docs(audiences): document Intelligence tab on company records (beta)#1569
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george-dilthey wants to merge 1 commit into
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docs(audiences): document Intelligence tab on company records (beta)#1569george-dilthey wants to merge 1 commit into
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July 15, 2026 15:38
This was referenced Jul 15, 2026
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What changed
Extended the
### Claygent-managed columnssection indocs/audiences.mdto document the new Intelligence tab on company record detail panels in Audiences. When Claygent intelligence is enabled for a workspace, opening a company record in Audiences adds an Intelligence tab to the detail panel alongside Overview, Activity, People, and Deals. The tab has two sections: Active Claygents (Claygents configured for that specific company) and Claygent fields (field values written by a Claygent). Documented with explicit beta framing since the feature requires workspace-level enablement.Why
Commit
b6be041e4d194208dee79cf26b1e22ceb1310f40inclay-run/clay-base(eb65070...b6be041) addedAudiencesEntityDetailIntelligenceTab.tsx— a new tab in the account/company entity detail overlay — and a corresponding API endpoint (GET /workspaces/:workspaceId/audiences/accounts/:accountId/configured-claygents). The tab is gated byEppoFeatureFlags.EnableAudiencesAgentConfigs(Eppo flagenable-audiences-agent-configs, defaultfalse). The verifier confirmed this is a customer-facing opt-in flag (BETA), not internal-only. The existingdocs/audiences.mdhad no documentation of the Intelligence tab or the account-level Claygent detail view.Source link(s)
EppoFeatureFlags.EnableAudiencesAgentConfigsat/workspace/clay-base/libs/shared/src/EppoFeatureFlags.ts:140; gating at/workspace/clay-base/apps/frontend/src/components/Audiences/AudiencesEntityDetail/AudiencesEntityDetailOverlay.tsx:33; tab config at/workspace/clay-base/apps/frontend/src/components/Audiences/AudiencesEntityDetail/audiencesEntityDetailTabs.ts:27-33enable-audiences-agent-configsis a customer-facing opt-in flag manually enabled per workspaceUncertainties
None — code clearly shows the tab UI labels ("Active Claygents", "Claygent fields", "No intelligence yet"), tab order (appended after Deals), and that it is account-only (not contacts or custom entities). Liveness verified as BETA by verifier sub-agent.
Related observations
docs/audiences.md(PRs docs(audiences): add Databricks as beta import source #1485, docs(audiences): add field-filter warning to Snowflake and BigQuery import steps #1507, docs(audiences): document Salesforce custom object export limitation and workaround #1528, docs(audiences): add FAQ clarifying dedup scope — Audiences only, not Clay tables #1547, docs(audiences): add CSV export workaround via Add to workbook #1550, docs(audiences): document nested sub-field mapping in bulk enrichments #1558) — none of them cover the Intelligence tab or the### Claygent-managed columnssection. This PR's addition is to that section only, which none of those PRs touch. Materiality confirmed: no existing PR or doc passage covers this new tab.Confidence: high
Closes DOC-1169