Connect Signal to your AI assistant

Signal's connector lets an AI assistant, such as Claude or ChatGPT, work with Signal as you. Ask it about your Deals, Actions, prospect contacts, Campaigns or figures, and it reads them from Signal. It can also make changes for you, such as creating a Deal, logging a call or drafting an Email.

It acts as the person who connected it: it sees only what you can see in Signal, and does only what your role lets you do there. Every change is shown to you first as a card, and your assistant app asks you before applying it, unless you've told it to always allow Signal's changes.

• The connector is available to workspaces whose plan includes it.
• A workspace admin decides whether assistants may be used in the workspace at all, and how much they may do (see The workspace switch, below).
• Each person connects their own assistant, with their own Signal sign-in.
• Any assistant that can add a remote MCP connector with sign-in (OAuth) can connect. The steps for the most common ones are below.

When your assistant sends you to Signal, sign in if asked. Signal shows which app is asking and who you're signed in as, with Verified beside an app Signal has confirmed, such as Claude or ChatGPT. Then choose:

• Workspace: the one the assistant works in when you don't name another.
• Access: View only, or View and make changes (offered when the app asks to make changes).
• Areas it can use: the parts of Signal it may reach, ticked for your role. Change them as you like.

Select Approve to connect, or Deny if you didn't expect the request.

• View only: it can read what you can see in Signal. It isn't shown the tools that make changes at all, and buttons on its interactive cards that would change something are turned off.
• View and make changes: it can also create and update records, always as you. Each change is shown as a card first, and your assistant app asks you before applying it, unless you've told it to always allow Signal's changes.

To change an app's access or areas, disconnect it and connect it again.

An assistant reaches only the areas you tick when you approve it:

• Sales: Prospect contacts, accounts, deals, Actions and Segments
• Marketing: Campaigns, sequences, forms and email results
• Analytics: Dashboards, reports and forecasts
• Data import: Bringing records into Signal from files and other tools

Every connection can also look up who you are, your workspaces, Signal's help and your connected apps, and open one record by its id.

The first ticks follow your role: admins and managers get all four; everyone else gets Sales and Analytics, plus Marketing when their role has Marketing access.

With View and make changes, your assistant previews each change first: Signal shows a card of what will change, from what to what. Then your assistant app asks you before applying it, unless you've told it to always allow Signal's changes. The change is made as you, and listed in Settings › AI activity with the app that made it.

A change made through the connector can be undone once, within 7 days: ask your assistant to undo it, or undo it in Settings › AI activity. Field edits, stage moves and Assigned To go back, and a record it created is removed if nobody has changed it since.

A few changes can't be undone, and their card says so: a test email once it's sent, images copied into the email image library, and Prospect Spark searches and lookups, which spend your workspace's Spark allowance.

Longer changes, such as an import or a Spark search, run in the background, and your assistant can check how they're going.

Each workspace decides whether assistants may be used there, in Settings › Integrations › AI assistants, under Workspace access. Only a workspace admin can change it, and it applies to everyone in the workspace:

• Off: No assistant can use this workspace.
• View only: Assistants can look things up but can't make changes.
• Full: Assistants can look things up and make changes, within each person's permissions.

Allowed apps: All apps, or Only these apps, chosen by name. Other apps are any assistant Signal can't name.

The switch only ever narrows what an assistant may do. It never lets anyone do more than their role allows in Signal.

In the same place, a workspace admin sets two privacy preferences for every assistant in the workspace:

• Hide contact details (email and phone) from assistants
• Let assistants use call recordings and transcripts

What an assistant reads is sent to the app you connected, so connect only apps you trust.

Text people wrote, such as notes and email subjects, reaches the assistant marked as text people wrote, so it can be told apart from your own requests.

Your connected apps, in Settings › Integrations › AI assistants, lists each app you've connected, with its access, areas, default workspace and when it was last used. Disconnect ends its access straight away.

Workspace admins also see Members' connections, and can disconnect an app for a member. That ends its access for them in every workspace.

Changing or resetting your Signal password disconnects your apps. If you're removed from a workspace, assistants can no longer reach it.

Signal pauses an app that makes an unusual number of changes or errors. Select Resume beside it if you expected that.

• It never sends an email itself to anyone but you. The emails it can set up go only to your own address: a test of a draft Email (labeled [Test], at most 20 a day), or a dashboard you schedule for yourself.
• It never sends a Campaign, publishes a Form or books a meeting, and never starts a sequence or adds anyone to one itself. Those stay with people in Signal.
• Workflows still run as they do in Signal. A workflow it turns on, or edits while it's on, runs its own steps, and its card names every step that reaches outside Signal, such as one that emails people or adds them to a sequence. Workflows also run on the records it creates or changes, just as when you make the change yourself. So do Signal's own notifications, such as the email a teammate chose to get when a Deal changes stage.
• It never deletes records. It can take waiting calls off your own call queue, and Undo removes a record it created only if nobody has changed it since.
• It never records or changes marketing consent, opt-outs or unsubscribes, and never makes anyone a marketing contact.
• It never shares a dashboard: the dashboards it makes are private to you.