Each new signal shows up as a card on the Signals page. Review it and act on it straight from the card, or open it to choose who to reach and start outreach.
đ Review a signal on its card
Each card gives you everything you need to make a decision:
Why now: what happened at the account, and why it matters for what you sell.
Sources: where uman found it, each with its date. A source can be a web page, a LinkedIn post, one of your meetings, a note, or an email in your CRM. Select a source to open it.
Matches: the offerings, cases, and inspirations from your portfolio that answer the event. Hover one to see why it fits.
Suggested contacts: who to approach. Hover a contact for their details, or open their LinkedIn or CRM profile.
The actions: Learn more, Manage owners, Disqualify, Accept, and Reach out.
When you're ready, choose an action at the bottom of the card:
Learn more: asks the AI chat what is happening at the account, how your offering would help, and what they would gain from it.
Manage owners: share the signal with colleagues or assign it to yourself.
Disqualify: the signal is not a fit (this also helps uman improve future signals).
Accept: you'll work on it. The signal moves to Active.
Reach out: opens the signal at its contacts, so you can choose who to reach.
Accepted and disqualified signals leave the feed. Select Table at the top right to find them again.
đď¸ Open a signal
Select a signal in the Table view of the Signals page, or on the Signals card on your homepage. Reach out on a card opens it too, straight at its contacts. The signal opens in a panel on the right, with its current status shown at the top.
The panel shows the same why now, sources, and matches as the card, under the account the signal belongs to, with links to the account, its website, and its LinkedIn. Below that, choose Disqualify, Accept, or Start outreach. Once the signal is active, you can Mark as meeting booked or Continue outreach.
People assigned to this signal shows who is working on it. Select Manage owners to share the signal with colleagues or assign it to yourself. Only the signal's owners can act on it: if you're not one yet, select Add yourself as owner first.
At the bottom of the panel, ask the AI chat any follow-up question about the signal.
đĽ Choose who to reach
The Contacts part of the panel is where you pick the people to engage:
Suggested contacts lists the best stakeholders at the account, each with their role and location. The best fits are marked Recommended. Filter them by Department, Location, and Seniority.
Use Add contact to add someone yourself: search by name, or paste their LinkedIn profile URL (Search on LinkedIn helps you find new people).
Select Reach out on a contact, pick a campaign under Select outreach campaign, and select Start outreach.
Already in outreach shows who is already being contacted for this signal.
Contacts you reach out to start their outreach: uman prepares the first message, and the next steps show up on your Tasks page. To follow what happens next, see Working through your tasks.