Glossary of Terms

AI Agents

Specialized AI assistants within Proxa that enhance productivity by automating tasks, analyzing data, and ensuring data accuracy.

• Creation Assistant Agent: Helps users build or modify content by suggesting relevant elements and layouts.

• Analysis & Insights Agent: Identifies trends, generates projections, and provides actionable insights to inform decisions.

• Data Governance Agent: Monitors and enforces data consistency and quality, alerting users to discrepancies.

• Meta-Agent: Oversees and coordinates the activities of other AI agents to optimize system performance.

AI Chat

A conversational interface where users can query Proxa in natural language to receive instant data insights or navigation assistance.

• Query Data: Retrieve specific information (e.g., “What is the status of X?”).

• Navigation Assistance: Guides users to relevant areas within Proxa (e.g., Pages, Dashboards).

• Generate Insights: Offers trend analysis, issue identification, and actionable recommendations.

Banner Zone

A predefined area at the top of a page that displays global metadata, such as the page title, summary, or status.

• Purpose: Provides a quick overview of the page’s purpose or context.

• Key Features: Customizable metadata and interactive elements like status editing.

• Example Usage: Displaying project names and timelines on report pages.

Content Blocks

Reusable, modular units that are used to build and populate pages in Proxa, providing structural consistency and adaptability.

• Purpose: Standardize layouts while maintaining flexibility in content presentation.

• Key Features: Reusability, adaptability, and variations based on context.

• Examples:

  • Banner Block: Displays high-level page information like title, summary, and metadata.

  • Data View Block: Organizes structured data in grid or card formats for visualization.

Data View Block

A content block that displays structured data in user-friendly formats like grids or cards.

• Purpose: Enhance data visualization and user interaction.

• Key Features: Sortable grids, filter options, and toggleable views (grid or card).

• Example Usage: Presenting a company’s financial data or team performance metrics.

Drawer

A collapsible side panel providing additional contextual information about a selected element, such as linked records or detailed reports.

• Purpose: Offer detailed insights without disrupting the main workflow.

• Key Features: Tabs for properties, content, and comments.

• Example Usage: Accessing detailed descriptions of portfolio performance.

Header

The top section of a page, prominently displaying Proxa or customer branding and the title of the active page.

• Purpose: Establish a consistent visual identity and orient users within the platform.

• Key Features: Displays logo, page name, and sometimes navigation shortcuts.

• Example Usage: A report page’s header may show the report’s title and organization name.

Interactive Dashboards

Customizable pages aggregating KPIs, metrics, and trends for high-level decision-making.

• Purpose: Provide strategic overviews with actionable insights.

• Key Features: Dynamic charts, graphs, and quick access to associated data.

• Example Usage: Monitoring investment performance across multiple portfolios.

Metadata Component

An individual UI element showing contextual information such as status, priority, or last update.

• Purpose: Provide quick, actionable details about the associated content.

• Key Features: Editable inline and supports integration with other components.

• Example Usage: Displaying “Last Updated: Nov 2024” on a report page.

Permissions Management

A feature allowing administrators to control user access to data and functionalities based on roles.

• Purpose: Ensure secure and compliant data sharing.

• Key Features: Role-based access control and activity tracking.

• Example Usage: Limiting access to sensitive financial reports to specific team members.

Shared Workspaces

Collaborative environments tailored for specific projects, teams, or investment phases.

• Purpose: Facilitate teamwork by organizing data, tasks, and content in one place.

• Key Features: Adjustable permissions, content libraries, and dashboards.

• Example Usage: A shared workspace for a portfolio company and investor firm to collaborate.

Sidebar

A persistent navigation element located on the side of the page.

• Purpose: Provide users with quick access to key tools, sections, or actions.

• Key Features: Sticky design ensuring visibility while scrolling.

• Example Usage: Links to different dashboards or project pages.

Structured Data Pages

Centralized areas where unstructured data (e.g., files or spreadsheets) is converted into organized, actionable formats for analysis.

• Purpose: Enable easy access and reuse of structured data.

• Key Features: Editable, linked to worksheets for real-time updates.

• Example Usage: Summarizing financial data in a report format for stakeholder review.

Summary Block

A content block that provides a high-level overview of critical metrics or data points.

• Purpose: Highlight important details at a glance.

• Key Features: Customizable metrics, linked to live data for real-time updates.

• Example Usage: Displaying “Upcoming Deadlines: 3” on a project dashboard.

Worksheet Templates

Pre-designed worksheet formats that standardize data organization for recurring tasks.

• Purpose: Save time and improve consistency across similar tasks.

• Key Features: Easy duplication and pre-applied data validation rules.

• Example Usage: Setting up a quarterly budget tracking template.

Zones

Predefined areas within a page that house content blocks and components, structuring how content is displayed.

• Purpose: Provide consistency across pages while allowing flexibility in content display.

• Key Features:

  • Structural consistency across all pages.

  • Adaptable to display different content blocks depending on context.

• Examples:

  • Banner Zone: Displays titles, summaries, or metadata.

  • Content Zone: Displays primary data, such as grids, charts, or records.

  • Sidebar Zone: Houses navigation or additional tools.