# FunnelStory Documentation > Customer Intelligence Platform — product documentation for B2B revenue, success, and ops teams. This file contains links to documentation sections following the llmstxt.org standard. ## Table of Contents - [Getting Started: Configuring the Account Model](https://docs.funnelstory.ai/docs/getting-started/configuring-accounts/01-introduction.md): Welcome to FunnelStory. This guide walks you through configuring the **Account data model** -- the foundational model that everything else in Funne... - [Prerequisites: Setting Up Data Connections](https://docs.funnelstory.ai/docs/getting-started/configuring-accounts/02-prerequisites.md): Before configuring the Account model, you need at least one data connection in FunnelStory. A data connection is a link between FunnelStory and an ... - [Configuration Walkthrough: Account Model](https://docs.funnelstory.ai/docs/getting-started/configuring-accounts/03-configuration-walkthrough.md): This page walks through the FunnelStory UI step by step to configure the Account model. If you haven't set up a data connection yet, start with [Pr... - [Writing Queries for the Account Model](https://docs.funnelstory.ai/docs/getting-started/configuring-accounts/04-writing-queries.md): The query you write determines what data FunnelStory pulls into the Account model. The format depends on your data source type. This page covers th... - [Account Model Field Reference](https://docs.funnelstory.ai/docs/getting-started/configuring-accounts/05-field-reference.md): This page documents every recognized account property in FunnelStory, its expected data type, and what it's used for. When mapping your query colum... - [Advanced Account Model Configuration](https://docs.funnelstory.ai/docs/getting-started/configuring-accounts/06-advanced-configuration.md): This page covers advanced scenarios for the Account model. Each section explains a specific configuration goal, how it works in FunnelStory, and pr... - [Real-World Examples](https://docs.funnelstory.ai/docs/getting-started/configuring-accounts/07-real-world-examples.md): This page provides complete, end-to-end Account model configurations for common setups. Each example includes the full query, the property mapping ... - [Verification and Troubleshooting](https://docs.funnelstory.ai/docs/getting-started/configuring-accounts/08-verification.md): After configuring and saving your Account model, use this page to verify it's working correctly and troubleshoot common issues. - [Inviting Users](https://docs.funnelstory.ai/docs/getting-started/inviting-users.md): Workspace **Admins** and **Super Admins** grow the team by sending **invites** tied to a specific **role** (and optional **designation**). Invited ... - [FunnelStory 101](https://docs.funnelstory.ai/): FunnelStory is a **Customer SuperIntelligence Platform for B2B teams**. It acts as a unified intelligence and action layer that converts scattered ... - [Prerequisites](https://docs.funnelstory.ai/docs/getting-started/prerequisites.md): Before you roll FunnelStory out to a full revenue or success organization, confirm the items below. Confirming these items up front lets most teams... - [Quick Start](https://docs.funnelstory.ai/docs/getting-started/quick-start.md): This guide takes you from an empty workspace to a **first dashboard you can explore** in one sitting. It assumes you can sign in and have permissio... - [Roles and Permissions](https://docs.funnelstory.ai/docs/getting-started/rbac.md): FunnelStory uses **workspace roles** to decide who can change **configuration**, who can **write** to customer records, and who can use **Renari** ... - [Shared teams](https://docs.funnelstory.ai/docs/getting-started/shared-teams.md): **Shared teams** are groups of **workspace users** you define in FunnelStory. When an account’s data includes a matching **team identifier**, every... - [Account Hierarchy Overview](https://docs.funnelstory.ai/docs/core-concepts/account-hierarchy/overview.md): **Account hierarchy** in FunnelStory links customer organizations into **parent–child trees** using your own stable `account_id` values. Alongside ... - [Parent Account Rollups](https://docs.funnelstory.ai/docs/core-concepts/account-hierarchy/parent-rollups.md): When accounts have **child rows** linked by **`parent_account_id`**, FunnelStory maintains two helpful rollup fields on the **parent** (and on any ... - [Product-Level Funnels](https://docs.funnelstory.ai/docs/core-concepts/account-hierarchy/product-level-funnels.md): **Product-level funnels** are **journey definitions scoped to a single catalog product** (`product_id` / internal product record). They let each pr... - [Product-Level Predictions](https://docs.funnelstory.ai/docs/core-concepts/account-hierarchy/product-level-predictions.md): When your workspace is set up for **multi-product** analysis, FunnelStory can store **prediction scores per account _and_ per product** — in additi... - [Setting Up Hierarchy](https://docs.funnelstory.ai/docs/core-concepts/account-hierarchy/setting-up-hierarchy.md): Use your **Account model** to define parent–child relationships and optional **container** rows. - [Accounts](https://docs.funnelstory.ai/docs/core-concepts/accounts.md): An **account** in FunnelStory is the **customer organization** you sell to, renew, and measure: the anchor for revenue, health, ownership, and ever... - [Customer Intelligence Graph](https://docs.funnelstory.ai/docs/core-concepts/customer-intelligence-graph.md): The Customer Intelligence Graph is FunnelStory's organized context graph for B2B customer data. It connects customer entities — accounts, contacts,... - [Data models](https://docs.funnelstory.ai/docs/core-concepts/data-models.md): FunnelStory **data models** define how data from your connections becomes structured entities—accounts, users, subscriptions, activities, tickets, ... - [Needle Movers](https://docs.funnelstory.ai/docs/core-concepts/needle-movers.md): A **Needle Mover** is a leading indicator of churn or expansion detected 3–9 months before renewal — early enough to act decisively. Where traditio... - [Notes](https://docs.funnelstory.ai/docs/core-concepts/notes.md): **Notes** are rich-text records your team adds in FunnelStory—or that arrive from an **[imported Note model](../data-models/note.md)**—and attach t... - [How FunnelStory Works](https://docs.funnelstory.ai/docs/core-concepts/overview.md): FunnelStory is built around a modular three-layer architecture — **Get, Set, Go** — designed to take your scattered enterprise data and turn it int... - [Predictions](https://docs.funnelstory.ai/docs/core-concepts/predictions.md): A **Prediction** is an account-level score that estimates the probability of churn or renewal — calculated continuously from your actual customer d... - [Allowed IP addresses](https://docs.funnelstory.ai/docs/data-connections/allowed-ip-addresses.md): When you host a data store or restrict access with a firewall or cloud security group, you may need to **allow inbound traffic from FunnelStory** s... - [Mixpanel](https://docs.funnelstory.ai/docs/data-connections/analytics/mixpanel.md): The **Mixpanel** connection uses Mixpanel’s **Project ID** and **service account** credentials to pull product events into FunnelStory. - [Pendo](https://docs.funnelstory.ai/docs/data-connections/analytics/pendo.md): The **Pendo** connection uses Pendo’s **integration key** to read visitor and account data into FunnelStory for **product analytics** and account-l... - [Segment](https://docs.funnelstory.ai/docs/data-connections/analytics/segment.md): The **Segment** connection identifies your workspace in FunnelStory so **Segment track/identify/group calls** sent to FunnelStory’s **HTTP destinat... - [Fathom](https://docs.funnelstory.ai/docs/data-connections/communication/fathom.md): The **Fathom** connection uses **OAuth** to import meeting summaries and transcripts from Fathom into FunnelStory for **meetings** and AI-ready con... - [Gong](https://docs.funnelstory.ai/docs/data-connections/communication/gong.md): The **Gong** connection uses Gong’s **access key** authentication to pull calls and transcripts into FunnelStory for **meeting** history and accoun... - [Microsoft Teams](https://docs.funnelstory.ai/docs/data-connections/communication/ms-teams.md): The **Microsoft Teams** connection uses **Microsoft OAuth** to read Teams **meetings**, **channel conversations**, and **group chats** (within gran... - [Slack](https://docs.funnelstory.ai/docs/data-connections/communication/slack.md): The **Slack** connection authorizes FunnelStory to read channel messages and threads (within the Slack scopes granted) so content can appear in **c... - [Update.ai](https://docs.funnelstory.ai/docs/data-connections/communication/update-ai.md): The **Update.ai** connection uses an **API key and secret** from Update.ai to import meetings and notes into FunnelStory for **meetings** and conve... - [Zoom](https://docs.funnelstory.ai/docs/data-connections/communication/zoom.md): The **Zoom** connection uses **Zoom OAuth** to pull meeting metadata and related data into FunnelStory for **meetings** on accounts and timeline-st... - [Attio](https://docs.funnelstory.ai/docs/data-connections/crm/attio.md): The **Attio** connection lets FunnelStory read CRM objects from your Attio workspace so you can configure **data models** using Attio’s API-shaped ... - [HubSpot](https://docs.funnelstory.ai/docs/data-connections/crm/hubspot.md): The **HubSpot** connection links FunnelStory to your HubSpot portal via OAuth so you can build **data models** on companies, deals, and contacts us... - [Salesforce](https://docs.funnelstory.ai/docs/data-connections/crm/salesforce.md): The **Salesforce** connection authorizes FunnelStory to read your CRM data using OAuth. Use it to back **data models** (with **SOQL** in the model ... - [Amazon Athena](https://docs.funnelstory.ai/docs/data-connections/databases/athena.md): The **Amazon Athena** connection lets FunnelStory run queries in your AWS account against data in S3 via Athena, so **data models** can use curated... - [BigQuery](https://docs.funnelstory.ai/docs/data-connections/databases/bigquery.md): The **BigQuery** connection uses a Google **service account** so FunnelStory can run read-only jobs against your datasets and drive **data models**... - [Databricks](https://docs.funnelstory.ai/docs/data-connections/databases/databricks.md): The **Databricks** connection lets FunnelStory run SQL against Databricks SQL warehouses (or SQL endpoints) so **data models** can read from Unity ... - [MongoDB](https://docs.funnelstory.ai/docs/data-connections/databases/mongodb.md): The **MongoDB** connection lets FunnelStory read documents from your MongoDB databases to power **data models**. Queries use FunnelStory’s **MQL bl... - [MS SQL Server](https://docs.funnelstory.ai/docs/data-connections/databases/ms-sql.md): The **Microsoft SQL Server** connection lets FunnelStory run read-only queries against SQL Server (or Azure SQL where supported) to back **data mod... - [MySQL](https://docs.funnelstory.ai/docs/data-connections/databases/mysql.md): The **MySQL** connection lets FunnelStory run read-only SQL against your MySQL database to power **data models**—accounts, users, billing tables, o... - [PostgreSQL](https://docs.funnelstory.ai/docs/data-connections/databases/postgres.md): The **PostgreSQL** connection lets FunnelStory run read-only SQL against your database to power **data models** (for example accounts, users, subsc... - [Amazon Redshift](https://docs.funnelstory.ai/docs/data-connections/databases/redshift.md): The **Amazon Redshift** connection lets FunnelStory query your Redshift cluster or Serverless workgroup with read-only SQL to power **data models**... - [Snowflake](https://docs.funnelstory.ai/docs/data-connections/databases/snowflake.md): The **Snowflake** connection lets FunnelStory query your warehouse with read-only access so you can build **data models** on curated tables and vie... - [Mailgun](https://docs.funnelstory.ai/docs/data-connections/email/mailgun.md): Connect **Mailgun** so your workspace can send email **through your Mailgun account**. Messages are sent from **domains you configure and verify in... - [Postmark](https://docs.funnelstory.ai/docs/data-connections/email/postmark.md): Connect **Postmark** so your workspace can send email **through your Postmark server**. Recipients see messages from **sender addresses and domains... - [SendGrid](https://docs.funnelstory.ai/docs/data-connections/email/sendgrid.md): Connect **SendGrid** so your workspace can send email **through your own SendGrid account**. Messages are delivered from **addresses and domains yo... - [Amazon SES](https://docs.funnelstory.ai/docs/data-connections/email/ses.md): Connect **Amazon SES** so your workspace can send email **through your AWS account**. Recipients see mail from **identities and domains you verify ... - [Apollo](https://docs.funnelstory.ai/docs/data-connections/enrichment/apollo.md): The **Apollo** connection stores an **`api_key`** so FunnelStory can call Apollo’s APIs to **enrich** accounts and contacts during enrichment runs ... - [Clearbit](https://docs.funnelstory.ai/docs/data-connections/enrichment/clearbit.md): The **Clearbit** connection stores an **`api_key`** so FunnelStory can call Clearbit for **company and person enrichment** when those features are ... - [Gainsight](https://docs.funnelstory.ai/docs/data-connections/other/gainsight.md): The **Gainsight** connection uses your Gainsight **tenant domain** and **access key** to query Gainsight’s **MDA/API** from FunnelStory’s **model**... - [Data Connections Overview](https://docs.funnelstory.ai/docs/data-connections/overview.md): A **connection** is a secure link between your FunnelStory workspace and an external system—your CRM, warehouse, support tool, chat app, email prov... - [SSH Tunnels](https://docs.funnelstory.ai/docs/data-connections/ssh-tunnels.md): Use an **SSH tunnel** when your database sits in a private network or VPC and should not be exposed on the public internet. The tunnel encrypts tra... - [Elasticsearch](https://docs.funnelstory.ai/docs/data-connections/storage/elasticsearch.md): The **Elasticsearch** connection talks to Elasticsearch **8.x** (or compatible) using either **host/port** or **Elastic Cloud ID**, with flexible a... - [Amazon S3](https://docs.funnelstory.ai/docs/data-connections/storage/s3.md): The **Amazon S3** connection reads a **single CSV object** from S3 using **IAM access keys** so you can build **file-backed models**. - [Freshdesk](https://docs.funnelstory.ai/docs/data-connections/support/freshdesk.md): The **Freshdesk** connection syncs support tickets from Freshdesk into FunnelStory for **ticket views** and account-level support context. - [Intercom](https://docs.funnelstory.ai/docs/data-connections/support/intercom.md): The **Intercom** connection brings conversations and related metadata from Intercom into FunnelStory for **conversation-style** views on accounts a... - [Jira](https://docs.funnelstory.ai/docs/data-connections/support/jira.md): The **Jira** connection (Jira Cloud via Atlassian OAuth) exposes Jira issues to FunnelStory’s **query/model layer**, similar to a database connecti... - [Pylon](https://docs.funnelstory.ai/docs/data-connections/support/pylon.md): The **Pylon** connection imports customer support issues from Pylon into FunnelStory for **support ticket** views and account-level context. - [Zendesk](https://docs.funnelstory.ai/docs/data-connections/support/zendesk.md): The **Zendesk** connection pulls support tickets and related conversation data from Zendesk into FunnelStory so tickets can appear on **accounts** ... - [Zoho Desk](https://docs.funnelstory.ai/docs/data-connections/support/zoho-desk.md): The **Zoho Desk** connection syncs tickets from Zoho Desk into FunnelStory for **ticket history** on accounts. - [Account metrics](https://docs.funnelstory.ai/docs/data-models/account-metrics.md): **Account metrics** are **custom time-series** attached to accounts: any numeric (or parsed numeric) signal you want to trend over time—health scor... - [Accounts model](https://docs.funnelstory.ai/docs/data-models/accounts-model.md): The **account** is the primary B2B customer entity in FunnelStory: the organization you sell to, renew, and measure. Every other model ultimately t... - [Conversations](https://docs.funnelstory.ai/docs/data-models/conversations.md): The **conversation** model represents threaded discussions across channels such as **chat**, **Slack**, or **support-style messaging**. It feeds se... - [Meetings](https://docs.funnelstory.ai/docs/data-models/meetings.md): The **meetings** model captures **calls and meetings**: start time, duration, participants, and optional **transcript-derived** fields such as summ... - [Non-product activity](https://docs.funnelstory.ai/docs/data-models/non-product-activity.md): **Non-product activity (NPA)** models capture events that are **not** core in-app product usage: support-adjacent actions, marketing engagement, do... - [Note](https://docs.funnelstory.ai/docs/data-models/note.md): The **note** model imports **external notes** (for example from a CRM or data warehouse) into FunnelStory’s notes system. Each row becomes or updat... - [Data models overview](https://docs.funnelstory.ai/docs/data-models/overview.md): A **data model** in FunnelStory is a typed definition that tells the platform how to read rows from a [data connection](/data-connections/overview)... - [Plans](https://docs.funnelstory.ai/docs/data-models/plans.md): The **plan** model defines the **catalog of plans** your customers can subscribe to: names, plan types, and **default dimensions** (limits and feat... - [Product & activity models](https://docs.funnelstory.ai/docs/data-models/product-activity.md): FunnelStory distinguishes several **activity-shaped** models. All describe something that happened at a point in time, usually tied to an **account... - [Products](https://docs.funnelstory.ai/docs/data-models/products.md): The **products** model is your **product catalog**: discrete products or SKUs that can be tied to **subscriptions** and **account metrics** for mul... - [Strategy](https://docs.funnelstory.ai/docs/data-models/strategy.md): The **strategy** model stores **account-scoped strategy data**: one row (or aggregated row) per account with a flexible set of **properties**. Typi... - [Subscriptions](https://docs.funnelstory.ai/docs/data-models/subscriptions.md): The **subscription** model represents **entitlements** for an account: which **plan** applies, the subscription **type**, validity window, optional... - [Support tickets](https://docs.funnelstory.ai/docs/data-models/support-tickets.md): The **support ticket** model represents customer support cases. It powers ticket counts, sentiment, SLA-style signals where configured, and **Suppo... - [Task](https://docs.funnelstory.ai/docs/data-models/task.md): The **task** model imports **work items** from an external system into FunnelStory **tasks**: titles, bodies, status, assignees (matched by email),... - [Usage](https://docs.funnelstory.ai/docs/data-models/usage.md): The **usage** model stores **time-series measurements** of how accounts consume **dimensions** defined on **plans** and **subscriptions** (for exam... - [Users model](https://docs.funnelstory.ai/docs/data-models/users-model.md): The **users** model represents people who belong to customer accounts. It lets FunnelStory attribute product activity, invites, and other events to... - [Accounts View](https://docs.funnelstory.ai/docs/dashboard-insights/accounts-view.md): The **Accounts** view (`/accounts`) is the primary grid for your customer organizations: predictions, renewal context, model-driven columns, and fi... - [Custom Dashboards](https://docs.funnelstory.ai/docs/dashboard-insights/custom-dashboards.md): **Custom dashboards** are curated, chart-first layouts—often provisioned for **enterprise** workspaces. Use them when leadership needs a fixed boar... - [Metrics](https://docs.funnelstory.ai/docs/dashboard-insights/metrics.md): **Metrics** in FunnelStory are numeric or aggregate measures tied to **accounts** (and sometimes **users** or **products**) that refresh with your ... - [Dashboard Overview](https://docs.funnelstory.ai/docs/dashboard-insights/overview.md): The **Dashboard & insights** area of FunnelStory is where you see your book of business at a glance, drill into **accounts**, follow **metrics** an... - [Relationship maps](https://docs.funnelstory.ai/docs/dashboard-insights/relationship-maps.md): A **relationship map** visualizes **who on your team talks with which customer contacts**, how **strong** those ties are, and how **frequently** co... - [Signals](https://docs.funnelstory.ai/docs/dashboard-insights/signals.md): A **signal** is a workspace rule that **fires** when an account (or related entity) meets a defined condition—often on a **metric** threshold, a **... - [Timeline](https://docs.funnelstory.ai/docs/dashboard-insights/timeline.md): The **Event timeline** is a chronological feed of what happened for an **account** or **user**—product activity, integrations, model changes, and (... - [Account Predictions](https://docs.funnelstory.ai/docs/predictions/account-predictions.md): Every account in FunnelStory has a health score and a predicted outcome, updated continuously as your data refreshes. These appear throughout the p... - [Confidence Ratings](https://docs.funnelstory.ai/docs/predictions/confidence-ratings.md): Every prediction includes a confidence rating — **High**, **Medium**, **Low**, or **Neutral** — that tells you how strongly the account's data supp... - [Predictions](https://docs.funnelstory.ai/docs/predictions/overview.md): A **Prediction** is an account-level score that estimates the probability of churn or renewal — calculated continuously from your actual customer d... - [Prediction Triggers](https://docs.funnelstory.ai/docs/predictions/prediction-triggers.md): When an account's prediction changes, FunnelStory emits a **signal**. You can use that signal to notify your team or kick off automated follow-up. - [Product-Level Predictions](https://docs.funnelstory.ai/docs/predictions/product-predictions.md): For accounts with multiple products, FunnelStory generates a separate prediction for each product — its own health score, outcome, confidence level... - [What-If Analysis](https://docs.funnelstory.ai/docs/predictions/what-if-analysis.md): What-if analysis lets you simulate how changes to an account's data would affect its prediction. Adjust a factor value and FunnelStory immediately ... - [AI Summaries](https://docs.funnelstory.ai/docs/needle-movers/ai-summaries.md): **AI summaries** turn long threads, tickets, and usage context into short, sourced explanations attached to each **needle mover**. They answer “why... - [Managing Needle Movers](https://docs.funnelstory.ai/docs/needle-movers/lifecycle.md): Use this page when you need to **triage**, **assign**, **collaborate on**, or **close** needle movers in the main workspace views. It complements t... - [Needle Mover Notifications](https://docs.funnelstory.ai/docs/needle-movers/notifications.md): Your team learns about needle movers through **in-app activity**, **email**, **channel posts** (Slack or Microsoft Teams), and **mentions** in comm... - [Needle Movers Overview](https://docs.funnelstory.ai/docs/needle-movers/overview.md): **Needle Movers** are leading indicators of churn or expansion that FunnelStory surfaces from your connected conversations, product usage, support ... - [Examples](https://docs.funnelstory.ai/docs/ai/agents-examples.md): These **patterns** are starting points—swap table names, thresholds, Slack channels, and connection IDs for your workspace. Each example lists the ... - [Flow authoring guide](https://docs.funnelstory.ai/docs/ai/agents-flow-authoring-guide.md): Create FunnelStory agent definitions (flows) — JSON configurations you edit in the agent builder or export/import that define multi-step data proce... - [Functions reference](https://docs.funnelstory.ai/docs/ai/agents-functions-reference.md): **CALL** steps invoke **functions** by `function_id`. Each function validates its arguments; failures surface as step errors (the run stops along t... - [Getting started with AI Agents](https://docs.funnelstory.ai/docs/ai/agents-getting-started.md): This walkthrough takes you from an empty workspace to a **saved, testable agent** that reads account data, summarizes it with an LLM, and sends a *... - [LLM steps (AGENT)](https://docs.funnelstory.ai/docs/ai/agents-llm-steps.md): An **`AGENT`** step runs an LLM with a **system** prompt, a **user** prompt, optional **tools**, and optional **multi-turn** behavior. Use it whene... - [Operations (step types)](https://docs.funnelstory.ai/docs/ai/agents-operations.md): Each **step** in an agent graph has an **`op`** that tells the runner what to do next. Steps share common fields: **`id`** (must match the key in t... - [AI Agents overview](https://docs.funnelstory.ai/docs/ai/agents-overview.md): **AI Agents** are configurable automations in FunnelStory that run a series of steps: pull data from your workspace or connections, call an LLM whe... - [Testing and runs](https://docs.funnelstory.ai/docs/ai/agents-testing-and-runs.md): FunnelStory gives you **step-level tests**, **trigger previews**, **Chat** tryouts, and a **run history** so you can ship agents confidently. - [Triggers](https://docs.funnelstory.ai/docs/ai/agents-triggers.md): Triggers define **when** FunnelStory starts a new run for an agent. A published (non-draft) agent with a configured trigger runs automatically; dra... - [Variables and data](https://docs.funnelstory.ai/docs/ai/agents-variables-and-data.md): Steps pass data through **variables**. Templates turn those values into SQL, JSON arguments, and prompts. - [Vibe coding](https://docs.funnelstory.ai/docs/ai/agents-vibe-coding.md): **Vibe coding** means describing the agent you want in everyday language and letting an **AI assistant** (Cursor, Claude Desktop, etc.) draft the J... - [Overview](https://docs.funnelstory.ai/docs/ai/overview.md): **AI Agents** are configurable automations in FunnelStory that run a series of steps: pull data from your workspace or connections, call an LLM whe... - [AI Providers](https://docs.funnelstory.ai/docs/platform/ai-providers.md): FunnelStory ships with **built-in LLM usage** for product features such as **Renari**, **Agents**, embeddings, and other AI-assisted workflows—so m... - [Audience filters](https://docs.funnelstory.ai/docs/platform/audiences/filters.md): **Audience filters** are the rules FunnelStory evaluates to decide which **accounts** (and, where applicable, **users**) belong to an audience. You... - [Audiences](https://docs.funnelstory.ai/docs/platform/audiences/overview.md): An **audience** is a **saved definition** of which **accounts** (and related **users**) match a set of rules in your workspace. Create audiences wh... - [Audit Log](https://docs.funnelstory.ai/docs/platform/audit-log.md): The **Audit Log** is the workspace-level history of important configuration and integration actions: who did what, and when. Use it for governance ... - [Audience sync](https://docs.funnelstory.ai/docs/platform/crm-sync/audience-sync.md): **Audience sync** keeps a **HubSpot static list** aligned with a **FunnelStory audience** so marketing workflows, enrollment triggers, and outbound... - [HubSpot sync](https://docs.funnelstory.ai/docs/platform/crm-sync/hubspot.md): **HubSpot sync** publishes FunnelStory **account** or **user** data into HubSpot so lists, workflows, and deal boards can branch on the same health... - [CRM sync](https://docs.funnelstory.ai/docs/platform/crm-sync/overview.md): **CRM sync** pushes selected **FunnelStory intelligence** into **Salesforce** or **HubSpot** so revenue teams can report, automate, and message usi... - [Salesforce sync](https://docs.funnelstory.ai/docs/platform/crm-sync/salesforce.md): **Salesforce sync** writes FunnelStory **account** or **user** intelligence into Salesforce so reports, list views, and flows can consume the same ... - [Sync properties](https://docs.funnelstory.ai/docs/platform/crm-sync/sync-properties.md): Each **CRM sync** configuration lists which **FunnelStory fields** to copy into Salesforce or HubSpot. This page summarizes the **categories** you ... - [Configuring stages](https://docs.funnelstory.ai/docs/platform/funnels/configuring-stages.md): Each funnel is an **ordered list of stages** (minimum **three**, maximum **five** in the current product). Accounts are placed on a stage according... - [Evaluators](https://docs.funnelstory.ai/docs/platform/funnels/evaluators.md): An **evaluator** tells FunnelStory **how to place an account on a workspace funnel’s stages** when stage filters can be true at different times, ov... - [Funnel analytics](https://docs.funnelstory.ai/docs/platform/funnels/funnel-analytics.md): Funnel analytics in FunnelStory are the **counts, conversion views, and timing hints** you get once accounts are being evaluated against a funnel—n... - [Managing workspace funnels](https://docs.funnelstory.ai/docs/platform/funnels/managing-workspace-funnels.md): The **Funnels** page is the control plane for journey definitions: see everything in one table, narrow by product, and drill into a single funnel t... - [Overview](https://docs.funnelstory.ai/docs/platform/funnels/overview.md): **Funnels** (also called **journey funnels** in the product) are ordered stages that describe how **accounts** move through your customer journey f... - [Stage conditions](https://docs.funnelstory.ai/docs/platform/funnels/stage-conditions.md): A **stage condition** is the **filter** attached to a funnel stage. When filters pass, an account can sit on that stage (subject to the funnel’s **... - [MCP Authentication](https://docs.funnelstory.ai/docs/platform/mcp-server/authentication.md): FunnelStory authenticates MCP clients using OAuth 2.0 with PKCE. This is the same browser-based authorization flow used across enterprise software ... - [Available MCP Tools](https://docs.funnelstory.ai/docs/platform/mcp-server/available-tools.md): FunnelStory exposes four tools through the MCP server. - [MCP Examples](https://docs.funnelstory.ai/docs/platform/mcp-server/examples.md): Example prompts for use with Claude Desktop, Cursor, or any MCP-compatible client connected to FunnelStory. - [Getting Started with MCP](https://docs.funnelstory.ai/docs/platform/mcp-server/getting-started.md): This guide walks through connecting an MCP-compatible AI client to your FunnelStory workspace. - [MCP Server Overview](https://docs.funnelstory.ai/docs/platform/mcp-server/overview.md): FunnelStory's MCP server gives AI assistants — Claude, Cursor, or any [MCP-compatible](https://modelcontextprotocol.io) client — live access to you... - [AI agents and notifications](https://docs.funnelstory.ai/docs/platform/notifications/ai-agents.md): **[AI agents](../../ai/agents-overview.md)** are the right tool when **built-in Slack and Teams notifications** are not enough: you need **multiple... - [Microsoft Teams notifications](https://docs.funnelstory.ai/docs/platform/notifications/ms-teams.md): Post FunnelStory **activity** and **signal** updates to **Microsoft Teams** channels your team monitors day to day. The flow matches Slack: each **... - [Notifications overview](https://docs.funnelstory.ai/docs/platform/notifications/overview.md): FunnelStory includes **built-in notifications** so your team hears about important **account activity** and **signals** in **Slack** and **Microsof... - [Slack notifications](https://docs.funnelstory.ai/docs/platform/notifications/slack.md): Send FunnelStory **activity** and **signal** updates to **Slack** so CSMs and leadership see changes in the tools they already live in. Each **noti... - [Renari](https://docs.funnelstory.ai/docs/platform/renari.md): **Renari** is FunnelStory's AI copilot — a conversational agent that reasons directly against your Customer Intelligence Graph. Ask it anything abo... - [Security](https://docs.funnelstory.ai/docs/platform/security.md): FunnelStory is built to keep your customer data confidential, available only to authorized users in your organization, and protected against accide... - [Single Sign-On (SSO)](https://docs.funnelstory.ai/docs/platform/sso.md): Single Sign-On lets your team sign into FunnelStory using your company identity provider (IdP), so access follows the same policies, groups, and li... - [Workspace Management](https://docs.funnelstory.ai/docs/platform/workspace-management.md): A **workspace** is your organization’s tenant in FunnelStory: it holds **accounts**, **data models**, **connections**, **agents**, dashboards, and ... - [Release Notes](https://docs.funnelstory.ai/docs/release-notes.md): - Create and manage email and Slack notification templates from a dedicated UI.