Vocabulary and model

Entity relationships

Reference Reviewed · not yet fact-checked

In short

What are the entity relationships in Reply?

An organization contains workspaces, each with its own users, roles, and data; the owner belongs to every workspace. Contacts group under accounts — one account per contact — and into lists. A sequence contains steps, enrolls contacts, sends through assigned email accounts on a schedule, and replies land as conversations in the shared inbox.

Two graphs cover the Reply object model: the organization containment chain (who can see what) and the outreach object graph (what acts on what). Both diagrams are plain text so they stay machine-readable.

Organization structure

Organization
  ├─ Workspaces (teams / client groups)
  │     ├─ Users   one user can join several workspaces, with a different role in each
  │     ├─ Roles   workspace roles are local; team-wide roles span workspaces
  │     └─ Data    contacts, sequences, templates — isolated per workspace
  └─ Organization owner   automatically a member of every workspace
SubjectRelationshipObjectRule
OrganizationcontainsWorkspacesEach workspace has its own users, roles, and settings
WorkspacecontainsUsersA user can belong to several workspaces, with a different role in each
Userbelongs toOrganizationsOne set of credentials can belong to multiple organizations; permissions apply independently per organization
Organization ownermember ofEvery workspaceAutomatic; cannot be removed or reassigned

Data does not cross workspaces: contacts, sequences, and email accounts remain isolated per workspace even when a user works in several of them. Roles and permissions: Permissions and roles.

Outreach object graph

Prospect data (search)
      └─ adds → Contacts ────────────────┐
                   │ at most one         │ grouped by
                   ▼                     ▼
             Account (Company)         Lists
                   │
                   │ enroll
                   ▼
              Sequence ── contains → Sequence steps (email, LinkedIn, call, task)
                 │  │
                 │  └─ timed by → Sending schedule
                 │
                 └─ sends through → Email accounts (one or many per sequence)
                          │
              replies land in
                          ▼
                 Conversations → Inbox (one surface across all connected accounts)
SubjectRelationshipObjectRule
Account (Company)groupsContactsOne contact can only be in one account at a time; an account can hold many contacts
ListgroupsContactsUsed to stage, organize, and bulk-move contacts
Account listgroupsAccountsAn account can be added to several lists at once
SequencecontainsSequence stepsEmail, call, task, and LinkedIn steps with delays and settings
SequenceenrollsContactsEach enrollment carries its own per-sequence status — see Statuses
Sequencesends throughEmail accountsSelected from the accounts connected to the Reply account; a sequence can use several
Sequencetimed byScheduleA sequence cannot run without a sending schedule
Conversationbelongs toContactReplies are matched to the contact and tracked in their activity
InboxaggregatesConversationsOne surface across all connected email accounts; one inbox category per thread
Prospect data searchaddsContactsSearch results become contacts you can list and enroll

The Jason AI layer extends sequences with three more objects — Offers, Playbooks, and Knowledge bases; each is specified on its own page.

Ownership and what moves where

  • Objects have owners: contacts, accounts, and sequences can be reassigned to another team member with a change-owner action.
  • When a user is removed from a workspace, their contacts, sequences, schedules, unfinished tasks, and templates transfer to the organization owner; their connected email accounts and completed tasks are deleted permanently. This cannot be undone.
  • Deleting a workspace permanently deletes all related data — sequences, contacts, templates.

Three relationships that surprise people

  • A contact can be enrolled in more than one sequence at a time; each enrollment carries its own status. Conflicts are governed by contact enrollment rules.
  • "Campaign" is not a separate object relating to sequences — it is the sequence under its former name. See Campaigns.
  • Moving a contact to an account is a move, not a copy: a contact belongs to at most one account, so assigning a new one replaces the old membership.

Build with Reply

  • REST API: docs.reply.io — each object above maps to an endpoint group
  • MCP: agents.reply.io/mcp — contact, sequence, and inbox operations across the same graph