Atlas
Your Complete Data Operations Hub
Atlas is HockeyStack's unified configuration page that visualizes and controls the entire data pipeline – from ingestion to export. It presents the complete data flow in a logical, visual interface that matches how data actually moves through the system with configurations as needed.
Why Atlas?
HockeyStack processes your data through a complete pipeline – from ingestion through transformation, categorization, activation, and export. Atlas gives you a single view of this entire flow, so you can:
See how your data connects: Understand exactly where your data comes from, how it gets unified, and where it powers insights
Configure everything in context: Manage your entire data pipeline from one place
Troubleshoot faster: When something isn't working as expected, pinpoint where in the pipeline the issue occurs
Atlas vs. Workspace Settings vs. User Settings
Configuration is now organized into three distinct areas, all available on the sidebar.
Atlas
Data pipeline configuration
Admin only
Workspace Settings
Workspace administration
Admin only
User Settings
Personal preferences
Individual users
Accessing Atlas and Settings
Atlas is available to users with Admin or Creator permissions. If you are in either group, you can find it in the left sidebar.
Workspace settings is available to users with Admin or Creator permissions. If you are in either group, you can find it in the left sidebar at the top when you click on your instance name.
User settings is available to all individual users. You can find it in the left sidebar at the top when you click on your instance name.
Workspace Settings — Workspace Administration
Settings that affect the entire workspace but aren't part of the data pipeline.
Section
Description
What's Included
Domain
Manage your workspace domain settings
Workspace name, tracked domains
Reporting & Tracking
Configure tracking and data management
Reporting Configuration, Company Default Properties, Default Attribution Options, Replace in Definitions, Clear account cache
Team
Manage team members and permissions
Invite users, permission levels (Creator, Admin, Member, Viewer), SSO configuration, MFA Enforcement
Plan & Billing
View and manage your subscription
Subscription details, billing information
User Settings — Personal Preferences
Settings that only affect the individual user's experience.
Setting
Description
Profile Settings
Manage your personal information and email
Security
Update your password and MFA settings
Appearance
Customize your interface theme
Atlas Sections
Atlas — The Configuration Canvas
Everything related to how data flows in, transforms, and flows out.
Atlas > Ingest
Configure all data sources that feed into HockeyStack.
Website Tracking (Tracking Script + IP blacklist)
To be able to track your users' website actions, you need to install a HockeyStack tracking script on your website. Follow the instructions on the screen, and if you need more information, check out the Website Tracking.
Keep in mind that you need to add the script separately to each of the connected domains.
Integrations (CRM, Ad Platforms, Marketing Automation, Sales Engagement)
Custom Data Source (Google Sheets, Data Warehouses)
Third Party Data Sources (ABM, Enrichment, Gong)
Connected integrations appear as individual nodes. Click any integration node to open its configuration. Warning indicators (yellow border + icon) appear when authentication expires or sync issues occur.
Business Context
Configure business context that helps AI understand your company, product, and market.
Email Examples
Provide example emails that help AI generate better sales messaging.
Atlas > Clean
Identity resolution and data transformation rules. These are foundational settings that run automatically.
Unify Person Profiles
Unify person profiles using email address (always enabled)
Unify Company Profiles
Unify company profiles using company domain (always enabled)
Extract Actions from Objects
Opens the TDP (Track Date Properties) configuration - how CRM objects transform into actions.
Map Cost to Actions
Map cost to actions using UTM parameters (always enabled)
Atlas > Categorize
Data categorization in HockeyStack helps you organize funnel stages and touchpoints, allowing the platform to interpret your customer journey according to your needs. This impacts multiple features within HockeyStack, providing a clearer, more structured view of your data. It's critical for Odin to work correctly.
Funnel Stages
Configure funnel stages (MQL, SQL, Opportunity, etc.)
Goals
Goals are the business outcomes you're trying to achieve and want to report on. They could be funnel stages such as MQLs, deals closed, or smaller items such as form submissions, or pageviews.
Breakdowns
Breakdowns help you slice your funnel data by specific fields, like country, industry, or custom dimensions.
Touchpoints
Touchpoints represent the various interactions a customer has throughout their journey. These interactions are categorized in a hierarchical structure, similar to a branching tree.
Defined Properties
Each action and entity in HockeyStack can have properties. If goals are nicknames for a group of actions, defined properties are nicknames for a group of properties.
Segments
Create segments which are cohorts of users who have done or not done actions/goals in a time frame.
Personas
Configure buyer personas for stakeholder classification.
Atlas > Activate
This section is where you configure for things where HockeyStack turns data into insights and automation.
Odin Scheduled Insights
Odin lets you schedule an automated cadence of emails with your most important metrics analyzed.
AI Research Agents
Workflows
It is the automation engine, important to scale operations. Think of a Workflow as an "if this, then that" engine, but supercharged for B2B ops.
Account Engagement Scoring
Configure Custom Prompts for scoring models.
AI-based Attribution
Atlas > Export
Data destinations and outbound syncs.
Salesforce - Touchpoints Sync
Configure touchpoint sync to Salesforce. View and manage Salesforce object sync status. Resync objects from the beginning if needed.
Workflow Destination Documentation
Salesforce - iFrame
Configure the embedded iFrame for Salesforce.
Salesforce iFrame Installation
Slack - Alerts
Configure Slack alerts for sales notifications.
Slack - Odin
Connect Odin to Slack channels.
Sales Engagement Integrations
Connect different sales engagement platforms like Apollo, Outreach, etc.
API Info
View API documentation and manage API tokens.
Custom Data Destinations (DataSyncs)
Configure DataSync exports to warehouses and webhooks.
Node States and Warnings
State
Appearance
Meaning
Configured
Standard card with icon
Active and healthy
Warning
Yellow border + warning icon
Needs attention (expired auth, sync error)
Not configured
"+ Add" button
Available but not set up
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