Signals
Create signals to refresh recommendations when something important happens with a customer.
Signal setup
Add signals (an upcoming QBR, a champion going silent, a payment going overdue) so you could use it as a trigger the moment something important happens. The classic case is an upcoming QBR: a signal that watches the customer's calendar for the keywords "QBR" or "business review" in the next X days will trigger the right workflow or project the moment the meeting is on the books.
Signal types
The platform supports three types of signals:
- Customer has an upcoming meeting in X days. Watches the calendar for an event matching keywords or other meeting attributes.
- Customer starts matching specified criteria. Fires when a customer first matches the criteria you defined, for example, a customer entering the "no reach out for 14 days" state.
- Customer stops matching specified criteria. Fires when a customer leaves the matched state, for example, a previously silent customer who just emailed you back.
Contact-level signals
Signals can be defined at the company level (a property of the whole account) or at the contact level (a property of a single person on the account). Contact-level signals enable per-person automations, such as responding to an individual NPS submission rather than the company's average score.
Configuring silence per segment
The built-in "No reach out" and "Company went silent" signals can be configured per customer segment. You set:
- The day threshold (for example, 14 days for Enterprise, 60 days for Self-serve).
- Which interaction types count toward the calculation (email, meetings, support tickets, calls, or any combination).
Different segments can then have different silence definitions in one place.
Where signals show up
Once a signal fires for a customer, you can see it in two places:
- The Company profile under Memory, plotted on the Lifecycle chart.
- The Companies list: click the Signals cell on a row to open an overview with timestamps for every firing.
Where to use signals
Signals become part of the customer context out of the box. You can use Signals to trigger Guidances, Workflows, Projects if you want to act on them in real-time.
Set up signals