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List of Schemas

Customer Relations​

Contact​

Contacts store details about customers or individuals managed by the epilot organization.

Account​

Accounts store details about companies. Contacts can be linked to an account to represent a business customer.

Partner​

Partners store details about collaborating third parties, such as installation partners, OEMs and other business partners.

Request​

Requests store customer-initiated service requests or inquiries, usually submitted through contact forms or support channels.

Sales​

Opportunity​

Opportunities store details about sales leads or product inquiries usually made through journeys.

Order​

Orders store details about requested products, pricing and past orders placed by customers.

Product Hub​

Product​

Products represent services or products sold by the epilot organization.

Price​

Prices configure the pricing models for products.

Tax​

Taxes represent the tax rates applied to prices.

Coupon​

Coupons represent discounts or promotions that can be applied to products.

Contracts​

Contract​

Contracts store details about service agreements, tariffs and other agreements between customers and the epilot organization.

Billing Event​

Billing events store records of financial transactions, including payments, invoices, and credit notes.

Meter​

Meters store details about power, gas or water or other devices used to meter consumption.

Meter Counter​

Meter counters represent the counters used in meter devices, allowing separate tracking for different consumption types or purposes, such as peak and off-peak energy usage.

Journeys​

Journey​

Journeys contain the configuration of a customer journey, which is used to collect data from customers.

Submission​

Submissions store raw data collected from Journeys or other outside data sources into epilot.

Messaging​

Message​

Messages are email communications sent and received through the epilot platform.

Thread​

Threads represent a conversation that groups multiple email messages together.

Email Template​

Email templates are used as templates containing variables for emails sent from epilot.

System​

File​

Files store details about documents, images, templates and other files uploaded to the epilot platform.

Comment​

Comments allow users to add notes and have discussions across the platform.

Portal User​

Portal users are users registered to use end customer portals or installer portals.