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Knowledge Graph

Give connected data a shared meaning.

An account in your CRM, a customer in your database and a person in a conversation may describe the same relationship. A knowledge graph connects those records so agents can follow the business story across systems.

ContactsCasesPurchasesPaymentsConversationsActivityAccountShared identity
AccountShared identity
Contacts
Cases
Purchases
Payments
Conversations
Activity
Illustrative account graph: one relationship, with evidence across several systems.
01

Connect identities with care.

Start with reliable identifiers and the relationships your systems already describe. Shared names or email addresses can be ambiguous. Make those uncertainties visible before treating two records as the same person.

Business identities

People, accounts, organisations and the identifiers each system gives them.

Related activity

Purchases, cases, payments, events and conversations connected to those identities.

Source evidence

The records behind a conclusion, with enough context to check the answer.

02

Make the relationships useful.

Ask which customers need attention, what changed on an account or which records explain a discrepancy. The graph gives the agent a route through the relevant information, while business definitions keep different events distinct. A purchase, a payment and attendance are different facts.

03

A foundation for agents and workflows.

Give the same connected context to a question, an investigation or an MCP-connected tool. Build toward workflows that carry the correct customer, evidence and permissions from one task to the next.

Which accounts need attention, and what explains the change?
Connected contextAccounts + activity
Agent investigationFind · compare · calculate
Useful resultAnswer + source evidence
Illustrative question and investigation

Questions, answered.

Is the graph another copy of every system?

The graph describes identities and relationships. The underlying data can come from connected sources or an agreed data lake; the storage and refresh design is scoped separately.

Can it match every record automatically?

Matching depends on available identifiers and source quality. Ambiguous matches need an explicit decision; a matching name alone is not enough.

Planning an evaluation

Agree the scope before you start.

An evaluation establishes the source schemas, identity links and questions to validate. Broader automatic matching and graph coverage are agreed as part of the rollout.

Discuss your data relationships