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Click a depth category on the left to see details.
Conversational onboarding for CRM Analytics
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Choose a property. The next step follows that property's ontology.
Press a count to show only that phase in the list. A draft that matches live is not draft work.
Ontology authoring for this property.
Initializing...Wizard tooling. This does not change ontology status.
| Preset | Conversation | Inference | Est. cost |
|---|---|---|---|
| Production | Opus 4.6 | Sonnet 4.6 | ~$5/session |
| Testing | Sonnet 4.6 | Sonnet 4.6 | ~$1/session |
| Budget | Haiku 4.5 | Haiku 4.5 | ~$0.10/session |
Review your ontology before building. Confirm objects and their stages first. Extra inbound names are aliases of a stage. Keep a customer and a sale separate when both are real, and leave either out until a path needs it.
Click a depth category on the left to see details.
Execute tri-store provisioning step by step
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Every property on this business. An ontology belongs to one property.
No properties on this business.
Start a property on this list for the active business. You do not open a property home first.
This property's home. Domains are the complete set for this property. An ontology hangs on this property, not on the business.
Every domain on this property. This is the complete set.
No approved domains yet.
Registered name —
Settings does not rename a property. This is the name stored when the property was registered.
Slug —
Environment —
Versions for this property. They are not an ontology authoring mode.
Remove detaches this property from the business. It is separate from Edit and Tracking.
Ontology versions for this property.
Versions belong to one property. This catalogue is not a mode of the open ontology.
Each row is an ontology version for this property. Copy into current draft writes that version into the draft you edit; tick the Replace box first when a draft already exists, because its changes are overwritten. Neither changes the published version. Publish is a separate step.
An ontology is the definition. Draft → Publish → Load data → Data ready
An ontology belongs to one property. It is the definition. The property is the data plane, not a business-level object.
Draft → Publish → Load data → Data ready
Publish is closed. It stays closed until the draft differs from the published version.
Job: inspect this version's structure, assign events to entities, and publish.
Editing: no. This canvas does not change nodes. Select a node to inspect it.
Unassigned nodes are dashed. Assign events in Chat.
Unpublished versions use Publish on this canvas.
Publish from this graph. The draft is not in use until you publish it.
Tracking
Observe what this property is using. The events below are in use on the ontology version this page reads. Entity attributes and statuses stay on the ontology List. This page does not publish or edit the ontology.
All properties is not a tracking scope. Pick a property to see the events that property is using and the ontology version those events read.
Business, people, and how your tools connect.
The active business and the properties in its portfolio. Property work opens on the property home.
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The active business. An ontology does not hang on a business.
Portfolio transition. Remove and domains are on the property home. Create and attach are on Properties. This list opens that home.
A permit lists the domains that may send events for a property. It is not the ontology. The ontology hangs on the property.
Grant mode —
Businesses in this portfolio are not visitor companies (not crm.organizations). Passwords stay in the deploy environment. DISCOVERY_TENANT_BUSINESS_IDS remains the deploy guardrail.
Who may administer a business. This page does not set passwords.
A grant means this person can open, edit, and publish ontologies for that business's properties, and mint its keys.
A read-only sign-in can see its business but cannot change anything.
Removing your own admin grant asks you to confirm. The last admin on this business cannot remove their own access.
| Username | Business | Created |
|---|
Issued access
Each secret is shown once, when you create it.
Signed in as —
Your key: lets tools like Cursor or Claude act as you, with your full access. Keep it to yourself.
The secret is shown once, when you mint it.
No personal keys yet.
| Label | Class | Prefix | Reach | Created | Status |
|---|
Agent & tool keys: one key per bot or app. You choose what it can do and which business it sees.
No agent or tool keys for this business yet.
Base URL
Auth header X-API-Key
MCP URL
Write URL
Env var
MCP tools read. A Read and write key adds events with POST to the Write URL.