Vendo Support Docs

Vendo helps marketing teams operate their data in one flow:


Connect -> Model -> Analyze -> Act

Use these docs to set up the parts of the platform you use day to day: connect data, transform it into useful customer and performance objects, approve AI recommendations, and send clean signals to the tools where your team acts.

Start Here

Goal	Start with	What you will do
Track first-party website events	Web Tracking	Configure write key in Connected Apps
Connect business data	Sources	Connect tools like Shopify, Stripe, ad platforms, analytics, and webhooks
Understand the entity model	Data Model	How events, users, groups, ad data, and custom tables fit together
Understand available data	Data Catalog	Browse tables, columns, event properties, and metadata from connected sources
Query data directly	SQL Editor	Write and execute SQL queries against your warehouse
Model customer data	Customer 360	Resolve identities, merge profiles, and compute calculated properties
Build transformations	Data Studio	Create SQL, Python, grouping, ML, and notebook transformations
Review AI recommendations	Actions	Configure cadence, review pending queue, approve or dismiss
Operationalize work	Tasks	Create tasks, attach workflows, track execution
Send data to other tools	Destinations	Sync events, profiles, audiences, and transformation outputs downstream
Ask AI for help	Agent	Query data, build transformations, and generate analysis on the canvas
Connect external AI tools	MCP Server	Connect Cursor, Claude, or Codex to your workspace
Monitor job execution	Activity Logs	View sync history, troubleshoot failures, track system activities
Try experimental features	Labs	Preview upcoming features before general release

How Vendo Is Organized

Agent

The Agent (formerly Copilot) is your command center. Ask questions, analyze performance, build transformations from conversation, and view multi-chart dashboards on the canvas.

Approvals & Automations

This is where AI recommendations meet human review and operational execution — Approvals and Automations in the sidebar.

Actions — the Approvals queue: AI proposes, humans approve
Tasks — Automations: operationalize intent into workflows
Memory — track changes across campaigns and decisions

Data

Data is your foundation — the catalog, connections, and transformation layer.

Data Model — events, users, groups, ad data, and custom (unclassified) entities
Data Catalog — browse sources, customers, events, and properties
SQL Editor — query your warehouse directly
Web Tracking — first-party event collection
Customer 360 — identity resolution and unified profiles
Data Studio — SQL, Python, grouping, ML, and notebooks
Metrics Library — define custom metrics from sources or compose them from other metrics
Pipelines — the data-flow map on the Data Overview page
Connected Apps — manage platform credentials and connection status

Analyze

Analyze is where data becomes decisions and institutional memory.

Reports — Insights: cross-channel views and scheduled AI commentary
Documents — Library: persistent markdown for team knowledge and Agent context
Memory — track changes across campaigns and decisions

Operations

Monitor and maintain your workspace.

Activity Logs — job execution history and troubleshooting
Labs — experimental features and early previews

Sources

Sources bring data into Vendo on a schedule or in realtime.

Tracking SDK — JavaScript SDK reference
Shopify — orders, customers, products, and storefront events
Stripe — payments, subscriptions, and revenue data
Google Ads and Meta Ads — spend and conversion data
Webhook — custom source events from your own systems

Destinations

Destinations send clean data out of Vendo.

BigQuery — warehouse tables for analysis and reporting
Mixpanel, Segment, and Amplitude — product analytics
Customer.io, OneSignal, and Klaviyo — lifecycle messaging
Google Ads and Meta Ads — offline conversions and audiences

Common Workflows

Set up first-party tracking

Open Data → Web Tracking in Vendo.
Create or copy your tracking write key.
Add the Tracking SDK snippet to your site.
Send page, track, and identify events.
Verify events in the Data Catalog.

Connect and transform a marketing source

Connect the source, such as Shopify, Stripe, or an ad platform.
Confirm sync status in the source detail page.
Review new tables and properties in the Data Catalog.
Create a transformation in Data Studio or add fields to Customer 360.
Sync the output to a destination.

Review and approve AI recommendations

Open Actions and configure cadence and domains.
Review the pending queue when new recommendations arrive.
Approve to trigger the recommended action, or dismiss to skip.
Track outcomes in Memory and Tasks.

Connect an AI tool via MCP

Open Workspace Settings → MCP (from the avatar menu, top right) in Vendo and copy the JSON config.
Add it to your MCP client (Cursor, Claude Code, etc.).
Use tools for sources, transformations, tasks, documents, and metrics.
See the MCP Server docs for endpoint details and security guidance.

Account Management

Credits & Billing — usage, billing cycles, and credit balances
Notifications — alert preferences and delivery channels
Roles and Permissions — team access control

Developer Tools

API Overview — programmatic access to Vendo resources
CLI — command line workflows
MCP Server — connect Vendo to AI tools