Entities & Records
Defining the entity types and records Auron organizes information around.
An entity is a type of thing your organization tracks: an account, a deal, a patient, a case. A record is one instance of it. Every session, signal and stakeholder ultimately attaches to a record, which is what makes them queryable as everything about that account instead of a pile of unconnected conversations.
What you configure
Configuration covers entity types, the shapes of thing your organization tracks and the custom fields each one carries, plus columns, the structured fields on an entity type beyond the default identifying information. Records themselves get created individually, or bulk-imported when bringing in an existing dataset. Access controls who can see a given record, and can be scoped tighter than the organization as a whole; two people in the same organization can have access to different sets of records on the same entity type.
Where this is managed
Entity types, fields and bulk import live in the console under Entities and records. Per-record access is covered in Access.