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Glossary

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The words you'll see in Raileon, in plain English.

  • Activity feed: A running list of what your Modules did, newest first.
  • Apps: The other tools you connect to Raileon, such as Gmail, QuickBooks, or Slack.
  • App status: Every app shows one of four labels. Ready: your Modules can use it now. On request: ask your Raileon team to turn it on. Link only: you can link your account now, but your Modules can't use it yet. Coming soon: not available yet.
  • Approvals: Things your AI wants to do that wait for your OK, such as sending an email. Open them from the shield icon at the top of your dashboard, then choose Approve or Reject.
  • Card: A box on your dashboard home that shows one thing, such as your Approvals or this month's activity.
  • Chat: Where you talk to your AI in plain language.
  • Customize: Where your account admin changes your dashboard's cards, colors, and menu.
  • Dashboard: The Raileon web app you sign in to.
  • Documents: Files you upload so your AI can read them before it answers, such as price lists or templates.
  • Free consultation: The first call, where we learn how your business runs and what to automate.
  • Getting started checklist: Five quick steps that show you around the dashboard. Select Hide checklist when you're done with it.
  • Goals: An outcome you give your AI. It proposes a plan, you approve it once, and it works through the steps.
  • Learned preference: Something your Module remembers after you reject the same kind of action a few times.
  • Module: An AI helper for one area of your business, such as Sales, and the routine jobs it runs, such as a weekly client update.
  • Projects: A named place for one piece of work, with its own instructions, files, and conversations.
  • Requests: Messages to your Raileon team, for changes, new Modules, or questions.
  • Setup call: The call where your Raileon team connects your apps with you.
  • Setup tasks: Things we need from you while we set up, such as DNS access or your team's emails.
  • Workspace: Your firm's private space in Raileon.
  • Your AI: The assistant you chat with. It speaks for your Modules.
  • Your Raileon team: The people who set up and run your workspace.