Documentation Index
Fetch the complete documentation index at: https://docs.quivly.ai/llms.txt
Use this file to discover all available pages before exploring further.
Overview
Core objects are pre-built objects that come with Quivly. They cannot be deleted or renamed, but you can add custom fields to them.
All core objects share a set of standard system fields (id, external_id, organization_id, is_active, metadata, created_at, updated_at) which are omitted from the tables below for brevity.
Customers
The central object representing your customer accounts. All other objects reference back to a customer.
Data sources: CRM (Salesforce Accounts, HubSpot Companies), enriched by billing, support, and enrichment data
Basic Info
Enrichment
Financial
CS Fields
| Field | Type | Description |
|---|
customer_name | text | Name of the company |
customer_domain | text | Website domain |
customer_id | text | Customer identifier from external systems |
long_description | text | Description of the company |
logo_url | text | URL to company logo |
| Field | Type | Description |
|---|
industry | text | Industry classification |
country | text | Country where company is located |
country_code | text | ISO country code |
city | text | City location |
linkedin_id | text | LinkedIn company ID |
linkedin_url | text | URL to LinkedIn company page |
| Field | Type | Description |
|---|
employee_count | number | Number of employees |
employee_count_range | text | Employee count range (e.g., “11-50”) |
founded_year | number | Year company was founded |
annual_revenue_usd | number | Annual revenue in USD |
total_funding_usd | number | Total funding received in USD |
last_funding_round_date | date | Date of last funding round |
funding_stage | text | Current funding stage |
| Field | Type | Description |
|---|
lifecycle_stage | select | Customer lifecycle stage |
segment | select | Customer segment |
tier | select | Service tier |
csm_owner_id | reference | Customer Success Manager |
ae_owner_id | reference | Account Executive |
customer_since | date | When customer relationship started |
primary_source | text | Primary data source |
parent_external_id | text | External ID of parent company |
- Lifecycle Stage:
prospect, onboarding, active, renewing, at_risk, churned
- Segment:
startup, smb, mid_market, enterprise, strategic
- Tier:
strategic, high_touch, mid_touch, low_touch, self_serve
- Primary Source:
salesforce, hubspot, chargebee, stripe, manual
Individual people within customer organizations.
Data sources: CRM (Salesforce Contacts, HubSpot Contacts)
Basic Info
Job Info
CS Fields
| Field | Type | Description |
|---|
email | text | Primary email address |
first_name | text | Given name |
last_name | text | Family name |
full_name | text | Complete name (first + last) |
phone | text | Primary phone number |
photo_url | text | URL to profile photo |
linkedin_url | text | LinkedIn profile URL |
| Field | Type | Description |
|---|
title | text | Job title |
department | text | Department or team name |
source_system | text | Source system (salesforce, hubspot, etc.) |
| Field | Type | Description |
|---|
customer_id | reference | Customer account this contact belongs to |
role_type | text | CS role type |
last_activity_at | date | Timestamp of last recorded activity |
last_contacted_at | date | Timestamp when contact was last reached out to |
- Role Type:
champion, decision_maker, economic_buyer, influencer, end_user, detractor
Opportunities
Sales opportunities including new deals, renewals, and expansions.
Data sources: CRM (Salesforce Opportunities, HubSpot Deals)
Basic Info
Details
Relationships
| Field | Type | Description |
|---|
name | text | Name or title of the opportunity |
description | text | Detailed description |
opportunity_type | text | Classification of the opportunity |
stage | text | Stage in sales/CS process |
status | text | Current status |
- Opportunity Type:
new, expansion, renewal, retention
- Stage:
qualification, proposal, negotiation, closed_won, closed_lost
- Status:
open, won, lost, abandoned
| Field | Type | Description |
|---|
amount | number | Monetary value of the opportunity |
currency | text | ISO 4217 currency code (e.g., USD, EUR) |
close_date | date | Expected or actual close date |
last_activity_at | date | Timestamp of last recorded activity |
source_system | text | Source system (salesforce, hubspot) |
| Field | Type | Description |
|---|
customer_id | reference | Customer account this opportunity belongs to |
primary_contact_id | reference | Main contact person |
owner_id | reference | Assigned owner |
Subscriptions
Recurring billing subscriptions from your payment platform.
Data sources: Stripe Subscriptions
Subscription Info
Period & Dates
Cancellation
Relationships
| Field | Type | Description |
|---|
description | text | Description or memo |
status | text | Subscription status |
currency | text | ISO 4217 currency code |
collection_method | text | How payment is collected |
items | json | Array of subscription items with price, quantity, and product info |
- Status:
active, past_due, canceled, unpaid, trialing, incomplete, incomplete_expired, paused
- Collection Method:
charge_automatically, send_invoice
| Field | Type | Description |
|---|
start_date | date | When the subscription originally started |
current_period_start | date | When the current billing period started |
current_period_end | date | When the current billing period ends |
billing_cycle_anchor | date | Day of month when billing cycle resets |
trial_start | date | When the trial period started |
trial_end | date | When the trial period ends |
days_until_due | number | Days after invoice creation before payment is due |
| Field | Type | Description |
|---|
cancel_at_period_end | boolean | If true, subscription cancels at end of current period |
cancel_at | date | When the subscription is scheduled to cancel |
canceled_at | date | When subscription was marked for cancellation |
ended_at | date | When subscription actually ended |
cancellation_details | json | Reason, feedback, and comments about cancellation |
| Field | Type | Description |
|---|
customer_id | reference | Customer account this subscription belongs to |
source_system | text | Billing provider source |
Invoices
Billing transactions and payment history.
Data sources: Stripe Invoices
Invoice Info
Amounts
Dates & Status
Items & Links
Relationships
| Field | Type | Description |
|---|
number | text | Human-readable invoice number |
status | text | Invoice status |
billing_reason | text | Why this invoice was created |
collection_method | text | How payment is collected |
currency | text | ISO 4217 currency code |
- Status:
draft, open, paid, uncollectible, void
- Billing Reason:
subscription_create, subscription_cycle, subscription_update, manual
- Collection Method:
charge_automatically, send_invoice
| Field | Type | Description |
|---|
subtotal | number | Total before tax |
subtotal_excluding_tax | number | Subtotal without tax |
tax | number | Total tax |
total | number | Total amount including tax |
total_excluding_tax | number | Total without tax |
amount_due | number | Amount currently owed |
amount_paid | number | Amount that has been paid |
amount_remaining | number | Amount still to be paid |
| Field | Type | Description |
|---|
due_date | date | When payment is due |
period_start | date | Start of billing period covered |
period_end | date | End of billing period covered |
source_created_at | date | Original creation date from billing provider |
status_transitions | json | Timestamps for status changes (finalized, paid, voided, etc.) |
attempt_count | number | How many times payment has been attempted |
| Field | Type | Description |
|---|
line_items | json | Array of line items with description, amount, quantity |
hosted_invoice_url | text | Link to view invoice online |
invoice_pdf | text | Link to download invoice as PDF |
| Field | Type | Description |
|---|
customer_id | reference | Customer account this invoice belongs to |
subscription_id | reference | Subscription this invoice is for |
source_system | text | Billing provider source |
Support Tickets
Customer support requests and issues.
Data sources: Pylon Issues
Ticket Info
People
Metrics
Relationships
| Field | Type | Description |
|---|
ticket_number | text | Human-readable number (e.g., #1234) |
subject | text | Subject line |
description | text | Ticket body |
status | text | Ticket status |
priority | text | Ticket priority |
ticket_type | text | Ticket type |
channel | text | Source channel |
ticket_url | text | Link to source system |
tags | json | Array of tag strings |
- Status:
open, pending, solved, closed
- Priority:
low, normal, high, urgent
- Type:
question, incident, problem, task
- Channel:
email, chat, phone, web, slack
| Field | Type | Description |
|---|
requester_email | text | Email of requester (used to match to contacts) |
requester_name | text | Display name of requester |
group_name | text | Team/group handling the ticket |
| Field | Type | Description |
|---|
first_response_time_seconds | number | Time from creation to first reply (seconds) |
full_resolution_time_seconds | number | Time from creation to resolution (seconds) |
reply_count | number | Number of agent replies |
satisfaction_score | number | Normalized CSAT score (0-100 scale) |
first_response_at | date | When first response was sent |
resolved_at | date | When ticket was resolved |
| Field | Type | Description |
|---|
customer_id | reference | Resolved from account or requester |
primary_contact_id | reference | Contact who raised ticket |
assignee_user_id | reference | Assigned agent |
source_system | text | Support provider (pylon, zendesk, intercom, freshdesk, etc.) |
Call Recordings
Customer call transcripts and summaries.
Data sources: Fireflies, Fathom
| Field | Type | Description |
|---|
title | text | Title of the call or meeting |
call_time | date | When the call happened |
duration_seconds | number | Total duration in seconds |
meeting_url | text | Zoom/Teams/Meet link |
calendar_id | text | ID of the calendar event |
| Field | Type | Description |
|---|
recording_url | text | Dashboard or viewer URL |
audio_url | text | Direct link to audio file |
video_url | text | Direct link to video file |
transcript_text | text | Plain text transcript for search and AI analysis |
summary | json | AI-generated meeting summary (action items, keywords, overview, topics, meeting type) |
source_insights | json | Sentiments, categories, and speaker statistics from provider |
| Field | Type | Description |
|---|
participants | json | Array of participant objects with email and name |
customer_id | reference | Customer resolved from participant emails |
primary_contact_id | reference | Contact with most talk time or organizer |
organizer_id | reference | Team member who organized the call |
source_system | text | Source system (fireflies, fathom, gong) |
Market Signals
External intelligence about customer companies.
Data sources: Quivly data enrichment
| Field | Type | Description |
|---|
insight_title | text | Title of the signal |
insight_summary | text | Summary of the signal |
insight_type | text | Type of signal |
insight_data | json | Core signal data |
insight_timestamp | date | When the signal was recorded |
source | text | Source of the signal |
sentiment | text | Sentiment (positive, negative, neutral) |
relevance_level | text | Level of relevance (high, medium, low) |
relevance_reason | text | Why the signal is relevant |
tags | json | Tags associated with the signal |
customer_id | text | Customer this signal relates to |
Product Usage
Customer usage metrics from your data warehouse.
Data sources: BigQuery, Snowflake, ClickHouse
| Field | Type | Description |
|---|
customer_id | reference | Customer account |
product_id | reference | Billing product (optional - for product-specific usage) |
usage_timestamp | date | When the usage was measured |
granularity | text | Time period: hourly, daily, weekly, monthly |
metric_key | text | Metric identifier (e.g., gb_scanned, credits, api_calls, active_users) |
value | number | Raw usage value |
billed_value | number | Usage value normalized for billing purposes |
source | text | Origin of data (clickhouse, warehouse, metronome_export, etc.) |
properties | json | Additional metric metadata |
