Signal Rules

Find the current setup for account recommendations and market alerts.

For new account-monitoring workflows, use Plays on the Agents page. A Play uses a Skill to assess customer context and prepare findings and next steps for review in Actions.

The former Settings → Signals → Strategic Signals settings route now opens Agents. Use the Plays filter, then create a Play from a template or from scratch.

Choose the right setup

What you need	Where to configure it
Monitor accounts for risks, growth opportunities, or follow-ups	Plays: choose an outcome, audience, cadence, Skill, and proposed actions
Run a defined sequence when a record, schedule, or health event triggers it	Agent workflows: build steps and add Review gates where needed
Receive external news about customers in Slack	Notifications: set monitoring scope, collection frequency, and delivery
Explain which market developments matter to your business	Brain: maintain company context and market priorities

Publishing a Play or enabling an action lets it prepare recommendations. The account owner still reviews proposed changes before they run. Workflow agents follow the Review gates configured in their canvas.