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Catch a signal as it fires

A Toast pops in the bottom-right corner of the page. The rep is mid-prep for a 2 PM call, the cursor was on the meeting notes, and now a Signal card is hovering above the CommandK button counting down 30 seconds. The question is not “is this signal interesting” (the morning Signals scan is the surface for that). The question is “is this worth dropping what I’m doing for, right now?” This play is the 1 to 3 minute discipline that answers it without losing the current work.

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What to expect

  • Timing. Roughly 1 to 3 minutes per Toast, several times a day on heavy days.
  • Prerequisite. The rep is signed in and working on any page in Katalyst, with at least one signal type enabled and the in-app channel on in settings so toasts can fire. A Toast just popped in the bottom-right.
  • Outcome. A fast in-the-moment decision: stay on the current task (the Toast clears itself or gets dismissed in place), or context-switch deliberately (a Note dropped, a Draft queued, a triage made) without losing the original train of thought.

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Step-by-step

  1. Glance at the Toast for three seconds. The Toast renders in the bottom-right corner of the viewport, above the CommandK button. The category icon on the left and the title line tell the rep at a glance which signal type fired and on which account. For a standard-tier signal, a volt-gradient countdown bar at the bottom shows 30 seconds ticking down; for a high-stakes notification, the border is warning-tinted and the timer is 5 minutes. Three seconds of attention is enough for the call.
Notification Bell in the top-right header showing the volt-pill new-count badge over the bell icon.
  1. If low-priority, let it auto-dismiss. For a routine signal (a low-score hiring update on a tier-3 account, a partnership announcement on an account the rep is not actively working), no action is the right action. The Toast clears itself at the 30-second tick and the row persists in the Bell’s This session tab for later review. The rep stays on the current task. Hovering pauses the timer if more than three seconds is needed for the glance.
  2. If high-priority, click the Toast to expand the Signal Card in place. For a signal that looks like it might matter (a funding round on a deal mid-negotiation, an executive change on a champion’s account, a 10-K filing on a strategic enterprise), click into the Toast. The Signal Card expands with the score badge, the AI relevance line, the longer AI summary, the suggested next steps, and the source link.
Close-up of a single Signal card with the score badge, type tag, AI relevance statement, summary, source link, and accept icon.
  1. 30-second triage from the card. Three paths, same as the morning ritual but faster. Accept the signal (the check icon archives it and clears the Toast and the Bell row at once), drop a Note on the account naming the signal and a one-line read so future-self does not re-derive the call, or click through to Account detail for the deeper context the in-place card cannot give. The 30-second budget is firm; if the call needs more, push it to a sit-down moment.
  2. If the call is “research-in-place,” ask Per-record AI Chat. The fastest middle path: drill into the account from the Toast or the Bell row, open the Per-record AI Chat, and type the one-line question: “A [signal type] signal just fired on this account, does it change my next move on the open opportunity?” The chat is scoped to the account and answers with a named hypothesis and a concrete action. This keeps the context-switch tight: into the chat, out with a decision, back to the original task.
Per-record AI Chat composite showing the chat scoped to an Account, Opportunity, Contact, and Meeting.
  1. Return to the original task. Whatever was happening before the Toast popped is still there. The Bell still carries the row in This session if the rep wants to revisit later. The morning Signals scan and the dedicated Triage from the notification bell play are the catch-up surfaces if the live triage was a “no, not now.”

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Variations

If the rep is heads-down on closing a deal or mid-customer-call and does not want any pops at all, the discipline is to ignore the deck for the duration of the focus block; the Bell is the durable safety net, and every Toast lives in This session for later. If the Toast is grouped (the deck shows “3 new signals” or “Meeting wrap-up: N items ready”), expand the group, scan the count, and either click View N items to walk through them or let the grouped Toast clear and handle the batch in the next Bell-open.
A dedicated screenshot of the Toast deck (toast-notifications.png) is pending. When it lands, it should anchor step 1 in place of the Bell image, and a second Frame in step 4 should show the high-stakes warning-tinted Toast variant.