Two ways to work with signals
Signals have two surfaces. They act on the same org-wide signals, so a signal created on one is visible on the other.
Start in the app if you just want a signal running. Use MCP when you want an agent to do the work, or when you want to preview against specific artifacts before anything goes live.
Create a signal in the app
Open Signals from the left sidebar. The page has two tabs: Manage Signals and Collected Signals. Manage Signals lists every signal in your org as a card showing its status pill, name, artifact scope (for example, “All artifacts”), and signal key. Use Find signal… to search by name, and the All statuses dropdown to filter by status. Each card has a … overflow menu.1
Describe what you want to find
Type into the box prompting Describe a signal to monitor…. Write it the same way you’d write it for a colleague: what counts, what doesn’t, and examples of both. That description is the whole configuration — see writing instructions before you write it.Click Generate Signal. You can also click New Signal to start the creation flow.
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Review what comes back
Open the generated signal and review its name, instructions, examples, and artifact scope. Check that the wording excludes the near-misses you don’t want.
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Activate it
Use the signal actions to activate it. A signal that isn’t active evaluates nothing. Once active, it evaluates new eligible artifacts as they are ingested. Use the same actions to deactivate it later.
Preview, tune, and backfill in the app
Open a signal to test or refine it before relying on the results.- Click Run Preview to evaluate sample context without saving signal observations.
- Click Tune Signal to review recent extractions or test recent artifacts, one opportunity, or one artifact. Mark examples as a match or non-match, then apply the revised instructions.
- Click Backfill to evaluate older artifacts. Choose a preset period or a custom date range.
- Click Delete to remove a signal you no longer need.
Connect a summary field
Connect a signal to an opportunity field when sellers need one current summary instead of reviewing each signal observation. You need organization admin access.1
Open the signal
On Manage Signals, open the signal you want to summarize.
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Choose a field
Under Summary field, click Create summary field or Link existing field.
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Confirm the connection
Check that the field name appears under Summary field.
Create a signal over MCP
You do this by talking to Tempo through your AI platform. You need theconfigure_signals permission.
Drafting and saving are two separate steps. Tempo drafts a candidate first — a structured proposal that isn’t stored anywhere. Nothing exists in your org until you explicitly save it.
1. Draft a candidate
Describe what you want to find. Tempo turns your description into a structured set of extraction instructions.generate_signal, which returns a candidate for you to read. It does not save anything. If you stop here, the signal doesn’t exist.
2. Choose which artifacts it applies to
A signal only runs against document types you select. Pick the ones where the pattern would realistically appear, and get them right on the candidate before you save it.gong · transcript · granola · email · document · chat · brain-dump · research · generic
3. Save the candidate as a disabled signal
Saving is what creates the signal in your org. Tempo saves it throughmanage_signals using the upsert_disabled action, so it lands in a disabled state — it’s stored, it has a signal key, and it evaluates nothing.
4. Pick the artifacts to preview against
Preview doesn’t run against “recent artifacts” or your whole history. You choose the artifacts, and you name them by ID — between 1 and 20 of them per preview. So before you preview, go get some IDs. Ask for artifacts on a deal where you’d expect the pattern to show up:5. Preview
Hand Tempo the saved signal and the specific artifact IDs you collected.6. Refine
Refining works the same way as creating: generate a revised candidate, then save it over the existing signal.7. Activate
Activate only once a preview looks right.8. Backfill your history
Activation only affects artifacts going forward. To catch what’s already there, run a backfill. Backfills must be bounded — by a time window, an artifact cap, or both.9. Track how it’s doing
Backfills run asynchronously. Listing your signals reports three counts for each one — how many artifacts are eligible, how many have been evaluated, and how many observations came out of them.Read what a signal found
Observations live on the Collected Signals tab of the Signals page. It’s a table of the observations your signals have recorded, with four columns: Signal, Observation, Context, and Source quote. The source quote is what makes the table worth reading. You see the language each observation was drawn from, so you can judge a match instead of trusting it — which is also how you tell a noisy signal from a precise one. Use Find collected signal… to search the table. Click Filters to narrow observations by the fields available in the table, such as Signal or source context.Read observations here, not over MCP. No public MCP tool returns the observations for a given signal —
list_signals gives you counts, not the matches behind them.
