Core concepts.
The records behind Mosaik — companies, contacts, deals, finance, documents, threads, and agents — and how they connect.
Mosaik stores a small set of record types. Every module reads and writes these records. When you know them, the rest of the product follows.
Records
| Record | What it is | Links to |
|---|---|---|
| Company | An organisation you work with: a customer, a partner, or a prospect. | Contacts, deals, finance, documents. |
| Contact | A person. A contact can belong to one company. | A company, deals, threads, sequences. |
| Deal | An opportunity to win work. It has a stage, an amount, a currency, and a close date. | One company and its contacts. |
| Finance record | An invoice, a subscription, or a payment. | A company, and optionally a deal and a contact. |
| Legal document | A proposal, a contract, or another document for signature. | A company or a person, and optionally a deal. |
| Email thread | A conversation from a connected mailbox, a website form, or live chat. | A contact and a company. |
Owners
A company, contact, or deal can have an owner. An owner is one member of the workspace. Owners show in tables, filters, and the dashboard scope. A record can also be Unassigned. Records from a connection import start unassigned.
Activity
Each record has an Activity tab. The timeline shows notes, calls, emails, meetings, tasks, and changes in time order. Each entry shows its author and time. Activity from connected accounts and from agents arrives automatically. You add notes, calls, and tasks yourself.
Record sheets
Select a record in any table to open its record sheet on the right side. A sheet has tabs, such as Overview, Activity, and Agent. Select a linked record inside a sheet to open it on top. Back returns to the parent sheet and its tab. The URL keeps the sheet stack, so a link opens the same view for a colleague.
Archive
Archive a record to remove it from the main lists. Archived records keep their history and can be restored. An administrator sets how long archived records stay before they are deleted. See Settings.
Custom fields
Add your own fields to companies, contacts, and deals. A field can show as a table column and as a filter. You can let agents propose a value for a field. An agent never overwrites a value that a person set. See Working with records.
Currencies
A deal keeps the amount and currency that the customer pays. The workspace also converts it to the reporting currency at a frozen rate, so pipeline totals add like with like. Finance never adds amounts in different currencies together. It keeps a separate total for each currency.
Agents
Agents are AI helpers. Chat with the assistant to ask about your data. Build a team agent when a task repeats. An agent reads only the records and connections that you allow, and takes only the actions that you allow. See Agents.
Research
When a company or contact is created, an agent can research public information and fill in missing details. Research runs as a background queue. A record can show as queued, running, or failed while research catches up. Research uses model credits.
Connections
A connection links the workspace to an account your team already uses, such as a mailbox or a billing account. Each connection states what it brings in and what it sends. See Connections.
Roles
Each member has a role. Owners and admins manage settings, connections, and members. Members work with records. Viewers read records but cannot change them. See Settings.
Next steps
Read Working with records to learn the tables, filters, and views that every module shares. Then open your workspace at https://<your-portal>.example.com.