Conversation Interaction
22 fields
- Direction, message type, timestamp
- Message snapshots for user and system
- Source campaign tags
- Recent interaction and volume metrics
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CRM Stage Engine
Build structured operations around stage distribution, progression logic, and human intervention with full accountability.
Traceability Map
~100 Trackable Records
Not one log table, but a complete map across conversation, stage, human handling, tasks, and auditing.
5 Tracking Collections
100 Record Dimensions
Replay + Review Ready
Tracking Collections
Stage Transition Actions
24 fields
- Old/new stage and change time
- Source channel: AI/human/task
- Reason and operator note
- Playbook rule match results
Human Collaboration Chain
18 fields
- Takeover timing and owner
- Manual message snapshots and status
- AI resume timing
- Knowledge feedback destinations
Campaign Task Execution
20 fields
- Status path and transitions
- Rate, retry, and backoff parameters
- Per-recipient outcomes
- Batch summary metrics
Audit & Governance
16 fields
- Operator, object, and timestamp
- Before/after field snapshots
- Invalid stage interception records
- Version activation history
Need a tracking schema for your own business flow?
We can map a practical field matrix and identify which records directly impact progression and conversion quality.