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Before diving deeper into ShingleAI, it helps to understand the key concepts that shape how the platform works. This section covers the building blocks of ShingleAI: how data is organized, how communication flows, and how automation works.

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Key Concepts

Organizations

Learn how multi-tenancy works and how to manage team access

Contacts & Customers

Understand the difference between contacts, customers, and businesses

Messages & Threads

How communications are organized and managed across channels

Automations

Create workflows that respond automatically to events

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How It All Fits Together

ShingleAI is built around a simple hierarchy: Organizations are the top-level container. Everything else belongs to an organization and is isolated from other organizations. Members are users who have access to an organization. Each member has a role (admin or member) that determines their permissions. Resources are the connected accounts that ShingleAI uses to send and receive communications—primarily email accounts from Google or Microsoft. Contacts represent individuals you communicate with. They can have multiple email addresses and phone numbers. Customers represent business relationships with contacts—people who buy from you or with whom you have ongoing commercial relationships. Businesses are companies you track, which can have customers, offerings, and locations. Automations are workflows that trigger automatically based on events like receiving a new message.

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Start Learning

Choose a concept to explore in detail:

Organizations

Start here to understand how access and data isolation works

Contacts & Customers

Learn how to organize the people and businesses you work with