SignalPlane Tutorials

On this page

• Quick start walkthrough
• Configure listening and knowledge base
• Build your first insight workflow
• Launch a campaign
• Schedule a report
• Share results

Quick start walkthrough

1. Sign up and create a workspace.
2. Complete the Dashboard onboarding checklist.
3. Go to Settings > Providers and connect AI providers.
4. Connect integrations (CRM, email, PR) if needed.
5. Open Dashboard to confirm visibility metrics.
6. Review Insights to identify immediate opportunities.

Configure listening and knowledge base

1. Open Listening and click "Create profile."
2. Add keywords, sources, and a schedule, then enable the profile.
3. Run the profile manually to verify ingestion.
4. Open Knowledge Base and upload key PDFs, docs, or text sources.
5. Confirm each document shows a processing status.

Build your first insight workflow

1. Open Insights and filter for "new" status.
2. Review the evidence and supporting mentions.
3. Assign an owner, set a due date, and mark status as "in progress."
4. Convert the insight into a content suggestion.
5. Track the insight to "completed" once actioned.

Launch a campaign

1. Open Campaigns > Email.
2. Choose a template or create a new email sequence.
3. Use the stepper to add steps, preview, and enroll recipients.
4. Personalize tokens and schedule the send.
5. Review Campaigns > Analytics for engagement.

Schedule a report

1. Open Reports and create a report template.
2. Add sections for summary, metrics, and charts.
3. Use the filter builder to select brands, products, topics, and dates.
4. Open Reports > Schedules and configure cadence.
5. Add recipients and output formats.

Share results

1. Open the report detail page.
2. Create a share link with expiry and access rules.
3. Copy the link and distribute to stakeholders.
4. Monitor share link views and revoke if needed.