Show Your Own Signals on Sales Workspace

Sales Workspace comes with a set of standard signals, but your sales process can call for guidance that those signals don’t cover. Add your own custom signals to bring recommendations from an employee agent that your team already built, or from business logic that reflects how your reps work, into the same prioritized signals feed.

Custom signals are extra rows in the Sales Workspace feed. You decide which records appear and which action sellers take. If you are new to this process, you can leverage the default flow templates, Create Custom Recommendations and Create Custom Recommendations with Action, to orient yourself on how a custom insight is created.

To generate these signals, you clone default flow templates and configure them with your unique signal definitions. You then associate standard or custom actions with these recommendations so your users can act on the data immediately.

The action for a custom signal determines which flow to clone. For a standard action, such as updating a field, clone the Create Custom Recommendations flow. For a custom action, such as an agent quick action, clone the Create Custom Recommendations with Action flow.