Vocabulary and model
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
| Subject | Relationship | Object | Rule |
|---|---|---|---|
| Organization | contains | Workspaces | Each workspace has its own users, roles, and settings |
| Workspace | contains | Users | A user can belong to several workspaces, with a different role in each |
| User | belongs to | Organizations | One set of credentials can belong to multiple organizations; permissions apply independently per organization |
| Organization owner | member of | Every workspace | Automatic; 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)
| Subject | Relationship | Object | Rule |
|---|---|---|---|
| Account (Company) | groups | Contacts | One contact can only be in one account at a time; an account can hold many contacts |
| List | groups | Contacts | Used to stage, organize, and bulk-move contacts |
| Account list | groups | Accounts | An account can be added to several lists at once |
| Sequence | contains | Sequence steps | Email, call, task, and LinkedIn steps with delays and settings |
| Sequence | enrolls | Contacts | Each enrollment carries its own per-sequence status — see Statuses |
| Sequence | sends through | Email accounts | Selected from the accounts connected to the Reply account; a sequence can use several |
| Sequence | timed by | Schedule | A sequence cannot run without a sending schedule |
| Conversation | belongs to | Contact | Replies are matched to the contact and tracked in their activity |
| Inbox | aggregates | Conversations | One surface across all connected email accounts; one inbox category per thread |
| Prospect data search | adds | Contacts | Search 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.
Related
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