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How the records relate

  • A customer is a person. Everything else hangs off them.
  • A contact is one channel belonging to a customer: an email address, a LinkedIn URL, a phone number, a Telegram chat ID. One customer can hold several.
  • A company is the employer. Many customers belong to one company.
  • A segment is a group of customers, filled by hand or by rule. Campaigns aim at segments.
  • A deal is an opportunity, attached to one customer and their company.
  • A tag is a free-form label on a customer. The bot: prefix is reserved.
  • A fit score rates a customer against one product. See Scoring.
When automation sends a message it picks a channel and a credential; the channel decides which of the customer’s contacts receives it.

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The pages

Customers

The contact book. Search, claim, bulk operations, the detail drawer.

Companies

Employers. Merge duplicates, match by domain.

Segments

Static lists and rule-based groups. Campaign audiences.

Deals

A pipeline board with four stages.

Leads

Customers ranked by how well they fit a product.

Tasks

To-do items, assigned or left in a shared pool.

Tags

Customer labels, and the scoring signals also called lead tags.

Scoring

Fit criteria and the score they produce.
Customers are never hard-deleted — that would break the deals, activity and segment history attached to them. Archive them instead, or use the Exit — Suppress node to stop all outreach.

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Ownership

Each customer and deal names the sales rep responsible for it. A rep takes one by claiming it from the drawer, the assign-owner node sets it inside a campaign, and the AI agent can set it while working a conversation. Claiming says who is expected to act on a record, not who is permitted to. Anyone in the org can read and edit any customer, and the claim is there so two reps do not work the same person at once. See Roles & Permissions.

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Activity log

Every event on a customer is recorded with a timestamp and shown in the Activity tab of their drawer: emails sent, opened, clicked, replied and bounced; LinkedIn and Telegram messages; tags added and removed; segments joined and left; agent replies and escalations; tasks created and completed; claims and releases; re-scores; notes; deals created. Filter the tab by event type, channel and date range.