Bring the right signals together
Opportunities will combine multiple signals for a customer into a reason to act. This view is being built.
You can already review signals, build Signal Sets, and inspect their existing rule matches.
Sign in to configure and test signals from your imported data.
Your signal workspace
Sign in to see imported companies, configure rules and manage CRM delivery.
Sign in to workspaceYOUR WORKSPACE AT A GLANCE
Dashboard
A clearer view of your signals and the work that follows.
REASONS TO START A CONVERSATION
Opportunities
A LITTLE HELP WITH THE FOLLOW-THROUGH
Agents Work in progress
Your agents are on their way
Agents are a work in progress and are not available in customer workspaces yet.
Existing workflows remain available under Signal Sets → Actions.
MAKE YOURSELF AT HOME
Workspace settings
Workspace
Plan & usage
YOUR PEOPLE
Team
A shared place for your team
Team access is managed by your workspace administrator. Invitations and role editing are not available here yet.
Your existing permissions continue to control the actions you can take.
YOUR OWN CORNER
User settings
Your account
Appearance
Choose the look that feels right for you.
RAW OBSERVATIONS
Signals
Signals are individual observations, such as a page visit, ad click or company data change. Review their source and company identity here. Opportunities will combine related signals into a reason to act.
Observed activity
Load signals to review recent observations.
FIRST-PARTY WEBSITE ACTIVITY
Website visitors
Review website activity and the companies researching you.
Recent website activity
Confirmed networks can contribute to signal rules. A network operator is a candidate, not a confirmed employer. Unresolved visits are also available in the Data layer for review.
PUBLIC WEBSITE CONTENT
Website intelligence
Discover public pages and review their content, classifications and recommended intent points.
Page recommendations
Pages are checked during setup and daily for changes, across languages. Your overrides stay in place when pages change.
Starting points: pricing / demo 10 · security / trust 7 · product / integrations 5 · case study 4 · about 2 · homepage / blog 1 · careers / support 0. Future visits use saved recommendations, with repeat visits capped. The default intent signal totals up to 100 visits over 7 days and starts at 20 points.
WEBSITE INTEGRATION
Website tracking setup
Connect your website once. Use the same install link across all pages to collect visits and recognize confirmed company networks.
Add your website
Your websites
Add this snippet to your site’s shared template or tag manager so it loads on every page, after applicable consent requirements are met. It uses no cookies or browser storage and respects Do Not Track and Global Privacy Control. Visit URLs omit query strings and fragments.
Confirmed company networks
Use ranges independently confirmed as belonging to a company's office or corporate VPN. Do not confirm shared ISPs, cloud hosting, coworking, or consumer VPN ranges. New mappings apply to future visits; review older bindings in the Data layer.
NEW SIGNAL
Define a signal
Save a draft, preview matching companies, then review and publish.
TEST BEFORE PUBLISHING
Company preview
Uses current mappings, latest company snapshots and retained growth observations. This is not a point-in-time prediction. Tests never send CRM actions.
Save a signal to preview the matching companies and their
evidence.
Version history
CONNECT SIGNALS TO OUTCOMES
Workflows
Choose the signal and action. Save paused, then test and enable.
Create a workflow
Your workflows
Latest company deliveries
KNOW THE DATA BEHIND YOUR RULES
Imported companies
Field coverage
Available activity
Headcount increases require a comparable prior import. Website and product events arrive through the event API.
Company data
COLLECT, CONNECT, KEEP THE EVIDENCE
Source data
Connect your tools, collect CRM records or import exports. Review account links before using them in signals.
Account connections
Connect and manage your tools in Integrations, then review collected records and account links here.
Add a source
Your sources
Collect HubSpot objects
Uses the existing HubSpot connection. Select available read permissions; collection never expands consent. Selected collections repeat every five minutes.
Check granted reads to see which objects this account can collect.
Prepare additional read access
Choose the records to request on your next HubSpot connection. The app owner must first enable these reads in HubSpot. Saving a request grants no access; HubSpot consent is a separate step in Connections.
Import a source export
For email, meeting and intent adapters, upload an export or send records through the authenticated import API. Use Native connections for automatic provider collection.
Stored records
An unresolved record stays out of account signals. HubSpot can link an exact, unambiguous company association; other records need an explicit account link.
Record history
Adapter availability
EVIDENCE AND DELIVERY
Rule matches & deliveries
Latest rule matches
CRM delivery status
Worker health & recent jobs
YOUR CUSTOMER DATA, CONNECTED
Integrations
Website visitors
Connect your website, get its install link, and review company visits in this workspace.
HubSpot
Company writeback
Only the four Signal Platform company fields are updated. Across enabled rules, the highest active score wins. Pausing a rule clears its previously managed output when no other rule qualifies.
Stopping writeback retains existing CRM values.
More integrations
Choose a tool to set up its connection. Availability and connection methods are shown for each provider.
INTEGRATIONS
Connect your accounts
Choose selected resources, verify access, then collect into this tenant’s source history. Records need a reviewed account link before they contribute to account signals. CRM use starts off.
Connect accounts your organization already uses. OAuth connections use the platform’s registered app; API-key connections use your own provider key.
Connected tools
OAuth application setup
Existing connections need no credential changes. Saving an application requires reconnection. Enter secrets here, never in chat.
Callback URL:
Local demo data
Creates a test account with pricing-page and demo-request events in a development fixture.