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Your workspace holds several kinds of data, each grouped into a domain. This page is the map: what each domain is, in plain language, and where to go for the full field-by-field reference. To learn how to work with any of these as a table — filtering, columns, visibility — see Data Views.

Sales & Commerce

Your shop’s transactions. Orders and their order line items, the customers who placed them, and the products they bought. This is the raw material behind almost every sales and retention number. See Orders, Order Line Items, Customers, Products.

Procurement

Buying the right stock at the right time. Demand per variant, a per-SKU procurement queue, purchase orders, suppliers, and the seasonality and trend analytics that drive them. Start with the Purchasing & Procurement chapter.

Meetings

Synced call and meeting notes with their action items, pushed in from your transcription tools. See Meeting Notes.

Marketing & Outreach

How you reach and track customers. LinkedIn leads, messages and activity limits; email campaigns; Meta ads; web events; the YouTube market-intelligence pipeline; and support tickets. See LinkedIn Leads, Email Campaigns, Meta Ads, Web Events, YouTube Watch, Support Tickets.

Governance

The rules and playbooks your company runs on. Decisions (process questions and the rules they become), strategy documents, and SOPs. See Decisions, Strategy, SOP.

Knowledge

What your agents know. The knowledge base, per-agent memories, and reusable skills — the context agents draw on when they work. See Knowledge, Memory, Skills.

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How data gets in

Most domains fill themselves as your business runs. Two paths bring data in:
  • Connectors & ingest — admins connect external systems under Settings › Data Sources and point them at an ingest endpoint; rows appear idempotently (re-sending the same record updates instead of duplicating). Full details in the Ingest API reference.
  • Agents — the marketing, outreach, and market-intelligence domains are largely agent-maintained: they appear and stay current once your workspace runs the relevant agents.
Every table is isolated to your company and then filtered by your departments and each record’s visibility scope — see Data Views for how that works in the UI.