Search/discovery provider credentials are not configured; public dossier/manual source runs remain available.
Open Settings > Credentials.
Monitor tasks, runtime graph, and ops health.
Search/discovery provider credentials are not configured; public dossier/manual source runs remain available.
Open Settings > Credentials.
Verify manual approval before live send.
Review drafts, confirm allowlisted recipients, then approve one pilot send.
50 failed task(s) need review.
Monitor tasks, runtime graph, and ops health.
Create or adapt a sales motion with an investor/fundraising goal.
Add investor notes to knowledge and create an investor motion when ready.
Review generated outreach. Approving here only marks the draft approved; it does not send anything.
Gmail draft creation and live sending stay blocked until Gmail is connected, sender settings are healthy, the recipient is explicitly allowlisted, suppression is clear, and a human approves the draft.
Defaulting to SiteVault when no project ID is supplied.
Pilot recipient allowlists are managed in Settings / Credentials / Sender-domain settings.
Approval status is the human gate. Lifecycle state tracks the operational path from generated draft to Gmail draft, live send, reply, follow-up, or close.
Next action: Monitor replies and Gmail thread sync.
connected
configured
allowlisted (2 configured)
gmail_draft
operator_provided
clear
approved
disabled
Hi Jackie Schirmer, I’m reaching out because Congruex appears to run telecom field work where crew time, material readiness, and site access control are operationally expensive to coordinate. SiteVault stages telecom m...
Next action: Monitor replies and Gmail thread sync.
connected
configured
allowlisted (2 configured)
gmail_draft
operator_provided
clear
approved
disabled
Hi David Hurtado, I’m reaching out because Congruex appears to run telecom field work where crew time, material readiness, and site access control are operationally expensive to coordinate. SiteVault stages telecom mat...
Next action: Monitor replies and Gmail thread sync.
connected
configured
allowlisted (2 configured)
gmail_draft
operator_provided
clear
approved
disabled
Hi Jesus Lebena, I’m reaching out because MasTec Communications Group appears to run telecom field work where crew time, material readiness, and site access control are operationally expensive to coordinate. SiteVault ...