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Number of follow-ups after the initial email.
Flat delay in business days. Ignored when per-step cadence is set below.
Comma-separated business-day gaps between consecutive steps. For a 5-email sequence over ~30 days use 3,4,6,10 (Day 0 → 3–4 → 8–10 → 16–20 → 30). Leave blank to use the flat delay above.
Pick All UK for no restriction.
Free-text prefixes, combined with the regions on the left. Currently saved: (none — no restriction)
3500 categories. Leave none selected for no restriction. 0 selected
Skip leads in any of these — useful for excluding competitors. 0 excluded
Tick none for no restriction.
Director filters — from Companies House (stage6c)
min max
Active human directors only. Leave blank for no limit.
min max
Based on Companies House date-of-birth year.
Comma-separated. Blank = any country.
Appended to the system prompt so OpenAI knows who the sender is and what kind of emails fit. Requires DB migration 004_company_about — run python main.py init-db if saving fails.
Custom instructions added to every AI prompt for this company. Use this to control tone, approach, CTA style, or anything specific to how this company's emails should read.
Currency note: write GBP prices as GBP 65.00, not £65.00. The post-processor restores the £ in the final email — typing the symbol here can cause mini/nano-class models to emit garbled prices in ~40% of generations.
Override the platform-wide model for this company only. Mini/nano-class models occasionally substitute control characters for multibyte glyphs like £ — pick a non-mini model if your prompt contains them.
Appended verbatim between the AI body and the footer on every first email. Plain text only — no {merge_fields}, no prompt instructions.
Appended verbatim on the second email (first follow-up). Plain text only.
Appended verbatim on the third email (second follow-up). Plain text only.
Sender signature/footer appended by the dispatcher to every outgoing email for this company. Keep AI content focused on message body only.
Every outgoing email will be BCC'd to this address so you can follow along in your inbox. Leave blank to disable.
Every Friday at 17:00 a summary of the week's sends, opens, replies and bounces is emailed here. If blank, falls back to the BCC address. Leave both blank to disable reports for this company.
Main instructions for the model (system message). If empty, a built-in default is used. “About your company” is added below this when set.
Select which lead/business fields can be used in AI prompts for this company. Leave all unchecked to include every available field. Requires DB migration 005_company_prompt_fields for saving.
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