Zeotap Documentation
The Agentic Customer Data Platform. Your warehouse stays the system of record — Zeotap models the customer data already in it, builds audiences on top, and activates them across 280+ destinations.
Get Started
Core Concepts
Warehouses, models, audiences, syncs — the vocabulary the rest of these docs uses. Start here.
Data Pipeline Quickstart
Connect a warehouse, create a model, and sync data to a destination in 15 minutes.
Audience Quickstart
Build your first audience and activate it to a destination.
Events Quickstart
Set up event collection, transformation, and forwarding.
How It Fits Together
Four steps, in the order you would do them. Everything else in these docs supports one of them.
Platform Reference
1 · Collect
- Warehouses — Connect Snowflake, BigQuery, Databricks, ClickHouse, Redshift, or Spark Lakehouse
- Event Streams — Collect behavioural events from your sites, apps, and servers
- Loaders — Pull data from SaaS tools into your warehouse
2 · Model
- Data Prep — Build clean, typed tables from raw data before you model it
- Models — Define SQL models to shape customer data
- Relationships — Connect models so a filter can reach across them
- Computed Attributes — Derive per-customer metrics from raw data
- ID Graphs — Resolve a person's rows into one profile
3 · Build
- Audiences — Build segments with a visual query builder or SQL
- Orchestrations — Multi-step, multi-channel workflows
- A/B Tests — Divide an audience into test groups
- Priorities — Decide who wins when audiences overlap
- Templates — Reusable audience definitions
4 · Activate
- Destinations — 280+ integrations across advertising, CRM, marketing, and more
- Audience Syncs — Schedule audience pushes to destinations
- Reverse ETL — Move model data to destinations on a schedule
- Event Forwarding — Route events downstream in real time
Streams
- Event Sources — Write keys your SDKs and servers send events with
- Contracts — Enforce event quality with schema contracts
- Transformations — Reshape events before delivery
- Enrichments — Add warehouse attributes to an event as it arrives
Personalization
- Profile — Serve one person's attributes by id, fast enough to render a page
- Membership — Answer is-this-person-a-member for an audience
- Stores — Publish the slice of the warehouse each surface reads
Monitoring
- Insights — Sync health, audience trends, and activation coverage
- Observability — Every run's outcome, in your warehouse or over OTLP
- Alerting — Rules, incidents, and Slack, email or webhook channels
Governance
- Roles & Permissions — Who can do what, and custom roles for teams
- Access Policies — Restrict which rows a team can see
- Destination Policies — Control which records reach each destination
- PII Masking — Column-level sensitivity across the platform
- Deletion Rules — Erase data on request, with an audit trail
- Audit Log — Who changed what, and what it was before
Developers
- API Reference — REST API documentation with endpoints, schemas, and examples
- Zeotap Agent — Natural language audience building, AI agents, and MCP server
- Architecture — System design, deployment topology, and ADRs
- Snowflake Native App — Run the whole platform inside your own Snowflake account
- Guides — End-to-end walkthroughs that combine features across modules
- Glossary — CDP terminology used throughout these docs
- Security — Data handling, credential protection, and compliance
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