Findings, ranked by Dynatrace fit
Org Chart & Team
Technology Stack
AI searches job postings, engineering blogs, and public signals to identify the tech stack at this account. Click any tool pill to edit, add confidence, or remove it.
Current Technology Environment
Business Context
Import a document or run research to populate business context.
Dynatrace Positioning
Positioning guidance will appear once business context is available.
Account Summary
Generates a comprehensive executive account summary from all contacts, findings, tech stack, and business context gathered for this account.
No summary generated yet
Click "Generate with AI" to create a comprehensive account summary from all gathered intelligence — contacts, findings, tech stack, and business context.
Tip: Import a document first to give the AI richer source material.
Analytics Dashboard
Next Actions
Upcoming Events
Pipeline Snapshot
AI Usage (all accounts)
Pipeline by Stage
Open Opportunity Aging
Stage Conversion Funnel
Won / Lost (last 90 days)
Open Opportunities
Status Funnel
By Category
Score Distribution
Use Cases
Status Breakdown
Exit Criteria Outcomes
POCs
Research Health
Findings Funnel
Top Challenge Categories
Top Contacts by Activity
Recent Research Runs
Touches per week, by channel and role
Engagement funnel
Channel effectiveness
Follow-ups due
Recent outreach
Upcoming Events by Type
Logged Activity by Type
Upcoming Events
Activity by Rep
Sent Log
Every outbound touch — pitch emails sent from briefings and outreach logged in the SDR workspace. Click a row to read the full message.
| When | Channel | Contact | Subject / message | Outcome | Source |
|---|
Outreach
Work the queue top-down: it's ordered by what's due, then priority. Every touch you log is remembered, so the next one picks up the thread.
Settings
Values saved here are stored in the application database and take
priority over your .env file — no restart needed. Secret fields (API key, SMTP
password) are never sent back to the browser once saved; leave them blank to keep the current
value, or use "Clear" to remove it.
AI provider and credentials
AI prompt library
Inspect the built-in instructions for each AI-assisted workflow and add your own tailored guidance. Your guidance is applied only to that workflow; required output schemas and tool/access safeguards remain enforced.
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Outbound email (SMTP)
Optional — without this, "Send" opens a draft in your mail client instead.
Daily schedule
Microsoft 365 Integration
Connect your Microsoft 365 account to view your inbox and calendar, send email from Outlook, create calendar events from tasks, and attach files from OneDrive. Requires an Azure AD app registration with Mail.Send, Mail.Read, Calendars.ReadWrite, and Files.ReadWrite permissions. If you connected before this was added, disconnect and reconnect once to grant the new Mail.Read permission.
LinkedIn account connection
Connect the LinkedIn account you use for outreach. Prowler displays the account profile fields LinkedIn shares; this is not a verification of identity. Credentials and connection tokens are stored server-side and never returned to the browser.
With LinkedIn's self-serve OpenID Connect product, Prowler can identify the signed-in member and read the profile fields and email LinkedIn makes available. This is not access to prospect profiles, people search, or your LinkedIn inbox.
Direct member-to-member messaging requires separate LinkedIn Communications API approval. Connecting an account does not grant that access; Prowler will not scrape LinkedIn or automate the website.
LinkedIn OpenID Connect documentation ↗ · LinkedIn Communications APIs ↗LinkedIn developer app
Use a LinkedIn developer app with “Sign In with LinkedIn using OpenID Connect” enabled. These app credentials may be configured per user here, or supplied through the server environment as defaults.
Register the exact Redirect URI shown/configured above in the LinkedIn Developer Portal. For localhost the default is http://localhost:4000/api/linkedin/callback; use HTTPS for deployed environments.
Dynatrace Monitoring
Exports OpenTelemetry traces, metrics, and log records to the configured OTLP collector or Dynatrace endpoint. Configure OTEL_EXPORTER_OTLP_ENDPOINT (or DT_OTLP_ENDPOINT), optionally set OTEL_EXPORTER_OTLP_PROTOCOL, and provide DT_API_TOKEN for Dynatrace ingest; set DT_SERVICE_NAME to override the process service name. Configuration is read from .env or your host's environment settings at startup. Each AI span is tagged with an app name such as prowler-research-contact; exporter errors are written to the server log.
Corporate Branding
Applied org-wide to generated PDF collateral (whitepaper, one pager, infographic) in place of the default Dynatrace mark and accent colors.
PNG/JPG/WebP/GIF under 2MB.
Hex colors used as accents in generated PDF collateral. Leave blank to use Dynatrace defaults.
MCP server catalog
Remote MCP (Model Context Protocol) servers available for reps to connect to Prowler Chat. Adding one here makes it selectable below — each person still supplies their own personal token to actually connect. Admin only.
No MCP servers added yet.
Your connections
Connect your own personal access token to any server your admin has added to the catalog, then press Start. While running, Prowler Chat can use that server's tools in your conversations — press Stop any time to take it out of rotation without losing your saved token.
No MCP servers in the catalog yet — ask an admin to add one.
Apify (lead generation)
Powers the "Discover from LinkedIn" contact import — finds a company's real, current employees (name, title, LinkedIn profile) via the Apify platform, no AI guessing required. Get a token at console.apify.com → Settings → Integrations.
Messaging
Powers AI image generation inside the Messages panel (calls OpenAI's image API directly). Get a key at platform.openai.com.
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Mail & Calendar
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