> For the complete documentation index, see [llms.txt](https://docs.smaq.io/documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.smaq.io/documentation/concepts.md). # Concepts & glossary ### Project The top-level workspace for a single brand, client, or business unit. Connections, datablocks, dashboards, media plans, and automations all live inside a project. Most organizations have one project per client. ### Organization The account that owns one or more projects. Billing, member roles, and credit pools are managed at the org level — projects inherit from the org's subscription. ### Connection An authenticated link to an external data source — Google Ads, Meta, GA4, a SQL database, etc. One connection can power many datablocks. See [Connections overview](/documentation/connections/connections.md). ### Datablock A reusable query — the foundational building block of SMAQ. A datablock specifies a connection, the metrics and dimensions you want, optional filters, and a date range. Once defined, you can drop the same datablock onto any dashboard, reference it in chat, or use it as input to an automation. Two flavors: * **Global datablocks** — Pre-built by SMAQ for common patterns (campaign performance overview, GA4 channel mix, etc.). Available in every project. * **Project datablocks** — Custom datablocks you create for your project's unique needs. See [Create project datablocks](/documentation/features/datablocks/create-project-datablocks.md). ### Custom metric A formula-based KPI built on top of one or more datablock columns — e.g. `Revenue / Spend = ROAS`, or `(Conversions − Refunds) / Sessions`. Custom metrics are usable anywhere a regular metric is. See [Custom metrics](/documentation/features/datablocks/custom-metrics.md). ### Dashboard A multi-page canvas of charts, tables, metric cards, and text. Dashboards have **pages** (tabs), **widgets** (the charts and tables), **filters** (waterfall: dashboard → page → chart), and **snapshots** (read-only archives). See [Dashboard overview](/documentation/features/dashboard.md). ### Widget Any block on a dashboard — chart, table, pivot table, metric card, text block, image, AI Insight box, or a merged-table block. ### Snapshot A read-only, point-in-time archive of a dashboard. Snapshots preserve the data exactly as it was, plus chat history and comments. See [Snapshots & version history](/documentation/features/dashboard/snapshots-and-versions.md). ### Report A polished, presentation-ready document generated from a dashboard. Reports can be exported as PowerPoint (.pptx) and styled with your report theme. See [Reports overview](/documentation/features/reports.md). ### Playbook A reusable analysis recipe — a named set of datablocks plus instructions that tell SMAQ AI exactly how you want a topic analyzed. When you ask the AI a question that matches a playbook, it runs the playbook instead of starting from scratch. See [Playbooks](/documentation/features/chat/playbooks.md). ### Automation A scheduled or on-demand job that runs in the background — monitoring metrics, sending briefs, scanning competitor ads, surfacing trends, etc. SMAQ ships 28 automation types. See [Automations overview](/documentation/features/automations.md). ### Media plan A budget allocation document for a campaign — flight dates, channels, budgets, KPI targets, and snapshots. Used to plan and track campaigns against goals. See [Media Plans overview](/documentation/features/media-plans.md). ### Command Center A single screen that pulls live campaign signals across every connected platform into one prioritized worklist. See [Command Center](/documentation/features/command-center.md). ### Knowledge Base The store of context SMAQ has about your business — campaigns ingested from connected platforms, your business profile, and any notes you've added. The AI uses this to ground its answers. See [Knowledge Base](/documentation/features/knowledge-base.md). ### Credit The unit of AI usage in SMAQ. Every chat message, automation run, report generation, and audit consumes credits. Each subscription tier includes a monthly credit allowance; you can also buy [top-ups](/documentation/plans-and-billing/credits-and-top-ups.md). ### Role A bundle of permissions assigned to a project member. Five user-assignable roles: Owner, Editor, Member, Viewer, Chat User. See [Member roles and access](/documentation/projects/manage-project-members/member-roles-and-access.md). ### Tier Your organization's subscription level. The four V3 tiers are **Starter**, **Growth**, **Scale**, and **Agency**. See [Tiers explained](broken://pages/HOOsaBYkwAu0cfNo2Xy2). ### Trial / Restricted mode New organizations get a 14-day Growth-tier trial with full features. If the trial expires without payment, the org enters **restricted mode** — limited credits, no automations running, reduced refresh frequency — until you subscribe. See [Trial & restricted mode](/documentation/plans-and-billing/trial-and-restricted.md). --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.smaq.io/documentation/concepts.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.