> ## Documentation Index > Fetch the complete documentation index at: https://help.casaconect.ai/llms.txt > Use this file to discover all available pages before exploring further. # Core concepts > The building blocks of Casa Conect and how they relate: organizations, projects, vaults, matters, conversations, the inbox and Shared Spaces. Casa Conect has two halves that work together. * **Casa Conect OS** is your office's private workspace: the agent, your documents, your matters and your email. * **Shared Spaces** are rooms that you share with the *other* parties to a transaction. ## The map ``` You (your account) ├─ Private vault ..................... only you ├─ Docs address ...................... email files to yourself │ ├─ Organization (your office) │ ├─ Members ........................ Admin or Member │ ├─ Organization vault ............. everyone in the office │ ├─ Agent inbox .................... the agent's email address │ ├─ Skills and guidance ............ how the agent should work │ ├─ Matters ........................ work to deliver │ └─ Projects │ ├─ Project vault ............... the project's documents │ ├─ Conversations ............... work with the agent │ └─ Matters ..................... work that belongs to the project │ └─ Shared Spaces (with outside parties) ├─ Teams and members .............. from any organization, or none ├─ Documents · Summary · Appointments · Matters └─ Share links .................... for people without an account ``` ## Your account You are a **person** with an email address. You sign in with a [one-time code](/admin/account-and-sign-in). Your account has a **private vault** that only you can see, and a personal **docs address** for emailing files to yourself. You can belong to an organization, take part in Shared Spaces, or both. ## Organization An **organization**, called a *workspace* during sign-up, is your office. It has **members** who are either **Admins** or **Members**, a shared **organization vault**, an **agent inbox**, and its own **skills**, **guidance**, **billing** and **policies**. See [Roles and permissions](/admin/roles-and-permissions). ## Projects A **project** gathers everything about one piece of business, such as a transaction, a client or a development: its **vault**, its **conversations** with the agent, and its **matters**. A project is either open to the **whole organization** or **private** to the people you add. Everything inside inherits that access. Working inside a project also tells the agent where to look and where to file, which is why it is worth creating one even for a small job. ## Vaults A **vault** is a store of documents, with folders and versions. There are three kinds: **private**, **organization** and **project**. Whatever route a document arrives by, whether upload, email, a synced drive or Word, it is encrypted, scanned, versioned and indexed for search. See [The Vault](/documents/vault). ## The agent The **agent** is an AI colleague that works *as you*. It can reach what you can reach, and nothing more. It reads and searches your vaults, drafts and edits documents, runs matters, handles email and uses the web. It runs [in the cloud](/agent/cloud-execution), so work continues when you close your laptop. You shape it with: | | What it is | | :----------------------------------------------- | :------------------------------------------------------ | | **[Model](/models/overview)** | Which AI model runs the conversation | | **[Permission level](/agent/permission-levels)** | How much it may do before checking with you | | **[Guidance](/agent/guidance)** | Standing instructions, for you and for the organization | | **[Skills](/agent/skills)** | Playbooks for particular kinds of work | | **[Memory](/agent/conversations#memory)** | What it has picked up about you | ## Conversations A **conversation** is one thread of work with the agent. It can be private to you or shared within a project. Matters and inbox conversations each have an agent thread of their own. ## Matters A **matter** is a unit of work with a status, a priority, an assignee and a due date. You can assign a matter **to the agent**. It works, reports on the matter's timeline, asks questions when it needs a decision, and hands the matter back for review. **[Templates](/matters/templates)** give each kind of matter a consistent structure. ## Inbox Your organization's agent has an **email address**. Mail that is forwarded or copied to it becomes a **conversation** in the Inbox. The agent files attachments, drafts replies and opens matters. Nothing is sent to anyone outside your organization until a **person approves** it. Mail from unknown senders is **held for a person**. See [Inbox](/inbox/overview). ## Workflows A **workflow** is a fixed, multi-step procedure with checks built in. There are two. **[Populate](/workflows/populate)** fills a template from your documents. **[Anonymize](/workflows/anonymize)** turns a document into a template. ## Shared Spaces A **Shared Space** is a room for one transaction, shared with the **other parties**: buyers, sellers, their lawyers, the notary, the bank. It has a **document checklist** with owners, reviewers and per-document access, a **Summary** of agreed facts with citations, **Appointments** with voting, and **share links** for people who need no account. Membership of a Shared Space is separate from membership of your organization. People in a space see the space, and nothing else of yours. See [Shared Spaces](/shared-spaces/overview). ## How the pieces work together The mail reaches the agent's inbox. The agent files the attachments in the **project vault**, opens a **matter** from a **template**, and drafts a reply for your **approval**. You assign the matter to the agent. It reads the vault, runs **Populate** on your deed template, and asks you about two values where the sources conflict. You check the values, open the draft in **Word**, and review the agent's **tracked changes** with the add-in. You create a **Shared Space**, invite the parties, and send the seller a **share link** to upload two documents and answer three questions. You share the matter into the space. The other parties follow its progress without seeing your internal work.