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New Contact New Goal New Relationship
AT Andrea Tan Partner
Andrea Tan AiStack CRM operator Seed Data Mode
Workspace Settings AI Workspace Founder LinkedIn Privacy

CRM Settings

Current CRM scoring, import policy, and LinkedIn connector readiness.

Workspace policy
Seed Data Mode Frontend-only CRM persistence and deterministic scoring are active for local testing.
Privacy Terms Import Policy Connector Settings
Algorithm Version

aistack_crm_v1

Deterministic scoring pipeline currently used across CRM ranking.

Manual Import Policy

Manual-first

manual-first

Draft Follow-up Policy

Draft-only

draft-only

LinkedIn Live Readiness

Blocked

Live LinkedIn enrichment is blocked until either the connector env or the OAuth env is configured.

Provider enrichment blocker

Provider-assisted LinkedIn enrichment is blocked until LINKEDIN_PROVIDER, LINKEDIN_API_BASE_URL, and LINKEDIN_API_KEY are configured.

LINKEDIN_PROVIDERLINKEDIN_API_BASE_URLLINKEDIN_API_KEY
OAuth blocker

LinkedIn OAuth sign-in is blocked until LINKEDIN_CLIENT_ID, LINKEDIN_CLIENT_SECRET, and LINKEDIN_REDIRECT_URI are configured.

LINKEDIN_CLIENT_IDLINKEDIN_CLIENT_SECRETLINKEDIN_REDIRECT_URI
Live Test Path

manual_only

Recommended path: manual_url_capture

0 provider-verified contacts across 0 LinkedIn contacts .

Next steps

Use manual LinkedIn URL capture to persist CRM contacts and provenance immediately.

Configure provider or OAuth credentials on the private backend before attempting live LinkedIn validation.

CRM Workspace Totals

3 contacts

2 goals, 0 relationships, 0 LinkedIn URL captures.

0 provider-verified profiles.

Persisted Score History

0 retained runs

0 completed runs across 0 goals.

No persisted score runs recorded yet.

Model-ready Dataset

0 retained rows

0 provider-verified rows across 0 goals.

No model-ready rows recorded yet.

Training Batch State

0 persisted batches

0 staged, 0 ready, 0 training, 0 archived.

No active ready or training batch selected yet.

Connector Posture

profile_url_capture

No scraping, no secret exposure in the frontend, and no full LinkedIn sync without approved API access.

Recent CRM Audit Events

4 recent events

Private backend audit trail for LinkedIn capture, scoring, and CRM operations.

Scoring completed for goal: Find AI infrastructure investors

scoring completed

Open related workflow
2026-06-04T23:29:21.739Z crm_score_run
Scoring completed for goal: Find founders to test AiStack

scoring completed

Open related workflow
2026-06-04T23:29:21.739Z crm_score_run
CRM goal created: Find AI infrastructure investors

Identify and rank relevant investors.

Open related workflow
crm_goal
CRM goal created: Find founders to test AiStack

Rank founder operators for product feedback.

Open related workflow
crm_goal
Seed Workspace

Using default seed baseline

Reset local CRM seed records to rerun dashboard, scoring, and LinkedIn manual-capture testing from a clean state.