Data models
A data model tells FunnelStory how to turn rows from one of your connected systems into something it understands — an account, a user, a product event, a support ticket, a subscription. Models are the raw-data layer of the Customer Intelligence Graph: predictions, needle movers, the Account Dossier, and every agent reason over what your models bring in.
Connections bring access; models bring meaning
A connection gives FunnelStory access to a system, such as your warehouse, CRM, or support tool. A model says what to read from it and what each column means: which column is the account ID, which is the renewal date, which is the event name. One connection can feed many models, and some integrations create their models for you — support tickets from Zendesk, for example.
The account model comes first
Everything in FunnelStory hangs off an account, so the account model is the one model every workspace needs. Other models attach their rows to accounts by account ID, which is why they're configured after it. See Configuring the account model.
Kinds of models
Models fall into a few families, each answering a different question about an account:
| Family | Answers | Feeds |
|---|---|---|
| Who — accounts and users | Which customers you have, who works there, and who owns them on your side | Everything |
| What they do — product and non-product activity, account metrics | How the account uses your product, and trends over time | Predictions, health scores, Outcome Agents |
| What they say — conversations, meetings, support tickets, notes | What customers raise in email, calls, chat, and tickets | Needle movers, the Account Dossier, relationship maps |
| What they bought — products, plans, subscriptions, usage | Contracts, entitlements, renewals, and consumption | Renewal and expansion analysis, Outcome Agents |
| Your team's work — tasks and strategy | Follow-ups and account plans | Account tasks and the Account Strategy tab |
The full list of model types, with a reference page for each, is in the Data models overview.
Models stay current on a schedule
Each model refreshes on an interval — every six hours by default — pulling new and changed rows from its source. Everything computed from the data follows: a new support ticket shows up on the account's timeline and can raise a needle mover, and usage changes flow into health scores and predictions. You can refresh a model by hand when you need data sooner.
Related
- Data models overview — configuring models, refresh, and every model type
- Customer Intelligence Graph — what's built on top of your models
- Accounts — the entity every model attaches to
- Configure HubSpot with Claude — setting up models from a conversation