of steps that runs when triggered. Playbooks are recipes (do this exact thing now). See Playbooks and goals.
Pagefind. The search engine used on this docs site. (Just so you know the term if you see it in error messages.)
Primary provider. The default AI provider for your assistant’s work. See AI providers and routing.
Program. An ongoing container for work that doesn’t end (“Marketing”, “Household operations”). See Projects, programs, and tasks.
Project. A piece of work with a defined start, end, and deliverable. See Projects, programs, and tasks.
Reminder. A one-time alert at a specific time. See Scheduling and reminders.
Routing. The system that decides which AI provider handles which kind of work. See AI providers and routing.
Session. A login session for a user. See Security.
Single-tenant. A property of your instance: your data and your AI run on a server dedicated to you, not shared with other customers.
SSO. Single sign-on. Available on Business and Enterprise plans. See Users and permissions.
Standing instruction. A preference or rule you’ve stated, recorded in the knowledge graph, applied to all future relevant work.
Tag. An internal bracketed instruction in your AI’s response that triggers structured actions ([REMEMBER:], [LIST:], etc.). See Tag reference.
Task. A single unit of work. Lives inside projects, programs, or on its own. See Projects, programs, and tasks.
Telegram bot. A Telegram identity for your AI, set up via BotFather. See Channels.
Toolkit. A bundle of capabilities you can install: views, playbooks, goals, entity types, integrations. See Toolkits overview.
Trash. Soft-delete state for items removed from your instance, recoverable for a window. See Undo and recovery.
Viewer. A read-only user role. See Users and permissions.
VPC. Virtual private cloud. The network the Jootle infrastructure operates inside. Most customers never need to know this exists.
Webhook. A URL your AI can POST to when a goal fires or a follow-up triggers. Available for developer integrations. See Other channels.
Workspace. The collected views and chat associated with a specific project or program.
Your AI. The phrase this handbook uses interchangeably with “Jarvis” or “your assistant”, referring to the assistant running on your instance.