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
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.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