Interlingo
Glossary
Term | Definition |
|---|---|
Lifecycle Stage | A label describing where a customer stands in their business journey (e.g., "Active", "At-Risk"). |
Tenant | A customer organization using WiseApp (multi-tenant SaaS model). |
Reason Code | A short label explaining why a lifecycle stage was changed (e.g., "Low Engagement"). |
Manual Update | A change triggered by a user vs. automatic system event. |
Custom Lifecycle Configuration (Tenant Admins)
Admins can configure available lifecycle stages via the Admin UI:
{ "stages": [ "Prospect", "Onboarded", "Active", "At-Risk", "Churned" ], "required_reason_codes": ["At-Risk", "Churned"] }
Sample API Token Permission
{ "token": "abc.def.ghi", "roles": ["ROLE_ACCOUNT_MANAGER"], "tenant_id": "tenant-789", "expires": "2025-12-31T23:59:59Z" }