OuterSignal

This article walks through everything covered in the video below — use it as a reference as you explore the platform for the first time.

The OuterSignal Dashboard — A Guided Tour

This article walks through every part of the Signal Feed so you know exactly what you're looking at and what to do with it.

Signal Feed Overview — What Is It and How to Read It

This article walks through the Personas section of OuterSignal — what you'll find there, how to read each persona, and how to navigate to Persona Analytics.

Personas — A Guided Tour

A Playbook is how OuterSignal takes action automatically on your behalf — tagging customers in Klaviyo, sending Slack alerts, adding tags in Shopify, and more — the moment a customer…

Deep Dive: Creating and Configuring a Playbook

A guided tour of every part of the OuterSignal platform — the dashboard, Signal Feed, customer profiles, Personas, Playbooks, and more.

Navigating the App

OuterSignal Homepage

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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