Contacts

This page covers the data schema, entity relationships, and pipeline lifecycle in Sayvy AI’s native in-built CRM.

Native CRM Data Model

Content coming soon.

Contacts: Core identity, phone, email, channel tags, custom attributes
Conversations: Voice call sessions (Web / WhatsApp) and WhatsApp chat threads
Deals & Pipelines: Pipeline stages, monetary deal values, and owners

Pipeline Stages & Custom Funnels

Content coming soon.

Default stages: New Lead, Contacted, Qualified, Appointment Booked, Won, Lost
Creating custom pipelines for different service lines and products

Automated Lifecycle Stage Transitions

Content coming soon.

AI-driven stage updates based on conversational outcomes
Transitioning leads automatically when calendar bookings succeed or intents match