Ontology

8 types 14 actions 8 sources

The ontology is the semantic layer your agents reason over. Each object type unifies data from one or more sources — connectors, files, or the inbox — into a typed shape, with relations to other objects and actions agents can take.

Object types
Customer
Person who has purchased or subscribed. Identity merged across Shopify and Klaviyo.
91,244
Sources
KlaviyoShopify
Properties (7)
NameTypeSource
emailstring klaviyo_profile.email
first_namestring shopify_customer.first_name
last_namestring shopify_customer.last_name
ltvnumber ƒ Σ shopify_order.total where customer_id = id
segmentenum klaviyo_profile.segments
subscribedboolean klaviyo_profile.subscribed
created_atdate shopify_customer.created_at
Relations (3)
orders Order 1:nsessions Session 1:ncampaigns Campaign n:n
Actions (5)
Send email Send SMS Add to segment Recompute LTV Export to CSV
Order
Purchase transaction from the storefront.
184,523
Sources
Shopify
Properties (6)
NameTypeSource
order_numberstring shopify_order.order_number
totalnumber shopify_order.total
statusenum shopify_order.status
placed_atdate shopify_order.placed_at
customerref → Customerƒ join on shopify_order.customer_id
shipmentref → Shipmentƒ join on threepl_shipment.order_id
Relations (2)
placed by Customer 1:1fulfilled by Shipment 1:1
Actions (3)
Issue refund Cancel order Export to CSV
Shipment
Physical fulfillment record from the 3PL warehouse.
38,412
Sources
3PL Central
Properties (5)
NameTypeSource
tracking_numberstring threepl_shipment.tracking_number
carrierenum threepl_shipment.carrier
statusenum threepl_shipment.status
shipped_atdate threepl_shipment.shipped_at
orderref → Orderthreepl_shipment.order_id
Relations (1)
fulfills Order 1:1
Actions (1)
Update shipment
Campaign
Marketing campaign across email, SMS, and paid channels.
554
Sources
Meta Ads
Properties (7)
NameTypeSource
namestring meta_ads_campaign.name
channelenum ƒ classify source(s)
statusenum meta_ads_campaign.status
spendnumber meta_ads_insights_daily.spend
revenuenumber ƒ attributed Σ order.total
roasnumber ƒ revenue / spend
launched_atdate meta_ads_campaign.launched_at
Relations (2)
reached Customer n:ndrove Session 1:n
Actions (2)
Launch campaign Pause campaign
Session
Web session from Google Analytics with attribution.
1,280,145
Sources
Google Analytics
Properties (6)
NameTypeSource
session_idstring ga4_session.session_id
landing_pagestring ga4_session.landing_page
sourceenum ga4_session.source
mediumenum ga4_session.medium
started_atdate ga4_session.started_at
convertedboolean ƒ exists order within 24h
Relations (2)
by Customer n:1attributed to Campaign n:1
Actions (0)
Employee
Internal team member from Gusto payroll.
48
Sources
Gusto
Properties (5)
NameTypeSource
full_namestring gusto_employee.full_name
rolestring gusto_employee.role
departmentenum gusto_employee.department
hire_datedate gusto_employee.hire_date
salarynumber gusto_employee.salary
Actions (2)
Send email Approve time off
Contract
Legal document extracted from files with counter-party and terms.
34
Sources
Files
Properties (6)
NameTypeSource
titlestring files_contract.title
counterpartystring files_contract.counterparty
effective_datedate files_contract.effective_date
expires_atdate files_contract.expires_at
valuenumber files_contract.value
signedboolean ƒ signature extracted from pdf
Relations (1)
with Customer n:1
Actions (1)
Send for signature
Email
Inbound message from the team inbox, enriched with extracted entities.
12,084
Sources
Inbox
Properties (6)
NameTypeSource
subjectstring inbox_email.subject
fromstring inbox_email.from_addr
received_atdate inbox_email.received_at
thread_idstring inbox_email.thread_id
intentenum ƒ classifier on body
linked_orderref → Orderƒ entity extract from subject/body
Relations (2)
from Customer n:1about Order n:1
Actions (1)
Forward to team
Actions library
Action Kind Applies to Target
Send email
send Customer, lead, Employee Klaviyo
Send SMS
send Customer, lead Klaviyo
Add to segment
write Customer, lead Klaviyo
Issue refund
write Order Shopify
Cancel order
write Order Shopify
Update shipment
write Shipment 3PL Central
Launch campaign
write Campaign Meta Ads
Pause campaign
write Campaign Meta Ads
Send for signature
workflow Contract DocuSign
Mark paid
write invoice Ledger
Approve time off
write Employee Gusto
Forward to team
send Email Gmail
Recompute LTV
derive Customer Ontology
Export to CSV
workflow Customer, Order Files