Key Concepts
Before diving into the platform, it's important to understand the core concepts and terminology used throughout Vantage.
Organizations
An Organization is the top-level entity that groups multiple companies together. Organizations enable cross-company dashboard sharing, centralized user management, and organization-wide AI context. Not every account needs an organization — they're designed for businesses managing multiple teams, departments, or clients.
See Organizations & Companies for details.
Companies
A Company (also called a "Client" internally) is the core organizational unit in Vantage. When you sign up, a company is automatically created using the name you provide during registration. Each company contains its own users, dashboards, integrations, AI context, and billing. Users in one company cannot see another company's data unless they belong to the same organization and cross-company sharing is enabled.
Users & Roles
A User is a person with an account in the platform. Each user belongs to exactly one company and is assigned a Role that controls their permissions.
Roles are named collections of permissions. Available permissions include:
| Permission | Controls |
|---|---|
manage_organization | Organization-level settings and policies |
manage_integrations | Third-party integration configuration |
manage_users | Adding, editing, and removing users |
view_dashboards | Viewing dashboards and tile data |
edit_dashboards | Creating and modifying dashboards |
run_workflows | Executing workflows |
edit_workflows | Creating and modifying workflows |
manage_billing | Billing settings and token purchases |
Note: Users with no explicit role assigned have full access to everything. Roles are used to restrict, not grant, permissions.
Dashboards
A Dashboard is a customizable layout of tiles that displays your business data in real time. Dashboards can be private, shared within a company, or shared across an organization. You can create multiple dashboards and set a default one that loads when you sign in.
Tiles
Tiles are the individual data visualization widgets on a dashboard. Vantage offers 40+ tile types across multiple categories:
- Charts — Bar, Line, Pie, Scatter, Histogram, Waterfall, Pyramid, Forecast
- Tables — Table, Spreadsheet, Pivot, List
- Metrics — Stat, Metric, Summary, Comparison
- CRM — Contact Manager, Company Manager, CRM Pipeline, Deal Detail
- Events — Event Feed, Event Map, Event Monitor, Activity Timeline
- Advanced — BI Intelligence, Predictive Insights, Scenario Planner, Gantt, Query
- Input — Filter, Input, Button
- Layout — Section Header, Spacer, HTML Embed
Each tile can be independently configured with a data source, visualization settings, and AI features.
Workflows
A Workflow is a visual automation pipeline built in the drag-and-drop Workflow Editor. Workflows consist of nodes connected together to form data processing chains. They can be triggered manually, on a schedule, or by AI-detected events.
Nodes
Nodes are the building blocks of workflows. Each node performs a specific operation. Vantage includes 170+ node types organized by category:
| Category | Examples |
|---|---|
| Triggers | Schedule Trigger, Logical Trigger, AI Trigger |
| Data Sources | Database Query, File Upload, Workflow Input |
| Transformations | Aggregation, Filter, Sort, Join, Union, Computed Column, Deduplicate |
| AI | AI Enrichment, AI Formatter, AI Summary, AI Compliance Check, AI Conditional, Image Analysis, PDF Extract |
| Integrations | Send Email, Send Message, Read Email, Google Drive, OneDrive |
| Logic | Multi-Conditional, Compliance Check |
| Outputs | Dashboard Output, Workflow Output, CSV/JSON Export |
Integrations
Integrations are connections to external third-party services. Vantage supports 30+ integrations across:
- Databases — PostgreSQL, MySQL, MSSQL, MongoDB, DynamoDB, Firestore, Redis
- Cloud Storage — Google Drive, OneDrive, AWS S3
- Communication — Gmail, Outlook Mail, Slack, Teams Chat
- Calendar — Google Calendar, Outlook Calendar
- Project Management — Asana, Jira, GitHub
- Social Media — Instagram, Meta, Threads, X (Twitter), Reddit
- Commerce — Shopify, Stripe, QuickBooks
- AI Providers — OpenAI, Claude, Gemini, DeepSeek, Grok, Mistral
- Other — GDELT, OpenWeatherMap, OneNote, Zendesk
Credentials
Credentials are the saved authentication details for your integrations — API keys, OAuth tokens, database connection strings, etc. They are managed in the Integrations page and the Credentials settings area. Deleting a credential will break any workflows or tiles that depend on it.
AI Context
AI Context defines the background information that Vantage's AI uses when generating responses. It includes:
- Company Overview — What your company does (set during onboarding or in Settings)
- Industry & Market — Your industry for relevant benchmarks
- Custom Instructions — Free-text instructions appended to every AI request (e.g., "Always format numbers with commas")
Tokens
Tokens are the usage currency in Vantage. All AI operations, workflow executions, and integration syncs consume tokens. Token costs vary by provider, model, data volume, and feature type. You can monitor usage in Settings → Account → Usage & Tokens and purchase more in Settings → Account → Billing.