Settings
Sales Intelligence Settings
General settings
Manage tenant defaults, refresh rules, and workspace labels.
De fleste brukere trenger bare integrasjoner, lead-utvalg og arbeidsflyt i leadkortet. Tekniske paneler som scoring, scheduler, scraping og logger er flyttet til superadmin-visning.
Tenant-admins kan fortsatt styre integrasjoner og lead-utvalg. Superadmin ser i tillegg avanserte kontrollpaneler for automasjon, kvalitet og diagnose.
Agent chat workflows
| Order | Workflow ID | Title | Intro | Icon | ✕ |
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Integrations
Manage external connections required for MEP.
Some actions require superadmin
Outreach writing is tenant-managed. Email + CRM actions require superadmin in this environment.
Connected Gmail/Outlook provider accounts.
| Provider | Account | Status | Updated |
|---|
Connect / Disconnect
Sign in with Google or Microsoft in one secure popup flow to connect your own mailbox.
Advanced token fallback (superadmin)
Only use this if popup OAuth is unavailable. Tokens are stored encrypted and never shown again.
Provider account saved.
Actions (superadmin)
Draft-only tools. Actions run against the selected provider account.
CRM
HubSpot Phase 1 connections (read-only in Phase 1).
| Provider | Auth type | Status | Updated | Connection ID |
|---|
HubSpot OAuth (superadmin)
Connect HubSpot in a popup and confirm access. No manual token handling needed.
Actions (superadmin)
Disabled blocks all upserts.
Calendar
Google + Microsoft calendar integrations.
| Provider | Account | Status | Updated |
|---|
Actions (superadmin)
Use Email token save above for fastest setup of both Email + Calendar.
Outreach writing
Tenant-scoped defaults for outreach drafts (prompt, ownership and draft engine).
Scoring Configuration
Tune how fit, financials, geography, tech/triggers, and recency influence scoring for the active tenant. Save scoring to store the tenant configuration, then recalculate scores to apply changes.
Lead selection
Use the active tenant context to control which companies become tenant leads. No extra tenant selector is needed.
Apply uses the current form values to add matching companies to this tenant. Remove non-matching is the cleanup action.
Summary
Last run snapshotSelected companies
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Added rows
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Archived rows
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Last run
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Status —
No summary yet. Preview, save, or apply the current selection to build a snapshot.
Sample OrgNr
Sample org numbers appear after a preview, save, or apply.
Scraping & enrichment jobs
Trigger the enrichment pipeline manually and monitor job status.
Eligible companies
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Domain missing or enrichment older than 30 days.
Status
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Progress
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Last error
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Current/last batch examples
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Last processed lead
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Scheduler
Create, edit, and run schedules for the active tenant. Schedule type implies the workflow. For nightly research schedules, Config JSON must include batch_size.
Schedules
No schedules exist.
If you expected schedules but see none, they may be hidden due to tenant allowlist constraints.
| Name | Type | Cron | Next run | Enabled | Actions |
|---|
New schedule
Create or update a schedule for the active tenant.
Recent runs
Select a schedule
| Run | Trigger | Requested | Started | Finished | Duration | Error code | Status | Action |
|---|
Run
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Details JSON
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No details available.
Automated Agents
Read-only visibility into tenant automation schedules and recent runs.
Superadmin only (current reality)
Read-only views may still attempt to load for the active tenant.
Agents
Status and schedule binding per tenant.
| Agent | Status | Schedule | Next run | Last run | Action |
|---|
Lead Research schedule binding
Test now runs 1 lead per run (batch size = N sequential runs).
No Lead Research schedules found for this tenant.
Expected schedule types: nightly_research_first_visit, nightly_research_followup.
No eligible leads
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Schedule
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Enabled
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Next run
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Last run
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Batch size
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Processed (24h)
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Remaining
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Scheduler status
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This schedule requires an external runner/cron.
Cron-friendly command
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Recent runs
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| Run | Requested | Status | Trigger | Orgnr | Job ID | Trace ID | Action |
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No runs yet for this schedule.
Run
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job_id is the runner job identifier. trace_id is the correlation ID for logs.
See the Logs tab for log paths and how to correlate trace_id.
Executor diagnostics
mcp_server_url
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mcp_trace_exists
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executor_exit_code
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stderr_tail
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stdout_tail
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MCP trace lines (by trace_id)
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Details JSON
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No details available.
Agent config
Tenant-scoped configuration
Tools allowlist
Policy
Tools configuration
Enable or disable MCP tools for Websites Content Writer and connected flows.
Get Inventory
Pull product inventory for context and personalization.
Get Customer Insights
Retrieve CRM segments, deal stage, and lifecycle data.
Generate Outreach Email
Compose multichannel outreach with dynamic tone adjustments.
Create Battlecards
Summarize competitor positioning for quick reference.
Draft Follow-up Sequence
Generate multi-touch follow-up messaging using buyer signals.
Execution logs
Trace every agentflow or assistant run with status, duration, and operator.
| Timestamp | Origin | Triggered by | Duration | Status |
|---|---|---|---|---|
| Oct 17 • 09:14 | Lead Enrichment (Agentflow) | Scheduled | 12m 04s | Successful |
| Oct 17 • 08:52 | Sales Writer (Assistant) | Manual | 07m 41s | Warnings |
| Oct 16 • 17:05 | Lead Enrichment (Agentflow) | Schedule | 11m 12s | Failed |
| Oct 16 • 08:46 | Lead Analyzer (Assistant) | Schedule | 12m 19s | Success |
Docs
specifications/ops_runner_quickstart.md
specifications/telemetry_quickstart.md
Log paths
exports/out/logs/api_access_YYYYMMDD.jsonl
exports/out/logs/mcp_bridge_YYYYMMDD.jsonl
Chat Defaults
Adjust prompt parameters, guardrails, and escalation preferences.
Guardrails
Require human approval when score < 40 or > 90.