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.