Settings
Sales Intelligence Settings
General settings
Manage tenant defaults, refresh rules, and workspace labels.
Agent chat workflows
| Order | Workflow ID | Title | Intro | Icon | ✕ |
|---|
API Keys
Current API Key
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API key location: /data/keys/api.key
Scoring Configuration
Automation schedule
Manage recurring agentflow runs and escalation policies.
Daily Lead Enrichment
Weekdays at 07:30 • Next run Oct 19 • Escalate on failure
Friday Upsell Review
Weekly at 15:00 • Next run Oct 18 • Notify Sales Ops
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 |
Chat Defaults
Adjust prompt parameters, guardrails, and escalation preferences.
Guardrails
Require human approval when score < 40 or > 90.