Test and deploy your agent

Setting up Signals and Notifications

In brief: Choose the signals to use for each Moment, set their recognition rules, and connect them to Procedures or Notifications. Review signal counts and outcomes in Analyze.

Signals help the Customer Agent recognize relevant customer behavior, while notifications and procedures determine how the agent responds. The available controls let you tailor recognition to each Moment and connect it to an intervention. Here’s how those pieces fit together.

Configure signals

Start by choosing which signals to use for each Moment. You can adjust the default recognition rules or add your own by combining Living Context and Audiences.

For Retention, available signals include reduced usage, renewal approaching, pricing pushback, and churn-risk language. Some signals may be in draft and not yet enabled, such as the competitor-mention example.

Once a signal is configured, connect it to a Procedure or a Notification. You can then review signal counts and outcomes in Analyze.

Set up notifications

For Expansion, use the Notifications tab to configure proactive actions. Available settings include buying-signal thresholds, peer-cohort triggers, in-app prompts, and alerts to account owners. Alerts activate automatically when a customer crosses the defined threshold.

Expansion notifications can take different forms, including an upgrade offer card, a team-seats banner, an annual-billing savings prompt, a power-user perks card, or a Pro features tour modal.

Each agent action runs within the permission boundaries you define. This keeps proactive revenue actions constrained to the procedures you have set.

Review and refine

Analyze provides signal counts and outcomes so you can review how configured signals are performing. Use those results alongside your selected signal rules and connected interventions to guide further adjustments.

Setting up Signals and Notifications brings recognition and action together: choose what the agent should notice, connect it to a response, and review the outcomes in Analyze.