Glossary

The tenant boundary. Modelled as Subscription; every tenant-scoped row carries a subscriptionId. Users join workspaces through SubscriptionUser with a role of owner, admin or member. "Workspace" is the UI term, "subscription" the database term.

The application-side record of a Supabase user (Profile.supabaseUserId). Distinct from SalesRep, which is a workspace-scoped CRM identity that may exist before any login.

A run of outbound activity. Campaign.type is call (dialer) or email. Both types share the same table and status enum; only the configuration columns differ.

One phone number enrolled in a call campaign (CampaignTarget), carrying its own state machine, attempt count and schedule. Email recipients are a separate model (EmailCampaignTarget).

One tick of a campaign’s send/dial loop. Triggered by pg_cron calling POST /api/campaigns/{id}/broadcast or POST /api/email-campaigns/{id}/broadcast. A broadcast leases a batch of due targets and enqueues one Inngest event per target.

A short-lived claim on a target so two concurrent broadcasts cannot dial or email it twice. Call targets use leaseExpiresAt; email targets use queuedAt with a lock window of 2 days (EMAIL_TARGET_LOCK_WINDOW_SECONDS).

A deterministic same-day retry. When a call ends with a reason in DOUBLE_TAP_REASONS (voicemail, machine detected, no answer, declined), the callEndedAnalysis workflow sleeps one minute and re-fires the dial event for the same target — subject to a one-call-today-per-number guard and the campaign’s maxAttempts.

The standard retry delay for all other recoverable outcomes: nextEarliestAttemptAt = now + waitHoursToRecall (24 hours by default).

The business outcome of a call. retellDisposition is the raw provider value; disposition is the platform’s interpretation. Values are enumerated by RetellDisposition in lib/constants.ts and drive HubSpot eligibility and retry rules.

A call lasting at least RETRY_CONSTANTS.MIN_VALID_CONVERSATION_SECONDS (10 s) that was not voicemail and not screened. Used as the funnel’s first qualification step.

An AiAgent with type = caller, versioned via AiAgentVersion and mirrored to Retell AI (retellAgentId). Its mainPrompt is the call script and is also fed to the analysis LLM as context.

An AiAgent with type = analysis. Its prompt supplies the criteria used to grade calls; the result is stored in CallAiAgentAnalysisResult.

An EmailVariation — a subject plus HTML body for an email campaign. A variation with campaignId = NULL is a reusable template and is never sent directly.

Domain is the Resend-verified domain and owns a shared daily cap. EmailSendingDomain is a concrete From address under that domain with its own cap and counters. The UI calls the latter an "email account".

The per-workspace canonical lists of contactable endpoints: TargetPhoneNumbers for phone numbers and TargetEmails for addresses. They hold carrier data, risk level, block flags and opt-out state, and gate whether an endpoint may be contacted at all.

A registry-level block on contacting an address. An address is suppressed when its TargetEmails row has any of newsletterOptOut, marketingOptOut or isBlocked.

A SequenceTemplate plus its ordered SequenceTemplateStep rows: the reusable definition of a nurture journey.

A ContactSequence — one contact travelling through one template. Driven end-to-end by a single durable Inngest run whose id is stamped as executionId.

A sequence step (channel = data_gate) that evaluates conditions against a BigQuery view for the contact and either branches, or waits and re-checks up to gateMaxRetries times.

A sequence step (channel = crm_event) that publishes a user-defined, template-interpolated JSON body to the CRM SQS queue with an event_type chosen from a fixed registry.

A FollowUpTask assigned to a SalesRep, optionally mirrored into HubSpot and/or Nooks, with an escalationStage that advances when it is not actioned.

A unified interaction log (Activity) covering SMS, email, calls, tasks, meetings, notes and reminders. The activity feed merges these with Call rows.

The third-party dialer used by human reps. Its call.logged webhook produces Call rows with channelType = "nooks_call" and no campaign or target.

Model Context Protocol. POST /api/mcp exposes a JSON-RPC 2.0 tool server so external AI orchestrators can list agents, read call history, initiate calls, send SMS and send email.