Signals
What are Signals?
Signals are notifications that highlight important changes or risks in your customer accounts. Think of them as an early-warning system — they surface the things that might go unnoticed while you are busy with day-to-day customer work.
For example, a Signal might tell you:
- A key account has seen a sharp drop in product usage.
- A customer’s subscription is about to expire with no renewal activity.
- An account that was previously healthy is now showing signs of disengagement.
The main purpose of Signals is to help you catch early signs of risk before they become real problems.
How are Signals created?
Signals are generated automatically by Recurring Tasks. When a recurring task runs, it can analyze your account data and create a Signal for any account where it finds something noteworthy.
You do not create Signals manually. Instead, you set up a recurring task that watches for the conditions you care about, and it produces Signals whenever those conditions are met. See the Recurring Tasks guide to learn how to set one up.
Where to find Signals
Signals page
Open Signals from the main sidebar to see all Signals across your organization in one place.
From this page you can:
- Filter between My Signals (only accounts you own) and All Signals.
- Filter by read/unread status.
- Sort by date, importance, or account.
- Click any Signal to read the full details in a side panel.
- Mark Signals as read or unread, individually or in bulk.
Account detail page
Each account has a Signals tab that shows only the Signals related to that specific account. This is useful when you are preparing for a customer call and want to see recent alerts in context.
Importance levels
Every Signal has an importance level:
- High — requires immediate attention.
- Medium — worth reviewing soon.
- Low — informational, good to be aware of.
These levels are assigned by the AI agent that created the Signal, based on the severity of what it found.