๐ŸงขBasic concepts

Welcome to the Cargo documentation! Here you will learn how to use the Cargo platform to build your future-proofed revenue architecture.

Key Concepts

Workspaces

Each account has one or more workspaces. A workspace serves as a standalone environment for your revenue orchestration.. Connectors, workflows, and analytics are not shared across workspace.

System of Record

Cargo connects to data warehouses like Snowflake, BigQuery, and Redshift.

Connectors - loads your datasets

Connectors are integrations with 3rd party systems. Connectors are end systems, used to trigger actions in your GTM tools. It also support the webhook connection to trigger a workflow in response to specific events or conditions.

Entities

Cargo ingests data without copying it to a proprietary system, just like a BI tool.

Each object pulled in from a data source is called an entity and is treated like a table. Entities are the foundations of your revenue architecture. Common entities include Users, Companies, Transactions, Events, Workspaces etc.

Defining relationships (has many, has one) between each of your entity is an important step that will foster segmentation later on. For example, Users typically belong to many Accounts, Events are a many-to-one objects attached to a User within an Account, and Transactions lookup to Accounts.

Segments

Segments let you group users or accounts (or any entity) based on specific attributes. You can build a segment from Characteristics, Activities and based on other segments.

Workflows

The heart of Cargo is the Workflow Editor. A workflow is a collection of nodes connected together to automate a process. You can orchestrate different scenarios including scoring, routing, enrichment and more to systemize your go-to-market operations

You can trigger a workflow from a segment made on top of your entities, or from a third party app through a webhook.

Each workflow features an analytics panel that keep track of each version of the workflows, and monitor execution status.

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