Glossary - Kordless

Definitions for every Kordless term used in the product and these docs.

Workspace and identity

Term	Definition
Workspace	The directly operated business selected through the active Organization. Contains Book, Quotes, Commitments, and Settings.
Organization	The team and workspace identity managed through Clerk. One Organization is one directly operated workspace.
Account	A business identity represented in Kordless. Primarily visible in the Accounts capability. Not the same as a workspace.
Connected Account	A third-party Account the active workspace may view, integrate, or manage through the Accounts capability.
Accounts	An optional capability that lets a workspace manage a portfolio of third-party Accounts. Not the OrganizationSwitcher.

Book and pricing

Term	Definition
Book	The verified pricing authority used to produce Quotes. Contains Statements, rules, factors, tables, and policies.
Book version	An immutable published edition of a Book. Every Quote pins the exact version that produced it.
Source	Pricing material or an explanation used to draft a Book. Sources are labeled with provenance.
Statement	An owner-readable pricing or policy rule. Owners verify Statements through plain-language review.
Draft	A Book workspace that has not been published. Extraction, clarification, calibration, and verification happen here.
Live Book	A published Book version in use for customer-facing Quotes.
Coverage	The set of services and scenarios the Book can price. Unsupported work fails closed.
Provenance	The origin of a proposed value. Labeled as From your file, You told us, From your numbers, or Suggested.
Calculated floor	A value derived from owner-provided cost and capacity inputs. Not an authorized price.
Owner target	The price the owner stated they want to charge.
Evidence-derived proposal	A value inferred from stated assumptions. Not an authorized price.
Suggested value	A Kordless proposal. Clearly labeled, not authorized until the owner verifies it.

Quotes

Term	Definition
Quote	The recorded result of evaluating requirements against a specific Book version. Includes inputs, derivation, conditions, and review record.
Offer	A price or range with its conditions and validity. An exact offer or a range offer are both valid Quote outcomes.
Quote outcome	The result of evaluation: exact offer, range offer, needs input, needs review, inspection required, unavailable, or failed.
Derivation	The line-item calculation that produced a Quote result. Can be replayed exactly.
Review state	Whether a Quote needs owner action: needs input, needs owner review, ready, sent, accepted, declined, expired, unavailable, or failed.

Commitments

Term	Definition
Commitment	An accepted offer with any supported hold, booking, or deposit state. Records the boundary event.
Hold	A reservation placed on a slot or resource at commitment.
Booking	A confirmed booking at commitment.
Deposit	A payment collected at commitment.

Environments

Term	Definition
Test	An isolated environment that cannot affect Live customers, billing, or commitments. Uses `sk_test_` keys.
Live	The environment used for customer-facing Quotes and Commitments. Uses `sk_live_` keys.
Test mode	The state where the workspace operates in Test. Shown with a flask icon and warning-ochre tint.
Live mode	The default state where the workspace operates in Live. Quiet — no special indicator.

Roles and access

Term	Definition
Administrator	A workspace member who can manage billing, membership, credentials, connected Accounts, and consequential lifecycle changes.
Member	A workspace member who performs permitted Book, Quote, and Commitment work but cannot manage billing, membership, or credentials.
Full access	A connected-Account access level that permits management.
Integration access	A connected-Account access level that permits API integration but not management.
View only	A connected-Account access level that permits inspection but not integration or management.

Billing

Term	Definition
Active Book	A verified Live Book used to quote an identified customer during the billing month. The billing unit.
Pause	A subscription state where the runtime is switched off. The site stays live, records are preserved, and the customer can reactivate.

AI behavior

Term	Definition
Extraction	The process of reading a source and producing structured draft rules.
Clarification	Questions Kordless asks when it needs more information to price accurately.
Calibration	Testing the Book against representative and boundary cases.
Verification	Owner approval of material rules through plain-language Statements.
Shadow mode	Running against real requests without sending offers, to compare Kordless and human outcomes before increasing autonomy.
Approval-first	A mode where the owner approves or corrects each result before the customer sees it. Used when no baseline exists.

AI capabilities and limits

What Kordless AI can and cannot do.

Data and privacy

Troubleshooting