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.
Data models
The structured foundation of your workspace. Connect your data warehouse or
use Cargo’s built-in storage to power automations.
Revenue Organization
Specialized routing and territory management for revenue operations teams.
Distribute workload intelligently based on rules you define.
How it all connects
1
Data flows in
Your data models pull from warehouses, CRMs, or Cargo’s native
storage—creating a unified view of accounts, contacts, and activities.
2
Plays trigger on changes
When data changes (new records, updated fields, time-based conditions),
plays automatically kick off to process the change.
3
Tools and agents execute
Plays orchestrate tools for enrichment, outreach, and integrations. Agents
handle complex reasoning when deterministic logic isn’t enough.
4
Results sync back
Outputs flow back to your data models, CRM, or downstream systems—closing
the loop and triggering the next action.
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 |
| Resources | Data models, files, warehouse setup, and activity tracking |
| Revenue Organization | Lead routing rules, territories, and workload distribution |
| Security | Data protection, compliance, and infrastructure security |