Configuration

Settings

AI content generation

No API key configured yet

Content Studio and automated workflow drafts need an Anthropic API key. Keep it out of source control by setting it as a user secret from a terminal in the project folder:

dotnet user-secrets set "Anthropic:ApiKey" "sk-ant-your-key-here"

Then restart the app. (You can also set it via the Anthropic:ApiKey value in appsettings.json or an environment variable, but user-secrets keeps it out of git.)

Configured in appsettings.json under Anthropic:Model — this field just records your preference for reference.

Outbound email (SMTP)

No SMTP credentials configured yet

Without this, Compass never sends anything — drafts still save to the timeline for copy/paste, same as before. To enable one-click sending, set these as user secrets from a terminal in the project folder (a Gmail/Outlook "app password" works well, or your own mail server):

dotnet user-secrets set "Email:SmtpHost" "smtp.gmail.com"
dotnet user-secrets set "Email:SmtpPort" "587"
dotnet user-secrets set "Email:Username" "you@yourdomain.com"
dotnet user-secrets set "Email:Password" "your-app-password"
dotnet user-secrets set "Email:FromEmail" "you@yourdomain.com"
dotnet user-secrets set "Email:FromName" "Your Name"

Then restart the app. (Sending is always deliberate — a "Send" button per draft — unless you explicitly turn on auto-send for a specific workflow rule.)

Website tracker

Paste this snippet before the closing </body> tag of your marketing site. It records page views and lets you fire custom events (e.g. a demo request) with window.compassTrack('demo_request_submit').

<script src="https://todos.totalscapes.com.au/tracker.js" data-endpoint="https://todos.totalscapes.com.au/api/track"></script>

Lead scoring rules

RuleTriggerPointsActive
Visited pricing page PageUrlContains · /pricing +15
Requested a demo EventName · demo_request_submit +40
Clicked sign up EventName · signup_click +25
Read the BoQ guide PageUrlContains · /blog/boq-guide +8
Visited 3+ times SessionCount · 3 +12
Came back for a second look ReturnVisit +10

Pipeline stages

StageOrderType
New Lead 0 Open
Contacted 1 Open
Demo Scheduled 2 Open
Proposal Sent 3 Open
Negotiation 4 Open
Won 5 Won
Lost 6 Lost

Reset demo data

Clears everything and reseeds fresh demo data. Anything real you've entered will be lost.

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