> ## 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.
# Core Objects
> Standard objects included in Quivly
## 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
| 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 |
**Allowed values:**
* **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`
***
## Contacts
Individual people within customer organizations.
**Data sources:** CRM (Salesforce Contacts, HubSpot Contacts)
| 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 |
**Allowed values:**
* **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)
| 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 |
**Allowed values:**
* **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
| 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 |
**Allowed values:**
* **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
| 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 |
**Allowed values:**
* **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
| 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 |
**Allowed values:**
* **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 |
**Signal types:** Funding rounds, Hiring, Layoffs, Acquisitions, Leadership changes
***
## 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 |