> ## Documentation Index > Fetch the complete documentation index at: https://ajuda.head.dataguvi.com.br/llms.txt > Use this file to discover all available pages before exploring further. # Glossary > What each term in the platform means and how the parts fit together. Terms are grouped by topic. Use `Ctrl` + `F` to find a term on this page. ## How the parts fit together A **conglomerate** brings together one or more **companies**. Each company has its **users**, and each user can join **groups**. What a person can do in each **module** depends on two things: the company's **plan** must include the module, and the person's group must have **permission** in it. ```mermaid theme={null} flowchart LR C[Conglomerate] --> E[Company] E --> PL[Plan: contracted modules] E --> U[Users] U --> G[Groups] G --> P[Permissions in each module] ``` ## Organization and access ### Conglomerate The group of companies that use the platform together, such as a holding company and its subsidiaries. It has its own logo and the email server that sends the platform's messages. It's in **Administration › My Conglomerate**, for the Admin of Conglomerate. ### Company Each company within the conglomerate. Users, dashboards, agents and permissions belong to a company. If you have access to more than one company, switch between them in the company selector of the side menu. ### User A person who can sign in to the platform. They belong to a company and have a role. There is no self sign-up: users are created by the administrator. ### Role Each user's overall access level: * **User**: uses the modules granted to them. * **Admin of Company**: besides using the platform, manages their company's users, groups, permissions and settings. * **Admin of Conglomerate**: does the same for all companies in the conglomerate. ### Module Each area of the platform that appears in the side menu, such as **Datatalk AI** or **Dashboards**. If a module doesn't appear for you, the plan or the permission is missing. ### Plan The modules active for the company. The Admin of Conglomerate activates the modules for each company, within what was contracted. A module outside the plan appears as “Module Locked” on the permissions screen and can only be granted to someone after it's added to the plan. ### User group A set of users, such as “Sales Team”, that receives permissions together. Whoever joins the group inherits its permissions. If the group is deleted, its members immediately lose the permissions that came from it. ### Permission What a group can do in each module: **No access**, **View only** or **Full access**. It's set in **Security & Governance › Access Control**. ### Audit & Usage Screens that show who accessed what: last sign-ins, dashboard access, conversations with Datatalk AI and messages sent. They're in **Security & Governance › Audit & Usage**, for administrators. ## Reports and dashboards ### Dashboard An interactive Power BI report shown inside the platform, with charts, tables and filters. It's in **Intelligence › Dashboards**. ### Workspace A folder that groups related dashboards, such as those of one area of the company. When you open **Dashboards**, you first choose the workspace and then the dashboard. ### Page Each tab of a dashboard. The same dashboard can have several pages, such as “Overview” and “Detail by region”. ### Saved view A bookmark that keeps a dashboard's filters and state so you can come back to it later without redoing your selection. ### RLS (data access rules) Rules that limit which data each person sees **within the same dashboard**. For example: each salesperson sees only their own region. That's why two people can see different numbers in the same dashboard, and that's correct. ### Playlist A sequence of dashboards and pages shown in automatic rotation, designed for TVs and large screens. You can generate a link to open the playlist directly on the TV. This link may have an expiration date and can be deactivated by whoever created the playlist. ### Real-Time Indicators Panels that update continuously, to follow operations as they happen, such as queues and service times. They're in **Intelligence › Real-Time Indicators** and must be enabled by the administrator. ## Datatalk AI ### Datatalk AI The platform's artificial intelligence assistant. You ask questions in natural language, such as “What were total sales in May?”, and it answers by querying your company's data. ### Conversation The history of questions and answers with Datatalk AI. You can pick up a conversation later. When you delete a conversation, it and its entire history are permanently removed. ### Agent The setting that defines **where Datatalk AI gets its answers from**. Each agent queries one type of source: * **Database Query**: tables from one of the company's databases. * **File Query**: the content of documents and files. * **Power BI Semantic Model**: the data behind a dashboard. Each agent has its own list of who can use it. Agents are set up by the administrator in **Administration › Agents**. ### LLM provider The artificial intelligence service that generates an agent's answers. It's set up by the administrator. ## KPI Deliveries ### KPI Short for *Key Performance Indicator*. It's a number that shows whether a goal is being met, such as daily revenue or average ticket. ### KPI delivery An automatic WhatsApp message with up-to-date indicators, sent to a list of recipients on set days and times. It's in **Administration › KPI Deliveries**. ### Metric Each value that can go into a delivery message, such as “Sales of the day”. Metrics are organized by department and inserted into the message as variables. ### Meta approval WhatsApp Business, by Meta, requires the template of every automatic message to be approved before it's sent. Approval is the last step when setting up a KPI delivery. ## Data ### Database connection Access to one of the company's databases, used, for example, by Datatalk AI agents to query its tables. A connection can be deactivated without losing its settings. It's in **Administration › Database Connections**. ### Brazilian Companies (CNPJ) A search for Brazilian companies by legal name, CNPJ (Brazilian company registration number) or trade name, with filters and charts on registration status, economic activity and state. It's in **Market & External Factors › Brazilian Companies (CNPJ)**. 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