Cargo is built around five interconnected concepts that work together to automate, analyze, and optimize your revenue operations. Understanding how they relate is key to building powerful workflows.Documentation Index
Fetch the complete documentation index at: https://docs.getcargo.ai/llms.txt
Use this file to discover all available pages before exploring further.
Core concepts
Tools
Modular building blocks for repeatable actions—enrichment, outreach,
integrations, and more. Use standalone or chain together in workflows.
Agents
AI-powered components that leverage tools and data to perform research,
analysis, and autonomous decision-making.
Plays
Automated workflows that orchestrate tools and logic, triggered by data
changes. Build complex end-to-end business processes.
Models
Structured data tables from CRMs, APIs, and SQL queries that power your
plays and workflows.
Files
Unstructured data like documents, PDFs, and knowledge bases for semantic
search.
Revenue Organization
Specialized routing and territory management for revenue operations teams.
Distribute workload intelligently based on rules you define.
How it all connects
Data flows in
Your data models pull from warehouses, CRMs, or Cargo’s native
storage—creating a unified view of accounts, contacts, and activities.
Plays trigger on changes
When data changes (new records, updated fields, time-based conditions),
plays automatically kick off to process the change.
Tools and agents execute
Plays orchestrate tools for enrichment, outreach, and integrations. Agents
handle complex reasoning when deterministic logic isn’t enough.
Dive deeper
Each section in this reference provides detailed explanations, implementation patterns, and best practices:| Section | What you’ll learn |
|---|---|
| Glossary | Definitions of key terms: Play, Tool, Agent, Data Model, Node, and more |
| Tools | Building, launching, monitoring, and embedding tools in your CRM |
| Agents | Prompting, capabilities, resources, and advanced agent configuration |
| Plays | Building plays, trigger types, and orchestration patterns |
| Models | Structured data tables, querying data, and activity tracking |
| Files | Unstructured documents, PDFs, and knowledge bases for semantic search |
| Warehouse | Data warehouse setup with Snowflake and BigQuery |
| Revenue Organization | Lead routing rules, territories, and workload distribution |
| Security | Data protection, compliance, and infrastructure security |