Concepts

The data model has four levels. You only need to know two for day-to-day use; the other two matter once you integrate with the API.

Tenant

Your business. One per subscription. Owns customers, services, team members, appointments, knowledge base, brand voice — everything visible in the admin.

Workspace

A sub-grouping inside a tenant (mostly invisible in the UI today; relevant for enterprise plans that need separate brands per team).

Agent

The AI assistant. Each tenant has one agent that learns the business and talks to customers across channels. Tenants on the Large plan can have multiple agents (one per workspace).

Channel

A surface the agent talks through: web chat widget, Twilio phone number, Facebook page, Instagram account, WhatsApp number. Each channel has its own settings (greeting, voice if applicable, language) but shares the same brain.

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Customers, Bookings, Team

Inside the CRM tab:

• Customer — anyone the agent has talked to. Captured automatically from the conversation; admins can edit / merge / delete.
• Booking — an appointment in the calendar. Created either by the agent (chatbot books on the customer's behalf), by the admin manually, or by the customer through a future self-serve flow.
• TeamMember — a staff person who provides services. Has their own schedule, services, color on the calendar. Optionally linked to a User account so they can log in and see their own day.
• Service — what you sell (haircut, consultation, dinner reservation, etc.). Has duration, price, optional buffer time after.

Roles & permissions

• Owner — full access. Created automatically on signup.
• Manager — can edit customers, bookings, team, services. Cannot change billing or invite owners.
• Staff (master-scope) — sees only own bookings on the calendar. Their own customer list. Settings hidden.

Permissions are per-tenant; the same person can be Owner of one tenant and Staff of another.