warningCredential readiness
Search/discovery provider credentials are not configured; public dossier/manual source runs remain available.
Open Settings > Credentials.
TODO: Replace internal secret controls with real admin authentication before exposing this area beyond local/internal operators.
blockedOperator continuity
Monitor tasks, runtime graph, and ops health.
Runtimewarning
Companies11
Contacts14
Drafts9
Gmail2
Allowlist2
Blocked sends0
unknownSending readiness
Verify manual approval before live send.
Review drafts, confirm allowlisted recipients, then approve one pilot send.
blockedRuntime readiness
50 failed task(s) need review.
Monitor tasks, runtime graph, and ops health.
blockedInvestor motion readiness
Create or adapt a sales motion with an investor/fundraising goal.
Add investor notes to knowledge and create an investor motion when ready.
Credentials
Tenant-scoped encrypted credentials for AI providers, Google OAuth, Gmail, Calendar, search, enrichment, webhooks, SMTP, and sender/domain setup. Raw secrets are never rendered back to the browser.
Secure storage model
Tenant credentials3
Encrypted in integration_credentials
Env fallbacks1
Platform-owner fallback only
Missing21
Blocked until configured
Secret exposuremasked
Only metadata and masks are returned
env
Groq
Groq API credential for askAI provider routing.
- apiKey
- env fallback
missing
OpenAI
OpenAI API credential for askAI provider routing.
- apiKey
- missing
missing
Gemini
Gemini API credential for askAI provider routing.
- apiKey
- missing
missing
DeepSeek
DeepSeek API credential for askAI provider routing.
- apiKey
- missing
missing
OpenRouter
OpenRouter API credential for askAI provider routing.
- apiKey
- missing
missing
Ollama
Optional self-hosted Ollama base URL for local model routing.
- baseUrl
- missing
tenant
Google OAuth app
OAuth client used for Gmail and Google Calendar authorization.
- clientId
- configured
- clientSecret
- ••••••••
- redirectUri
- configured
tenant
Gmail sender settings
Sender identity and controlled-send posture for Gmail drafts/sends.
- senderEmail
- configured
- displayName
- configured
- replyTo
- configured
- sendMode
- configured
- approvalMode
- configured
missing
Google Calendar settings
Calendar routing preferences for meeting scheduling.
- calendarId
- missing
- timezone
- missing
missing
Search/discovery providers
Provider API keys used for real company and public-source discovery.
- apiKey
- missing
- baseUrl
- missing
missing
Future enrichment providers
Optional enrichment provider credentials for later contact/company enrichment.
- apiKey
- missing
- baseUrl
- missing
missing
Webhook/API tokens
Inbound or outbound webhook signing secrets and API tokens.
- apiKey
- missing
- baseUrl
- missing
missing
SMTP/provider credentials
Optional SMTP provider credentials for future controlled send channels.
- apiKey
- missing
- baseUrl
- missing
missing
LinkedIn official API access
OAuth/API settings for approved LinkedIn integrations. If access is unavailable, LinkedIn remains operator-assisted and password-free.
- clientId
- missing
- clientSecret
- missing
- redirectUri
- missing
- organizationId
- optional
missing
Meta business messaging
Meta OAuth settings for approved Facebook Page and Instagram business messaging access.
- appId
- missing
- appSecret
- missing
- redirectUri
- missing
- pageId
- optional
- instagramBusinessId
- optional
missing
WhatsApp Business API
WhatsApp Business Cloud API credentials for opted-in business conversations.
- businessAccountId
- missing
- phoneNumberId
- missing
- accessToken
- missing
- webhookVerifyToken
- optional
missing
Telegram Bot API
Telegram bot token and webhook settings for operator control and Telegram-native conversations.
- botToken
- missing
- webhookSecret
- missing
- adminChatId
- optional
- botUsername
- optional
missing
SMS provider
SMS provider credentials for consent-aware follow-up and reply routing.
- accountSid
- missing
- authToken
- missing
- fromNumber
- missing
missing
Twenty CRM
Temporary CRM workbench for companies, contacts, opportunities, and pipeline sync while we build our own relationship core.
- baseUrl
- missing
- apiKey
- missing
- workspaceId
- optional
missing
n8n workflow automation
Optional temporary integration fabric for glue workflows that should remain invisible to normal sales operators.
- baseUrl
- missing
- apiKey
- missing
- webhookSecret
- optional
missing
Activepieces automation
Alternative automation workbench for temporary connectors, enrichment handoffs, and back-office flows.
- baseUrl
- missing
- apiKey
- missing
missing
PostHog analytics
Product usage analytics for the internal sales department and later SaaS validation.
- host
- missing
- projectApiKey
- missing
- personalApiKey
- optional
missing
Langfuse LLM observability
LLM trace, prompt, and evaluation workbench for improving outreach, replies, scoring, and agent behavior.
- baseUrl
- missing
- publicKey
- missing
- secretKey
- missing
missing
Cal.com scheduling
Temporary meeting booking and scheduling layer for demos, live presentations, and qualification calls.
- baseUrl
- missing
- apiKey
- missing
- eventTypeSlug
- optional
tenant
Sender/domain settings
Domain readiness, warmup, reply-to, allowlist, and reputation metadata.
- domain
- configured
- replyTo
- configured
- warmupStatus
- configured
- allowlist
- configured
- monitoringEnabled
- optional
- monitoringMode
- optional
- monitoringEmail
- optional
- monitoringApplyTo
- optional
- monitoringIncludeMetadataHeader
- optional