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Settings

Configure research engines and connect your CRM / PRM / co-sell systems. Everything is stored locally on this machine (secrets.json, integrations.json — both git-ignored).

Research engines & API keys

Add keys to unlock deeper, multi-source discovery. Leave a field blank to keep the existing key.

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Integrations — CRM · PRM · Co-sell

Connect the systems Sonari will push findings into.

✅ Write-back is live for HubSpot, Salesforce, AWS Partner Central (ACE) & Microsoft Partner Center (proof-of-concept): enable a system, add its credentials, then use ⇪ Push to all enabled on any result. Every push is logged below. Remaining systems save their connection now; their adapters land in v2.

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Monitoring & alerts (scheduled re-discovery)

Re-run watched accounts on a schedule and get alerted on new signals. Uses your Anthropic key, so it's off by default. Email alerts use the Email (SMTP) integration above. Exported Word/PDF files are deleted after 14 days (override with COSELL_REPORT_TTL_DAYS).

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Sales Agents

The virtual sales team drafts renewal outreach (Customer Discovery) and first-engagement outreach (Startup/ISV). Drafts are autonomous but always require your approval before sending — email via the Email (SMTP) integration, SMS via Twilio.

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LLM usage …

Local token log, plus Langfuse when it is reachable.

Action

Where the money went

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By vendor

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By model

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Activity — recent pushes

Every write-back is logged locally (no secrets). Most recent first.

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