Core concepts
Domains, organizations, entities, records, agents, sessions, signals, artifacts, automations and voice notes, in the sense the app uses them.
A handful of words carry most of the meaning in the app. The first four nest: a domain holds organizations, an organization holds entities, and an entity holds records. Almost everything else happens to a record: you start a session on it, Auron picks signals out of the session, and agents act on those signals.
Where your work lives
| Word | What it means | More |
|---|---|---|
| Domain | One Auron deployment, named by its address. Signing in ties your account to a domain, and you can hold several on one phone. | Domains |
| Organization | A workspace inside a domain. Everything you see belongs to the organization you have selected. A personal organization is yours alone and comes from signing up in the app; a team organization is shared, and your role is set per organization. | Organizations |
| Entity | A category of thing your organization keeps track of: patients, accounts, properties, sites. Each entity defines which fields its records have. | Entities and records |
| Record | One row under an entity: one patient, one account, one property. A record has a name, sometimes a description, sometimes a photo. | Entities and records |
The tab where you browse records takes its name from your organization's industry: Entities by default, Customers, Accounts, Clients or Borrowers for a personal organization depending on the industry picked at sign up. An organization can have one entity or many. With one, the tab opens straight on its records and the app stops asking which type you mean.
A record is the anchor for field work: you open it and start a call, a chat or a voice note from it. You can add records from the plus button on an entity's list and edit them from the record. In a team organization, records are granted to people individually, so two colleagues can open the same entity and see different rows. See Who can see a record.
Agents
The word covers two things in the app.
The agent you talk to is an AI persona attached to one or more entities. When you start a call or chat on a record, the app offers the published agents attached to that record's entity, and if exactly one qualifies it picks it for you. In a team organization these agents are configured in the web console, each with its own instructions and knowledge, so two agents on the same record behave differently on purpose. A personal organization also offers Quick debrief when you start a call.
Auron's own agents work in the background. When a call or voice note on a record ends, the signals Auron found can set them off, and they post what they did as cards: a proposal to approve, edit or dismiss, a question they need answered, a follow-up, or a report. The Configure tab lists them with a switch on each. See Agents.
Sessions
A session is one piece of work with an agent. A meeting is a live voice call with a transcript, and a conversation is a text chat. Both belong to an organization, both are usually linked to a record, and both produce signals and artefacts afterwards. See Meetings and conversations.
Signals
A signal is something Auron noticed inside a session, such as a commitment you made or a risk to a deal. Signals are what set off Auron's agents after a call. In a team organization, which signals exist is configured in the console. In a personal organization the Signals side of the Configure tab lists them by section, with a switch to track or stop tracking each one and Add a signal for your own. See Signals and Configure.
Artifacts
An artifact is something an agent wrote for you after a call: a document, a note, a draft message, a set of CRM changes or a list of open items. They collect on the Artifacts tab on Home, where you can search them and filter by agent, kind and date. See Artifacts.
Automations
Team organizations only. An automation is one trigger plus an ordered chain of actions, created from a template on the web. The phone lists them, shows what each is configured for, runs one on demand, reads its run history, and answers the approvals they pause on. See Automations.
Voice notes
A recording you make with no agent listening. It stays on your phone until you ask for it to be analysed or link it to a record, at which point it is uploaded, transcribed and summarised. Recording works with no connection. See Voice notes.