Skip to main content
Account context
Customer-specific facts and guidance used to interpret work for that account. Action Plan
Forge’s structured understanding, investigation, and recommended steps for a ticket. Agent Library
The area where users find and configure Custom Agents. Agent Runs
The area where users inspect Custom Agent execution, output, failures, and follow-up work. AI BDR
A human-operated queue of evidence-backed account-strategy proposals and their review state. Approval does not execute the external action. AI Engineer
Forge’s background helpdesk worker for eligible tickets. Ask mode
The read-oriented interactive Chat mode. Protected reads may still require approval. Availability
The organization setting that controls whether a tool can run in a product surface such as Chat, Custom Agents, Helpdesk, or Project Plans. Custom Agent
A background workflow configured with instructions, tools, target, schedule, output, files, skills, memory, and optional judges. Dry run
A Custom Agent run that skips write actions so its evidence and output can be reviewed safely. Full access
The interactive Chat mode that can expose role-allowed read and write tools. It does not bypass other controls. Improvement
A recurring helpdesk blocker or opportunity surfaced from ticket evidence. It does not automatically change a workflow. Judge
An evaluation that scores or monitors a Custom Agent run against a defined criterion. PSA
Professional services automation system. It remains the operational system of record for provider-backed ticket, project, time, billing, and administration data. Runbook
An organization- or account-specific helpdesk procedure that can guide people and AI Engineer. Scope
The organization, account, ticket, project, or other object that anchors a Chat or workflow. Skill
Reusable agent guidance for a defined task, with optional references, files, tests, and versions. Structured output
A defined set of fields a Custom Agent must return for consistent review or downstream use. Tool
A specific capability Forge can use in a connected or platform system, such as searching records or updating a ticket. Tool approval
An interactive, one-time allow or deny decision for a particular tool call. Work Plan
The phases, tasks, estimates, dependencies, owners, and statuses used to deliver a project.