Help centerExplore platformEnglish (US)
Brightline
IT and security

Insights and Data

One governed record of the customer

A unified data model for every conversation, with dashboards for the business and governed exports for your warehouse.

Unified data modelWarehouse exportOpen APIs

Fictional site: the form completes in your browser and nothing is sent.

Rollout guideThe enterprise rollout guide

A practical plan for bringing social, service and marketing onto one platform: who decides what, in which order, and how to know it is working.

Read the guide
Overview

One governed record of the customer.

Every suite writes to the same model, so a campaign reply, a service case and a public mention share one schema. Analysts get dashboards; data teams get documented exports and APIs with access they control.

Capabilities

What Insights and Data does.

01

One schema across every suite

Conversations, cases, campaigns and customers share identifiers and field definitions that are documented and versioned.

02

Exports on your schedule

Deliver tables to your warehouse hourly or daily, with schema change notices before anything moves.

03

APIs with scoped credentials

Read and write through documented APIs. Each credential is limited to the data and actions you grant it.

04

Dashboards people can trust

Every chart shows its definition and source tables, so the number in the board pack matches the number in the warehouse.

Details

The specifics your evaluation will ask for.

Sample specifications for a fictional product. Shared controls such as single sign-on and the audit trail apply to every suite.

Works with
Your data warehouse, BI tools and identity provider
Exports
Scheduled table delivery with versioned schemas and change notices
Access
Field-level permissions; scoped API credentials with expiry
Retention
Policies by data type and region, applied to exports as well
Guide chapter · The enterprise rollout guideConnect the data before the dashboardsHow to agree identifiers, retention and export schedules with your data team.Read the chapter
Also on the platform

Suites that work with Insights and Data.

See all six suites

IT and security

Governance and Trust

Single sign-on, granular roles, a complete audit trail and regional data residency across every Brightline suite.

  • SSO and SCIM
  • Audit trail
  • Data residency
Marketing leaders

Social Publishing

One calendar for every brand, region and channel, with approvals and brand checks applied before a post is scheduled.

  • Global content calendar
  • Approval paths
  • Brand rule checks
Marketing leaders

Marketing Orchestration

Run global campaigns from one brief, with owners, regional adaptations, approvals and results kept on a single record.

  • Shared campaign brief
  • Regional adaptation
  • Governed approvals