Pipeline stage used for qualified engagement deals
Custom field key in CRM for the engagement score
Leave blank for standard api.pipedrive.com
Optional Agentic Pipeline Recovery
New clients default to Off. Store only managed connection references here—never API keys, OAuth tokens, passwords, or other credentials. Signal Engine does not create deals from scoring alone; the scoring sync updates existing contacts, while Pipedrive forms/automation or the enabled agentic manager owns CRM deal intake.
Continuous cadence requires 30 days without human contact. Unanswered replies, open meetings and opt-outs pause sending. Custom intervals below apply only to Four touches.
Auto-send processes at most one email per pass because sender pacing still applies.
Shared sender addresses use the longest enabled interval. Five-minute scheduler ticks and CRM checks can make actual gaps longer.
Wait this long before retrying unavailable or incomplete CRM history. Default: 60 minutes; range: 15–1,440. Sending stays blocked until history checks pass. Scheduler timing can make the wait longer.
Continuous cadence only: 0 preserves legacy order. Try 3 to prioritize up to 3 successful initial emails, then a due followup. If that lane cannot send, the other can proceed. All safety checks remain required.
A ceiling, not a delivery target. Provider recipient quotas include CC and are separate. Pacing, send hours and CRM checks can reduce throughput.
0 sends when a new deal qualifies; later values are days after the previous send. After the listed steps, the recurring interval applies.
Resolved by live stage name. Active conversations and scheduled next actions are still suppressed.
Won and lost deals are always excluded. Add quote or other stages that your team handles manually.
Fast ownership evidence from the title. Shared-CRM mode can also use the broader brand evidence markers below.
Leave off during a new-client canary; immediate new-deal and already-started sequences still run.
Tenant-Scoped Connections
Opaque reference to a connected mailbox; no secret material.
Usually reuses the client's configured CRM connection.
Reference to a managed secret or client connector; never paste the API key here.
Used to stop sequences on a real reply. Pipedrive email sync is the default for these two companies.
Brand and Policy
Used in the email signature and prompt. Never inferred from another tenant.
Shared mode fails closed unless the deal evidence contains an approved brand marker.
Internal/test recipients are suppressed automatically.
Deal-title, source, note, research, or engagement-history evidence that proves ownership.
Any match blocks the send; mixed evidence is treated as ambiguous.
The agent may offer only these services.
Optional evidence-based angles. The agent uses them only when company research, CRM history, or engagement context makes the angle relevant.
Intent and Contact Enrichment
Controls paid enrichment usage per client.
Seamless enrichment runs only for qualified existing CRM contacts.
Advertising Signals
Configuration storage is available. Advertising ingestion is not active yet.
Engagement Scoring Weights
Points per open event
Points per click event
Points per pixel visit
Points for visiting a hot page
Points for Calendly/booking visit
Score needed to create a CRM deal
Client Diagnostics
Save or select a client to run diagnostics.
Per-Client High-Intent Pages
URL paths that indicate high buying intent. These get bonus points when visited. Use exact paths like /pricing not full URLs.
GA4 / Analytics (Optional)
Optional: internal alert webhook
Watch Tower Dashboard Access
Client uses this to log into Watch Tower
Leave blank when editing to keep existing password
Pixel Installation Snippet
Save the client first to generate the pixel snippet.
Paste this into the <head> of every page on the client's website
Setup Checklist
Delete Client?
This will permanently delete this client and all their data.