Dashboard
Pipeline overview · last 7 days
Get started — three steps
Your pipeline is empty. Here's how to fill it in the next 5 minutes.
API usage this cycle
Pipeline Funnel
7 daysRecent Activity
Decision insights
What you approve vs reject — and how HEIMDALL's scoring is adapting. Category priors auto-apply once a category accumulates 5+ decisions.
Priors below 1.0× push that category's future leads DOWN in score; above 1.0× nudges them up. Neutral until n≥5.
Recent decisions
Outbound Leads
Scraped → Enriched → Scored. total · awaiting approval
Manage hashtag groups
No saved groups yet.
data/logs/service.err.log for details.
| Brand | Category | Price | Score | Tier | Platform Gap | Samples | Status | Actions | |
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Inbound Leads
Auto-scored and routed by intent signal
| Brand / Source | Intent Signal | Score | Auto-Action | Received | |
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Approval Queue
Review before outreach kicks off · pending
Outreach
Active sequences · email + IG DM
| Lead | Channel | Step | Last Action | State | |
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Templates
Message structure: Observation → Gap → Opportunity → CTA
Settings
Scoring weights, system controls, and integrations
Outbound Scoring Weights
Total: /100System Controls
Integrations
Your brand profile
Used by the AI to write personalized first emails for each lead. The more specific you are, the better the drafts. Required if you want AI-drafted outreach; sequences fall back to your templates when this is blank.
Your social presence
Lets HEIMDALL's AI know your voice, niche, and audience. Used by the cold-email drafter and brand-fit analysis on every lead.
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Mail account
Outbound and inbound email for YOUR HEIMDALL sequences flow through these credentials. Each operator configures their own. SMTP is for sending, IMAP is for reply detection. App passwords recommended.
Test SMTP login = validates credentials only (fast, doesn't send mail). Send preview to me = renders a real outreach template against a sample lead and emails it to your own address so you can eyeball formatting + signature before going live.
Team
Members of · / seats on
| Member | Role | Joined | Last login | Actions |
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you
super
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Admin
Tenants on this instance · super-admin only
| Tenant | Tier | Users | Leads (mo) | Sends today | Status | Actions |
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Live chart
Watchlist
Manual order
Strategy Health
Daily edge-erosion check. Ranks enabled strategies by composite health score. stable/improving = keep running. degrading = watch closely. collapsed = consider pausing.
Strategies
Live activity
Recent orders
| Time | Symbol | Side | Qty/Notional | Type | Status | Source |
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Broker connection
Get free Alpaca paper-trading keys at alpaca.markets. Paper account is instant; no funding required.
Research autonomous
TradingView webhook not configured log-only auto-executing
Receive TradingView alerts directly (requires TV Pro+ for webhooks). Generate a URL, paste it in your TV alert's "Webhook URL" field, and set the alert message body to JSON like
{"symbol":"BTC/USD","side":"buy","notional":50,"strategy_id":1}.
Alerts are always logged for audit; orders are only placed when "auto-execute" is on AND every order still passes the DSL guardrail.