doc: add documentation for the Matilda (Actions) destination

Author: jdgalani

src/connections/destinations/catalog/matilda/index.md

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+# Matilda (Actions) Destination
+
+## Destination overview
+
+The Matilda (Actions) destination supports `Identify`, `Group`, and `Track` calls.
+
+- In Segment, this destination appears as `Matilda (Actions)` in the Integrations object.
+- This is a partner-owned destination. For setup or support issues, contact the Matilda support team.
+- This destination is currently in beta.
+
+Matilda helps teams manage customer relationships, coordinate work, and automate workflows with AI-powered agents.
+With this destination, you can use your existing Segment events to create and update records in Matilda.
+For example, an Identify call can create or update a User and connect that user to a Person in Matilda.
+
+## Getting started
+
+1. In Segment, open Catalog and select Destinations.
+2. Search for `Matilda (Actions)` and add it as a destination.
+3. Follow the setup steps in Segment.
+4. In Matilda, go to Settings and select Segment from the sidebar.
+5. Copy your API key from Matilda, then paste it into the Matilda (Actions) destination configuration in Segment.
+
+## Identify: create or update users and people
+
+Use Identify calls to create or update a User record in Matilda.
+
+When an Identify call includes an email address, Matilda will:
+
+- create or update the User using that email address
+- look for an existing Person with the same email address
+- link the User to that Person if one exists
+- create a new Person if no matching Person is found
+
+By default, this mapping runs on Identify events.
+
+### Understanding Users and People
+
+In Matilda:
+
+- a Person represents a real human
+- a User represents that person as a user inside your product or SaaS application
+
+A single Person can be related to multiple Users.
+For example, the same person may appear in different products, accounts, or workspaces, while still being the same underlying human.
+
+### Required fields
+
+This mapping assumes your Identify call includes:
+
+- an email address, used to create or update the User and match or create the related Person
+- an id, used as the external identifier for the User
+
+### Additional attributes
+
+You can map extra fields from your Segment event to Matilda attributes.
+For example, you might send product-specific properties such as role, plan, status, or permissions as additional attributes on the User or Person.
+
+On the Edit Mapping page:
+
+- the left column should contain values from your Segment event, or custom text
+- the right column should contain the Matilda attribute slug or ID you want to map to
+
+> Info  
+> Every Matilda attribute has both an ID and a slug. You can use either one in this destination.  
+> To find an attribute slug, go to the relevant object settings page, open the Attributes tab, find the attribute, click the ︙ menu, and select Copy slug.
+
+> Note  
+> By default, the User object includes only a small set of attributes. In most cases, you should create any custom User attributes you need in Matilda before sending Identify calls.
+
+## Group: create or update workspaces and companies
+
+Use Group calls to create or update a Workspace record in Matilda.
+
+This mapping uses two keys:
+
+- `domain` (required)
+- `groupId` or `workspaceId` (optional secondary key)
+
+When a Group call includes a domain, Matilda will:
+
+- create or update the Workspace/Company record using domain as the primary unique key
+- if `groupId` or `workspaceId` is present, use it as a secondary key for better matching
+- link or update the related company/workspace record
+
+If no domain is included, Matilda ignores workspace/company create or update for that Group event.
+
+By default, this mapping runs on Group events.
+
+### Understanding Workspaces and Companies
+
+In Matilda:
+
+- a Company represents a real company
+- a Workspace represents a workspace, tenant, account, or group inside your product
+
+A Company can be related to multiple Workspaces, and a Workspace can be associated with the Company that it belongs to.
+
+### Required and optional fields
+
+This mapping assumes your Group call includes:
+
+- a required domain, used to match or create the company/workspace record
+- an optional id (`groupId` or `workspaceId`) used as a secondary unique key
+
+### Additional attributes
+
+You can also map extra event properties to Workspace or Company attributes.
+For example, you might send fields like billing plan, workspace size, lifecycle stage, region, or account owner as additional attributes.
+
+On the Edit Mapping page:
+
+- the left column should contain values from your Segment event, or custom text
+- the right column should contain the Matilda attribute slug or ID you want to map to
+
+> Info  
+> Every Matilda attribute has both an ID and a slug. You can use either one in this destination.  
+> To find an attribute slug, go to the relevant object settings page, open the Attributes tab, find the attribute, click the ︙ menu, and select Copy slug.
+
+> Note  
+> By default, the Workspace object includes only a limited set of attributes. You will usually want to create your own custom Workspace attributes in Matilda before sending Group calls.
+
+## Track support
+
+The destination accepts Track calls and can map attributes for downstream activity and enrichment flows.
+Use Identify and Group as the primary create/update flows for user/person and workspace/company entities.
+
+## Data model summary
+
+Matilda separates real-world entities from product-specific entities:
+
+- People and Companies represent real people and real companies
+- Users and Workspaces represent those entities inside your product or connected SaaS apps
+
+Because of this model:
+
+- one Person can be linked to many Users
+- one Company can be linked to many Workspaces
+- users and workspaces can carry product-specific attributes
+- people and companies can act as the shared real-world records behind them
+
+This structure makes it easier to unify customer data across products, workspaces, and accounts.