Today
What's waiting on you, and how the pipeline is moving.
شغّل Omnidash بضغطة واحدة
حط لينك الخدمة أو الموقع أو المنتج بتاعك. Omnidash هتتعلمه الأول، وبعدين تبدأ تدور على عملا حقيقيين وتكتبلهم وتبعت إيميلات حسب إعداداتك (وضع الموافقة أو الأوتوبايلوت في Settings).
السجل المباشر
Signals
Omnidash proposes what it knows how to look for. You decide what actually defines a good prospect — nothing is collected until you confirm it.
A prospect list is a query, not a file. Pick the signals a good prospect must have — and any that disqualify them — and see how many companies match right now.
Discover
Find businesses matching your ICP. Paste a link or type a search and press Start; anything that costs money asks you first.
Quick start
Paste a link or type a short search, pick a source, press Start.Advanced options — presets, several cities, depth, spend cap
Companies
Organizations Omnidash has researched. Click a row to see its contacts.
Contacts
People Omnidash has found, how sure it is of their address, and where each one stands.
Campaigns
Email sequences Omnidash has written, and how far each one has got.
Outbox
Emails waiting for you. Read one, decide, move on — A approve, R reject, E edit, J/K to move.
Conversations
Every reply, and how Omnidash handled it.
Activity
A running log of every action Omnidash's agents have taken.
Usage
Model usage on your subscription (Claude or Codex): calls and tokens by provider, agent and task. Subscription plans aren't billed per token, so there are no dollar costs here.
Brand / My Agency
Tell Omnidash who you are. Every email draft is written from this profile. Drafts only: nothing is ever sent.
Settings
Credentials are stored locally in .env and never sent anywhere except the services themselves.
channels.email.provider in harvey.yaml to gmail, microsoft, smtp or instantlyGmail / Google Workspace Recommended
Use a mailbox on a dedicated secondary domain. Create an OAuth client (type "Desktop app") in Google Cloud Console → Gmail API, paste the id and secret, save, then run harvey gmail auth.
SMTP + IMAP mailbox
Any real mailbox (AgentMail, Fastmail, a Workspace app password). IMAP defaults to the SMTP host and login if left blank.
Reading replies from a different IMAP server or login
Microsoft 365 / Outlook
Microsoft turned off password sign-in for IMAP, so Outlook mailboxes connect with OAuth. In Entra → App registrations, register an app for your organization only and add the redirect URI http://localhost:8766 as "Public client/native". Paste both IDs here, save, then run harvey microsoft auth. No client secret is needed.
Instantly Legacy
Get your API key from Instantly Settings → Integrations (Growth plan or higher for API).
Verifiers
Add at least one so found emails get verified. Without any, addresses stay guess and are never sent. Reoon has the best free tier (600 a month).
For automated LinkedIn prospecting. Omnidash logs in and searches like a human.
Cloudflare
Deep website crawling with JavaScript rendering during product training. About $5 a month.
Controls
Start and stop Omnidash's heartbeat loop, and watch what it's doing.
Agent
Recent logs
Help
What Omnidash is, how it works, and how to fix the usual problems.
What is Omnidash?
Omnidash is an autonomous AI sales agent. Once set up, Omnidash runs on its own: finds people who match your ideal customer, writes personalized cold emails, sends them through your email platform, reads every reply, handles objections, and works toward booking a meeting. You review everything through this dashboard.
Omnidash runs on your Claude Max subscription (or, if you opt in, your ChatGPT plan through Codex), so there are no extra AI costs. Everything stays on your machine in one folder.
Getting started
There are three things to do:
1. Go to the Settings tab and connect an email provider (Gmail recommended) 2. Train Omnidash on your product (through Claude or the command line) 3. Go to the Controls tab and click Start
Today shows exactly what's done and what still needs to happen.
Where everything lives
Everything Omnidash needs is inside this one project folder. Nothing is stored elsewhere.
| .env | Your API keys and credentials (never shared or committed) |
| harvey.yaml | Your product info, target customers, and behavior settings |
| skills/ | Sales knowledge files. Edit these to change how Omnidash writes and sells. |
| skills/product_knowledge.md | Everything Omnidash knows about your product (auto-generated from training) |
| prompts/ | Prompt templates for each agent. Advanced customization. |
| data/harvey.db | Database with all prospects, campaigns, and conversations |
| data/harvey.log | Log file showing what Omnidash is doing |
Getting your API keys
Instantly API key (legacy)
Instantly is the legacy sending option; Gmail or SMTP is recommended.
1. Sign up at instantly.ai (you need the Growth plan for API access)
2. Go to Settings > Integrations
3. Copy your API key
4. Paste it in the Settings tab here
LinkedIn credentials (optional)
If you want Omnidash to find prospects on LinkedIn, enter your LinkedIn email and password. Omnidash uses a real browser to search LinkedIn like a human would, with random delays and rate limits to avoid detection.
If you skip this, Omnidash will find prospects through Google searches and company website scraping instead.
Cloudflare Browser Rendering (optional)
This is only used during product training (when Omnidash crawls your website to learn about your product). It handles JavaScript-heavy websites that a basic crawler can't read.
1. Sign up at Cloudflare (paid Workers plan, ~$5/month)
2. Go to Workers & Pages > Browser Rendering
3. Create an API token with Browser Rendering Edit permissions
4. Enter your Account ID and API Token in the Settings tab
Without this, Omnidash uses a built-in crawler that works fine for most websites but can't render JavaScript.
Common issues
"command not found: harvey"
source .venv/bin/activateInstantly API returns 401
Claude headless mode fails
claude login in your terminal and have an active Claude Max subscription. Omnidash uses your existing subscription, not a separate API key.Codex calls fail
brain.provider: codex, set brain.model to an available model ID, including Luna, Sol, or Terra (for example gpt-6.1-sol), or leave it blank to select a listed model. Omnidash runs these models without tools; gpt-5.5 also remains supported when present in your account's catalog. Run codex login and choose "Sign in with ChatGPT" (API-key logins are refused). Omnidash never renews your Codex login: if the log says it has expired or is due for renewal, use Codex once or run codex login. Omnidash needs Codex CLI 0.159.3 on macOS or Linux (Codex isn't supported on Windows; use Claude there) and refuses other versions. While Codex can't be used, Omnidash pauses (Today shows "Codex is paused" and why), leaves replies and queued emails untouched, and resumes once it's fixed; harvey status --check checks on demand. If the log says isolation could not be verified, a Codex config layer is forcing a tool, hook, MCP server or custom endpoint back on — Omnidash refuses to send prompts until it is removed. Omnidash never falls back to Claude on its own.