🎯 Step 1: Industry & Location
📋 Step 2: Companies
📌 Step 3: Phases
📄 Step 4: Solution Docs
▶️ Step 5: Launch
🔑 API Keys
🔧 Custom Models (OpenAI-compatible)
Add your own OpenAI-compatible API endpoints. Each model needs a name, API key, base URL, and model name.
🧠 LLM Task Routing
Choose which provider handles each task. Deterministic tasks default to local (Ollama), reasoning tasks to cloud.
| Task | Description | Provider |
|---|
🤖 Multi-Model Pain Generation
Select which models to use for Phase C pain point generation. At least 1 required.
⚙️ Pipeline Params
⚡ Performance
🔬 Pain Analysis
📊 Sell Scoring Weights
Weights determine how each dimension contributes to the final sell score. Must sum to 1.0.
📧 Email Discovery
📋 Survey
🔧 Advanced Settings
👤 My Personal Configuration
Override shared defaults with your own API keys, model routing, and performance settings. Changes apply to your jobs only.
🏭 Industry Configs
Manage pain categories, segments and discovery prompts.
📝 Phase E: Survey Questions
Generate AI-suggested survey questions based on completed analysis. Select a completed job first.
📥 Phase F: Import Survey Responses
Upload CSV with columns: respondent_id, company_name, question, answer
📬 View Pipeline Email Results
Pipeline Phase B6.5 automatically discovers emails during crawling. Select a completed job to view them instantly — no new search needed.
🔎 Run New Email Search
Search for emails by company name. Uses LLM + web search — slower but works without a pipeline job. Good for quick lookups.
🚀 Quick Start
1. Pick industry + region → 2. Add companies (paste JSON or use Phase 0: Auto-Discover) → 3. Upload solution docs (optional) → 4. Select phases (A-D for full research) → 5. Click ▶ Start Pipeline.
🔍 Research (Phase A-D)
A=Solution Understanding, B=Web Crawling + Email Discovery, C=Pain Point Analysis, D=Sell Scoring + Report. After completion, click 📊 v1/v2 to view the report. All phases support resume from previous results.
📧 Email Discovery
Phase B6.5 automatically finds emails during crawling (key persons + general emails). View results in the 📧 Email tab — just select a completed job and click 📬 View Results. Or run a new search for any company list using LLM + web search.
📊 Reports
Click 📊 v1/v2 on a completed job. Reports include: Dashboard, Company detail pages (pain points, charts, evidence, sell scores), Summary, Industry overview, Methodology. v2 adds survey results page. All pages support dark mode 🌓.
📋 Survey (Phase E-F)
Switch to 📋 Survey tab. Select a completed job → Generate Questions for AI survey design. Upload CSV responses → Recalibrate to update sell scores with real stakeholder data. View survey_results.html in v2 report.
⚡ Phase 0: Auto-Discover
Finds companies using AI + web search. Select model (Cloud/OpenAI/Local/Custom). Enable LinkedIn search for extra sources. Use 🤖 Gen+Discover to generate industry config and discover companies in one step.
🔄 Resume & Import
Click 🔄 Resume on any job to restore its full configuration and continue. Upload previous results_C.json or results_D.json to jump-start Phase C or D with pre-computed data.
⚙️ Settings
Configure API keys (Cloud + OpenAI), custom models, LLM task routing, and industry configs. 🤖 AI Generate creates industry configs via LLM. 💾 Save custom configs. Use 👁 Show Hidden to restore hidden defaults.