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Signals

Signals is the AE’s monitoring surface. One continuously curated feed of every deal-moving external event across your entire book, scored for relevance, filterable in seven dimensions, and arriving in real time so the next conversation starter surfaces itself rather than waiting for you to go looking.
The Signals tab showing the search input, filter row with Type, Status, Score, Date, Owner, Group by Opp, and Sort controls, and a flat list of Signal Cards scored highest first, each carrying a score badge, type tag, company favicon, headline, published date, and accept control.

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What you can do here

  • Scan the whole portfolio in one feed. The global Signals tab aggregates every AI-generated external signal across every opportunity in your book: leadership changes, hiring posts, filings, acquisitions, partnerships, funding rounds, and more. Sorted by Katalyst Score by default, the most relevant items sit at the top so a thirty-second scan tells you the day’s priorities.
  • Read a Signal Card in seconds. Each card carries a numeric score badge (0 to 100, color-coded at 90+, 80+, 70+, and below), a company favicon, a type tag, the AI-generated headline, the published date, and a one-line “why this matters” framing. Click anywhere on the card to expand the AI summary, the suggested next steps, and the source link.
A close-up of a Signal Card showing the score badge in the top-left, company favicon, type tag, AI-generated title, published date, AI relevance subtitle, expand chevron, and the round check-icon accept button.
  • Filter the feed down to the slice that matters. Seven controls sit above the feed: Type (multi-select against the live catalog), Status (Active or Archived), Score (High, Medium, Low), Date (Today, This Week, This Month), Owner (every teammate or just you), Group by Opp toggle, and Sort (Score or Date). Every change writes to the URL, so any filtered view is bookmarkable and shareable.
  • Flip to grouped view for prep. The Group by Opp toggle swaps the flat list for per-opportunity buckets. Flat view answers “what’s the most urgent thing happening across my book”; grouped answers “for the three deals I’m prepping for tomorrow, what’s the latest.” Same card shape in both modes.
  • Accept a signal in one click. The round check icon on each card archives the signal server-side. The accept ripples to every other place the card is rendered (per-account, per-opp, the Bell, the Toast) so a signal you’ve handled disappears everywhere at once. There’s no “reject”; archive is the only action because the goal is to clear the queue, not adjudicate quality.
  • Read the per-account slice from inside an account. Every account detail page carries a Signals sub-tab that shows the same data, scoped to that one company. Same card, same expand, same accept.
The Signals sub-tab on an account detail page showing the count header and a stacked list of Signal Cards scoped to opportunities under that one account, with score badges, type tags, headlines, and accept controls.
  • Catch new signals as they fire. The global feed subscribes to a realtime channel and pulls in new signals the moment they’re generated, no manual refresh required. A signal published twelve seconds ago shows up at the top of the feed without you doing anything.
  • Read the same priorities on Home’s Do This Now. The Do This Now card on the Home tab samples from the highest-priority slice of this feed, mixing in hygiene rules and meeting context. It’s the AI-driven “what’s worth doing right now” read; the Signals feed is the full source.
The Do This Now card on Home showing three prioritized rows with company favicons, signal or hygiene chips, short descriptions, and per-row CTA buttons like Draft follow-up and Suggest Next Steps.

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How to use it

A rep covering thirty enterprise software accounts opens Signals first thing on a Tuesday at 8:48 AM. Sorted by score, the top three rows are an Acquisition signal scored 92 on her largest Negotiation deal, a Leadership change scored 88 on an account she opened a discovery cycle on last week, and a Hiring signal scored 76 on a stalled Proposal. She expands the Acquisition card, reads the two-line summary, opens the source filing in a new tab, accepts the signal, and types a follow-up note into the deal’s chat panel referencing the acquisition. She filters Date to Today, flips on Group by Opp, sees a clean per-deal stack of overnight arrivals, accepts six obvious-yes signals, and leaves the rest open for a second pass before lunch. Nine minutes from feed load to a sweep that would have taken half an hour of manual scanning.

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Patterns that work

Sort by score for the morning scan, by date for the catch-up. Score sort surfaces what matters most across the whole book; date sort surfaces what’s new since you last looked. The morning read is score; the after-lunch and after-meeting reads are usually date. Both views are one click apart, and the URL preserves your choice so a bookmark holds the right default. Use the catalog as a starting point, not a target. Katalyst surfaces fourteen signal types out of the box (leadership, investment, contact, filings, acquisition, earnings, expansion, funding, hiring, legal, new product, partnership, recognition, security). You decide which of those types fire for you, up to six active at a time, on the Signals settings surface. If a type is producing noise you don’t act on, turn it off rather than scrolling past it day after day. Accept aggressively; the queue is the point. The single accept action is meant to be used. Archived signals stay searchable under the Status filter set to Archived, so a misclick is recoverable in two seconds. Reps who hesitate to accept end up scrolling the same rows three days in a row; reps who accept fast keep the feed honest and the morning scan fast. Bookmark the filtered view you live in. Every filter writes to the URL. The view that matters most to you (“high-score acquisition signals this week, owned by me, grouped by opp”) is a browser tab, not a re-do every morning. Reps who save two or three of these and keep them pinned cut their daily Signals time in half.
  • Account detail - the per-account workspace; the Signals sub-tab is the per-account slice of this feed.
  • Home - the daily landing surface; Do This Now samples from the highest-priority signals across your book.
  • Notifications - the Bell and Toast deck; a fresh signal pops in both places before it ever needs the feed.
  • AI Activity - the durable log of every signal you accepted or dismissed and every AI action that followed.
  • Signals settings - the upstream configuration layer: which types fire, how many are active, and where notifications route.
  • Start the day with Signals - the morning routine that opens here.
  • Catch a signal as it fires - working the live arrival before the rest of your day starts.
  • Research from a fresh signal - turning a Signals card into a next step on the account.
  • Tune your signal-noise budget - the weekly review that keeps the catalog producing rows you’ll actually act on.