Kevin Lawrie

Connect Attio to get a closed loop between social activity and your CRM. Social engagement lands on Person Records automatically, job changes trigger instant alerts, and everyone engaging with your content becomes a fully-enriched Attio person.

Attio

Connect Attio to get a closed loop between LinkedIn activity and your CRM. Social engagement lands on Person Records automatically, job changes trigger instant alerts, and everyone engaging with your content becomes a fully-enriched Attio person.

Attio integration overview

We request only the permissions needed to do the job — and nothing more. This article explains exactly what data we access, what we store, and what we never touch.

Attio data access and security

Connecting Attio takes about two minutes via OAuth. Once connected, configure your field mappings so enriched contact data lands in the right Attio person attributes when new people are created.

Connecting Attio and mapping Person data attributes

Engagement Sync and Job Change Monitoring both need to find the right Attio person to update. This is done by matching LinkedIn profile data against a Person attribute in Attio. This article explains how to configure that matching and optionally enable automatic LinkedIn profile lookup for people that don't have one.

Setting up LinkedIn matching and the Profile Finder

Engagement Sync monitors what your Attio people are posting, liking, and commenting on LinkedIn — and writes every interaction back to their Person Record as a note. Your whole team sees it. No feed scrolling, no manual research, no connections required.

Monitoring your people's social activity (Engagement Sync)

Monitor every person in your Attio lists for job changes. The moment someone updates their LinkedIn role, your team is alerted — and the Person Record is updated automatically with their new title, company, and verified contact details.

Tracking job changes in Attio

Every person who engages with your content — your brand posts, founder posts, competitor content, or industry discussions — can be captured automatically in Attio. Existing people get their engagement logged as Person Record notes. New people become fully-enriched Attio records with 65+ data points, verified email, and mobile number.

Capturing your audience into Attio (Signal Sync)

Surface and capture the conversations from your next customers - then take action.

Social Signals

A Signal is an automated monitor that monitors Professional Social Network (or Reddit/YouTube) for activity you care about — and brings it to you, so you never have to search manually.

What is a Signal?

Choosing the right Signal type is the most important decision when creating a Signal. This article explains each type and gives practical guidance on which to use for common scenarios.

Types of social Signals

Creating a Signal takes about two minutes. Use the wizard at Create Social Signal in the left sidebar — it walks you through each setting in order.

Create your first Signal

You can edit any Signal at any time. Changes take effect on the next run. Opening the edit panel is a two-click process from the Signals list.

Edit an existing Signal

Pausing a Signal stops it from running without losing any of your settings or past results. Deleting removes it permanently. Both actions take just a few seconds from the Signals list.

How to pause, resume, or delete a Signal

Signal Results is where all the activity your Signal collected lives. You can search, filter, sort, expand individual posts, and take action on contacts — all from one view.

Understanding Signal results

Trigger a Signal run manually (now)

Turn post authors, likes and comments into enriched prospects.

Capture Social Engagement

A Signal collects posts. From each post, you can choose to save people as enriched contacts — the post author, people who reacted (liked), and people who commented. Understanding this flow is the key to getting the most value from your Signals while keeping credit costs under control.

Capture social engagement from Signals

When your Signal discovers posts from people you don't already know, you can automatically save and enrich those authors as contacts. Filters let you make sure you're only spending credits on the right people.

Capture authors from posts discovered

When someone likes a post your Signal is monitoring, that's a strong intent signal. This block lets you capture those people as enriched contacts — with filters to ensure you're only spending credits on the ones that matter.

Capture reactions (likes) from posts

People who take the time to comment on a post are showing higher intent than people who just liked it. This block lets you capture those commenters as enriched contacts — with filters to make sure you're only enriching the right ones.

Capture comments from posts

The job title filter and employee filter are pre-enrichment gates. They run before any credits are spent on enrichment, meaning you only pay -2 credits for people who actually match your criteria. For high-volume Signals, these filters can reduce enrichment costs by 10x or more.

Filtering who gets enriched — job title and employee filters

Once a contact has been enriched, you can automatically find and verify their email address and mobile number. This runs after enrichment and costs additional credits — but only when a valid result is found.

Finding emails and mobile numbers for enriched contacts

Once contacts are enriched from a Signal, you can automatically add them to a named List. This keeps your contacts organised by source and makes it easy to act on them in bulk.

Add enriched contacts to list

Build-in contact management for enriched contacts captured from Signals.

Contacts

The Contacts manager is your centralised database of every person enriched from your Signals. It brings together contacts from across all your Signals into one searchable, filterable, and actionable view.

The Contacts manager — an overview

Each contact in your account has a full profile sheet — a single view of everything the platform knows about that person, including their enriched data, every Signal they've appeared in, and every action they've taken across your monitoring.

Understanding a contact record

The Contacts manager has several layers of filtering — from a simple search bar to granular field-level conditions. This article covers all of them so you can always find exactly the contacts you need.

Searching and filtering your contacts

Tags are labels you assign to contacts to categorise, segment, and filter them. They're flexible by design — you can use them however makes sense for your workflow.

Using tags to organise contacts

Select any number of contacts and act on all of them at once — add to lists, apply tags, find emails, push to integrations, run AI Agents, or delete. Bulk actions work on up to 1,000 contacts at a time - and 150 at a time for Integration push requests.

Taking bulk actions on contacts

Once contacts are enriched, you can push them to any connected CRM or outreach platform directly from the Contacts manager. This works on selected contacts in bulk — up to 1,000 at a time.

Pushing contacts to CRM and outreach tools

Export any selection of contacts — or your entire filtered contact list — to a CSV file. You choose exactly which fields to include from the full set of 65+ enrichment fields.

Exporting contacts to a spreadsheet

The signal tells you who. The AI agent makes it actionable.

AI Agents

The signal tells you who. The AI Agent makes it actionable. Agents read your social data, qualify it against criteria you define in plain language, and trigger the right action automatically — before a human touches it.

What are AI Agents and how do they work

AI Agents run on your own LLM account — you bring your own API key. This gives you full control over which models you use, how much you spend, and which provider you trust with your data. You must connect at least one provider before you can create or run AI Agents.

Connecting an LLM provider (BYOK)

The Build step is where you define what your agent is, what data it processes, and which LLM powers it. Get these decisions right and the rest of the wizard follows naturally.

Creating an AI Agent — Step 1: Build

The prompt is the intelligence of your agent. You write it in plain language, inject live social data using variable tags, and design the output to be simple enough to drive reliable conditional rules.

Writing your AI Agent prompt — Step 2: Prompt

Actions are what your agent does with its output. Basic actions run every time. Conditional actions run only when the output matches a rule you define. Together they turn a classification or a piece of generated text into an automated workflow.

Configuring actions — Step 3: Actions

Assigning an agent to a Signal means it runs automatically every time that Signal processes new data — no manual intervention needed. This is where AI Agents become a fully automated part of your workflow.

Assigning AI Agents to Signals

Chaining lets you pass the output of one agent directly into another, building multi-step workflows where each agent handles one focused task. The result is more reliable automation than trying to do everything in a single prompt.

Chaining AI Agents

You can run any contact-targeting AI Agent against a selection of existing contacts directly from the Contacts manager — without waiting for a Signal to run.

Running AI Agents on contacts manually

Ready-to-use prompts for each data target. Copy, paste, and adapt to your ICP. Every example follows the same principle: simple, predictable output that drives reliable conditional rules.

Prompt examples and templates

Push enriched contacts to HubSpot, Attio, Instantly, Smartlead and more

Integrations

Connect HubSpot to get a closed loop between social activity and your CRM. Social engagement lands on contact timelines automatically, job changes trigger instant alerts, and everyone engaging with your content becomes a fully-enriched HubSpot contact.

HubSpot

Connect your apps

Integrations connect your external tools to the platform. Each integration is connected once and then available at three points: the Signal configure step for automatic pushing, the Contacts manager for manual bulk actions, and AI Agent actions for intelligent routing.

How integrations work — setup, Signal assignment, and AI Agent routing

The waterfall email finder automatically checks multiple data providers in sequence until it finds a verified email address for each contact. You can use the platform's built-in finder, connect your own provider accounts, or combine both.

Waterfall Email Finder — Prospeo, LeadMagic, and Leadfwd

Slack integration lets you receive formatted notifications in any Slack channel when your Signals find new posts, detect job changes, or when AI Agents identify something worth acting on immediately.

Connecting Slack

Connect Instantly to automatically enroll enriched contacts into your campaigns — directly from Signals, the Contacts manager, or AI Agent actions.

Connecting Instantly

Connect Smartlead to automatically enroll enriched contacts into your campaigns — directly from Signals, the Contacts manager, or AI Agent actions.

Connecting Smartlead

Connect lemlist to automatically enroll enriched contacts into your campaigns — directly from Signals, the Contacts manager, or AI Agent actions.

Connecting lemlist

Connect Woodpecker to automatically enroll enriched contacts into your campaigns — directly from Signals, the Contacts manager, or AI Agent actions.

Connecting Woodpecker

Connect ReachInbox to automatically enroll enriched contacts into your campaigns — directly from Signals, the Contacts manager, or AI Agent actions.

Connecting ReachInbox

Leadfwd connects to the platform in two ways — as an outreach sequencing tool for pushing enriched contacts into sequences, and as an email finder provider in the waterfall. Connect it once and both capabilities are available.

Connecting Leadfwd

Connect HeyReach to push enriched contacts into LinkedIn outreach campaigns — automatically from Signals, in bulk from the Contacts manager, or conditionally via AI Agent actions.

Connecting HeyReach

Connect Aimfox to push enriched contacts into LinkedIn outreach campaigns — automatically from Signals, in bulk from the Contacts manager, or conditionally via AI Agent actions.

Connecting Aimfox

Connect Prospeo to use it as a provider in the waterfall email finder. Once connected, Prospeo runs as part of your provider sequence at no platform credit cost — using your Prospeo subscription instead.

Connecting Prospeo

Connect LeadMagic to use it as a provider in the waterfall email finder. Once connected, LeadMagic runs as part of your provider sequence at no platform credit cost — using your LeadMagic subscription instead.

Connecting LeadMagic

Webhooks

Webhooks let you send your social data — posts, reactions, comments, contacts, job changes, and AI Agent outputs — to any external system in real time. If you can accept an HTTP POST request, you can receive data from your Signals.

What are webhooks and what can they do

All webhooks are created and managed in one place — Integrations → Webhooks. Once created, a webhook can be assigned to any Signal, used in the Contacts manager, or triggered by an AI Agent.

Creating and managing your webhooks

Your Signal can push raw engagement data — posts as they're discovered, reactions in batches, and comments in batches — to any webhook endpoint in real time.

Sending posts, reactions, and comments to a webhook

Enriched contacts can be pushed to a webhook automatically as Signals run, or manually in bulk from the Contacts manager. Either way, each contact is sent as a rich JSON payload with 65+ fields covering personal, company, education, funding, and engagement data.

Sending enriched contacts to a webhook

AI Agents can send a webhook when a conditional rule fires — including the AI's output alongside the social data. This lets you route AI-analysed data to any external system based on what the agent found.

Using webhooks with AI Agents

Complete payload schemas for every data type. Use this as a reference when building your receiving endpoint or configuring a downstream system to parse incoming webhook data.

Webhook payload reference

YouTube is the largest unmonitored conversation in B2B.

YouTube Signals

YouTube is the largest unmonitored conversation in B2B. Your competitors are demoing there. Your buyers are asking questions in comment sections. Category conversations are happening in transcripts your team has never read. All of it is public. None of it reaches your team by default. YouTube Signals changes that.

Monitoring YouTube — overview and what's possible

Creating a YouTube Signal takes about two minutes. Choose between keyword monitoring (search all of YouTube) or channel monitoring (follow specific channels), configure what to capture, and set your schedule.

Setting up a YouTube Signal

YouTube generates far more signal than any team can manually review. AI Agents solve this by reading every video transcript and every comment, extracting what matters, and routing only the relevant signals to the right people. Your team acts on intelligence — not raw data.

Using AI Agents with YouTube

Ready-to-use prompts for YouTube Videos and YouTube Comments agents, plus a complete variable tag reference for both data targets. Copy, adapt, and combine with the use cases in [Using AI Agents with YouTube].

YouTube AI Agent prompt reference

Account & Settings

Everything you need to personalise your account — your display preferences, password, notification settings, and your block list (profiles and domains you never want to enrich/save as contacts).

Managing your profile, preferences, notifications and block list.

Add team members, assign roles, and control exactly what each person can access — from which contacts they can see to which integrations they can configure.

Managing your team — inviting members and setting permissions

Credits are how the platform measures usage. This article explains the two types of credits, how they're consumed, and how to track your spending over time.

Plans > Understanding credits

The audit log is a complete, searchable record of everything that has happened in your account — every Signal run, credit usage event, AI Agent execution, webhook delivery, integration action, and API request.

Audit logs

Firmographics is where you describe your ideal customer profile and product in plain language. Once saved, AI Agents can inject this description into any prompt using the {{firmographics}} variable — so you write your ICP definition once and reference it everywhere.

Firmographics — defining your ICP for AI Agents

Workspaces let agency accounts create separate, isolated environments for each client — with their own Signals, contacts, team members, and credit balances. Available to accounts with agency mode enabled.