Key Terminology
Overview: Understanding the language of Transform is crucial for efficient use. Here are some important terms that you may see inside of other Help Articles as well as the platform itself.
| Term | Definition |
|---|---|
| FloQast Transform | A centralized hub for creating, deploying, and managing AI Agents. It empowers accountants to build custom, auditable AI-powered automation for recurring workflows without extensive IT knowledge. |
| Visual Agent Builder (VAB) | An interactive canvas that allows users to map out and visualize their entire agent's workflow using “skill blocks". |
| AI Agent | A complete AI-enabled workflow composed of a series of steps. |
| Run | Triggering an Agent to execute end-to-end. |
| Version | A snapshot of an Agent which is saved. |
| Step | An individual operation within an Agent. |
| Skill | Templates for individual steps. Unique Skill Blocks are used to perform different actions. |
| Context | Data available to your AI assistant inside of a specific step. |
| Input | Data (file, date, text) required for a Skill Block to perform its task. |
| Output | The final outcome produced by a given step. |
| Input Library | A global folder that holds all the inputs you have given your Agent. Accessible at the very top right of the visual canvas for your Agent. |
| File Preview | Dedicated section of the Builder for users to view files. Click to view the Agent’s work or user-uploaded inputs. |
| Deterministic Execution | Once an agent's steps are saved, they are codified into static Python scripts. This ensures the agent performs the exact same way every time it runs, preventing "hallucinations" during production. |
| Non-Deterministic Reasoning | Refers to the build phase where the AI processes natural language prompts and may produce slightly different results or interpretations during experimentation. |
| Forward Deployed Accountant (FDA) | A former accounting professional at FloQast who acts as a strategic partner to help clients translate manual processes into automated logic. |