What it is
Customers with at least two purchases who are due for the next one. The benchmark is the median gap of all customers at the same purchase number — the step from second to third is not the step from first to second. First-time buyers are deliberately not here: before a second purchase there is no rhythm to measure. Filterneeds_action = true for the working list.
needs_action means the customer is due and nobody has contacted them yet — the outreach columns (outreach_status, outreach_at, outreach_note, outreach_channel) show right in the row whether and how a customer was already approached. The outreach log itself is written by the retention agent.
How it gets data
Computed view — derived automatically from Orders and Customers, joined with the agent’s outreach log. Read-only; no ingest endpoint.Fields
All columns are read-only. The view also carries
tenant_id / workspace_id for tenant isolation — filtered automatically, never selected.
