Trinity AI
Sales Signal Trinity ledger
Detailed chat spend stays inside Trinity.
Protected Area
Genialcloud Sales Signal Admin
Manage shared credentials, workflow controls, knowledge sources, and platform resets for Sales Signal.
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Global Admin
Storage Overview
Monitor generated storage usage across sub-apps before deciding on cleanup actions.
Global Admin
TicketsSupport Ticket Management
Review Sales Signal support requests, update their status, and optionally send an operator reply back to the requester.
Global Admin
API KeysCredential Control Center
Manage shared platform keys, Google Agent Platform runtime, connected-login modes, and provider source used by the Sales Signal sub-apps.
App Identity
Optional. Leave this blank to keep OAuth callbacks and admin flows on the current local Sales Signal URL. Only set it when you intentionally want a public bridge, tunnel, or deployed HTTPS address.
This link is derived from the frozen Genialcloud Signal ChatGPT app identity. Normal server and plugin updates must update the same app instead of creating a replacement.
Frozen ChatGPT app ID:
Applies to Sales Signal. Classic remains the default. Color appearance is independent of the interface version.
AI Runtime Policy
Control which AI providers and models appear in user-facing runtime selectors across Sales Signal.
OpenAI
The provider catalog loads automatically when this section opens. Review the full provider list on the left, then keep only the allowed models on the right.
Available from provider
Allowed in app
Claude
The provider catalog loads automatically when this section opens. Review the full provider list on the left, then keep only the allowed models on the right.
Available from provider
Allowed in app
Gemini
The provider catalog loads automatically when this section opens. Review the full provider list on the left, then keep only the allowed models on the right.
Available from provider
Allowed in app
Luma
The provider catalog loads automatically when this section opens. Review the available Luma models on the left, then keep only the allowed models on the right.
Available from provider
Allowed in app
AI Media / Video Policy
Control Paper image defaults and the video engines available to Paper Signal and Frame Signal. Image models must also be enabled in AI Runtime Policy above.
Paper Signal · Image Runtime Defaults
Choose one default provider/model pair for each asset type. That exact pair is used for users without AI Override.
Paper Signal · Video Creative
Frame Signal · Animate Image
Legacy keeps the current stable engine catalog and Veo Lite default. Governed enforces the enabled engines and workflow defaults configured here. Changes affect new runs only.
AI Default Policy
These values are used on the first load of each app before a user makes their own local selection. Existing saved local choices still win after that. Provider keys, connected-login modes, and workflow visibility are managed in Credential Control Center and AI Runtime Policy above.
Prospect Signal
Pitch Signal
Proposal Signal
Deck Signal
Frame Signal
Paper Signal
Social Signal
Audience Signal
Campaign Signal
Survey Signal
Nurture Signal
Mailer Signal
Trinity AI
These defaults become the starting runtime for new Trinity chats opened from Sales Signal. Later chat-level changes still depend on user override policy.
AI Pricing Policy
Tracked pricing is kept explicitly in code for consistency. The table covers the current model families and versioned aliases we resolve, with source links shown below for verification.
Global Admin
Workflow AccessWorkflow Access Control
Configure per-workflow protection for every Sales Signal app so protected modules can require their own unlock PIN.
Global Admin
UsersUser Access Management
Approve registered users, manage account status, and grant access to specific Sales Signal workflows.
Global Admin
PlatformPlatform Controls
Review cross-app history and run global cleanup or metrics reset operations.
Storage Controls
Use cleanup presets and candidate actions to reclaim generated storage without touching shared libraries.
Suggested Cleanup
Cleanup Candidates
Integration Health Alerts
Set the platform-wide monitoring policy for enabled Google Ads, GA4, Meta, LinkedIn, and YouTube connections. Publishing failures alert immediately.
External Service Credentials
Configure the shared credentials and delivery settings that support Sales Signal integrations beyond the AI providers.
Google Integration
Integration for Google Ads, GA4, or Search Console accounts.
Campaign Signal Google Ads
Recommended path: connect Google once, then pick the discovered Ads account and GA4 property. Advanced fields stay available below for operator overrides.
`Connect-Refresh Google` uses the saved public app URL when present. If it is blank, Sales Signal falls back to the current local callback URL.
No Google Ads customers selected yet.
Select one or more customers to blend into the Google Ads monitoring view. Use Command-click or Control-click to choose multiple.
Google OAuth credentials are not saved yet.
Advanced Google Ads Settings
Campaign Signal GA4
Connect Google once, then select one or more GA4 properties to blend website context across regions or business units.
No GA4 properties selected yet.
Select one or more GA4 properties to blend into the website support view. Use Command-click or Control-click to choose multiple.
No GA4 access token saved yet.
Advanced GA4 Settings
Campaign Signal Google Search Console
Use the same Google connection, then select one or more Search Console properties to bring organic search visibility into Campaign Signal.
Verified properties are listed first. Within each permission tier, domain properties come before URL-prefix properties.
No Search Console properties selected yet.
Select one or more Search Console properties to blend organic search context into Campaign Signal. Use Command-click or Control-click to choose multiple.
No Search Console access token saved yet.
Advanced Search Console Settings
Meta Integration
Integration for Social Signal publishing plus Campaign Signal Meta ad account scope.
Meta Publisher Foundation
Save the Meta app settings here first, then connect Meta to discover Facebook Pages, Instagram professional accounts, and Meta ad accounts.
No Facebook Pages selected yet.
Only the selected Pages below should become publishable in Social Signal, even if the Meta app can discover more.
No Instagram accounts selected yet.
Only the selected Instagram accounts below should become publishable in Social Signal, even if the Meta app can discover more.
No Meta ad accounts selected yet.
Only the selected Meta ad accounts below should be available to Campaign Signal, even if the connected Meta user can see more.
Instagram publishing waits for media processing by polling Meta with the retry count and delay saved here.
Advanced Meta Settings
Use this exact callback URL in the Meta app when Facebook Login for Business or Instagram OAuth setup asks for the redirect URI.
No Meta app secret saved yet.
YouTube Integration
Connect one YouTube channel at a time for publishing.
YouTube Channel Connections
Use Add YouTube Channel for each personal or Brand Account channel. Every connection stores its own encrypted refresh token and publishes only to the channel returned by that OAuth grant. Use Reconnect on an existing channel when its token needs a fresh Google OAuth grant.
Advanced YouTube Settings
Use this exact callback URL in the Google OAuth client used for Social Signal YouTube channel connections.
No YouTube channels connected yet.
LinkedIn Integration
Integration for LinkedIn Pages and accounts.
Campaign Signal LinkedIn
Recommended path: connect LinkedIn, then pick the discovered ad account and organization. The raw API details are tucked into Advanced mode.
Start with the local callback by leaving the public app URL blank. If LinkedIn rejects that redirect in the Developer Portal, we can switch this provider to a public bridge without changing the rest of Campaign Signal.
Use these exact callback URLs in the LinkedIn app settings. LinkedIn uses the current app origin here and does not automatically reuse the Meta public tunnel callback.
Default is `No` so Campaign Signal stays focused on business ad accounts. Turn this on only if you want to include LinkedIn personal boost accounts in discovery and blended monitoring.
Select one or more ad accounts to blend into the LinkedIn monitoring view. Use Command-click or Control-click to choose multiple.
No LinkedIn ad account selected yet.
Select one or more organizations to preserve the right regional or business-unit context for Campaign Signal.
No LinkedIn organization selected yet.
No LinkedIn access token saved yet.
Advanced LinkedIn Settings
LinkedIn stores ad accounts internally as `sponsoredAccount` references. The main picker above shows the friendly names; this advanced field is only the technical saved reference list.
Only these calling apps may create LinkedIn Publisher sessions. Use the branded app labels here, for example DDAM, GDS, or GSS. Preconfigured defaults are DDAM, GDS, and GSS.
MailerLite Integration
Integration for MailerLite accounts.
MailerLite Integration
This controls the MailerLite connection for optional integrations. It does not turn on outbound Prospect sync; that switch is in Apps Controls → Prospect Signal.
No MailerLite API key saved yet.
Outlook mailbox ingestion
Authorize a Microsoft user who can access the shared delivery-report mailbox.
The existing suite Entra registration is reused; no tenant, client ID, or secret is entered here.
Checking
Shared mailbox—
Authorized account—
Last token refresh—
SMTP Delivery
Keep SMTP collapsed until delivery setup is needed.
SMTP Delivery
No SMTP password saved yet.
Amazon SES v2 API
Store a least-privilege IAM credential, then verify account, sender, quota, configuration-set, and event-pipeline readiness. Saving credentials does not switch Mailer delivery away from SMTP.
No static AWS credential is saved. The server role/default credential chain is used.
Do not use AWS root credentials. Temporary STS credentials require a session token and are not supported by this form.
SES v2 Readiness
This is a read-only verification. It does not send email or change the active delivery provider.
reCAPTCHA for Web
Protect public career applications. The secret is encrypted and never returned to the browser.
Comma-separated, for example: www.avantune.com, www.genialcloud.com
No secret saved yet.
InstaTunnel
Manage the local development tunnel used for Meta OAuth callbacks.
Not configured
DDAM Integration
Configure Sales Signal to consume reusable assets from Genialcloud DDAM through the API-only adapter.
No DDAM key saved yet.
Sub-App
AppsApps Controls
Manage sub-app specific controls from here, including workflow prompts and other operator-managed settings.
Sub-App
CampaignCampaign Signal Scopes
Define reusable business scopes that blend Google Ads, LinkedIn, and GA4 sources under one admin-managed name. `Global` is always available automatically from all active source selections.
Use geography filtering only when GA4 or Search Console should behave as market scopes on shared properties.
No Google Ads accounts added to this scope yet.
No LinkedIn ad accounts added to this scope yet.
No Meta ad accounts added to this scope yet.
No GA4 properties added to this scope yet.
No GA4 geography filter saved for this scope yet.
No Search Console properties added to this scope yet.
No Search Console geography filter saved for this scope yet.
Create custom scopes here. `Global` is always built automatically from the active source selections saved in the provider sections above.
Campaign Signal Review Prompts
Select the Campaign Signal review prompt role to edit, then update the shared prompt text for that review type.
Sub-App
ProspectProspect Signal
Control who can edit the CRM linkage field and whether linked prospects stay blocked from local Prospect activities.
Personal Outlook
Microsoft Entra consent, mailbox connections, and delivery are governed centrally in Genialcloud Signal. This section contains only Sales delivery operations.
Recent email operations
Enter one email per line. Users not listed here will be able to view `proj ID` but not change it.
When enabled, linked prospects stay read-only for local Prospect activities and must be managed in the CRM. When disabled, linked prospects can still use local Prospect activity add, edit, and delete flows.
Users listed here can save or update prospects in any list. Assign list-specific writers in Prospect Lists.
One activity type per line. Format: `value | English label | Italian label`.
Edit result labels in English and Italian; keep every result code unchanged for analytics.
Add only users who need Company Sourcing import, assignment, and LinkedIn Leads access but are not already in the `proj ID` edit allowlist. Users in the `proj ID` edit allowlist already have this access.
Add only users who need Company Sourcing reports in addition to Company Sourcing import and assignment access, but are not already in the `proj ID` edit allowlist. This does not grant broader Prospect Manager Tools.
One dismissal reason per line. Format: `value | English label | Italian label`.
When enabled, new inbound LinkedIn leads will email the marketing recipients as well as creating in-app notifications.
Off by default. Inbox notifications are always created for Prospect, LinkedIn lead, and Company Sourcing assignments; enable this only when assignees should also receive email.
One email per line. Only these users appear in Prospect, LinkedIn Leads, and Company Sourcing assignee lists.
One three-letter ISO currency per line. These currencies appear in Opportunity forms and grid filters.
Used to dial numbers stored without an international prefix. Stored numbers are not rewritten.
Lists paired clients that received a click-to-call credential from Converse. Assign each seller's phone extension in User Access Management.
Only when the Converse gateway uses a private certificate authority, for example an internal Caddy CA. Paste its root CA certificate in PEM format. It is trusted for Converse calls only, in addition to public authorities. Leave empty for a publicly trusted certificate.
One prefix per line. Lists starting with these prefixes will be hidden from the Prospect list filter.
Prospect and MailerLite
Sync Prospect with MailerLite
This switch saves immediately. Turning it on enables Prospect and list changes to sync when the MailerLite connection is also enabled; turning it off does not start an index sync.
Prospect Search Index
No global prospect index synced yet.
Import MailerLite-only lists and prospects without overwriting Signal. If Prospect sync is on, also retry pending Signal list and prospect changes. This runs only when clicked.
Starting prospect index sync...
0%Align Prospect full names
Scan every indexed Prospect and repair legacy surname-only full names using the stored first and last name. No Prospect is deleted.
Run preview to find names that can be aligned.
Starting Prospect name alignment...
0%Sub-App
PitchPitch Signal
Manage the Pitch Signal knowledge and prompt files here. These files are used only by Pitch Signal and do not affect Proposal Signal retrieval.
Pain Discovery Knowledge
Use these markdown files to guide the standalone Pain Discovery tool and the shorter Pain Discovery snapshot inside Sales Playbook.
Pitch Signal Prompts
Select the Pitch Signal prompt function to edit, then update the shared prompt text for that function. These files are used only by Pitch Signal.
Sub-App
ProposalProposal Signal
Manage the Proposal Signal prompts, knowledge-base workflows, and output templates from here.
Default Business Pain Analysis Prompt
This is the default AI prompt used by Proposal Signal for the business-pain analysis pass before retrieval and brief generation.
Proposal Signal Gamma Styles
Configure the Gamma presentation styles available for Proposal Signal. Users will only see the style title, while the prompt stays internal and is injected into Gamma generation.
Sub-App
PaperPaper Signal
Manage one specialized Paper Signal prompt per asset type. Output-mode artifact requirements are appended separately by the app runtime.
Paper Signal Prompts
Edit the shared base prompt for each Paper Signal asset type. For Image Creative, users choose one library variant at runtime and that variant is injected into the run prompt on top of the base prompt.
EN source · IT pending
No brand book file uploaded.
Sub-App
SocialSocial Signal
Manage Social Signal drafting and calendar prompt functions before direct AI drafting is enabled in the workflow UI.
Social Signal Visibility
Allowlisted users can review company-shared Social posts across the team, while personal-destination posts stay private to their owner.
Analytics Collection
Load stored metrics instantly and collect fresh platform data once each day.
Direct Post Sync
Maximum provider result pages per destination and scan. The sync warns when this limit is reached.
Social Signal Prompts
Select the Social Signal prompt function to edit, then update the shared prompt text for that function.
Sub-App
PresentationDeck Signal
Manage the Deck Signal script-generation prompt and the dedicated Gamma prompt separately from the shared Gamma styles.
Deck Signal Prompts
Deck Signal Gamma Styles
Configure the Gamma presentation styles available for Deck Signal. Users will only see the style title, while the prompt stays internal and is injected into Gamma generation.
Sub-App
FrameFrame Signal
Set the default scene proposal for each length mode and the global cap enforced for every new Frame Signal draft.
The new-job scene count can be edited by the user, but it cannot exceed this global max.
Frame Signal AI Prompts
Manage the script-improvement prompt and the input-improvement prompt used before a Frame Signal draft is created.
Render Host Controls
These values apply to the render host. Use them when the deployment server differs from your development machine.
Sub-App
SurveySurvey Signal
Manage Survey Signal builder access, public delivery defaults, and the AI prompt used to propose starter survey skeletons.
Enter one email per line. Only the users listed here can create, update, and send surveys from Survey Signal.
Survey Signal API
Enable the external Survey Signal API, generate the integration key, and share the developer guide with implementation teams.
The API uses a bearer token and supports single-send and bulk-send programmatic survey delivery.
No Survey Signal API key generated yet.
For security, the generated API key is shown only when a new key is created.
Survey Signal Prompt
Select the Survey Signal prompt function to edit, then update the shared prompt used with the builder scope text.
Sub-App
NurtureNurture Signal
Manage the shared prompt registry used by the Nurture Signal path builder and later provider connector boundary.
Tune how often Nurture Signal checks for due actions so the workflow can advance automatically without aggressive polling.
Saving configuration does not activate or restart a worker. SMTP remains the safe default.
Optional. Use a dedicated public host that only proxies Nurture tracking, click, and unsubscribe routes. Empty falls back to the main public app URL.
Use the dedicated worker for production list-scale nurture. The selected owner processes every Nurture action; recipient count never switches runtimes automatically.
Shared sender profiles for Mailer and Nurture.
Select the Nurture Signal prompt function to edit, then update the shared operator-managed prompt text.
Sub-App
MailerMailer Signal
Manage the shared prompt registry used by Mailer Signal for designed HTML and simple high-open email generation.
Throttle bulk delivery through the persistent dedicated Mailer worker. Keep disabled until deployment verification is complete.
Defaults to 1,800 seconds (30 minutes) after SES stops retrying. This does not extend provider delivery attempts.
A confirmed delivery resets the sequence. Opens and clicks do not.
Mailer sends the Marketing performance snapshot automatically after this delay. The default is 72 hours.
Uses the governed Mailer AI runtime once per campaign and notification language. Delivery metrics remain available when disabled.
Limits each SQLite write transaction while preparing a campaign.
When enabled, Mailer uses this address for tests and campaigns instead of sender profile Reply-To values. Nurture is unchanged.
Enter one email address per line. Contact Succession uses this group now; Mailer campaign-completion and later Nurture summaries use the same shared list. Leave blank to use the campaign owner, then the admin recipient.
Off by default: SES health remains advisory and never blocks Mailer or Nurture delivery.
Leave blank when SMTP is used. Account Health infers the region from the SES SMTP host.
Mailer permits delivery only from sender profiles using this exact domain.
Select the Mailer Signal prompt function to edit, then update the shared operator-managed prompt text.
Brand Story Links
These links are shared and used only by the dedicated brand story generation step.
Global Admin
API ClientsAPI Clients
Manage dedicated Knowledge API clients and explicit tenant source grants.
Global Admin
HistoryGlobal Job History
Review proposal, pitch, and presentation runs across users, refresh the list, and manage history-level cleanup actions.
Editorial Voice Profile
Shared writing guidance for Paper, Mailer, Nurture, and other Signal generation workflows.
Edit or upload the shared Markdown profile. Practical, Balanced, and Executive choices use its matching sections.
No Editorial Voice Profile configured.
Delete Global Job History
Choose exactly which saved jobs to remove for all users from global history.
Startup-default migration
Choose replacement models
Every removed startup model needs an explicit, compatible replacement before the policy can be saved.
Confirm Main Reset
Enter the admin password again to confirm Main Reset. This clears Proposal, Pitch, Paper, Campaign, Deck, Frame, and Audience job history, AI-provider keys, metrics, cached generated outputs, and local ownership state, but it does not remove shared libraries such as Documents, Web Sources, DOCX templates, DDAM settings, or Prospect operational records.