How to Use Signals in AskElephant
For faster insights & smarter AI workflows
Quick Glance
What are Signals? An automated monitoring system for meetings that captures the insights you care about, attaches them to call recordings, and surfaces those insights when you need them.
Why do Signals matter? Signals unlock smarter filters for searching, and smarter triggers for workflows. This translates to less time searching through calls and more actionable workflows — so you can maximize your strengths as a human, while AI leverages its strengths behind the scenes.
What pain points do Signals solve? Too much time sifting through calls for valuable insights. And vague triggers cause bulky workflows to run more often than they should.
Who should care about Signals? RevOps will be the power users of Signals. Other revenue workers will still greatly benefit from Signals, but may not know the Signals feature by name.
Table of Contents
Default Signals in Your Workspace
Based on popular insights used by most companies, we built default Signals and pre-loaded them into each AskElephant workspace.
1. Next Steps
Captures all next steps or action items, storing them for easy integration with Slack or your task management software.
2. Meeting Summary
Now your meeting summaries are automatic and actionable because they have a home. Say goodbye to siloed, custom GPTs — or that archaic copy/paste method that few will admit they still use every day 😯.
3. Objections
Automatically flags when customers share concerns or blockers. Even the ones you may not have noticed. Now your customers will feel heard and understood.
4. Churn Indicators
Now your early-warning system for churn is even faster, giving you more time to be proactive and drive big wins on retention.
5. Call Categorization
Now all your calls receive instant triage, which saves you time.
Maximize Insights with Signals
Here's what to do with them:
1. Go to Search
Click the Search button in the top-left corner of your AskElephant workspace.
2. Show or Hide Signal Columns
At the top of your Search view, click Columns. You’ll see a list of available properties, including your custom Signals.
3. Pick Your Signals
Check the boxes next to the Signals you want to view (for example, “Objection,” “Churn Risk,” or “Next Steps”). The Signals you select will instantly appear as new columns in your Search table.
4. Get Insights and Take Action
Scan your table to see which calls triggered the Signals you care about. Spot red flags, opportunities, and trends right away — without any manual searching.
How to Configure Advanced Signals in AskElephant
Open the Signals Menu
Click on your name or profile icon in the lower-left corner of the AskElephant screen.
In the menu that pops up, click “Signals.”
See Existing Signals or Start a New One
Here, you can view, search, or browse existing signals.
To make a new one, click the black “New signal” button at the top right.
Set Up Your New Signal
Name your signal: Something clear & specific (e.g. “Objection” “Next Steps”).
Add a tag: Use tags to organize, group, and later search/filter your signals.
Write your Signal Prompt
In the prompt box, clearly describe what you want the signal to extract from calls.
Adjust AI Model (optional)
Select which AI model you want to use.
Set the Signal Type
Signal Type tells AskElephant what format to expect for the extracted data.
Tip: Choose single select if you want the Signal to pick from a specific set of options, such as deal stage (Demo, Proposal, Closed Won) or call sentiment (Positive, Neutral, Negative). This option helps keep your data consistent and makes it easy to filter and report on later.If you need to capture open-ended answers, detailed feedback, or anything that could vary widely — like customer requests or meeting notes — choose text instead.
As a rule of thumb, use single select for known categories, and text for anything freeform.
Choose Engagement Scope (What Calls Should Run This Signal)
Decide where the signal should apply.
All engagements: Runs on every call.
External only: Runs only on calls with external (customer) participants.
Custom: Pick specific conditions — e.g., only for certain teams, labels, or types of meetings.
Create & Test Your Signal
Click "Create & test signal". Refine your prompt as needed until the info extracted looks right.
How to Improve Workflows and Agents with Signals
Signals take your workflows from good to great by making triggers and automations ultra-specific and much more reliable.
Smarter triggers: Signals act like microagents — each one monitoring for a very specific insight, such as account health, competitor mentions, or deal blockers. Because AI is most reliable when it's assigned one focused job, your workflows will run with much more accuracy and relevance.
For example, instead of running a workflow after every call, you can have it execute only if the “Renewal Risk” signal is flagged as “High.”
In practice, this means your agents and workflows:
Only activate when the right conditions are met
Surface the right information, to the right person, at the right time
Drastically reduce busywork and false positives
Deliver impact you can measure, not just automation you can see
What Signals Means For You
Problem | Old Way | New Way (with Signals) | Why It Matters |
Endless Searching | Manually hunt through transcripts/recordings | Instantly access the moments that matter most | Get answers in seconds |
Scattered Chaos | No simple way to sort or compare by business drivers | Effortlessly organize by topics, risks, and outcomes | See the big picture and make quicker decisions |
AI Fatigue | Overwhelmed by too many irrelevant insights | Only truly actionable insights are surfaced | Stay focused and confident in your next move |
Duplication | Re-run the same searches and prompts repeatedly | Signals are set once and automatically applied | Spend less time repeating work and more on value |
Lost Discoveries | Trends and key moments often go unnoticed | Patterns and opportunities are surfaced automatically | Never miss critical insights or red flags |
FAQ
Q: What if my Signal is triggering falsely or not working as expected?
A: You can test and refine Signal prompts at any time. Simply edit your Signal, preview the results, and adjust the prompt until you are satisfied with its accuracy. If a Signal is marked incorrectly or an important moment is missed, you can manually adjust the Signal’s output for any specific meeting. If you need more help, our support team is happy to assist with advanced Signal tuning.
Customer Success Stories
Instead of reviewing 20 calls searching for objections, see every relevant call with the ‘Objection’ Signal instantly.
No more asking reps, “Did you confirm next steps?” — just check the Signal.
CS sees every call with a ‘Churn Risk’ flag, and workflows automatically launch for follow-up.
Feedback and Comments Section
Have your own questions or feedback? Leave them below or contact us at [email protected].
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