Signals

Signals

Automated detection of important events and patterns across your customer accounts.

Overview

Signals are automatically detected events or patterns that indicate changes in customer health, risk, or opportunity. Karolina processes data from all your integrations to surface actionable insights.

Signal Types

Risk Signals

Opportunity Signals

Health Signals

Signal Sources

Signals are generated from:

Signal Properties

Each signal has:

Viewing Signals

Signal Feed

1. Go to Signals in the sidebar
2. See all recent signals across accounts
3. Filter by:
   • Type (Risk, Opportunity, Health)
   • Severity
   • Account
   • Date range
4. Sort by:
   • Newest first
   • Severity
   • Confidence

Account Signals

View signals for a specific account:

1. Open an account
2. Go to Signals tab
3. See all signals for that account
4. Click any signal for details

Signal Details

Click a signal to see:

Summary

Quick overview of what was detected.

Contributing Factors

The specific data points that triggered this signal:

Example: Usage Drop
- Login frequency down 60% vs 30-day average
- API calls down 45%
- Active users decreased from 25 to 12

Recommended Actions

AI-suggested next steps:

1. Reach out to champion to understand原因
2. Schedule an executive check-in
3. Review recent product changes

Related Signals

Other signals that may be connected:

Related: Support Spike (2 days ago)
Related: Sentiment Decline (1 week ago)

Taking Action on Signals

Acknowledge

Mark a signal as seen:

1. Click the signal
2. Click Acknowledge
3. Optionally add a note

Snooze

Temporarily hide a signal:

1. Click the signal
2. Click Snooze
3. Select duration:
   • 1 hour
   • 1 day
   • 1 week
   • Custom

Create Action

Turn a signal into an actionable task:

1. Click the signal
2. Click Create Action
3. Fill in details:
   • Title
   • Due date
   • Assignee
   • Notes
4. Click Create

Add to QBR

Include in quarterly business review:

1. Click the signal
2. Click Add to QBR
3. Select or create QBR deck

Signal Configuration

Alert Preferences

Set up notifications for new signals:

1. Go to Settings → Notifications
2. Click Signal Alerts
3. Configure:
   • New critical signals: Immediate
   • New risk signals: Daily digest
   • New opportunity signals: Weekly digest

Signal Thresholds

Adjust when signals are triggered:

1. Go to Settings → Signals
2. Configure thresholds:
   • Usage drop % before alert
   • Sentiment threshold
   • Support ticket volume triggers
3. Save changes

Suppressions

Prevent unwanted signals:

1. Go to Settings → Signals
2. Click Suppressions
3. Add rules:
   • Suppress [signal type] for [account]
   • Suppress [signal type] until [date]

Signal Intelligence

Karolina uses AI to:

Correlate Signals

Connect related signals across time:

Signal Chain:
Usage Drop (Mar 15) → Support Spike (Mar 17) → 
Champion Left (Mar 19) → Churn Risk (Mar 21)

Predict Outcomes

Estimate likely account trajectories:

Risk Assessment:
65% probability of churn in next 60 days
Key factors: Usage drop, executive departure

Suggest Interventions

Recommend specific actions:

Recommended Actions:
1. Immediate: Schedule check-in with new champion
2. This week: Review product adoption gaps
3. Next week: Propose refresher training

Best Practices

Daily Review

1. Check Critical signals first
2. Review new Risk signals
3. Look for signal patterns

Signal Investigation

When a signal appears:

1. Read the contributing factors
2. Check the account timeline
3. Look for related signals
4. Review recent changes
5. Take appropriate action

Preventing Noise

• Configure thresholds appropriately
• Suppress known non-issues
• Focus on high-confidence signals
• Combine signals with context

Troubleshooting