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Signals
Version 1.0 · Last updated 2026-06-25
Without Signals the agent only reacts to questions customers ask. With Signals the agent notices what is happening around the conversation and acts on it. This is what turns the agent from reactive to proactive.
Key concepts
Signal types
Three broad categories, varying per Moment.
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Risk Signals. Churn risk in Retention, dropping satisfaction in Support, refund risk in Sales expansion. Action: notify the team or run a Procedure.
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Intent Signals. Upsell readiness in Sales expansion, qualification fit in Acquisition. Action: route to the right account owner.
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Quality Signals. Negative feedback, repeated unanswered questions, low resolution. Action: feed back to Living Knowledge.
Default rules
Each Signal type ships with default detection rules. Good enough to start. Tune them once you have data.
Custom rules
Layer your own conditions on top of the defaults. Combine Audience membership, Living Context values, or behavior signals.
Linked actions
Every Signal can fire a Procedure, send a Notification, or route to the team. Pick one or more per Signal.
What you can do here
- Switch on the Signals you want to use per Moment
- Adjust default detection rules
- Add custom Signal rules combining Living Context and Audiences
- Link Signals to Procedures or Notifications
- View per-Signal counts and outcomes in Analyze
When to use it
- You see churn happening and want the agent to spot it earlier
- You are running a Sales expansion pilot and need to catch buying intent
- You want quality feedback flowing back into Living Knowledge automatically
How it works
The agent reads Living Context and conversation behavior continuously. When the conditions for a Signal are met, the linked action fires. Each Signal logs to the audit trail so you can trace what fired and why.