Settings — Sales Intelligence

General settings

Manage tenant defaults, refresh rules, and workspace labels.

Agent chat workflows

Order	Workflow ID	Title	Intro	Icon	✕

API Keys

Current API Key

Your API key is stored securely in your browser. You're currently logged in.

Update API Key

API key location: /data/keys/api.key

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.

Weights

Weights are normalized when saved. 100% total is recommended for easy tuning.

Fit

0% 25% 100%

Financials

0% 25% 100%

Geography

0% 20% 100%

Tech & triggers

0% 15% 100%

Recency

0% 15% 100%

Fit

Ideal employee range scores highest inside the range and decays outside.

Ideal employees (min) Ideal employees (max)

Geography

Regional focus within a single country: ideal regions score highest; less-ideal score lowest.

Ideal regions (one per line) Less-ideal regions (one per line)

Financials

Prefers profit/result per employee when available; otherwise falls back to revenue per employee.

Prefer profit/result per employee when available

Revenue fallback multiplier

Tech & triggers

Uses domain presence, digital score, tech stack count, and optional recent news signals. TD score remains internal.

Require website (domain) Use tech stack signal Use recent news signal

News window (days) Tech vs news split (tech %)

Recency

Recency decays by half-life from last contact, with small boosts for allowlisted and next action due.

Half-life (days) Allowlisted boost Next action due boost

Total Weight: 100%

Lead selection

Use the active tenant context to control which companies become tenant leads. No extra tenant selector is needed.

Apply selection will archive tenant leads that fall outside the selection.

Employee min Employee max

Countries include (one per line, ISO-2) Regions include (free text) Regions exclude Countries exclude

NACE include (one per line, prefixes allowed) NACE exclude

Require website Require email Require contacts

Summary

Last run snapshot

No summary yet. Save or apply the selection to pull stats.

Sample OrgNr

Sample org numbers will appear after a save or apply.

Scraping & enrichment jobs

Trigger the enrichment pipeline manually and monitor job status.

Eligible companies

—

Domain missing or enrichment older than 30 days.

Status

—

Progress

—

Last error

—

Last batch examples

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Automation schedule

Manage recurring agentflow runs and escalation policies.

Daily Lead Enrichment

Weekdays at 07:30 • Next run Oct 19 • Escalate on failure

Active

Friday Upsell Review

Weekly at 15:00 • Next run Oct 18 • Notify Sales Ops

Enabled

Tools configuration

Enable or disable MCP tools for Websites Content Writer and connected flows.

Data access

Get Inventory

Pull product inventory for context and personalization.

Enabled

Get Customer Insights

Retrieve CRM segments, deal stage, and lifecycle data.

Enabled

Content generation

Generate Outreach Email

Compose multichannel outreach with dynamic tone adjustments.

Enabled

Create Battlecards

Summarize competitor positioning for quick reference.

Enabled

Draft Follow-up Sequence

Generate multi-touch follow-up messaging using buyer signals.

Enabled

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

Chat Defaults

Adjust prompt parameters, guardrails, and escalation preferences.

Default temperature Controls creativity when generating outreach copy. Escalation contact Alerts routed here when workflows fail. Allowed domains Incoming leads outside this list are deprioritized.

Guardrails

Require human approval when score < 40 or > 90.

Enabled