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Signals Settings

Signals Settings is where you decide what counts as a signal worth seeing, how loudly it reaches you, and what drives its ranking. Signals are organized into categories you can turn on or off and prioritize; each category can alert you in real time or stay quiet in the feed; an Advanced panel lets you weight the five factors behind every signal’s score; and a Notification Channels card routes delivery to Slack, email, or in-app.

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What you can do here

• Manage signals by category, not one long list. Signals are grouped into categories such as Risk, Intent, and People. Turn a whole category on or off with a switch, drag categories to set their overall priority, and expand any category to fine-tune the individual types inside it. Categories with no active content are hidden, so you never land on empty placeholder cards.
• Choose real-time or quiet, per category. Each category carries a bell toggle that decides whether it fires a real-time pop-up or simply appears in the Signals page and the notification bell. By default only your risk categories alert in real time, so low-urgency activity stays visible without interrupting you. This is the control behind the quieter real-time alerts on the Signals page.
• Weight the five factors that drive ranking. An Advanced panel lets you drag-rank the five factors that decide a signal’s priority tier: deal stage, close date, deal size, freshness, and category urgency. A team that lives by close date can weight it above deal size, and every rep’s rankings shift to match, with a reset-to-defaults option if you overtune.
• See what your plan unlocks. There is no hard ceiling on how much you can run. Access is set by your plan: categories and types above your tier carry a lock badge naming the plan that unlocks them. Starter covers the core categories (hiring, funding, leadership and the like); Core opens the full signal suite and custom types; Agent adds the website, tech-stack, and competitive signals on top.
• Create custom signal types, filed under a category. The Create custom signal button opens a dialog for a name and a short description, and lets you assign the new type to a category so it inherits that category’s urgency and notification behavior. Custom types are a Core-and-above capability; use them for categories the defaults miss, sustainability filings, layoff announcements, regulatory rulings in your vertical.

• Route delivery to the channels your team actually checks. The Notification Channels card carries three toggles: Slack (DM delivery plus the workspace #katalyst-signals channel, gated on the Slack connector being wired), Email, and In-App Notifications (the Bell and the Toast inside Katalyst). Toggles are independent; pick one, two, or all three. Slack is a Core-and-above channel, and the toggle is disabled if Slack isn’t connected yet, with an inline Connect link that routes to Integrations.

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How to use it

A mid-market healthcare rep covering fifty accounts opens Signals Settings on a Friday afternoon, two weeks in. Real-time pop-ups have been constant, most of them low-urgency. She leaves the Risk category on with its bell toggle set to real time, and switches People and Intent to quiet so they collect in the feed she scans on her own schedule rather than interrupting her. She drags Risk to the top of the category order, then opens the Advanced panel and ranks close date above deal size, because in her book a deal slipping its date matters more than its size. She adds one custom type, Layoff announcements, and files it under Risk so it inherits the same real-time urgency. Six minutes from open to a tuned configuration; by Monday the pop-ups have dropped to the handful that genuinely warrant breaking her focus, and the Signals page ranks the way she actually sells.

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Patterns that work

Quiet by default, loud for risk. The per-category bell toggle is the control that killed the old noise, so use it deliberately: risk categories earn a real-time interruption, and everything else belongs in the feed you scan on your own schedule. Turning every category back to real time recreates exactly the problem the redesign removed. Weight the factors to how your team actually sells. The Advanced panel is the highest-leverage control on this page, because it drives the tier labels every rep sees on the Signals page. If your deals live or die on close date, rank it first and the tiers re-sort across the whole team; do it once rather than manually re-sorting the feed every day. Prioritize categories, not just individual types. The category order is the coarse dial and the per-type switches inside a category are the fine one. Start by ordering the categories to match what moves your deals, then expand only the categories that need trimming. Most reps never need to touch the individual types once the categories are ranked well. Treat a lock badge as a question, not a wall. A locked category is Katalyst telling you there’s a class of news you’re currently blind to. Before upgrading, check whether what you already run is producing rows you act on. A tier change is worth it when your active categories are earning their keep and you can name the blind spot, not as a way to fix a feed you aren’t reading. File custom types under the right category. A custom type inherits its category’s urgency and notification behavior, so the category you file it under is not cosmetic. A layoff-announcement type under Risk alerts in real time; the same type filed under a quiet category sits in the feed. Match the filing to how urgently you would actually want to hear about it. Pick channels by what your team actually checks. Reps who live in Slack should keep Slack on and email off; reps who scan email should keep email on. In-App is worth keeping on because the Bell and Toast surface signals while you’re already working in Katalyst. Turning on every channel is the common mistake: the same signal hitting three places trains you to dismiss the second and third without reading.

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Related

• Signals - the AE-facing page that consumes the categories, priorities, and weights curated here, and where the tier labels and Your Move actions live.
• Notifications - the in-app Bell and Toast surface; the per-category bell toggle here decides what fires there in real time.
• Integrations - the Slack connector that gates the Slack channel toggle on this page.
• Plans and Billing - the tier that decides which categories carry a lock badge, and whether custom types and Slack are available.
• Tune your signal-noise budget - the weekly review routine that opens here.
• Start the day with Signals - the morning routine that depends on the categories and weights being tuned.