Skip to main content
A qualified lead is a person whose LinkedIn engagement or Agent profile matches your workspace ICP at or above the minimum match.
Qualified engagement is engagement from people who meet your workspace fit criteria closely enough to matter for lead qualification.
Most qualification credits settle when traxy saves a successful result. Agent is different: after the trial allowance, it uses credits for each unique profile scanned in the billing window, even when the person does not become a qualified lead.
You can update your ICP during onboarding or later in ICP Configuration from the main app navigation.
Slack notifications stay disabled until you select a channel and enable the trigger. If you chose a private channel and it does not appear in the channel list, invite the traxy Slack app to that channel with /invite @traxy before you test it.
Webhook sends qualified lead events from traxy to your endpoint so another system can receive and act on them.
Zapier, Clay, and n8n use the same signed webhook delivery model, but each has its own integration page, connection state, and manual send option.
Ordinal uses a dedicated traxy integration key. Generate the key from Integrations > Ordinal, then paste it into the traxy integration inside Ordinal.
Auto-send only applies to leads that qualify after it is enabled. Use manual delivery from the leads table if you want to send existing leads.
HubSpot can skip records when your settings say to ignore contacts without an email, contacts without a company, or missing CRM records. Review the HubSpot integration settings before retrying.
No. Connect from Integrations > Claude or Integrations > Codex. Both use OAuth. API keys are for direct REST access.
Repeat engagement alerts only send when the integration trigger, auto-send, and Send repeat engagement from qualified leads are all enabled.
Yes. Each workspace can configure Webhook, Zapier, Clay, and n8n separately.
The post may have no engagement, qualification data may still be refreshing, or your workspace may not have enough credits for the action.
New credit-funded qualification, enrichment, and Agent work cannot start. Existing saved leads remain available. Work can resume after the monthly credit window resets or the plan changes.
Yes. If you belong to more than one workspace, use the workspace switcher in the sidebar to move between them.
Open Settings > Blocklist to add or remove company domains that should not appear as future leads.
Open Settings > Billing for subscription tasks, credit usage, payment methods, invoices, and plan changes.
A workspace owner or admin should open Settings > Billing > Manage Subscription, select Cancel Plan, and complete the cancellation in Stripe. Review the effective date before confirming. See Cancel a subscription.