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Advanced Setup 7 min read

Settings, scheduling & the Agency Dashboard

The three pieces that run your whole book of business — per-machine Settings, a calendar-driven scheduler, and a 30-second Agency Dashboard triage. Plus the Connections health and Activity Log that make silent integration failure impossible.

Once you're running more than a couple of clients, the daily question stops being "what's wrong with this site?" and becomes "where do I spend the next thirty minutes?" Crawl Cove answers that with three connected pieces: a Settings page that configures the machine once, a Calendar + scheduler that makes the retainer rhythm run itself while the app is open, and an Agency Dashboard that triages the whole portfolio at a glance.

Settings: configure the machine once

The agency Settings page holds per-machine configuration that applies across every client:

  • Agency default branding — your own logo and colours, the fallback when a client doesn't have its own.
  • Data storage path with backup/export. The live database lives at <userData>/crawlcove.db; encrypted secrets sit separately under <userData>/secrets/. A one-click Back up database button writes a consistent snapshot of the whole SQLite file to a location you choose — it flushes the write-ahead log first, so the copy is safe to take while the app is running.
  • Crawl defaults — concurrency, politeness delay, and user-agent string. These actually reach the crawler; set them once and every new crawl inherits them (still overridable per crawl).
  • API keys — CrUX, Bing, and Open PageRank, all encrypted via safeStorage.
  • LLM backend selector — see Configuring the optional LLM backend.

Tip

The Back up database button is your whole agency in one file — every client, every crawl run, every finding — and it's safe to run mid-session. There's deeper detail on what's in (and pointedly not in) a backup in Exporting your data; secrets never leave safeStorage, so they're excluded by design.

Calendar & the scheduler

The Calendar is colour-coded per client and holds scheduled crawls, report deadlines, client calls, and content due dates — the retainer rhythm made visible: monthly crawl → findings review → report → call.

  • Natural-language quick add. Type something like a plain-English event and the date is resolved deterministically (by chrono-node); the model only handles the title and intent, and the feature degrades gracefully if the LLM is off. The date is never an AI guess.
  • The scheduler runs due crawls while the app is open. A main-process scheduler fires the crawls you've scheduled — set a schedule in the New Crawl config when you run an audit. It runs while Crawl Cove is open rather than as a hidden background service, which keeps the local-first model honest: no daemon quietly touching client sites when you're not there.

The Agency Dashboard: 30-second triage

The Agency Dashboard is the global landing page — a thirty-second read on the whole book of business before you decide where the day goes.

The Agency Dashboard with a client health-score grid, alert feed, running crawls, tasks due, and a wins-this-month counter
One screen, every client — health grid, alert feed, live crawls, tasks due, and the month's verified wins.

It pulls together:

  • A client health-score grid — one card per client, with a score and a trend arrow.
  • An alert feed — new critical findings since yesterday, GSC traffic drops beyond a threshold, expired OAuth tokens, and lost high-value backlinks.
  • Crawls currently running, with live page counts.
  • Tasks due this week, across all clients.
  • A "wins this month" counter — the number of verified-fixed findings, so the proof-of-value is sitting on your home screen.

The point is triage: glance, spot the two clients that need you today, ignore the twelve that are fine.

No silent failures: Connections health & the Activity Log

A multi-client tool is only trustworthy if you can tell when an integration breaks — so silent failure is designed out.

  • Connections (per client) shows each integration's health: GSC OAuth status (token valid? last sync?), the Bing WMT key, GSC Links CSV import status, last-sync timestamps, recent sync errors, and Reconnect / Test buttons. When any chart in the app is empty, this page tells you why in one look.
  • The Activity Log (agency level) is a chronological, filterable record of crawl events, tool calls with their actual arguments, LLM requests and responses, and errors with context — filterable by client and subsystem. When something misbehaves, the evidence is already on screen. (Secrets, query text, and robots bodies are never logged.)

Note

An expired token or a failed sync surfaces as a visible alert and a red Connections status — never as a quietly empty chart you discover a week later in front of a client.

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Put this guide into practice

Crawl Cove runs these audits on your machine and tells you exactly what to fix first. See the features or compare the plans.

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