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Signals

Signals is the AE’s monitoring surface. Every deal-moving external event across your book, scored and sorted into priority tiers, grouped under the deals they belong to, with the most urgent pinned at the top. Each card tells you what to do about it and hands the whole context to the AI when you decide to act, and an AI chat panel sits right alongside the list so you can ask what to work on without ever leaving the page.

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What you can do here

• Land on a triage board, not a flat list. A Top Signals strip pins the alerts that need attention most urgently at the top of the page, and a digest tells you how many need a move today with a Plan my day walkthrough that steps you through them one at a time, highest priority first. Below the strip you switch between two views: signals grouped under their deal, or sorted into Critical, High, Medium, and Low tiers.
• Read priority as a tier, and see why. Each card shows a tier label (Critical, High, Medium, or Low) rather than a raw number. Click the label to open a breakdown of the factors behind the rank: deal stage, days to close, deal size, how fresh the signal is, and whether a recommended action exists. Cards also carry the company logo, the type, the AI-written headline, and a Detected timestamp, with an “event Nd old” badge when the underlying news is meaningfully older than when Katalyst surfaced it.

• Know what to do about it, from the card (Your Move). Every card carries a Your Move block: a specific recommended action, the reason it is timely, and a concrete next step, drawn from Katalyst’s analysis of the signal against what it already knows about the deal. A hiring signal is not just news; it’s the green light on the headcount blocker your champion raised in discovery, and Your Move says so. The recommended-move layout leads with the action and puts the urgency reason (labeled Reason) beneath it.
• Hand the signal to the AI with one click. Each row carries an Act button when a recommended play exists, or a Suggest button when there is no play yet. Either opens the AI assistant in place, already holding the signal’s context, so it can draft the outreach or update the deal without you re-explaining the situation. Nothing is a dead end: a signal without a specific play still gets you a generated suggestion.
• Ask the chat panel what to work on. A collapsible AI chat panel sits beside the list with starter prompts like “Which signals need a move today?” and “What should I act on first?”, so you can get a ranked, book-aware read without leaving the page. Its answers lead with the actual signal event before the recommended step, and you can drag the divider to resize the panel, with your chosen width remembered next time.
• Filter and group from one control. Status, score, date, and owner filters now live under a single Filters button with a badge showing how many are active and a Clear all link. Date windows (Today, This Week, This Month) track when Katalyst detected a signal rather than when the news broke, so recent items stop vanishing because the underlying event was old, and This Month means the rolling last 30 days.
• Star a deal to float its signals. Starring a deal anywhere in Katalyst instantly re-scores your signals so that deal’s alerts climb the list, with no manual refresh. Your focus deals surface first by default.
• Accept a signal in one click. The accept control on each card archives the signal server-side, and the accept ripples to every other place the card is rendered (per-account, per-opp, the Bell, the Toast) so a signal you have handled disappears everywhere at once. Signals can also be dismissed straight from the list, and a Load more button replaces the old numbered pagination. There is 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 tier, same expand, same accept.

• Catch new signals as they fire, quietly. The feed still pulls new signals in the moment they are generated, with no manual refresh. But real-time pop-ups are now reserved for the categories you mark urgent (risk signals by default), so low-priority activity stays visible in the feed and the notification bell without interrupting you.
• Read the same priorities on Home’s Do This Now. The Do This Now rail on Home samples from the highest-priority slice of this feed, mixing in hygiene rules and meeting context. The recommended move rides along: each row shows the signal, then the move in full on a second line, with Take action beside it, so you can act on the top signals of the day without ever opening the feed.

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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. The Top Signals strip pins the four alerts that need a move today, and the digest offers Plan my day. She takes it, and the walkthrough steps her through the four in order, starting with a Critical acquisition signal on her largest Negotiation deal. She clicks the tier label to check why it ranks first: late-stage deal, closing in nine days, a recommended action ready. Your Move tells her to reach the champion before the integration team locks its vendor list, so she hits Act, the assistant opens holding the filing and the deal, and a draft comes back written against the acquisition rather than a template. She sends it and accepts the card. Then she flips to the grouped-by-deal view to see her three prep accounts’ alerts together, stars the one that just heated up so its signals float to the top, and clears six obvious-yes items with a single accept each. Nine minutes from open to a swept board, and one signal that became a real touchpoint instead of a note-to-self.

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Patterns that work

Two views, two jobs. The grouped-by-deal view answers “for the deals I am prepping, what is the latest,” and the tier view answers “what is the most urgent thing happening across my whole book.” Reach for grouped when you are prepping specific accounts and tier when you are triaging the morning. The Top Signals strip sits above both for the thirty-second read. Click the tier when two signals tie. The tier label is trustworthy because you can open it. When two High signals sit next to each other and you only have time for one, the breakdown, deal stage, days to close, deal size, freshness, tells you which to do first instead of leaving you to guess. Reps who learn to open the breakdown stop second-guessing the ranking. Let Your Move close the loop, not just start it. The gap that kills signal programs is the one between “I read the signal” and “I did something about it.” Your Move removes it: the card names the play, Act opens the assistant already holding the context, and the draft comes back written against the specific thing that just happened. Reps who click Act while the card is open convert signals into touchpoints; reps who accept and promise to come back mostly do not. Star your focus deals so the board sorts itself. Starring re-scores instantly, so the deals you actually care about this week float their signals to the top without any filtering. It is the fastest way to make the board reflect your priorities rather than the raw feed. Accept aggressively; the queue is the point. The accept action is meant to be used. Archived signals stay searchable under the Status filter set to Archived, so a misclick is recoverable in seconds. Reps who hesitate end up scrolling the same rows three days running; reps who accept fast keep the board honest and the morning read short. If the tiers feel wrong, tune the weights, do not fight the feed. The ranking is driven by five factors you control in Signals Settings (deal stage, close date, deal size, freshness, and category urgency). If Critical is surfacing the wrong things for how your team sells, re-rank those factors once rather than manually re-sorting every day.

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Related

• 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 high-priority signal pops there in real time, while quieter categories stay in 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 categories fire, whether each alerts in real time, and how the five scoring factors are weighted.
• Start the day with Signals - the morning routine that opens here.
• Act on a signal with Your Move - turning a signal into a drafted touchpoint in two minutes.
• Catch a signal as it fires - working the live arrival before the rest of your day starts.
• Research from a fresh signal - turning a signal into a next step on the account.
• Tune your signal-noise budget - the weekly review that keeps the categories and weights producing rows you will actually act on.