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Mission Control

6 articles

Roadmap

3 articles

Agents

13 articles

Company Sonar

People Sonar

Enrichment

General Search

Envoy

Agentic CRM

Concepts

Reference

Proprietary data

13 articles

Intelligence databases

Company Intelligence Database

Decided architecture for ENG-669, the cross-org company intelligence layer that acts as a read-through cache in front of enrichment providers, with public-facts-only privacy and provenance-tracked write-back.

People Intelligence Database

Decided architecture for the cross-org people intelligence layer - a read-through cache in front of headhunter research and Hunter email lookups, with LinkedIn-URL identity, append-only employment edges, per-tier freshness stamps on the flat profile, shared intel_sources provenance, unified intel_signals, and a GDPR erasure path.

Signals Intelligence Database

Decided v1 architecture for the unified signal store - one polymorphic append-only intel_signals table that holds both company and person signals, with a shared taxonomy, source-ranked provenance, an intel_signal_ingests log that records which pipeline found each signal, decay at read time, and a person-to-company rollup so a champion job change surfaces on the company feed.

Org Signal Feed

The per-org activation layer on top of the shared signals store. One immutable intel_signals row fans out to many orgs through scoring (signal-type weight times ICP fit times recency decay) and materializes as ranked, tiered rows in intel_org_signal_feed - the only org-scoped, RLS-per-org table of the signal stack, the door the launchpad, inbox and digest all read through. Signals enter by two ingest classes - a user's sonar pull (ungated) or an automated push (gated by threshold plus an optional competitor-ICP check) - logged in intel_signal_ingests, and each feed row records its origin.

CRM

Companies

Deep dive on crm_companies, the account record at the centre of the CRM — where it is served from, how a row is born and read, and its full schema, relationships and rules.

People

Deep dive on crm_people, the contact record of the CRM — where it is served from, how a row is born and read, and its full schema, relationships and rules.

Deals

Deep dive on the deal pipeline — crm_deals, crm_pipeline_stages and crm_pipeline_config. Where it is served from, the life of a deal, and its full schema, relationships and rules.

Activities

Deep dive on crm_activities, the interaction + task log of the CRM — where it is served from, how a row is born and read, and its full schema, relationships and rules.

Communications

Deep dive on crm_communications and crm_communication_events, the unified email/call/message log and its per-message engagement tracking — where it is served from, the outbound message lifecycle, and the full schema, relationships and rules.

Lists

Deep dive on crm_lists and crm_list_members, the static or dynamic member collections of the CRM — where they are served from, how a list and its members come to be and are read, and their schema, relationships and rules.

Signals

Deep dive on the signals tables - signals, company_signals and person_signals, the CRM's sales-intelligence layer. Where signals are served from, how one is born and attached, and the full schema, relationships and rules.

Saved filters

Deep dive on crm_saved_filters, the named reusable filter snapshots over the company, person and signal list views — where it is served from, how a saved view is born and applied, and its full schema, relationships and rules.

Engineering

5 articles

Product Design

3 articles

Symphony

10 articles

Agents

Timed jobs

Housekeeping

Learnings

6 articles