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Key Concepts

This page explains the fundamental concepts you’ll encounter when using Statisfy.

Accounts

An Account represents a company or organization that is your customer. Accounts are the primary entity around which customer data is organized.

People

People are individual contacts associated with an Account. A single Account can have multiple People, such as different stakeholders or team members.

Activities

Activities are any interactions or events related to a customer. This includes:
  • Emails sent and received
  • Meetings and calls
  • Support tickets
  • Product usage events
  • Custom events from your integrations

Insights

Insights are AI-generated observations and recommendations based on your customer data. Statisfy analyzes activities and patterns to surface:
  • Customer health indicators
  • Engagement trends
  • Risk signals
  • Expansion opportunities

Agents

Agents are AI-powered automations that can monitor customer data and take actions. You can configure agents to:
  • Watch for specific conditions
  • Send notifications
  • Update records
  • Trigger workflows

Integrations

Integrations connect Statisfy to your existing tools and systems. Data flows bidirectionally, keeping your customer information synchronized across platforms.

Workspaces

A Workspace is your organization’s Statisfy environment. All your team members, data, and configurations are contained within your workspace.