Merge origin/main into rename-knowledge-to-wiki

This commit is contained in:
Andrey Avtomonov 2026-05-13 15:57:31 +02:00
commit 5831bc0242
84 changed files with 454 additions and 503 deletions

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@ -57,4 +57,4 @@ Always join through `customer.id`. Do not join on `email`.
- **Join key:** Always use `customer.id`, never `email`.
- **Timezone:** `created_at` and `last_seen_at` are UTC. Confirm whether a question expects UTC or a local business day before filtering.
- **Paying vs. all:** `free` customers must be excluded from paying-customer follow-ups. Use `paying_customer_count`, not `customer_count`.
- **plan_tier values:** `free`, `pro`, `enterprise`. Note: `pro_plus` is a legacy alias for `growth` in the account/contract layer (see `orbit-plan-segment-normalization`), but `plan_tier` on this table uses `pro` not `pro_plus`.
- **plan_tier values:** `free`, `pro`, `enterprise`. Note: use the canonical plan names from the account/contract layer (see `orbit-plan-segment-normalization`); `plan_tier` on this table uses `pro` rather than `growth`.

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@ -27,7 +27,7 @@ Sales Ops must complete the handoff **before the first implementation call**. Cu
| Field | Notes |
|---|---|
| Current plan | Starter / Growth / Enterprise — use canonical plan name, not legacy aliases |
| Current plan | Starter / Growth / Enterprise — use canonical plan name |
| Account segment | self_serve / commercial / enterprise (see `orbit-plan-segment-normalization`) |
| Contract shape | Term, ARR, any discounts or custom terms |
| Renewal contact | Named person on the customer side responsible for renewal |