AI content generation
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.)
Outbound email (SMTP)
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
| Rule | Trigger | Points | Active | |
|---|---|---|---|---|
| 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
| Stage | Order | Type |
|---|---|---|
| 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.