Sales & Commerce
Your shop’s transactions — orders, line items, the customers behind them, the products they bought, and synced meeting notes.
Procurement
Buying the right stock at the right time — demand, a per-SKU queue, purchase orders, suppliers, seasonality and trend analytics.
Marketing & Outreach
How you reach and track customers — LinkedIn, email, ads, web events, the YouTube market-intelligence pipeline, and support.
Governance
The rules and playbooks your company runs on — decisions, strategy documents, and SOPs.
Every dataset, in detail
Every dataset below has its own reference page — what it is, how it gets its data, and every field explained. This is the full catalog.Sales & Commerce
Your shop’s raw transaction data — the material behind almost every sales and retention number.- Orders — every e-commerce order with status, totals, and shipping.
- Order Line Items — the individual products on each order.
- Customers — customer/contact records with lifecycle status.
- Products — product master data: stock, prices, lead times, family/model attributes.
- Meeting Notes — synced call and meeting notes with action items.
Procurement
Turning sales history into one clear buying decision per product. Start with the Purchasing & Procurement chapter for the full workflow.- Product Demand — how fast each variant sells and how long stock lasts.
- Procurement Queue — one row = one buying decision per SKU, with status and recommendation.
- Purchase Orders — order lines from draft through received.
- Suppliers — supplier master data: lead times, target stock, currency.
- Procurement Config — the tunables: demand weights, cutoffs, seasonality.
- Weekly Sales — units sold per product per calendar week.
- Family Trend — which model families are rising or falling, seasonally adjusted.
- Seasonality — the seasonal factor per month and where it comes from.
- Customer Reorder Due — repeat customers due for their next purchase.
Marketing & Outreach
How you reach and track customers. These are largely agent-maintained — they fill and stay current once your workspace runs the relevant outreach and market-intelligence agents.- LinkedIn Leads — the LinkedIn lead/CRM record: identity, pipeline scoring, outreach timing, agent handoff.
- LinkedIn Messages — the per-message log behind each lead.
- LinkedIn Activity Limits — the daily guardrail keeping automated activity safe.
- Email Campaigns — one row per send: audience, opens, clicks, revenue.
- Meta Ads — daily Facebook/Instagram ad performance.
- Web Events — raw website behaviour events with session and device context.
- YouTube Watch — watched channels and the videos pulled, transcribed, and AI-enriched from them.
- Support Tickets — customer support tickets with status, priority, and resolution.
- Customer Outreach — the reorder-outreach tracker, one row per customer per cycle.
Governance
The rules and playbooks your company runs on.- Decisions — process questions and the rules they become (61 fields, the full loop).
- Strategy — company strategy documents.
- SOP — standard operating procedures.
Knowledge (what your agents know)
Not business tables but the context agents draw on — documented in the API reference: Knowledge, Memory, Skills.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.