> ## Documentation Index
> Fetch the complete documentation index at: https://resources.athenaintel.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Ontology

> Model your organization's real-world entities, relationships, and data as structured knowledge that Athena can reason over.

The Ontology is a structured model of your organization's real-world entities and the relationships between them. Rather than working with disconnected files and databases, the Ontology lets you define what things exist in your world — deals, clients, candidates, companies — and how they relate to each other.

Once defined, Athena's agents can query, create, and update ontology data directly within conversations, turning unstructured workflows into structured, actionable knowledge.

## Why Use an Ontology?

Most organizations store critical information across dozens of tools — CRMs, spreadsheets, documents, emails. The Ontology brings this scattered data into a single, coherent model that both humans and AI agents can work with.

<CardGroup cols={3}>
  <Card title="Structured Knowledge" icon="database">
    Define the entities and relationships that matter to your business with typed properties and validation rules.
  </Card>

  <Card title="AI-Native" icon="robot">
    Athena agents can read, create, and update ontology data in conversations — no manual data entry required.
  </Card>

  <Card title="Connected Data" icon="diagram-project">
    Link related entities together to capture how your data connects, enabling richer queries and insights.
  </Card>
</CardGroup>

## Core Concepts

The Ontology is built from three primitives. If you're familiar with databases, the analogy is straightforward:

| Ontology Concept | Database Equivalent | Description                                                                         |
| ---------------- | ------------------- | ----------------------------------------------------------------------------------- |
| **Object Type**  | Table               | A template defining a category of real-world entity (e.g., "Deal", "Client")        |
| **Instance**     | Row                 | A single record of an object type (e.g., the deal "Acme Series B")                  |
| **Relationship** | Foreign key / Join  | A named, typed link between two object types (e.g., Deal → *assigned\_to* → Person) |

Each object type has **properties** (columns) with types, validation rules, and descriptions. One required text property is designated the **title property** — this is the display name shown in tabs, search results, and mentions.

### Object Types

An object type is the schema definition for a category of entity. For example, a "Company" object type might have properties like `name`, `industry`, `employee_count`, and `annual_revenue`. Every instance of the "Company" type will have these same properties.

<Tip>Athena provides built-in templates for common object types like **Person**, **Company**, **Deal**, **Client**, and **Recruit** to get you started quickly.</Tip>

### Properties

Properties define the attributes of an object type. Each property has a **name**, a **type**, and optional constraints:

| Type        | Description          | Example                  |
| ----------- | -------------------- | ------------------------ |
| **Text**    | Free-form string     | Name, email, notes       |
| **Number**  | Decimal value        | Revenue, price, latitude |
| **Integer** | Whole number         | Employee count, quantity |
| **Boolean** | True/false           | Is active, is verified   |
| **Date**    | Calendar date        | Start date, founded year |
| **Enum**    | Fixed set of options | Stage, status, tier      |

Properties can be marked as **required**, given **default values**, and constrained with rules like minimum/maximum values or string patterns.

### Relationships

Relationships define how object types connect to each other. Each relationship has:

* **Source and target** object types
* A **name** describing the relationship (e.g., "assigned\_to", "works\_at", "owns")
* **Cardinality**: one-to-one, one-to-many, many-to-one, or many-to-many
* **Directionality**: whether the relationship goes one way or both

For example, a "Deal" might have a many-to-one relationship called "owned\_by" linking it to a "Person", meaning each deal has one owner but each person can own many deals.

## How Agents Use the Ontology

Once you've defined your ontology, Athena agents can work with it directly. Here are examples of what you can ask:

### Creating Instances

> **You:** Log a new deal: Acme Series B, \$5M, closing next quarter
>
> **Athena:** Created a new Deal: "Acme Series B" with deal\_value: \$5,000,000, stage: negotiation, and close\_date: 2026-06-30.

### Querying Data

> **You:** Show me all deals in the negotiation stage worth over \$1M
>
> **Athena:** Found 3 deals in negotiation over $1M: Acme Series B ($5M), Globex Expansion ($2.3M), Initech Platform ($1.5M).

### Updating Records

> **You:** Move the Acme deal to closed-won and update the value to \$5.5M
>
> **Athena:** Updated "Acme Series B": stage changed from negotiation → closed\_won, deal\_value updated to \$5,500,000.

### Traversing Relationships

> **You:** Who owns the deals connected to Acme Corp?
>
> **Athena:** Acme Corp has 2 connected deals: "Acme Series B" (owned by Sarah Chen) and "Acme Platform License" (owned by James Wilson).

The ontology gives agents the structured context they need to take precise, data-driven actions instead of relying solely on unstructured conversation.

## Getting Started

<Steps>
  <Step title="Open the Ontology Builder">
    Navigate to **Ontology Builder** from the sidebar. This is the visual workspace for defining your data model.
  </Step>

  <Step title="Create your first object type">
    Click **New Object Type** or double-click the canvas. Choose a template or start from scratch. Define properties and set a title property.
  </Step>

  <Step title="Add relationships">
    Drag from the handle on one object type node to another to create a relationship. Configure the name, cardinality, and direction.
  </Step>

  <Step title="Start using it">
    Once your ontology is defined, agents with the ontology tools enabled can create and query instances in any conversation.
  </Step>
</Steps>

<Tip>Read on to learn about [Object Types](/docs/ontology/object-types), [Relationships](/docs/ontology/relationships), and the [Ontology Builder](/docs/ontology/ontology-builder) in detail.</Tip>
