Settings

Settings come from this business’s pack file. To change them, edit packs/mode-data-inc.yaml and run npm run pack:sync; every change is logged.

How this page works

Settings come from this business’s profile (its pack file). Ask Claude to change one, or edit the file and sync it; every change is logged.
Outbound is the off switch: pausing it stops everything sent to prospects at once. Alerts to you still arrive.
Ready for the real pilot? lists what’s still missing before real emails can go out.
Learning, who approves what, connected services and lead sources show how the agent is set up right now.

Outbound

On. Emails go out 8:00–17:00 America/New York, weekdays, at most 20 first emails a day.

Ready for the real pilot?

Everything the pilot needs is filled in.

Learning from your edits

Before drafting, the writer reads your 5 most recent edited or approved emails of the same kind, and your recent reasons for rejecting drafts. Your edits teach it your tone, length, greeting and sign-off.

Only this business’s emails are used, with names, companies, addresses and links replaced by placeholders. A draft that still repeats another lead’s name or company is flagged. No AI model is trained on your data.

Nothing to learn from yet. Edit or reject a draft in Approvals and the next drafts will reflect it.

Who approves what

First outreach email	You approve each one
Follow-up nudges	You approve each one
Replies to interested leads	You approve each one
Rebooking after a cancellation or no-show	You approve each one
Post-meeting follow-up	You approve each one
Confirming a low-confidence decision-maker	You approve each one
Merging possible duplicates	You approve each one
Adding a contact suggested in a reply	You approve each one
Releasing a quarantined lead	You approve each one
Pricing, proposals, contracts, discounts, payments	Always yours; drafts that mention them are flagged

Connected services

Company research	Sandbox stand-in
Finding the decision-maker	Sandbox stand-in
Email verification	Sandbox stand-in
Drafting emails	Sandbox stand-in
Sorting replies	Sandbox stand-in
Meeting briefings	Sandbox stand-in
Sending and receiving email	Sandbox stand-in
Booking and calendar events	Sandbox stand-in

In sandbox mode every service is a stand-in, whatever the pack says.

Lead sources6

Source	Type	Status	How leads arrive
Partner CRM integration (sample)	API	Active	`POST https://www.jeffrevenue.com/api/intake/mode-data/partner-api` No API key yet: run npm run source:key.
Event attendee list (sample)	List upload	Active	Upload on the Pipeline page
Released or added by a person	Built in	Active	Leads you release from quarantine
Website inquiry form	Web form	Active	Your website form, through the API
Northstar Advisory (sample) Agreement Tue, Sep 15, 2026	Referral partner	Active	`https://www.jeffrevenue.com/r/mode-data/NSA-7Q2F9K`
Ridgeway CPA Group (sample) Agreement Thu, Oct 1, 2026	Referral partner	Active	`https://www.jeffrevenue.com/r/mode-data/RCPA-4M8T1X`

Platform setup

Production database (Supabase Postgres) DATABASE_URL	Set
Set to live to switch from the test version to the real one APP_MODE	Not set
Sign-in (Supabase Auth) NEXT_PUBLIC_SUPABASE_URL	Set
Signs opt-out links APP_SECRET	Not set
Public address used in links APP_BASE_URL	Not set
Workflow engine (Inngest) INNGEST_EVENT_KEY	Not set
Protects the fallback scheduler endpoint CRON_SECRET	Not set
Instant reply notifications from Gmail GMAIL_PUBSUB_TOPIC	Not set

Values are never shown here. Add them in the hosting provider’s environment settings.

Addresses to give each service

Cal.com webhook (booking events): https://www.jeffrevenue.com/api/webhooks/calcom/mode-data
Gmail push (Pub/Sub subscription endpoint): https://www.jeffrevenue.com/api/webhooks/gmail
Inngest app URL: https://www.jeffrevenue.com/api/inngest
Fallback scheduler (cron, with CRON_SECRET): https://www.jeffrevenue.com/api/cron/tick

Settings

Settings come from this business’s pack file. To change them, edit packs/mode-data-inc.yaml and run npm run pack:sync; every change is logged.

How this page works

Settings come from this business’s profile (its pack file). Ask Claude to change one, or edit the file and sync it; every change is logged.
Outbound is the off switch: pausing it stops everything sent to prospects at once. Alerts to you still arrive.
Ready for the real pilot? lists what’s still missing before real emails can go out.
Learning, who approves what, connected services and lead sources show how the agent is set up right now.