Settings

General settings

Manage tenant defaults, refresh rules, and workspace labels.

Agent chat workflows

Order	Workflow ID	Title	Intro	Icon	✕

Integrations

Manage external connections required for MEP.

Connected Gmail/Outlook provider accounts (read-only in Phase 1).

Loading provider accounts…

Provider	Account	Status	Updated

Connect / Disconnect

Not configured (OAuth). Use scripts/ops to provision provider accounts.

Actions (superadmin)

Draft-only tools. Actions run against the selected provider account.

Provider account

CRM

HubSpot Phase 1 connections (read-only in Phase 1).

Loading CRM connections…

Provider	Auth type	Status	Updated	Connection ID

HubSpot token (superadmin)

Token is stored encrypted and never shown again.

Private app token

Actions (superadmin)

Disabled blocks all upserts.

Connection

Calendar

Google + Microsoft calendar integrations.

Not configured / Coming soon

Calendar endpoints are not implemented in v1.0. This section is informational only.

Outreach writing

Tenant-scoped defaults for outreach drafts (tone + system prompt).

Loading outreach writing config…

Telemetry & debugging

Where to find logs and how to correlate errors.

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

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%

Contacts

0% 10% 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.

Stale days Max leads

Eligible companies

—

Domain missing or enrichment older than 30 days.

Status

—

Progress

—

Last error

—

Current/last batch examples

—

Last processed lead

—

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

Owner scope

Name	Type	Cron	Next run	Enabled	Actions

New schedule

Create or update a schedule for the active tenant.

Name Schedule type Schedule type is set at creation and cannot be changed later. Workflow id (derived) Derived from schedule type and not editable.

Cron expression Standard 5-field cron (min hour day month weekday). Examples: 0 2 * * * (nightly), */15 * * * * (every 15 min). Timezone IANA timezone, e.g. Europe/Oslo or UTC.

Owner type tenant = shared schedule, user = scoped to a user id. Owner id Required when owner type is user.

Description Config JSON

Workflow inputs (JSON)

Workflow id is derived from schedule type and is not editable here. Enabled

Recent runs

Select a schedule

Run	Trigger	Requested	Started	Finished	Duration	Error code	Status	Action

Automated Agents

Read-only visibility into tenant automation schedules and recent runs.

Agents

Status and schedule binding per tenant.

Agent	Status	Schedule	Next run	Last run	Action

Lead Research schedule binding

Max jobs

Test now runs 1 lead per run (batch size = N sequential runs).

No eligible leads

—

—

Schedule

—

Enabled

—

Next run

—

Last run

—

Batch size

—

Processed (24h)

—

Remaining

—

Scheduler status

—

Schedule ID—

Enabled—

Next run—

Last run—

Last status—

This schedule requires an external runner/cron.

Cron-friendly command

—

Recent runs

—

Run	Requested	Status	Trigger	Orgnr	Job ID	Trace ID	Action

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

General settings

Agent chat workflows

Integrations

Scoring Configuration

Weights

Fit

Geography

Financials

Tech & triggers

Recency

Lead selection

Summary

Sample OrgNr

Scraping & enrichment jobs

Scheduler

Automated Agents

Tools configuration

Execution logs

Chat Defaults

Guardrails