Signals and proactive intelligence

Surface peer-grouped, severity-ranked alerts about portfolio companies in your inbox, with calibration during onboarding and pinned tiles for high-priority items.

Signals show financial-pattern alerts about your portfolio companies in the inbox, ranked by severity, grouped by peer pattern, and pinned to the top when a portfolio-wide pattern is detected.

Overview

Signals are intelligence notifications written to your inbox alongside system notifications. You read them in the Signals inbox view, which replaces the standard split-pane drawer with a full-width list, scoped tabs, and severity-aware sorting.

Signals is feature-flagged. You see this view only if your workspace is enrolled in Signals v0 (inbox_pilot, proactive_pilot, or global mode). If your workspace is in inactive or shadow mode, Signals rows are hidden from the inbox and the standard notification view is used instead.

Required role: Member or higher (any role with inbox access) Available on: Workspaces enrolled in the Signals v0 pilot

Open the Signals inbox

Click Inbox in the sidebar.
Read the headline counters: total signals and unread signals appear next to the page title.
Use the toolbar tabs to filter the list:
- All — every signal and system notification in scope.
- Unread — only signals you have not opened.
- Proactive — signals promoted to email and digest delivery.
- Highlighted — signals promoted in the inbox but not emailed.
- Portfolio — only portfolio-wide patterns.
- System — non-Signals notifications (jobs, integrations, system events).
- Archived — signals you have archived.
Use the Sort by control to switch the order:
- Recent — newest first, with portfolio pins shown above company-level rows.
- Severity — highest severity first, then newest.
- Scope — portfolio-wide signals first, then company-level.

When you click a signal, you go to the detail page at /inbox/<id>. The signal is marked read automatically.

Signal detail page

The detail page shows:

The insight title and summary.
A meta strip with confidence, delivery level, surfaced date, and scope.
A "Why this surfaced" section listing the metrics that contributed to the composite score.
For company-scope signals, a peer-comparison table showing your trailing-12-months value, change versus baseline, and peer range.
For portfolio-scope signals, a grid of affected companies with current value, baseline, and change for each.
A Share button that copies the insight URL to your clipboard.
An Open in <area> button when the signal links to a specific page in the company workspace.

If a company-scope signal cannot show peer data because the company has no NAICS code, you see a banner with a link to update the company.

Calibration during onboarding

When your workspace is in inbox_pilot mode, Signals is in calibration. During calibration:

Signals still write to the inbox.
Proactive email delivery is suppressed.
The weekly digest is suppressed.

You see two indicators that calibration is active:

A sticky toast labeled Signals are in calibration with a View calibration action that takes you to /admin/signals/calibration.
A dashed banner near the top of the inbox confirming that proactive email and the weekly digest are paused while signals still write to the inbox.

Calibration ends when your workspace transitions out of inbox_pilot mode. At that point proactive email and digest delivery resume automatically based on the new mode.

Portfolio pin tiles

Portfolio-pattern signals appear as pinned tiles at the top of the list when sort is set to Recent.

Each pinned tile shows:

A Pinned · Portfolio Pattern label.
The insight title, summary, confidence bar, and surfaced time.
The number of companies affected by the pattern.
A grid of affected companies with severity dots, NAICS labels, current value, baseline, and change.
A supporting-metrics strip with up to three contributing metrics.
An archive toggle that archives or unarchives the signal.

To navigate from a pinned tile:

Click the tile header to open the full insight detail page.
Click an affected-company card to jump to that company's signal page.
Click the chevron on the right of the tile header to collapse or expand the body. Your collapse state is remembered for the session.

When a portfolio pattern is active, individual alerts for the affected companies are suppressed on that pattern. Companies that exceed the critical threshold are still escalated individually and show an escalated individually badge inside the pinned tile.

Severity ranking

Each signal carries a severity drawn from the underlying notification severity. When you sort by Severity, signals are ordered by severityRank from highest to lowest, with newer signals breaking ties.

Severity is rendered in three places:

A severity badge on the detail page (or a SWOT badge when the insight has a SWOT classification).
Severity dots next to each affected company in portfolio pin tiles.
Severity badges on each company card in the affected-companies grid on the detail page.

Critical-severity affected companies appear with an additional escalated individually badge inside portfolio pins.

Peer grouping

Signals are grouped at two levels:

Portfolio scope — a pattern detected across multiple companies in your portfolio. Portfolio signals show all affected companies, their NAICS codes, and per-company metric deltas. Individual alerts for those companies are suppressed on that pattern.
Company scope — a pattern specific to one company. Company signals compare the company's trailing-12-months value against a peer range built from companies sharing the same NAICS code.

Peer comparison requires a NAICS code on the company. When NAICS is missing, peer data is not available and the detail page shows a nudge to update the company. Add the NAICS code on Company > Update.

When a company-scope signal is part of a larger portfolio pattern, the meta strip shows a Part of pattern link to the parent portfolio insight.

Delivery levels

Signals carry a delivery level that controls promotion outside the inbox:

Standard — written to the inbox only.
Highlighted — promoted in the inbox toolbar with a dedicated tab.
Proactive — promoted in the inbox and delivered to email and the weekly digest (suppressed during calibration).

Click the info icon next to the toolbar tabs to read the current delivery taxonomy.

Mark all as read and archive

Click Mark all as read in the inbox header to clear unread state on all signals in scope. The button is hidden when no signals are unread or when you are viewing the Archived tab.
Click the archive toggle on a signal row or pinned tile to archive a signal. Archiving removes the signal from the default list.
Open the Archived tab to view archived signals. Click the same archive toggle on an archived signal to restore it.
Click Preferences in the inbox header to manage notification settings at /settings/notifications.

Archive and unarchive are reversible.

Signals view versus standard notification view

Aspect	Signals view (enrolled)	Standard view (not enrolled)
Layout	Full-width list with route-based detail at `/inbox/<id>`	Split-pane: list on left, detail drawer on right
Filters	Tabs for `All`, `Unread`, `Proactive`, `Highlighted`, `Portfolio`, `System`, `Archived`	Status, category, and priority dropdowns
Sort	`Recent`, `Severity`, `Scope`	Date only
Portfolio pins	Pinned tiles above company-level rows	Not available
Signals category	Visible in the list	Hidden from the list
Calibration banner	Shown during `inbox_pilot` mode	Not applicable

Permissions

Action	Member	Admin	Owner
Read signals in the inbox	Yes	Yes	Yes
Mark a signal as read	Yes	Yes	Yes
Archive and unarchive signals	Yes	Yes	Yes
Open notification preferences	Yes	Yes	Yes
Open the calibration admin page	No	Yes	Yes

Limitations

Signals is feature-flagged. You see this view only if your workspace is enrolled in Signals v0. Workspaces in inactive or shadow mode see the standard notification view, and Signals rows are hidden from the inbox.
During calibration (inbox_pilot mode), proactive email delivery and the weekly digest are suppressed. Signals still write to the inbox.
Peer comparison requires a NAICS code on the company. Without NAICS, company-scope signals show a nudge to update the company and the peer range is omitted.
Portfolio pins appear above company-level rows only when sort is set to Recent. Other sorts inline portfolio pins with company rows according to the sort key.
When a portfolio pattern covers a company, the individual company-level alert for that pattern is suppressed. Critical-severity companies are still escalated individually.
Signals are observational, not prescriptive. Numbers come from your processed monthly financial data and do not establish root cause.

Using the Inbox

MCP Tokens