Overview

Welcome! Calixa is a platform built for customer teams. You can view, get notified of, and take action on your customers in one place. Calixa connects to the tools you already use like Segment, Hubspot, Intercom, Stripe, etc, giving you a 360º view of your customers. No more jumping around tabs, learning SQL, or maintaining internal tools.

Data Types

Calixa structures data in a way that should be familiar to teams with experience using the modern SaaS tools we integrate with.

Users and Accounts

The data model used to power the console relies on two primary entity types: Users and Accounts. Segments, Automations and Actions can all be based on either of these entity types.

The differentiation is simple:

• Users represent the individual that is interacting with your product, generally tied to an email address.
• Accounts are the organizations users roll up to.

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User <> Account Relationship

Users can be associated with 0, 1 or many accounts depending on the nature of your product. For example if Slack were using Calixa, the user [email protected] would be associated with the accounts “Calixa”, “PLG”, and my friend’s account “FunChats”. However a new Calixa employee might only be associated with the “Calixa” account.

Properties

Properties are attributes that define the specifics of an Account or User. They are sent to Calixa via your connected integrations, our API, or generated by us.

A user property describes the individual. It could be something related to their journey, like when they were first seen or more categorical like their job role.

An account property describes the organization users belong to. Account properties commonly consist of CRM data like owner, segment, or whether the account is paying.

Metrics

Metrics are numerical attributes that are calculated from the data Calixa has received over a time range that you specify. We dynamically populate your console with metrics based on what integrations are enabled. Product usage in last 24 hours, conversations in last 30 day, failed charges in the last 90 days, users added all time and arbitrary event counts are just a few examples of metrics Calixa computes.