# Billing & Subscription
Source: https://docs.clearcue.ai/account/billing-subscription
Understand your trial, choose a plan, upgrade, and manage your subscription
Manage your Clearcue subscription from *Settings* > *Billing*. This page covers how the free trial works, what each plan includes, and how to upgrade or manage your subscription.
Only **Owners** and **Admins** can access billing settings. Members do not see the Billing page.
## Free trial
Every new Clearcue organization starts with a **14-day free trial**. The trial gives you access to the core platform so you can evaluate Clearcue before committing to a paid plan.
**What's included in the trial:**
* 200 research credits
* Access to signal tracking, lists, audiences, and filters
* Unlimited team members
**What's not available during the trial:**
* CSV export
* Webhook and CRM integrations
A countdown of your remaining trial days appears in the sidebar. When the trial ends, you need to upgrade to a paid plan to continue using Clearcue.
## Available plans
Clearcue offers several subscription plans with different credit allowances, topic limits, and features. For a full comparison of plans and pricing, visit the [Clearcue Pricing](https://www.clearcue.ai/pricing) page.
## Upgrade from trial to a paid plan
Go to *Settings* > *Billing*.
Browse the available plans on the billing page. Toggle between **Monthly** and **Yearly** billing to compare pricing. Yearly plans save up to 20%.
Click **Upgrade** on your chosen plan. You'll be redirected to Stripe to enter your payment details and confirm the subscription.
After payment, your subscription activates immediately. You'll have access to all features included in your plan.
## Manage your subscription
Once you have an active subscription, the billing page shows your current plan status. Click **Manage Subscription** to open the Stripe customer portal, where you can:
* View your current plan and billing cycle
* Update your payment method
* Download invoices and receipts
* Change or cancel your subscription
# Account & Members
Source: https://docs.clearcue.ai/account/overview
Manage your organization members, roles, and access permissions
Control who has access to your Clearcue organization and what they can do. Navigate to *Settings* > *Members* to manage your team.
## Roles
Every member has one of three roles. Roles determine what actions a member can take within the organization.
| Role | What they can do |
| - | - |
| **Owner** | Full control. Can manage all members, assign any role, and access all settings. Cannot be revoked or modified by others. |
| **Admin** | Can invite members, change Member roles, and revoke Member access. Cannot modify Owners or other Admins. |
| **Member** | Can use Clearcue features (signals, lists, audiences) but cannot manage other members or access admin settings. |
Every organization has at least one Owner. Owner access cannot be revoked.
## Invite members
Owners and Admins can invite new members by email.
1. Go to *Settings* > *Members*.
2. Click **Invite** in the top right.
3. Enter one or more email addresses (separated by commas, spaces, or Enter).
4. Click **Send Invites**.
Each invited person receives an email with a link to join. Until they accept, they appear in the members list with a **Pending** badge.
Invitations expire after 24 hours.
If an invite expires, you can resend it from the menu next to the member — select **Resend invite** to send a new email with a fresh 24-hour expiration.
## Search members
Use the search bar at the top of the Members page to filter by email or role. This works across both active members and pending invites.
## Change a member's role
1. Find the member in the Members table.
2. Click their role badge to open the role selector.
3. Choose the new role and confirm.
**Restrictions:**
* You cannot change your own role.
* Admins can only assign the Admin or Member role — not Owner.
* Admins cannot change an Owner's role.
## Revoke access
Remove a member's access to your organization without deleting their account.
1. Click the menu next to the member.
2. Select **Revoke access** and confirm.
The member immediately loses access. They appear in the **Revoked Users** section at the bottom of the page.
**Restrictions:**
* You cannot revoke your own access.
* Owner access cannot be revoked.
* Admins cannot revoke another Admin's access.
## Restore a revoked member
Bring back a previously revoked member with their original role.
1. Scroll to the **Revoked Users** section at the bottom of the Members page.
2. Click **Restore access** next to the member you want to reinstate.
3. Confirm the restoration.
The member regains access immediately with their previous role.
Only Owners and Admins can see and manage revoked members.
# Core Concepts
Source: https://docs.clearcue.ai/concepts
Understand how Clearcue uses signals, data sources, AI qualification, and signal stacking to surface real buying intent.
Before you start creating signals, it helps to understand how Clearcue's core building blocks work together.
## What is a Signal?
A signal is a behaviour you want to catch — regardless of where it shows up. You define what you're looking for, and Clearcue finds it everywhere.
A signal can be almost anything that shows movement or intent:
* Someone engaged with a competitor's content
* A company is hiring for a specific role
* A startup recently raised funding
* A leader is expanding into a new market
* A professional changed roles or joined a new company
You create a signal once, and Clearcue continuously monitors for matches across all connected data sources.
## Sources
A source is where Clearcue looks to find your signal. A single signal can use several at once, so the same behaviour is caught no matter where it shows up.
| Source | What it reads |
| - | - |
| **Social** | Posts, comments, and reactions on LinkedIn |
| **Job board** | Live job listings from LinkedIn and major job boards |
| **Database** | Clearcue's own database of career and employment records |
| **Custom** | A post search plus an AI prompt you write yourself |
The Database source works differently from the others: it reports what is true rather than what was published, so it catches events nobody posted about — a first hire in a new country, a team that quietly doubled.
That is why combining sources matters. "Starting a new role" watches for the announcement *and* the career move itself, so you catch people whether or not they chose to tell anyone.
## Research
Sources search broadly for anyone showing the behaviour, which is how you find companies you weren't watching. They only see what surfaces, though — a company nobody posted about is missed.
**Research** closes that gap on the accounts you care about. It takes your question through each of your tracked companies in turn and works the sources for that company, so nothing there depends on someone having posted.
Almost every company-facing behaviour can be given research, on top of whatever sources it uses.
What research adds, which behaviours support it, and how it's configured.
## How AI qualification works
Not every match is a real signal. Clearcue's AI reads every candidate result and filters out noise so you only see matches that indicate real intent.
The process works in two stages:
1. **Data collection** — Your data sources find candidate content matching your keywords, profiles, or search queries.
2. **AI evaluation** — Each candidate is evaluated for intent. Only results that genuinely match your signal definition are surfaced.
### What the AI filters out
The AI distinguishes between real signals and noise. For example, if you're tracking "Hiring for Head of Marketing":
| Content | AI verdict | Reason |
| - | - | - |
| Job listing for Head of Marketing at Acme Corp | Signal match | Company is actively hiring for this role |
| Post from someone looking for a marketing job | Filtered out | Job seeker, not a hiring company |
| Article about AI trends in marketing | Filtered out | General advice, not a hiring signal |
| Post from someone who just joined as Head of Marketing | Filtered out | Already hired, not an open position |
This means you spend time on real opportunities instead of sifting through false positives.
Learn how to write custom AI prompts that define exactly what content should match your signal.
## Signal stacking
Looking at one signal in isolation can be misleading. Someone may like a post out of curiosity, visit your website by accident, or follow a competitor without any buying interest. Single signals often create false positives.
**Signal stacking** is the process of combining multiple signals to uncover meaningful intent. Clearcue automatically stacks signals on person and company level — so when the same person or company triggers multiple signals, you see the full picture in one place.
There are three ways signals stack together:
### Same event, different sources
A single signal can monitor multiple data sources at once. When the same event appears in more than one place, it confirms the signal is real — not a one-off mention.
You create an **Announcing funding** signal for Series A, and add web research to it.
* A founder announces the round on social media
* Web research finds the press coverage a few days later
* Social research picks up two employees celebrating it
Every match feeds the same signal. You see one company with a confirmed funding event — backed by several independent sources, not a single post that could be speculation.
### Multiple people, same company
Clearcue stacks signals at the company level. When several people from the same company trigger different signals, the combined activity reveals company-wide intent — not just individual curiosity.
You have three signals running: **Engaging with competitors**, **Hiring for a role**, and **Attending an event**.
* The VP of Sales likes two competitor posts in the same week
* HR posts a job listing for a role your product supports
* The CTO registers for an industry conference
No single person triggered all three signals. But at the company level, the stack shows an organization that is actively exploring, hiring, and attending events in your space — a strong sign they're evaluating solutions.
### Different signals, one person or company
When the same person or company triggers multiple unrelated signals, each adding a different dimension of intent, the combination tells a much clearer story than any signal alone.
You sell an AI automation platform. You have a **Hiring for a role** signal and a **Keyword search** signal for people discussing automation.
* A company posts a job listing for a Marketing Manager
* The same company's CEO posts asking how teams are automating their reporting
Each signal on its own is generic. Together, they show a company that is scaling its marketing team and actively looking for AI tools to support them — a strong signal they need exactly what you offer.
You have a **Keyword search** signal on CRM complaints, an **Engaging with competitors** signal, and a **Recommending a tool or service** signal.
* A Head of Sales complains about their current CRM in a post
* The same person likes posts from two of your competitors
* A week later, they ask their network which CRM to move to
Each signal on its own could be noise. Together, they show someone who is frustrated, actively researching alternatives, and asking for help choosing — the strongest possible buying signal.
### Why stacking matters
Stacking gives you context and confidence:
* **Separate real intent from noise** — a single like means nothing; three signals across different channels means something
* **Prioritise the right prospects** — focus on people and companies showing patterns, not just isolated activity
* **Act at the right moment** — reach out when interest is strongest, not after it fades
***
## How it all fits together
Signals are one part of a three-step loop:
* **Signals** define *what* behaviours to track and use AI to filter the results.
* **[Audiences](/records/audiences)** define *who* you care about — the companies and people that match your ideal customer profile.
* **[Lists](/records/lists)** organise the results into actionable groups so you can take the right steps.
Together, they form a continuous cycle: **detect signals, filter by audience, act from lists**.
Create your first signal, audience, and list step by step.
Every behaviour Clearcue can detect, and how each one is set up.
# Boolean Search
Source: https://docs.clearcue.ai/guides/boolean-search
Use Boolean operators to build precise search queries and find exactly the signals, people, and companies you need.
Boolean search uses logical operators to combine or exclude search terms, giving you precise control over your results. Instead of relying on simple keyword matching, you can build complex queries that find exactly what you're looking for.
## Core Operators
### AND
Finds results containing **both** terms.
```
sales AND marketing
```
| Content | Matches? |
| - | :-: |
| "I work in sales and marketing" | Yes |
| "Sales is my passion" | No |
| "Marketing tips for startups" | No |
Many search systems treat spaces as implicit AND, so `sales marketing` may work the same as `sales AND marketing`.
### OR
Finds results containing **either** term (or both).
```
CEO OR founder
```
| Content | Matches? |
| - | :-: |
| "I'm the CEO of a startup" | Yes |
| "As a founder, I learned..." | Yes |
| "The CEO and founder announced..." | Yes |
| "I'm a software engineer" | No |
**Use case:** Capture variations, synonyms, or alternatives.
### NOT (or -)
**Excludes** results containing the term.
```
developer NOT junior
```
or
```
developer -junior
```
| Content | Matches? |
| - | :-: |
| "Senior developer position open" | Yes |
| "Looking for a junior developer" | No |
## Grouping and Phrases
### Parentheses ( )
Group terms together to control logic order.
```
(CEO OR founder) AND startup
```
This means: must be CEO or founder, AND must include startup.
| Content | Matches? |
| - | :-: |
| "CEO of a startup" | Yes |
| "Founder of a startup" | Yes |
| "CEO of a corporation" | No |
| "Startup tips" | No |
Without parentheses, `CEO OR founder AND startup` might be interpreted as `CEO OR (founder AND startup)` — a different meaning entirely.
### Quotes " "
Search for an **exact phrase**.
```
"looking for recommendations"
```
| Content | Matches? |
| - | :-: |
| "I'm looking for recommendations on..." | Yes |
| "Looking for some recommendations" | No |
| "Recommendations I'm looking for" | No |
**Key difference:**
| Query | What it finds |
| - | - |
| `looking for recommendations` | All 3 words anywhere, any order |
| `"looking for recommendations"` | Exact phrase, words together in that order |
### Quotes on Single Words
**With quotes** — exact match only:
```
"hiring"
```
**Without quotes** — includes stemmed variations:
```
hiring
```
May match: hiring, hire, hired, hires, etc.
| Query | Potential matches |
| - | - |
| `"app"` | app |
| `app` | app, apps, application, applications |
| `"develop"` | develop |
| `develop` | develop, developer, developers, development, developing |
## Combine Operators
### Basic combination
```
(sales OR marketing) AND (manager OR director)
```
Finds: sales manager, sales director, marketing manager, marketing director.
### Multiple OR groups
```
(AI OR "artificial intelligence" OR "machine learning") AND (agency OR consultant OR freelancer)
```
Finds content about AI services from agencies, consultants, or freelancers.
### With exclusions
```
(developer OR engineer) AND (senior OR lead) NOT (junior OR intern OR entry)
```
Finds senior/lead developers, excludes junior positions.
### Nested parentheses
```
((CEO OR founder) AND startup) OR ((VP OR director) AND enterprise)
```
Finds: startup CEOs/founders OR enterprise VPs/directors.
## Operator Precedence
Without parentheses, operators are evaluated in this order:
1. `" "` (phrases) — highest priority
2. `NOT` / `-`
3. `AND`
4. `OR` — lowest priority
**Example:**
```
sales OR marketing AND manager
```
Is interpreted as:
```
sales OR (marketing AND manager)
```
Not as:
```
(sales OR marketing) AND manager
```
Always use parentheses to make your intent clear.
## Common Mistakes
### Lowercase operators
Lowercase `and` may be treated as a search term, not an operator.
| Query | Result |
| - | - |
| `sales and marketing` | May not work |
| `sales AND marketing` | Correct |
### Missing parentheses
| Query | Result |
| - | - |
| `CEO OR founder AND startup` | Unexpected results |
| `(CEO OR founder) AND startup` | Correct |
### Quotes on every word
Only use quotes for exact phrases or when you need exact word match.
| Query | Result |
| - | - |
| `"looking" "for" "agency"` | Overly restrictive |
| `"looking for" agency` | Correct |
### Over-complicated queries
Start simple, add terms only if needed.
| Query | Result |
| - | - |
| Complex query with 20+ OR terms | Hard to debug, slow |
| `("looking for" OR "recommend") AND ("AI" OR "AI agency")` | Simpler, easier to refine |
### Forgetting stemming
If you search `develop`, you'll get developer, development, etc. Use quotes `"develop"` if you only want that exact word.
## Build Your Query Step by Step
What are you looking for?
Example: "People asking for AI agency recommendations"
Break down into categories:
* **Intent:** looking for, recommend, anyone know, suggestions
* **Topic:** AI, artificial intelligence, machine learning
* **Type:** agency, developer, consultant, company
```
"looking for" AND "AI agency"
```
```
("looking for" OR "recommend") AND ("AI agency" OR "AI developer")
```
```
("looking for" OR "recommend") AND ("AI agency" OR "AI developer") NOT job
```
* Too many results? Add more specific terms.
* Too few results? Remove restrictive terms or add OR alternatives.
* Wrong results? Add NOT exclusions.
## Quick Reference
### Operators
| Operator | Syntax | What it does |
| - | - | - |
| AND | `A AND B` | Both terms required |
| OR | `A OR B` | Either term (or both) |
| NOT | `A NOT B` or `A -B` | Exclude term |
| Quotes | `"exact phrase"` | Exact phrase match |
| Parentheses | `(A OR B) AND C` | Group terms |
### Quotes Usage
| Usage | Effect |
| - | - |
| `word` | Word + variations (stemming) |
| `"word"` | Exact word only |
| `word1 word2` | Both words anywhere, any order + stemming |
| `"word1 word2"` | Exact phrase, together in order |
## Query Templates
### Service/Agency Search
```
("looking for" OR "recommend" OR "anyone know") AND ("SERVICETYPE" OR "SERVICETYPE agency") AND (agency OR company OR freelancer)
```
### Tool/Software Search
```
("looking for" OR "what tool" OR "best software" OR "recommendations for") AND ("CATEGORY tool" OR "CATEGORY software")
```
### Pain Point Detection
```
("frustrated with" OR "struggling" OR "hate" OR "problem with") AND (TOOL OR CATEGORY)
```
### Competitor Dissatisfaction
```
("switching from" OR "alternative to" OR "leaving" OR "disappointed with") AND COMPETITOR
```
### Buying Intent
```
("evaluating" OR "comparing" OR "budget for" OR "planning to buy") AND (PRODUCT OR CATEGORY)
```
# How to create your first filters
Source: https://docs.clearcue.ai/guides/create-your-first-filters
Build precise lists by layering filters step by step - start broad, then narrow down to the accounts that matter.
Filters let you cut through the noise and focus on the people and companies that actually match your ideal customer. The key is to **add them gradually** so you get a feel for the data before narrowing too much.
## Start with signal type
Your first filter should be the **signal filter**. This lets you focus on specific behaviours - like only showing people detected through competitor engagement or hiring activity.
Use the "detected by all of" option to stack signals and surface accounts where **multiple intent behaviours** overlap. That's where the strongest leads are.
## Layer in company details
Once you see results flowing in, start adding company-level filters:
* **Company size** - focus on the segment you sell to
* **Location** - narrow by country or region
* **Industry** - if your product targets specific verticals
This gives you a real feel for which accounts are showing intent and where each company actually stands.
## Refine by role and seniority
Finally, add person-level filters to find the right contacts within those companies:
* **Position** - filter by job title or function
* **Seniority** - focus on decision-makers (C-Suite, VP, Director)
This last step turns a broad list of interested companies into a targeted list of people worth reaching out to.
## Stack signals to spot patterns
The most powerful filter combinations use **multiple signal types together**. For example, imagine you sell face recognition and room control software for office buildings. You could filter for leads who are:
* Engaging with **your brand** content
* Also engaging with a **competitor's** content
* And their company is **hiring for a new role** or **opening a new office**
Each signal on its own is a mild indicator. All of them together? That's a company actively evaluating solutions.
Don't over-filter too early. Start broad, review a few pages of results, then add one filter at a time. You'll discover patterns you wouldn't have predicted.
## Save your filtered view as a List
Once you've dialled in the right combination of filters, save it as a **List**. Lists stay in sync automatically - new leads matching your filters appear as they're detected.
Learn how to save filtered views and automate your workflow.
## Next steps
Full guide to all available filter types and options.
Unlock new ways to use your signals and data.
# Import your LinkedIn connections
Source: https://docs.clearcue.ai/guides/import-linkedin-connections
Download your LinkedIn connections export and upload it to bring your whole network into a connections signal.
Connecting your LinkedIn login picks up your most recent connections and every new one from then on. To bring in the rest of your network, however far back it goes, upload the export LinkedIn gives you.
LinkedIn can take up to 24 hours to prepare the export. Request it as soon as you set up the signal.
## Request your export from LinkedIn
On LinkedIn, click **Me** in the top bar, then **Settings & Privacy**. Open **Data privacy** and choose **Get a copy of your data**.
Choose **Want something in particular? Select the data files you're most interested in** and tick **Connections**. You don't need the full archive.
Click **Request archive** and enter your LinkedIn password if asked. LinkedIn emails you when the export is ready.
## Download and unzip it
Follow the link in LinkedIn's email, or go back to **Get a copy of your data**, and download the export. It arrives as a ZIP file.
Unzip it and find `Connections.csv`. That is the file to upload. Clearcue takes the CSV itself, not the ZIP.
## Upload it to Clearcue
Go to **Signals** and find your LinkedIn connections signal.
Open the **⋯** menu on the signal and choose **Import connections (CSV)**. It reads **Re-import connections (CSV)** if you've uploaded one before.
The **Upload export** button in the **Finish setting up** dialog opens the same upload.
Drop in `Connections.csv` and click **Import connections**. Progress shows in the dialog while the file is processed.
## Good to know
* **Every connection in the file is imported**, with no date cut-off.
* **Re-importing is safe.** A connection that's already tracked is never counted twice. Upload a fresher export whenever you like and only what's new is added.
* **Some connections can't be imported.** LinkedIn leaves out the profile link for connections who hid their profile. Without it there's nothing to track.
* **The file must be a CSV of up to 50 MB.** An unedited `Connections.csv` is far smaller. If the import says the file doesn't look like a connections export, check you uploaded `Connections.csv` and not another file from the archive.
Stuck? Email [support@clearcue.ai](mailto:support@clearcue.ai).
Pause, edit, and finish setting up your signals.
# Advanced Job Title Search
Source: https://docs.clearcue.ai/guides/job-title-search
Use boolean operators and PostgreSQL tsquery syntax to precisely filter job titles and descriptions in the Job Search signal.
The [Hiring for a role](/signal-library#hiring-for-a-role) signal's job-board source has two modes for matching job titles: a simple substring mode and an advanced boolean mode. This guide covers advanced mode — what it can do, and when to reach for each operator.
This guide applies to the **job title** field in advanced mode only.
The **description keywords** field supports only `OR` and quoted phrases (`"…"`). No `AND`, `NOT`, proximity, wildcards, or parentheses — anything else is matched literally.
## Description keywords
The description field matches job descriptions on keywords or phrases.
| Input | Matches descriptions containing |
| - | - |
| `migration` | the word `migration` |
| `"cloud migration"` | the exact phrase `cloud migration` |
| `AWS OR Azure OR GCP` | any of the three terms |
| `"data platform" OR "data lake"` | either phrase |
Use simple comma-free `OR` lists. Quote multi-word phrases. Anything else (AND, NOT, parentheses, wildcards) is sent to the API as-is and will almost certainly return nothing.
## Simple vs advanced mode
| Mode | Input | What it matches |
| - | - | - |
| **Simple** (default) | `Head of Sales` | Jobs for the role you typed — word order and minor variations don't matter |
| **Advanced** (toggle on) | `"Head of Sales" OR "VP Sales"` | Jobs matching your boolean expression exactly |
Switch to advanced mode when:
* You need to match **multiple variations** of a title (`VP OR Director OR Head`)
* You want to **exclude** terms (`Engineer NOT junior`)
* You care about **word proximity** (`senior <-> engineer`)
* You want a **prefix match** (`engineer:*` matches engineer, engineering, engineers)
## Core boolean operators
### OR
Finds titles containing **either** term.
```
CEO OR founder
```
| Title | Matches? |
| - | :-: |
| CEO & Founder | Yes |
| Founder, Acme Corp | Yes |
| Chief Executive Officer | No |
### AND
Finds titles containing **both** terms.
```
senior AND engineer
```
| Title | Matches? |
| - | :-: |
| Senior Engineer | Yes |
| Senior Product Manager | No |
| Engineer | No |
### NOT
**Excludes** titles containing the term.
```
engineer NOT junior
```
| Title | Matches? |
| - | :-: |
| Senior Engineer | Yes |
| Junior Engineer | No |
| Software Engineer II | Yes |
### Phrases with quotes
Quote multi-word phrases to match them as a unit.
```
"Head of Sales"
```
| Title | Matches? |
| - | :-: |
| Head of Sales | Yes |
| Head of Global Sales | No |
| Sales Head | No |
In advanced mode, **multi-word tokens must be quoted** (`"senior engineer"`) or joined with the proximity operator (`senior <-> engineer`). Bare spaces between words will cause the query to reject your input.
### Parentheses for grouping
Group terms to control evaluation order.
```
(CEO OR founder) AND startup
```
Without parentheses, this would be interpreted as `CEO OR (founder AND startup)` — a different query.
## Advanced operators
These operators extend beyond basic LinkedIn-style boolean search.
### Proximity: `<->` (followed by)
Matches when two terms appear **in that order, one after the other**.
```
senior <-> engineer
```
| Title | Matches? |
| - | :-: |
| Senior Engineer | Yes |
| Senior Software Engineer | No |
| Engineer, Senior | No |
Use `<->` when word order matters and you want exactly adjacent words. For more flexibility, combine it with phrases:
```
"senior software" <-> engineer
```
### Distance: `` (followed by, within N words)
Matches when the first term is followed by the second within **N words**.
```
senior <2> engineer
```
| Title | Matches? |
| - | :-: |
| Senior Engineer | Yes |
| Senior Software Engineer | Yes |
| Senior Product Staff Engineer | No |
### Prefix wildcard: `:*`
Matches any term that **starts with** the given prefix.
```
engineer:*
```
| Title | Matches? |
| - | :-: |
| Engineer | Yes |
| Engineering Manager | Yes |
| Engineers | Yes |
| Software Engineer | Yes |
| Develop | No |
Prefix wildcards work well for catching plural and derived forms without listing each one explicitly.
## Combining operators
All operators compose. A few real-world patterns:
### Exact leadership titles, exclude interim roles
```
("VP Sales" OR "Head of Sales" OR "Chief Revenue Officer") NOT (interim OR acting)
```
### Engineering leaders with prefix matching
```
(engineer:* OR developer:*) AND (lead OR principal OR staff OR head)
```
Matches Engineering Manager, Software Engineer Lead, Principal Developer, etc. — without listing every variation.
### Senior roles in a specific function, regardless of title word order
```
("Customer Success" OR "Account Management") AND (senior:* OR lead OR director)
```
### Proximity-aware search
```
"Head of" <-> (Sales OR Marketing OR Growth)
```
Matches "Head of Sales", "Head of Marketing", "Head of Growth" — but not "Sales, Head of Global".
## Operator precedence
Without parentheses, operators evaluate in this order (highest to lowest):
1. `"..."` — phrases
2. `:*` — prefix wildcards
3. `<->` / `` — proximity
4. `NOT` / `-`
5. `AND`
6. `OR`
**Example:**
```
sales OR marketing AND manager
```
Is interpreted as `sales OR (marketing AND manager)`, not `(sales OR marketing) AND manager`.
Always add parentheses when you mix operators. They make intent clear and prevent precedence surprises.
## Common mistakes
### Bare multi-word tokens
```
senior engineer
```
In advanced mode, this is invalid — a bare space between words will reject the query. Use one of these instead:
| Fix | Meaning |
| - | - |
| `"senior engineer"` | Exact phrase |
| `senior <-> engineer` | Senior immediately followed by engineer |
| `senior AND engineer` | Both words, anywhere in title |
### Lowercase operators
```
ceo or founder
```
Operators must be uppercase: `OR`, `AND`, `NOT`. Lowercase words are treated as search terms.
### Prefix wildcard before the word
```
*engineer
```
Prefix wildcards go **after** the word, not before. Use `engineer:*` instead.
### Unbalanced parentheses
```
(CEO OR founder AND startup
```
Missing closing paren. Count them as you write.
## Build your query step by step
If a single phrase works, leave advanced mode off. Don't over-engineer.
Enable advanced mode the moment you need OR, NOT, or variations.
Quote anything that's more than one word: `"Head of Sales"`.
`engineer:*` is shorter and more complete than `engineer OR engineering OR engineers`.
Add `NOT junior` or `NOT intern` to keep your signal focused on the seniority level you care about. The [seniority filter](/signal-library#job-board-filters) is a cleaner alternative when it applies.
Click **Preview** in the dialog. If the first 5 results look right, the full signal will be clean.
## Quick reference
| Operator | Syntax | What it does |
| - | - | - |
| OR | `A OR B` | Either term |
| AND | `A AND B` | Both terms |
| NOT | `A NOT B` or `A -B` | Exclude term |
| Phrase | `"exact phrase"` | Multi-word exact match |
| Group | `(A OR B) AND C` | Control precedence |
| Followed by | `A <-> B` | A immediately before B |
| Distance | `A B` | A within N words before B |
| Prefix | `word:*` | Any term starting with `word` |
Return to the full Job Search signal reference.
# Signal Stacking
Source: https://docs.clearcue.ai/guides/signal-stacking
Combine multiple signals to detect high-intent buyers by identifying repeated and correlated actions across channels.
# Why Signal Stacking Matters
A single signal rarely tells the full story. Someone liking a LinkedIn post doesn't mean they're ready to buy. Someone attending a webinar could just be curious. But when the same person engages with your competitor's content **and** attends an industry event **and** their company is hiring for a relevant role — that's a pattern worth acting on.
Signal stacking lets you **layer multiple signals together** so you only surface entities showing repeated, correlated intent across different channels. The result is a shorter, higher-quality list of people and companies that are genuinely in-market.
## Single Signal vs Stacked Signals
| Approach | What you get |
| - | - |
| **Single signal** | Broad list — includes casual interest, noise, and false positives |
| **Two stacked signals** | Focused list — entities showing intent across two different channels |
| **Three+ stacked signals** | High-conviction list — repeated actions that strongly suggest buying intent |
The more signals you stack, the smaller your list becomes — but the higher the intent of every entity on it.
# How Signal Stacking Works in Clearcue
Signal stacking uses the **Signal filter** in the Records view. You can add multiple Signal filter rows, each with its own operator and signal selection. All rows combine with **AND logic**.
Each Signal filter row has two operators:
* **Detected by any of** — the entity was detected by at least one of the selected signals (OR within the row)
* **Detected by all of** — the entity was detected by every selected signal (AND within the row)
By adding multiple rows, you create layered conditions. For example:
* **Row 1** (any of): Signal A, Signal B → matches if the entity triggered **either** signal
* **Row 2** (all of): Signal C, Signal D → matches only if the entity triggered **both** signals
The entity must satisfy **both rows** to appear in your results.
## Set Up a Signal Stack
Go to People or Companies from the sidebar, or open a specific Audience or List.
Click the filter bar, select **Signal**, choose your operator ("detected by any of" or "detected by all of"), and pick the signals you want.
Click the filter bar again and add another **Signal** filter. Choose a different operator or different signals to create a second condition.
Optionally add Seniority, Country, or other filters to further narrow your results.
Once you have the right combination, save it as a List to reuse and automate outreach.
# Real-World Examples
## Competitor engagement — your main rival + the wider market
**Goal**: Find people engaging with your primary competitor who are also exploring others in the space.
**Setup**:
* **Signal filter 1** → "detected by all of" → Competitor A engagement (your main rival)
* **Signal filter 2** → "detected by any of" → Competitor B engagement, Competitor C engagement, Competitor D engagement
**Why this works**: The first row ensures the person is actively engaging with your biggest competitor — the one you most want to win deals from. The second row confirms they're not locked in — they're also looking at other options. This combination catches people in active evaluation mode who are open to alternatives, making them ideal targets for a well-timed outreach.
## Conference attendance + brand engagement
**Goal**: Find people who attended an industry conference and also interacted with your content.
**Setup**:
* **Signal filter 1** → "detected by any of" → SaaStr attendance, Web Summit attendance
* **Signal filter 2** → "detected by any of" → Your brand LinkedIn engagement, Website visit signal
**Why this works**: Conference attendees are investing time and money to learn about the space. When they also engage with your brand, it signals they're aware of you and actively interested. This is the ideal moment for outreach — they have context, they're in learning mode, and your brand is already on their radar.
## Hiring for a specific role + fundraising
**Goal**: Find companies building a team that would use your product and that have the budget to buy.
**Setup**:
* **Signal filter 1** → "detected by any of" → Job postings mentioning "Sales Development", "Revenue Operations", or "Growth Marketing" that reference tools like Claude Workflows or AI-powered outreach
* **Signal filter 2** → "detected by any of" → Fundraising announcement
**Why this works**: A company hiring for SDRs or RevOps and specifically mentioning AI workflow tools in the job description is telling you exactly what they plan to buy. Generic "hiring" is too broad, but job posts that reference specific tooling or methodologies match your buyer persona precisely. Layer on a fundraising signal and you know they have fresh capital to spend. These companies are far more likely to move quickly than those showing only one of these signals.
# Person-Level vs Company-Level Stacking
Signal stacking behaves differently depending on which **stacking mode** you select. You control this with the **Signal Stacking** dropdown on the signal filter border — choose **Person** or **Company** to switch between person-level and company-level stacking.
The mode you pick applies across both the People and Companies tabs. If you set the mode to **Company** and switch to the People tab, you'll see all people who work at the matching companies.
## Person-level stacking
Select **Person** from the Signal Stacking dropdown. Every signal in your stack must be triggered **by the same person**. This surfaces individuals who are personally showing repeated intent across multiple channels.
**Example**: A VP of Sales who engaged with your competitor's LinkedIn post **and** attended SaaStr **and** liked your brand's content. All three actions came from the same person — that's strong individual buying intent.
Person-level stacking is best when you want to identify specific decision-makers who are actively evaluating solutions.
## Company-level stacking
Select **Company** from the Signal Stacking dropdown. Signals can be triggered by **different people within the same company**. The stack matches when the company as a whole satisfies all signal conditions, regardless of which individual triggered each one.
**Example**: At Acme Corp, a Marketing Manager engaged with your competitor's content, a recruiter posted a job for a Revenue Operations role mentioning AI workflow tools, and the company announced a Series B. Three different people and sources — but together they paint a clear picture of a company that's in-market, building the team, and has budget.
Company-level stacking is best when you want to identify organizations with multiple buying signals across departments, even if no single person shows all of them.
## How the mode affects each tab
| Mode | People tab | Companies tab |
| - | - | - |
| **Person** | Shows people who individually match all signal conditions | Shows companies where at least one person matches all signal conditions |
| **Company** | Shows all people working at companies that match the signal conditions | Shows companies that match the signal conditions (different employees can satisfy different signals) |
## When to use which
| Stacking level | Best for | Signal sources |
| - | - | - |
| **Person** | Identifying decision-makers with strong individual intent | Same person across all signals |
| **Company** | Spotting organizations with buying patterns across teams | Different people, roles, or departments within the same company |
In practice, you often start with **company-level stacking** to build a target account list, then switch to **person-level stacking** within those companies to find the right individuals to reach out to.
The selected mode saves with your Lists, so webhooks and integrations respect whichever mode you chose.
# Tips for Effective Signal Stacking
* **Start with two signals.** Don't over-stack on day one. Two well-chosen signals already dramatically improve lead quality compared to a single signal.
* **Mix signal categories.** Combine engagement signals with event signals, or hiring signals with content signals. Cross-category stacks catch intent that single-category filters miss.
* **Use "any of" for breadth within a row.** When you have several signals that indicate the same type of intent (e.g., engagement with Competitor A, B, or C), group them in one row with "detected by any of."
* **Use "all of" for conviction.** When you need the entity to match every signal in a row, use "detected by all of." This is stricter but produces higher-quality results.
* **Save your stacks as Lists.** Once you find a combination that works, save it as a [List](/records/lists) so you can monitor it over time and automate workflows like Slack notifications or CRM exports.
* **Revisit and adjust.** If your stacked view returns too few results, try loosening one row from "all of" to "any of." If it returns too many, add another Signal filter row or layer in people/company filters.
See the full list of available filters, operators, and how they combine.
# Export
Source: https://docs.clearcue.ai/integrations/exporting
Export your data to CSV for use in spreadsheets and external tools.
Export your filtered People or Companies data to a CSV file for use in spreadsheets, CRMs, or other tools.
Navigate to a saved List, or filter records from *People*, *Companies*, or Audiences.
Check that the list includes the right people or companies.
Sort by columns (e.g., Intent Score or Last Activity) if you want to prioritize the order of exported records.
Click the **Export** button and select **Export to CSV**. Your file will download automatically.
## What's included in the export?
**People exports include:**
* First Name, Last Name, Position, Seniority
* Company, Company URL, Location
* LinkedIn URL
* Signals Count, Last Interaction
**Company exports include:**
* Company Name, Industry, Company Size
* Location, Revenue, Funding Stage
* Website, LinkedIn URL
* Signals Count, Engaged People Count, Last Interaction
***
Looking to sync data automatically? Check out our [other integrations](/integrations/overview) for continuous syncing.
# HeyReach
Source: https://docs.clearcue.ai/integrations/heyreach
Connect intent signals to LinkedIn outreach — sync leads to HeyReach and track engagement back in Clearcue.
HeyReach is a LinkedIn outreach automation platform. The Clearcue–HeyReach integration connects intent data to LinkedIn outreach, working in two directions:
1. **Clearcue → HeyReach (List Sync):** Automatically push high-intent leads from Clearcue into HeyReach lists so you can run targeted outreach campaigns.
2. **HeyReach → Clearcue (Webhooks):** Send outreach events (messages sent, replies received) back into Clearcue as signals, giving you a complete view of prospect engagement.
With this integration you can:
* Reach out to people already showing buying intent — leading to higher reply rates
* Keep your HeyReach lists in sync automatically as new people match your Clearcue filters
* Track outreach activity as signals in Clearcue for closed-loop reporting
## Connect your HeyReach account
Navigate to **Settings** → **Integrations** → **HeyReach**.
In HeyReach, go to [Settings → API](https://app.heyreach.io/settings/api) to find your API key.
Paste your HeyReach API key in Clearcue and click **Save**.
Once connected, you'll see your API key displayed (masked for security) with options to edit or disconnect.
## Create a List Sync
You can set up syncs in two ways:
Go to **Settings** → **Integrations** → **HeyReach** to manage all your syncs in one place.
Click the **Create Sync** button to open the configuration dialog.
Choose which List you want to sync. People matching this list's filters will be sent to HeyReach.
Choose an existing HeyReach list from the dropdown, or type a name to create a new list in HeyReach.
Click **Create** to save. Clearcue will automatically start syncing people from your list.
You can also configure HeyReach syncs directly from any List:
Navigate to the List you want to send to HeyReach.
Go to **List Settings** → **Integrations**.
Select or create a HeyReach list and save. People from this list will be synced automatically.
## Monitor Syncs
From the syncs table, you can see the status of each sync including:
* **Status** - Whether the sync is enabled or disabled
* **People Synced** - How many people have been sent vs total in the list
* **Last Sync** - When the last sync occurred
Use the **Actions** menu to:
* **View History** - See detailed sync runs with added, updated, and failed counts
* **Enable/Disable** - Temporarily pause syncing without deleting the configuration
* **Delete** - Permanently remove the sync
## Receive HeyReach Events
You can receive outreach events from HeyReach back into Clearcue as signals. This gives you a complete view of prospect engagement — see when messages are sent, when leads reply, and track the full conversation lifecycle.
### Set up the webhook
Navigate to **Settings** → **Integrations** → **HeyReach** and scroll down to the **Webhook Setup** section. Click **Create Webhook** to generate a unique webhook URL.
Copy the webhook URL and paste it in your [HeyReach webhook settings](https://app.heyreach.io/app/integrations/public-api/webhooks). You'll create one webhook per event type you want to track.
### Event types
There are five event types you can track. Each one creates a different signal in Clearcue and requires its own webhook configuration in HeyReach. The only difference when configuring each is the event name you select.
Fires when a **regular LinkedIn message** is sent to a lead through a HeyReach campaign. This is an **outbound** event — it tracks your team's outreach activity.
Use this to monitor outreach volume, see which leads have been contacted, and ensure your campaigns are running as expected.
Fires when a **LinkedIn InMail** is sent to a lead through a HeyReach campaign. This is an **outbound** event. InMails are premium LinkedIn messages that can reach people outside your network.
Use this to track InMail outreach separately from regular messages, especially useful for campaigns targeting prospects you're not yet connected with.
Fires **only the first time** a lead replies to a regular LinkedIn message in a conversation. This is an **inbound** event.
This is the most common event for tracking engagement. It captures the moment a cold lead becomes a warm prospect by responding to your outreach. Subsequent replies in the same conversation do **not** trigger this event again.
Fires **only the first time** a lead replies to an InMail. This is an **inbound** event.
Similar to First Message Reply, but specifically for InMail conversations. Useful when you want to track InMail engagement separately from regular message replies.
Fires **every time** a lead replies to any message or InMail — not just the first reply. This is an **inbound** event that covers both regular messages and InMails.
Use this when you want to track the full conversation, including follow-up replies. This gives you visibility into ongoing engagement beyond the initial response.
Each event type creates its own signal in Clearcue. You can enable as many as you need — for example, track "Message Sent" for outreach volume and "First Message Reply" for conversion tracking.
### How to configure an event
The setup is the same for all five event types — only the event name changes.
Go to **Signals** and click **Create signal**. In the template library, select **HeyReach** from the sidebar to see the available event types.
Select the event type you want to track. Choose the sender accounts to monitor, then click **Enable Signal**.
The modal shows which HeyReach webhook event to configure. Open [HeyReach Webhooks](https://app.heyreach.io/app/integrations/public-api/webhooks), click **Create Webhook**, paste your Clearcue webhook URL, and select the matching event type.
Once configured, Clearcue will receive events from HeyReach and create signals for the people in your outreach campaigns.
## What Data is Synced
### Clearcue → HeyReach (per synced person)
* LinkedIn profile URL
* First name
* Last name
### HeyReach → Clearcue (per webhook event)
* Event type (Message Sent, InMail Sent, First Message Reply, First InMail Reply, Every Reply)
* Lead details (LinkedIn profile URL, name)
* Sender details (LinkedIn profile URL, name)
* Conversation messages and context
## Disconnect HeyReach
To disconnect your HeyReach account:
1. Go to **Settings** → **Integrations** → **HeyReach**
2. Click the **Disconnect** button next to your API key
3. Confirm the disconnection
Disconnecting will stop all active syncs. Your existing data in HeyReach will not be affected.
# Integrations
Source: https://docs.clearcue.ai/integrations/overview
Connect Clearcue with your favorite tools to automate your workflow.
Clearcue integrates with the tools you already use to help you act on buying signals faster.
Get daily notifications with new leads directly in your Slack workspace.
Sync your lists to HeyReach for LinkedIn outreach campaigns.
Send real-time data to any system with custom webhooks.
Export your data to CSV for use in spreadsheets and external tools.
Connect Clearcue to AI assistants like Claude, ChatGPT, and Cursor via the Model Context Protocol.
# Slack
Source: https://docs.clearcue.ai/integrations/slack
Get daily notifications with new leads directly in your Slack workspace.
# Connect Clearcue to Slack
Clearcue combines social signals from your brand, team, competitors, influencers, topics, events, news, job offers and more to show real-time intent and find similar leads you'd never spot manually.
Connect your Slack workspace so you and your team receive daily notifications when new leads are detected and qualified by Clearcue.
## What you'll get
* **Daily lead updates** - Receive a summary of all new leads from your selected List
* **Lead details included** - Each notification includes key information about the detected leads
* **Team-wide visibility** - Share lead notifications with your entire team in a dedicated channel
* **Scheduled delivery** - Choose the time that works best for your workflow
## Add to Slack
Click the button below to connect Clearcue to your Slack workspace:
## Configure your notifications
After installing the Slack app, configure your notifications in Clearcue. You can set up notifications in two ways:
### From Settings
Go to **Settings** → **Integrations** → **Slack** to manage all your Slack notifications in one place.
Choose the Slack channel where you want to receive lead notifications. This can be a public or private channel.
Pick which List you want to monitor. New leads added to this List will be included in your daily notification.
Choose what time you want to receive your daily lead update.
### From a List
You can also configure Slack notifications directly from any List:
Navigate to the List you want to receive notifications for.
Go to **List Settings** → **Integrations** → **Notifications**.
Select a Slack channel and set your preferred delivery time.
This is useful when you want to quickly set up notifications while working with a particular List.
You can set up multiple Slack notifications for different Lists, each with its own channel and delivery time. For example, send high-intent leads to your sales channel at 9am and competitor engagement signals to your marketing channel at 2pm.
## How it works
1. Clearcue continuously monitors data sources and detects new leads
2. Leads matching your Audience filters are added to your Lists
3. Once daily, at your chosen time, Clearcue sends a summary of new leads to your Slack channel
4. Your team can review leads together and take action quickly
# Webhook data schema
Source: https://docs.clearcue.ai/integrations/webhook-data-schema
Every field Clearcue delivers to your webhook endpoint, and when to expect it.
This page is the contract for what your endpoint receives. Set a webhook up first in
[Webhooks](/integrations/webhooks).
## What Clearcue sends
Clearcue sends **one POST request per person**, not one request per list. Each request carries a
single flat JSON object describing that person, their company, and their signal activity.
Requests are sent with these headers:
```http theme={null}
POST https://your-endpoint.example.com/clearcue
Content-Type: application/json
User-Agent: CleverCue-Webhook/1.0
```
## Payload example
```json theme={null}
{
"fullName": "Dana Whitfield",
"firstName": "Dana",
"lastName": "Whitfield",
"location": "Berlin, Germany",
"seniority": "Head",
"jobPosition": "Head of Revenue Operations",
"linkedinProfileUrl": "https://www.linkedin.com/in/dana-whitfield",
"linkedinFollowers": 4821,
"summary": "RevOps leader focused on pipeline forecasting and GTM tooling.",
"interactedWith": "Acme Inc, Jordan Miles",
"signalCount": 7,
"lastInteraction": "2026-09-14 08:41:02",
"firstDetection": "2026-07-02T11:20:45.318Z",
"companyName": "Northwind Analytics",
"companyIndustry": "Software Development",
"companySize": "S_51_200",
"companyLocation": "Berlin, Germany",
"companyDomain": "northwind-analytics.com",
"companyLinkedin": "https://www.linkedin.com/company/northwind-analytics",
"signals": [
"We're rebuilding our forecasting stack this quarter...",
"Hiring two RevOps analysts in Berlin."
]
}
```
## Field reference
Every field is present in the payload, apart from `signals`, which appears only when there is
content to send. Any field except `signalCount` and `firstDetection` can be `null` when Clearcue
has not enriched that detail yet, so parse defensively.
### Person
| Field | Type | Description |
| - | - | - |
| `fullName` | string \| null | The person's full name. |
| `firstName` | string \| null | First name. |
| `lastName` | string \| null | Last name. |
| `location` | string \| null | Where the person is based. |
| `seniority` | string \| null | One of `Owner / Founder`, `CXO`, `Partner`, `VP`, `Head`, `Director`, `Manager`, `Senior`, `Entry`, `Intern`. |
| `jobPosition` | string \| null | Current job title. |
| `linkedinProfileUrl` | string \| null | Public profile URL for the person. |
| `linkedinFollowers` | number \| null | Follower count on the person's profile. |
| `summary` | string \| null | The person's profile summary. |
### Signal activity
| Field | Type | Description |
| - | - | - |
| `interactedWith` | string \| null | Comma-separated names of the profiles and company pages you track that picked up this person's signals. Empty for keyword and job searches, which watch a topic rather than a profile. |
| `signalCount` | number | How many signals Clearcue has detected for this person, across every signal type. |
| `lastInteraction` | string \| null | When the most recent signal happened, formatted `YYYY-MM-DD HH:MM:SS` in UTC. |
| `firstDetection` | string | When this person first appeared in your workspace, as an ISO 8601 UTC timestamp. |
| `signals` | string\[] | The text of the content behind this person's signals, one entry per piece of content. |
### Company
| Field | Type | Description |
| - | - | - |
| `companyName` | string \| null | Current employer. |
| `companyIndustry` | string \| null | Industry the company operates in. |
| `companySize` | string \| null | Employee band: `S_1_10`, `S_11_50`, `S_51_200`, `S_201_500`, `S_501_1000`, `S_1001_5000`, `S_5001_10000`, or `S_10001_PLUS`. |
| `companyLocation` | string \| null | City and country, combined into one string. |
| `companyDomain` | string \| null | Company website domain. |
| `companyLinkedin` | string \| null | Public page URL for the company. |
Payloads never contain Clearcue's internal record IDs. Use `linkedinProfileUrl` as the stable key
for matching a person in your own system.
## Delivery behavior
* Clearcue checks every enabled webhook **once an hour** and sends any people who are in the list but haven't been sent yet.
* Each person is sent **once per webhook**. Updates to a person already sent are not re-delivered.
* Reply with any `2xx` status to confirm receipt. Anything else counts as a failure.
* Requests time out after **30 seconds**.
* Failed people stay queued and are retried on the next hourly run.
* A webhook is **disabled automatically after 5 consecutive failed runs**. Fix your endpoint, then re-enable it from the Actions menu.
Create a webhook, pick the list it syncs, and track its run history.
# Webhooks
Source: https://docs.clearcue.ai/integrations/webhooks
Sync with any platform in just a few clicks.
**Webhook integrations are only available on paid plans.**
Upgrade to Starter or Pro to automate your data workflows and sync people from lists to external systems.
With Webhooks, you can:
* Automatically add leads who match your Ideal Customer Profile (ICP) to your sequence
* Sync contacts to your CRM when they show buying intent
* Push enriched lead data to Clay or other enrichment tools
* Connect Clearcue to any platform that accepts webhook data
## How Webhook integrations work?
* Webhooks can only sync data from saved lists
* Create a list with your desired filters, then create a webhook for it
* Each person in the list will be sent to your webhook URL via POST request
* New people added to the list are automatically synced
* View run history to track successful and failed syncs
See [Webhook data schema](/integrations/webhook-data-schema) for the exact payload your endpoint receives.
## Create a Webhook
You can set up webhooks in two ways:
### From Settings
Go to **Settings** → **Integrations** → **Webhooks** to manage all your webhooks in one place.
Click the **Create Webhook** button to open the configuration dialog.
Choose which List you want to sync. People matching this list's filters will be sent to your webhook.
Paste the URL where you want to receive the data. This must be a valid HTTPS endpoint.
Click **Create** to save. Clearcue will automatically start syncing people from your list.
### From a List
You can also configure webhooks directly from any List:
Navigate to the List you want to send to an external system.
Go to **List Settings** → **Integrations**.
Enter your webhook URL and save. People from this list will be synced automatically.
## Manage Webhooks
From the webhooks table, you can see the status of each webhook including:
* **Status** - Whether the webhook is enabled or disabled
* **People Synced** - How many people have been sent vs total in the list
* **Last Run** - When the last sync occurred
Use the **Actions** menu to:
* **View History** - See detailed run history with success/failure counts
* **Enable/Disable** - Temporarily pause syncing without deleting the webhook
* **Delete** - Permanently remove the webhook
Every field Clearcue delivers, with an example payload and delivery behavior.
# Introduction
Source: https://docs.clearcue.ai/introduction
Clearcue is the GTM Signal Engine — it tracks real-time buyer intent across multiple data sources and stacks them on company and person level so you can act before anyone else.
# What is Clearcue?
Clearcue is a **real-time buyer intent platform** for B2B sales and marketing teams. It monitors what your prospects are doing across the web — engaging with competitors, hiring for roles, attending events, raising funding, mentioning problems you solve — and delivers those signals to you the moment they happen.
Instead of chasing cold leads from static lists, you reach out to people who are already showing buying behaviour right now.
## The problem with single signals
Most teams react to single signals — a post like, a page visit, an email open — and assume it means intent. But one signal alone is usually noise. Real intent comes from **patterns**: the combination of actions and behaviours that, together, tell a clear story.
## How Clearcue solves it
Clearcue collects signals from **multiple data sources** — social engagements, job postings, news, events, podcasts, and more — and stacks them on company and person level. When the same person or company triggers multiple signals (e.g. engaging with a competitor's content *and* hiring for a relevant role), Clearcue surfaces them as high-intent leads with full context.
Every signal is filtered through AI so you only see matches that matter — not raw data.
# Getting started
Set up your first Signals, define your Audience, and create a List in minutes.
Follow our step-by-step guide to get up and running.
# Manage signals
Source: https://docs.clearcue.ai/manage-signals
Pause, resume, add or remove data sources, and delete signal configurations.
Once you create a signal, you can manage it directly from the **Signals** page. Every signal row has a settings menu with the actions available for that signal.
## Open the settings menu
Click the three-dot menu on any signal row to see the available actions.
Every signal has the same set of actions: **Pause / Resume**, **Add source**, and **Delete**.
Signals can contain one or more **data sources** — the underlying LinkedIn profiles or searches that feed data into the signal. Each data source row has a **Remove** action to detach it from the signal.
| Level | Available actions |
| - | - |
| Signal | Pause / Resume, Add source, Delete |
| Data source | Remove |
## Pause and resume a signal
Pausing a signal stops Clearcue from collecting new data for that source. Your existing data is preserved — nothing is deleted.
Click the three-dot menu on the signal row you want to pause.
Confirm the action in the dialog that appears. The signal status changes to **Paused**.
Open the same menu and click **Resume signal**. Data collection starts again immediately.
Pausing is useful when you want to temporarily stop monitoring a profile or search without losing your configuration or collected data.
## Add a data source
You can expand an existing signal by adding more data sources to it.
Click the three-dot menu on the signal you want to expand.
Choose the type of source to add — a LinkedIn profile, a search query, or an existing tracked account.
Follow the setup flow for the new source. Once added, Clearcue starts collecting data from it immediately.
Adding sources to an AI signal lets you combine multiple data streams into a single qualified signal — for example, tracking both a competitor's profile and a related search query under one signal configuration.
## Remove a data source
You can remove individual data sources from a signal without deleting the entire signal.
Click the signal to reveal its data sources.
Click the three-dot menu on the data source you want to remove.
Confirm the removal in the dialog. The data source is detached and its collected data is removed.
Removing a data source is permanent. The collected data from that source is deleted and cannot be recovered.
## Delete a signal configuration
Deleting a signal removes the entire configuration and all its collected data.
Click the three-dot menu on the signal you want to delete.
Confirm the deletion. The signal, all its sources, and all collected data are permanently removed.
This action cannot be undone. If you only want to stop collecting data temporarily, use **Pause** instead.
## Signal usage limits
Your plan determines how many active signals you can create. You can check your current usage on the Signals page.
* **Current count** — the number of signals you have active right now
* **Limit** — the maximum number of signals allowed on your plan (some plans have unlimited signals)
**Paused signals do not count towards your limit.** Only active signals are counted, so pausing a signal frees up a slot for a new one.
When you reach your limit, you cannot create new signals until you pause or delete existing ones. Clearcue shows a notification when you are approaching or have reached your limit.
To free up signal slots, pause signals you don't need right now or delete ones you no longer need.
## Signal status indicators
The Signals page shows the current state of each signal:
| Status | Indicator | Meaning |
| - | - | - |
| **Active** | Green badge with pulse | Signal is collecting data |
| **Working** | Amber badge with spinner | Signal is processing new data |
| **Paused** | Gray badge | Signal is stopped, no data collection |
## Related
Browse ready-made signal configurations
Create custom AI-powered signal detection
# ChatGPT
Source: https://docs.clearcue.ai/mcp/chatgpt
Connect Clearcue to ChatGPT to access buying signals and lead data.
In ChatGPT, click your profile icon and select **Settings**.
Navigate to the **Apps** section.
Toggle **Developer Mode** on.
Click **Create app** and enter:
* **Name**: `Clearcue`
* **URL**: `https://api.tools.clearcue.ai/mcp`
Click **Create**.
ChatGPT will open a browser window. Sign in with your Clearcue account and authorize access.
Return to ChatGPT and start a new conversation. Try asking:
*"Show me people from the US with C-Suite seniority"*
ChatGPT connectors use OAuth 2.0 authentication — no API keys or manual token setup required.
# Claude
Source: https://docs.clearcue.ai/mcp/claude
Connect Clearcue to Claude Desktop or claude.ai to access buying signals and lead data.
## Claude Desktop
In Claude Desktop, click your profile icon in the bottom-left corner and select **Settings**.
Select the **Connectors** tab (or **MCP Servers** in older versions).
Click **Add custom connector** and enter:
* **Name**: `Clearcue`
* **URL**: `https://api.tools.clearcue.ai/mcp`
Click **Add**.
Claude will open a browser window. Sign in with your Clearcue account and authorize access.
Return to Claude Desktop. You should see the Clearcue tools available. Try asking:
*"Show me the top 10 companies by interaction count"*
## claude.ai
Go to [claude.ai](https://claude.ai) and start a new conversation.
Click the **Connectors** icon (plug icon) in the chat input area, then select **Add more integrations**.
Click **Add custom connector** and enter:
* **Name**: `Clearcue`
* **URL**: `https://api.tools.clearcue.ai/mcp`
Click **Add**.
Sign in with your Clearcue account when prompted.
In any conversation, the Clearcue tools are now available. Try asking:
*"What signals do I have configured?"*
## Let Claude open your exports
Every Clearcue export comes back as a file. Claude needs network access to open
it, and that is off by default in some accounts.
In Claude, go to **Settings** and select **Capabilities**.
Turn on **Allow network egress**.
Set **Domain allowlist** to **All domains**.
This is an account setting, so it covers both Claude Desktop and claude.ai.
Skip this and your exports still generate — Claude just cannot read them back,
and will tell you the download failed. Nothing is wrong with the export itself.
Claude supports OAuth 2.0 MCP authentication natively — no API keys or manual token setup required.
# MCP Integration
Source: https://docs.clearcue.ai/mcp/overview
Connect Clearcue to AI assistants like Claude, ChatGPT, Perplexity, and Cursor via the Model Context Protocol.
The Clearcue MCP server lets you access your buying signals, leads, and pipeline data directly from your favorite AI assistant using the Model Context Protocol (MCP).
Ask questions in natural language, filter people, set up signals, and export lists — all without leaving your AI tool.
## Available tools
Once connected, your AI assistant can use these tools.
### Your account
| Tool | What it does |
| - | - |
| **get\_my\_context** | Confirms who you are signed in as |
| **list\_my\_organizations** | Lists the organizations you can work with |
| **create\_organization** | Creates a new organization |
### Finding and organizing records
| Tool | What it does |
| - | - |
| **get\_filter\_schema** | Shows which filters you can use (country, seniority, industry, and more) |
| **search\_companies\_by\_name** | Finds a company by name |
| **fetch\_industries** | Lists the industries you can filter by |
| **get\_lists** | Shows your saved lists |
| **manage\_tags** | Adds or removes tags on people and companies |
### Signals
| Tool | What it does |
| - | - |
| **list\_signal\_configs** | Shows the signals you have set up |
| **list\_signal\_templates** | Shows the signal templates you can start from |
| **create\_template\_signal** | Sets up a signal from a template |
| **create\_custom\_search\_signal** | Sets up a signal that watches posts matching your own search |
| **deactivate\_signal\_config** | Turns a signal off |
### Exports
| Tool | What it does |
| - | - |
| **people\_export** | Exports up to 10,000 people, filtered however you like |
| **companies\_export** | Exports up to 10,000 companies, filtered however you like |
| **export\_person\_signals** | Exports one person's signals, with the content behind each one |
| **export\_company\_signals** | Exports one company's signals, with the content behind each one |
| **companies\_import** | Adds companies to your account in bulk |
## How exports work
Exports return a CSV file rather than dumping rows into the conversation. Your
assistant picks the file up and works from it, so keep asking for what you want:
summarize it, pull out the accounts worth calling, or turn it into a shortlist.
Files stay available for 24 hours.
Reach for the two signal exports when you want the detail behind one account or
one person. Each row is a single signal with the post, job listing, or research
finding that triggered it, who it came from, and which of your signals matched.
That depth is why they run one record at a time.
If your assistant says it cannot reach the file, the block is in its own
network settings, not in Clearcue. See [letting Claude open your
exports](/mcp/claude#let-claude-open-your-exports).
## How authentication works
Clearcue supports two authentication methods for MCP:
### OAuth 2.0 (recommended)
When you add the Clearcue connector in your AI assistant, it opens a browser window where you sign in with your Clearcue account. Once authorized, the AI assistant can securely access your organization's data. This is the easiest option for tools that support OAuth, like Claude Desktop, claude.ai, and ChatGPT.
### API key
For MCP clients that don't support OAuth — such as custom agents, automation platforms (n8n, Make), or CLI tools — you can generate a static API key instead.
1. Go to **Settings > Integrations > Clearcue MCP** in your Clearcue dashboard
2. Click **Generate Key** and give it a name
3. Copy the token (it starts with `clc_` and is only shown once)
4. Pass it as a `Bearer` token in your MCP client's authorization header
You can revoke or delete API keys at any time from the same settings page.
All requests — whether via OAuth or API key — are scoped to your organization. You can only access data you have permission to see.
## Server URL
Use this URL when configuring any MCP client:
```
https://api.tools.clearcue.ai/mcp
```
## Setup guides
Connect Clearcue to Claude Desktop or claude.ai.
Connect Clearcue to ChatGPT via connectors.
## Example prompts
Once connected, try asking your AI assistant:
* "Export people from Germany with a C-Suite seniority level"
* "Which companies have the most interactions this month?"
* "Create a signal tracking engagers of linkedin.com/company/clearcue"
* "Export all people who showed buying intent in the last 7 days"
* "What signals do I have configured?"
* "Export every signal for Acme Corp so I can see what they have been posting about"
* "Pull the signals for this person before my call: linkedin.com/in/their-profile"
# Quickstart
Source: https://docs.clearcue.ai/quickstart
Set up Signals, define your Audience, and create Lists to start acting on real buying intent.
# Get started in three steps
Clearcue helps you detect real buying intent by combining signals from multiple data sources, filtering them through AI, and delivering actionable lists of people and companies. Here's how to get up and running.
A **Signal** is a behaviour you want to catch — regardless of where it shows up. For example:
* Someone engaged with a competitor's content
* A company is hiring for a specific role
* A startup recently raised funding
* A leader is expanding into a new market
### What are Data Sources?
Signals are powered by **Data Sources** — the channels Clearcue continuously monitors to find matches. These include social posts, profile engagements, job listings, news articles, podcasts, and more.
You don't need to check each source manually. When you create a signal, Clearcue's AI scans across all relevant data sources, filters out the noise, and surfaces only the matches that matter.
### Create your first Signal
1. Navigate to **Signals** in the left sidebar and click **Create Signal**.
2. Choose a signal from the template library or describe what you want to track using **Cue AI** — Clearcue will create the signal for you.
3. Configure the signal by providing the required details (e.g. a LinkedIn profile URL, company name, or topic keywords).
Results are not available immediately. It may take a few hours initially for Clearcue to collect and process data from all sources. New records will be marked as **New** when they arrive.
**Signal stacking** — the real power of Clearcue. When a person or company triggers multiple signals (e.g. engaging with a competitor *and* attending a conference, or engaging with multiple competitors *and* hiring for a specific role), the combined pattern reveals much stronger intent than any single signal alone. Learn more in the [Signals Guide](/signals).
An **Audience** defines *who* you care about — the companies and people that match your ideal customer profile. Think of it as a reusable filter you can apply to any view.
By setting up Audiences, you focus Clearcue on the right segments of the market so you only see signals from prospects that actually matter to your pipeline.
### Create an Audience
1. Go to **Audiences** in the left sidebar and click **+ Create Audience**.
2. Give your Audience a name and describe it in natural language — include attributes like industry, company size, country, or funding stage.
3. Click **Generate Audience**. Clearcue automatically creates filters based on your description.
4. Review and refine the generated filters, then click **Create Audience**.
Once created, you can apply your Audience as a filter across People, Companies, and Lists — instantly narrowing results to the right prospects.
You can create multiple Audiences to test different segments side by side and see where intent is strongest. Audiences can be edited or deleted at any time.
Create separate Audiences for **companies** and **people**. Use a company-only Audience (e.g. industry, size, funding stage) to see all companies collecting signals — the person generating the signal isn't always the one you want to target. Then use a people Audience to filter for the right decision-makers within those companies.
Once your Signals start collecting data, go to **People** or **Companies** to review the leads Clearcue has found. Apply your Audiences and signal filters to narrow down the results, then save that filtered view as a **List** to keep it updated automatically.
### Create a List
1. Go to **People** or **Companies** and apply your Audience and signal filters.
2. Once you're happy with the results, click **Save** and choose **+ Create a new List**.
3. Name your List — it will stay in sync as new leads match your filters.
### Sync with your outreach and enrichment tools
Once your List is populated, you can push it to external tools for outreach or additional enrichment. See all available [Integrations](/integrations/overview).
***
## Next steps
Dive deeper into each concept:
Learn about signal stacking and how multiple signals reveal true buying intent.
Define exactly who you want to target with reusable segment filters.
Organise results into actionable groups and automate your workflow.
# Audiences
Source: https://docs.clearcue.ai/records/audiences
Group the people and companies that matter to your goals so Clearcue can surface the right signals for each.
# What is an Audience?
An Audience is a defined group of **people or companies** you want Clearcue to monitor for [intent signals](/signals).\
In sales, this usually maps directly to your **ideal customer segments** - specific types of accounts and the decision-makers within them.
For example, you might define audiences such as:
* Mid-market SaaS companies in the US
* Enterprise organizations in a specific industry
* Companies at a particular funding or growth stage
* Key decision-makers like CFOs, RevOps leaders, CTOs, or Heads of Procurement
By defining these groups upfront, Clearcue focuses on the **right parts of the market**, filtering out noise and surfacing signals that are actually relevant to your pipeline and GTM motion.
Audiences act as **reusable segment definitions**.\
Instead of manually rebuilding filters every time, you can switch between segments quickly to:
* Compare where real intent is emerging
* Prioritize which accounts to act on next
* Identify which decision-makers are showing buying behavior
* Avoid chasing signals from accounts that don’t fit your strategy
In short - your Audiences determine who Clearcue watches, so your signals always align with your market, your ICP, and your sales priorities.
# Example Audiences
Here are some ways different types of companies might define Audiences in Clearcue.\
Each example shows how to structure the segment and who within those companies Clearcue should track.
**Audience definition:**\
Mid-market SaaS companies where Operations leadership is likely involved in buying decisions.
**Company attributes (filters):**\
• Industry: Software / SaaS\
• Company size: 200–1500 employees\
• Country: United States or Europe
**Person attributes (filters):**\
• Job title keywords: “RevOps”, “Sales Operations”, “Revenue Operations”\
• Seniority: Manager, Director, VP
**Purpose:**\
Spot when operations leaders begin researching process or tooling changes.
**Audience definition:**\
Large financial institutions with finance leaders involved in system decisions.
**Company attributes (filters):**\
• Industry: Financial Services / Banking\
• Company size: 5000+ employees\
• Country: Global or region-specific (e.g., North America)
**Person attributes (filters):**\
• Job title keywords: “Finance”, “Risk”, “Compliance”\
• Seniority: Director, VP, CXO
**Purpose:**\
Detect movement or interest inside large, slow-moving accounts.
**Audience definition:**\
Product-led tech companies scaling technical teams.
**Company attributes (filters):**\
• Industry: Software / Technology\
• Company size: 150–2000 employees\
• Country: Any region you want to target (e.g., US, UK, DACH)
**Person attributes (filters):**\
• Job title keywords: “Engineering”, “Platform”, “AI”, “CTO”\
• Seniority: Senior, Director, VP, CXO\
• Department: Engineering, Information Technology
**Purpose:**\
See when engineering leadership begins exploring new infrastructure, tooling, or AI workflows.
You can also define **multiple audiences** for the *same* market, differing only by fit level.
**ICP Tier 1 (high fit):**\
• Company size: 500–1500\
• Industry: SaaS\
• Country: Target region\
• Seniority: Director+\
• Titles: Specific decision-maker keywords
**ICP Tier 2 (good fit):**\
• Company size: 150–500 or 1500–3000\
• Slightly broader job title keywords
**Purpose:**\
See where **higher-value segments** show intent first.
### **Why this matters**
By defining **who you care about** and **which roles matter inside those companies**, Clearcue surfaces **the right signals at the right time** helping you see buying intent as it forms, not after the deal is already in motion.
# Create an Audience
To create an Audience:
1. Go to *Audience* in the left navigation and click on *+Create Audience* in the top right corner of the page.
2. Input the name of the Audience under *Audience Title*.
3. Describe the Audience by specifying people or company attributes with up to 1000 characters. Click *Generate Audience* once ready.
4. Clearcue automatically creates filters based on the Audience description you provided. You can review these filters and alter them if needed.
* Click the filter icon for addiitonal filters.
* Click the operators to view all options and make any changes in the logic.
* To change the values of a specifc filter, click the selected value box:
5. Click *Create Audience* for the Audience to be saved with the selected filters. Then, that Audience can be used as a filter in any of tables like Lists and Signals. When filtering by an Audience, you automatically filter by the preselcted filters that form that specifc Audience.
# Edit an Audience
The Audiences that are of interest to you will most likely change overtime so you can edit them when needed:
1. Go to *Audiences,* find the Audience you want to edit and click on the button under *Actions*, and then click *Edit.*
2. You can change the name of the Audience under *Audience Title* and the filters of the Audince under *Current Audience Filters.*
3. Click *Update Audience* once you are ready.
Records that have that specifc Audience applied in the filters, will automatically update the shown results based on the updated Audience filters.
# Use your Audiences
By setting up different Audiences, you **save valuable time** later on. Instead of defining separate filters every time you explore your data, your audiences already group the right people or companies for you.
Each Audience represents a specific segment — whether that’s prospects, investors, candidates, or partners — which you can then **combine** **or switch between** easily as you analyse the signals Clearcue has collected.
This makes it simpler to spot patterns, compare engagement across groups, and take action faster without starting from scratch each time.
Learn more about how [Filters](/records/filters) work and how to combine them effectively.
You can also use **Audiences** strategically to *exclude* certain people or companies from your analysis or targeting. For example:
* Exclude **existing customers** when searching for new prospects.
* Exclude **competitors** when analyzing engagement signals.
* Exclude **current employees** when building a hiring audience.
* Exclude **low-intent segments** when prioritizing leads for outreach.
By creating audiences that represent these groups, you can quickly apply them as **exclusion filters** in your views or data exploration. This helps you focus only on the signals that truly matter—making your insights cleaner, more precise, and easier to act on.
***
## Create Lists next
Understand what lists are used for and how you can create them
# Company details
Source: https://docs.clearcue.ai/records/company-details
See a company's profile, the people showing intent within it, and aggregated signal history.
Clicking on any company in the **Companies** view, a List, or a search result opens its full detail page. This is where you see the organisation's profile, the people Clearcue has detected signals for, and all signals aggregated at the company level.
## Profile header
The header shows essential company information:
* **Name** — with a **New lead** badge if the company was recently detected.
* **Location, industry, and size** — displayed as quick-scan badges.
* **LinkedIn and website links** — direct links to the company's online presence.
* **Tags** — your custom tags for organising and segmenting companies.
## About
If Clearcue has a description for the company, it appears here. Long descriptions are collapsed by default — click **Read more** to expand.
## People
The People section lists all individuals within this company that Clearcue has detected signals for. It shows:
* A count badge with the number of engaged people.
* Each person's **name, avatar, and job title**.
* Click any person to open their [person detail page](/records/person-details).
This section is collapsed by default — click to expand it.
Use the People section to identify decision-makers and champions within target accounts. Seeing multiple people from the same company showing intent is a strong buying signal.
## Signals
The Signals section aggregates all signals from people within this company, giving you an account-level view of intent and engagement.
* **Signal count** — total number of signals detected across all people.
* **First and last detection dates** — when the company first appeared and the most recent activity.
* **Signal groups** — signals grouped by type for pattern recognition.
* **Sort options** — switch between **Most recent** (chronological) and **By categories** (grouped by signal type).
This section is collapsed by default — click to expand it.
## Navigate to a company detail page
You can open a company's detail page from:
* **The Companies table** — go to **Records** > **Companies** and click any row.
* **A List** — open any List and click a company in the results.
* **Global Search** — press **Cmd+K** (Mac) or **Ctrl+K** (Windows/Linux), type a company name, and click the result.
* **A person detail page** — click the company name in the header or the company card on the Overview tab of a [person detail page](/records/person-details).
# Filters
Source: https://docs.clearcue.ai/records/filters
Refine and narrow your view of people, companies, and signals to focus on what matters most.
# What Are Filters?
Filters in Clearcue let you **narrow down Records** to focus on the people or companies that matter most. You can filter by audiences, signals, and a range of people and company attributes to create precise, actionable views.
## How Filters Work Together
When you apply multiple filters, they combine with **AND logic** — every condition must be true for a record to appear. For example, if you filter by **Seniority = Director** AND **Country = United States**, you only see Directors located in the United States.
Each individual filter narrows your results further. The more filters you add, the more specific your view becomes.
## Add Multiple Filters of the Same Type
You can add **multiple instances of the same filter**. For example, you can add two separate Signal filters — one set to "detected by any of" with engagement signals, and another set to "detected by all of" with event signals. Each filter row is its own condition, and all rows combine with AND logic.
This is especially powerful with Signal filters, where you can create complex combinations like: entities detected by **any of** Signal A or Signal B, **AND** also detected by **all of** Signal C and Signal D.
# Filter Categories
Filters are organized into four categories: **Audience**, **Signal**, **People**, and **Company** filters.
## Audience Filter
Filter records to only show entities from specific Audiences.
| Detail | Description |
| - | - |
| **Type** | Multi-select |
| **Operator** | `includes any of` (fixed) |
| **Behavior** | Shows entities that appear in **any** of the selected Audiences |
You can select multiple Audiences, and records matching any of them will appear. The operator is always "includes any of" and cannot be changed.
## Signal Filter
Focus on entities detected by specific signal types or data sources.
| Detail | Description |
| - | - |
| **Type** | Multi-select |
| **Operators** | `detected by any of`, `detected by all of` |
| **Mode** | **Person** or **Company** (Signal Stacking dropdown on the filter border) |
* **Detected by any of** — shows entities that matched at least one of the selected signals.
* **Detected by all of** — shows only entities that matched every selected signal. Use this to stack signals and find high-intent entities.
### Person vs Company mode
Use the **Signal Stacking** dropdown on the signal filter border to choose between **Person** and **Company** mode. An info icon next to the label explains how each mode works.
* **Person mode** — signals must match the same individual person. On the Companies tab, this surfaces companies where at least one person matches all conditions.
* **Company mode** — signals match at the company level. Different employees can satisfy different signals. On the People tab, this shows everyone who works at the matching companies.
The mode persists when you save a filtered view as a List.
### Combining rows
You can add **multiple Signal filter rows** with different operators and different signal selections. Each row is combined with AND logic against the others, letting you build layered signal combinations.
For example, you could have:
* **Row 1**: Signal filter → "detected by any of" → Competitor A engagement, Competitor B engagement
* **Row 2**: Signal filter → "detected by all of" → Event attendance, Job posting
This finds entities that engaged with at least one competitor **AND** both attended an event and posted a job.
Learn how to combine multiple signal filters to detect high-intent buyers with real-world examples.
## People Filters
These filters apply to person records. Use them to narrow down by individual attributes.
| Filter | Type | Operators | Description |
| - | - | - | - |
| **Country** | Single-select | `is`, `is not`, `is any of`, `is none of` | Filter by a person's location |
| **Seniority Level** | Single-select | `is`, `is not`, `is any of`, `is none of` | Filter by seniority: Owner / Founder, CXO, Partner, VP, Head, Director, Manager, Senior, Entry, or Intern |
| **Department** | Single-select | `is`, `is not`, `is any of`, `is none of` | Filter by job function — Engineering, Sales, Marketing, Finance, and more. Department data isn't available for every person, so this filter only matches people it's known for. |
| **Headline** | Multi-select (free text) | `include`, `exclude`, `include any of`, `include all of`, `exclude if any of`, `exclude if all` | Filter by LinkedIn headline keywords. You can type custom values. |
| **Position** | Multi-select (free text) | `include`, `exclude`, `include any of`, `include all of`, `exclude if any of`, `exclude if all` | Filter by job title. You can type custom values. |
| **Company** | Multi-select (free text) | `include`, `exclude`, `include any of`, `include all of`, `exclude if any of`, `exclude if all` | Filter by the company a person works at. You can type custom values. |
| **First Detected Date** | Preset date | `is after`, `is before` | When the person was first detected. Preset options: 1 day ago, 3 days ago, 1 week ago, 1 month ago. |
| **Last Signal Detected** | Preset date | `is after`, `is before` | When the most recent signal was received. Same preset options as above. |
| **Tags** | Multi-select | `include`, `exclude`, `include any of`, `include all of`, `exclude if any of`, `exclude if all` | Filter by custom tags you have assigned to people |
## Company Filters
These filters apply to company records. Use them to narrow down by organization attributes.
| Filter | Type | Operators | Description |
| - | - | - | - |
| **Size** | Single-select | `is`, `is not`, `is any of`, `is none of` | Filter by employee count range |
| **Country** | Single-select | `is`, `is not`, `is any of`, `is none of` | Filter by company location |
| **Industry** | Multi-select (free text) | `include`, `exclude`, `include any of`, `include all of`, `exclude if any of`, `exclude if all` | Filter by industry classification. You can type custom values. |
| **First Detected Date** | Preset date | `is after`, `is before` | When the company was first detected. Preset options: 1 day ago, 3 days ago, 1 week ago, 1 month ago. |
| **Last Signal Detected** | Preset date | `is after`, `is before` | When the most recent signal was received. Same preset options as above. |
| **Tags** | Multi-select | `include`, `exclude`, `include any of`, `include all of`, `exclude if any of`, `exclude if all` | Filter by custom tags you have assigned to companies |
All filter categories — Audience, Signal, People, and Company — are available in both the People and Companies views.
# Operator Reference
Different filter types support different operators. Here is a quick reference.
## Single-Select Operators
Used by Country, Seniority Level, Department, and Company Size filters.
| Operator | Meaning |
| - | - |
| `is` | Matches the selected value exactly |
| `is not` | Excludes the selected value |
| `is any of` | Matches any of multiple selected values |
| `is none of` | Excludes all selected values |
## Multi-Select Operators
Used by Headline, Position, Company, Industry, and Tags filters.
| Operator | Meaning |
| - | - |
| `include` | Record has at least this value |
| `exclude` | Record does not have this value |
| `include any of` | Record has at least one of the selected values |
| `include all of` | Record has every selected value |
| `exclude if any of` | Record is excluded if it has any of the selected values |
| `exclude if all` | Record is excluded only if it has all of the selected values |
## Preset Date Operators
Used by First Detected Date and Last Signal Detected filters.
| Operator | Meaning |
| - | - |
| `is after` | Detected more recently than the selected time period |
| `is before` | Detected earlier than the selected time period |
Preset options: **1 day ago**, **3 days ago**, **1 week ago**, **1 month ago**.
# How to Use Filters
Access it from a specific Signal, specific Audience, People, Companies, or a specific List.
Click the filter bar and select your criteria. Choose from Audience, Signal, People, or Company filters depending on your current view.
Need multiple Signal filters or multiple Country filters? Add another instance of the same filter type. Each one acts as a separate AND condition.
Add multiple filters to narrow results. All conditions apply together (AND logic), so each filter makes your view more specific.
After filtering, sort by any relevant column — for example, by Signals count to surface the most active entities, or by Last Signal Detected for recency.
Turn a filtered and sorted view into a List to reuse or automate workflows.
# Tips
* **Start broad, then narrow.** Start with a Signal filter, then add Audience, People, or Company filters to zero in on specific segments.
* **Stack signals** using multiple Signal filter rows to detect high-intent buyers across different signal combinations. See the [signal stacking guide](/guides/signal-stacking) for examples.
* **Save frequently used filter combinations** as Lists for repeatable workflows (see [Lists](/records/lists) for details).
* **Sort after filtering** to surface the highest-priority records first.
New to filters? Read the step-by-step guide to build your first filtered view.
Learn to combine signals for high-intent buyer detection.
# Import
Source: https://docs.clearcue.ai/records/import
Bring people and companies into Clearcue from CSV files or LinkedIn URLs.
Import LinkedIn profiles into Clearcue for enrichment. You can upload a CSV file with multiple URLs or add them manually one by one.
## Import from CSV
Go to **Settings > Import**.
Drag and drop a CSV file into the upload area, or click to browse. The file can contain up to 1,000 LinkedIn URLs.
After uploading, Clearcue parses the file and shows a summary of how many person profiles and company pages were found.
Select an existing tag or create a new one to apply to all imported records. This makes it easy to find them later.
Clearcue starts enriching the profiles immediately. You'll see a confirmation once the import begins.
Your CSV doesn't need a specific column layout. Clearcue scans every cell for LinkedIn URLs (`linkedin.com/in/` and `linkedin.com/company/`) and extracts them automatically.
## Import manually
Go to **Settings > Import** and scroll down to **Manual Import**.
Enter a LinkedIn profile URL in the first field. Click **Add Profile** to add more fields — you can import up to 100 URLs at a time.
Select an existing tag or create a new one to apply to all imported records.
Clearcue starts enriching the profiles immediately.
## Related
View and manage the individuals and organisations in your workspace.
Organise your records with custom tags.
# Lists
Source: https://docs.clearcue.ai/records/lists
Collect and organise the people and companies surfaced by your signals, then take action through filters, integrations, and notifications.
A List is a dynamic collection of people or companies that match conditions you define — specific signals, audiences, or activity patterns. Lists capture the output of your signals and organise it into actionable groups.
Each list updates automatically as new signals come in, so you always see the most relevant data.
## Why use lists?
Lists help you move from insight to action:
* **Segment results** — group people or companies by shared behaviours or characteristics.
* **Prioritise outreach** — identify those showing the strongest buying intent.
* **Track changes over time** — watch how a segment evolves as new signals appear.
* **Automate workflows** — connect lists to webhooks, HeyReach, or Slack to act on new leads automatically.
## Create a list
Hover over **Lists** in the left sidebar and click the **+** button that appears.
Enter a name and click **Create List**.
Choose audiences, add filters, or specify which signals to include.
Click **Save** > **Save to this list** to apply your changes.
To keep the current list unchanged and create a new one with different filters, click **Save** > **+ Create new list**.
Clearcue starts populating your list immediately with people or companies that match your conditions.
## Personalise a list
### Edit the list name
Click the list name in the header to enter edit mode. Type a new name, then press **Enter** or click away to save. Press **Escape** to cancel.
### Add an emoji
Click the emoji next to the list name to open the picker. Search or browse categories to find the right one. The emoji appears in both the list header and the sidebar for quick identification.
## Switch between People and Companies
Each list can show people or companies. Use the **People / Companies** toggle next to the list name to switch views. The count next to each tab updates in real time based on your current filters.
## Filter within a list
Narrow down results inside a list without changing the saved list conditions.
### Filter by signal
Use the **Signals** filter row below the main filter bar to show only entries that triggered specific signals. You can select individual signals or specific data sources within a signal.
Toggle **Show without signals** to include entries that have no signal matches.
### Filter by audience and properties
Use the main filter bar to narrow results by audience, tags, AI classifications, or other properties. Add multiple filters to combine conditions.
Filters inside a list view are separate from the saved list conditions. Adjust them freely to explore your data — the underlying list stays unchanged until you save.
### Reset filters
If you have unsaved filter changes, a **Reset** button appears in the filter bar. Click it to revert to the last saved state of the list.
## Export data
Click the **Export** button in the filter bar to download your current list view as a CSV file. The export respects your active filters, so you can export a specific subset of your list.
Learn more about [exporting data](/integrations/exporting).
## List settings
Click the **three-dot menu** (vertical dots icon) in the top-right corner of a list to open the actions menu.
| Action | What it does |
| - | - |
| **List settings** | Opens the settings page where you manage integrations and notifications |
| **Delete list** | Removes the list permanently (with confirmation) |
### Integrations and notifications
Select **List settings** from the three-dot menu to open a dedicated page for managing how the list connects to external tools. The settings page has two tabs: **Integrations** and **Notifications**.
### Integrations tab
The Integrations tab lets you connect your list to external services that receive data when new leads appear.
#### Webhooks
Send list events to any HTTP endpoint. Use webhooks to connect Clearcue with your CRM, internal tools, or automation platforms.
Click the three-dot menu on your list and select **List settings**.
On the **Webhooks** card, click **Configure** to create your first webhook, or **Add** to create additional ones.
Provide the HTTP endpoint that should receive events and confirm.
Once configured, each webhook shows its URL and has controls to:
* **Enable / disable** — toggle the switch to pause or resume event delivery without deleting the webhook.
* **Delete** — remove the webhook permanently.
Learn more in the [Webhooks guide](/integrations/webhooks).
#### HeyReach
Sync your list directly to a HeyReach list for LinkedIn outreach. When new leads appear in your Clearcue list, they are automatically pushed to HeyReach.
Click the three-dot menu on your list and select **List settings**.
On the **HeyReach** card, click **Configure**. If HeyReach is not connected yet, the dialog walks you through connecting your account first.
Select which HeyReach list should receive the synced leads and confirm.
Once configured, each sync shows the target HeyReach list name and has controls to:
* **Enable / disable** — toggle the switch to pause or resume syncing.
* **Delete** — remove the sync permanently.
Learn more in the [HeyReach integration guide](/integrations/heyreach).
### Notifications tab
The Notifications tab lets you receive alerts when new leads are added to the list.
#### Slack
Get Slack messages whenever new leads appear in your list. Each notification shows the channel it posts to and the delivery schedule.
Click the three-dot menu on your list and select **List settings**.
Click **Notifications** at the top of the settings page.
If Slack is not connected yet, click **Connect Slack** to authorize via OAuth.
On the **Slack** card, click **Configure** to set up a notification, or **Add** to create additional ones.
Select the Slack channel and delivery time, then confirm.
Each configured notification shows the channel name and delivery time. Click the trash icon to remove a notification.
Learn more in the [Slack integration guide](/integrations/slack).
## Delete a list
Select **Delete list** from the three-dot menu. A confirmation dialog appears showing the list name. Click **Delete** to confirm.
Deleting a list is permanent and cannot be undone. The people and companies in the list are not affected — only the list itself is removed.
## Related
Understand the actions and behaviours that reveal intent.
Sync lists to HeyReach for automated LinkedIn outreach.
Send events to external tools when new leads appear.
# People & Companies
Source: https://docs.clearcue.ai/records/people-companies
See the individuals and organisations showing intent signals, then filter, analyse, and act.
# What are People & Companies?
In Clearcue, **People** and **Companies** are the entities Clearcue detects signals for. They represent the individuals and organisations behind the activity, engagement, and intent being tracked across your Audiences.
All People and Companies appear under **Records**, giving you a structured view of the signals associated with each entity.
# Working with Records
By working at the People or Company level, you can make sense of the signals collected, identify the highest-priority entities, and take targeted action. You can:
* **Switch between views** - toggle between People and Companies to analyse patterns at either level.
* **Apply filters** - narrow your focus by Audience, signal type, people or company filters (see [Filters](/records/filters) for details).
* **Save Lists** - turn filtered views into actionable Lists for outreach, monitoring, or reporting (see [Lists](/records/lists) for details).
* **Track stacked signals** - see how multiple signals connect to individuals or organizations over time (see [Signals](/signals) for details).
# Global Search
Quickly find any person or company across your workspace using **Global Search**.
## Open Global Search
You can open it in two ways:
* Press **⌘K** (Mac) or **Ctrl+K** (Windows/Linux) from anywhere in the app.
* Click the **Search records** bar at the top of the sidebar.
## Search and navigate results
Start typing a name and results appear instantly, grouped into **People** and **Companies**. Each result shows key context — job title and company for people, industry and location for companies — so you can identify the right record at a glance.
Click any result to open its full detail page.
# Detail pages
Clicking on any record opens its detail page, where you can explore the full profile, signal history, and related context.
Profile info, company context, signal history, AI insights, and research results.
Company profile, related people, and aggregated signal history.
# Person details
Source: https://docs.clearcue.ai/records/person-details
Explore a person's profile, signal history, AI insights, and research results in one place.
Clicking on any person in the **People** view, a List, or a search result opens their full detail page. This is where you see everything Clearcue knows about an individual — their profile, detected signals, AI-generated insights, and research history.
## Profile header
The header shows key information at a glance:
* **Name and job title** — current role and company, with a direct link to the [company detail page](/records/company-details).
* **Headline** — the person's LinkedIn headline, if available.
* **Location** — where they are based.
* **LinkedIn followers** — follower count with a link to their LinkedIn profile.
* **Tags** — your custom tags for organising and segmenting people.
New leads are highlighted with a **New lead** badge so you can spot recently detected people immediately.
## Tabs
The detail page is organised into tabs.
### Overview
The Overview tab gives you a summary of the person and their company context.
#### Company details
Shows the person's current company with:
* Company logo, name, and links to LinkedIn and website.
* Location, industry, and company size.
* Company description (expandable if long).
#### Signals summary
A quick count of all signals detected for this person, broken down by reactions and comments. Click **View signals** to jump to the Signals tab for the full list.
### Signals
The Signals tab shows every signal Clearcue has detected for this person.
* **First and last detection dates** — see when the person first appeared and their most recent activity.
* **Signal groups** — signals are grouped by type (e.g. LinkedIn post engagement, competitor mentions) so you can see patterns.
* **Sort options** — switch between **Most recent** (chronological) and **By categories** (grouped by signal type).
## Navigate to a person detail page
You can open a person's detail page from:
* **The People table** — go to **Records** > **People** and click any row.
* **A List** — open any List and click a person in the results.
* **Global Search** — press **Cmd+K** (Mac) or **Ctrl+K** (Windows/Linux), type a name, and click the result.
* **A company detail page** — expand the **People** section on a [company detail page](/records/company-details) and click any person.
# Search
Source: https://docs.clearcue.ai/records/search
Quickly find any person or company across your workspace.
Find any person or company instantly using **Global Search**, available from anywhere in the app.
## Open Global Search
You can open it in two ways:
* Press **⌘K** (Mac) or **Ctrl+K** (Windows/Linux) from anywhere in the app.
* Click the **Search records** bar at the top of the sidebar.
## Search and navigate results
Start typing a name and results appear instantly, grouped into **People** and **Companies**. Each result shows key context — job title and company for people, industry and location for companies — so you can identify the right record at a glance.
Click any result to open its full [profile page](/records/people-companies#people--company-profiles).
# Tags
Source: https://docs.clearcue.ai/records/tags
Create and manage tags to organise your people and companies.
Tags are labels you assign to people and companies to group, filter, and organise your records. Use them to segment your data by campaign, status, source, or any category that fits your workflow.
## Manage tags
Go to **Settings > Tags** to see all your tags in one place.
The table shows each tag's name, color, and how many people and companies it's applied to. Click any column header to sort ascending or descending.
### Edit a tag name
Click directly on a tag's name in the table to enter edit mode. Type the new name, then press **Enter** to save or **Escape** to cancel.
### Change a tag's color
Click the color swatch next to a tag to open the color picker. Choose from the predefined colors to update the tag's visual coding.
### Delete a tag
Click the three-dot menu on any tag row and select **Delete**. A confirmation dialog appears before the tag is removed.
Deleting a tag removes it from all associated people and companies. This cannot be undone.
## Apply tags to records
Tags are applied when you import records — both CSV and manual import let you select or create a tag during the import process. You can also filter your lists by tag to focus on specific segments.
See [Import](/records/import) for details on tagging during import, or [Filters](/records/filters) for filtering by tag.
## Related
View and manage the individuals and organisations in your workspace.
Narrow down your records using filters including tags.
Bring people and companies into Clearcue.
# Overview
Source: https://docs.clearcue.ai/research/overview
Add research to a signal so Clearcue goes through every source on your tracked companies instead of waiting for something to surface.
Almost every behaviour in the [signal library](/signal-library) can be given research, on top of the sources it already uses. The two do genuinely different jobs.
## Sourcing finds companies, research covers them
**Sourcing searches broadly.** It looks across everything being published for anyone showing the behaviour, which is how you discover companies you weren't watching. But it only ever sees what surfaces — a company whose news nobody posted is simply missed, and you have no way of knowing it was there.
**Research goes company by company.** It takes your question to each of your tracked companies in turn and works through the sources for that company. Nothing about those accounts is missed for want of a post: if the information exists, research finds it.
So they answer different halves of the same question. Use sourcing for reach across the market, and research for completeness on the accounts you have decided matter. That is the trade: sourcing has no limit on who it can find, research has no gaps on the companies you track.
## The two kinds
What a company and its people say about themselves, checked daily. Counts as 1 signal.
What the rest of the world publishes about them, checked monthly. Counts as 5 signals.
| | Social research | Web research |
| - | - | - |
| **Where it looks** | The company's own posts, its employees' posts, and posts mentioning it | News, press releases, company sites, and other coverage |
| **How often** | Daily | Monthly |
| **Counts as** | 1 signal | 5 signals |
| **Shown as** | Social Research | Premium Research |
The two find different things, and most teams run both. Social research catches what a company says about itself; web research catches what gets written about it — often the only place a mid-market company's news appears at all.
## What research needs
### Tracked companies
Research runs against the companies in your **Tracked Companies** list. It doesn't search the world at large — it investigates the accounts you've said you care about.
To track a company, click **Track** on its row in the companies table or on the company page itself. Your plan sets how many companies you can track at once; the current count is shown next to the Tracked Companies list.
With no tracked-company allowance, research is unavailable and the option is locked when you create a signal. A company you haven't tracked is never researched.
### A question worth asking
Research is driven by a question, not a keyword. When you add research to a behaviour, Clearcue writes the question for you from the behaviour and whatever you configured — "has this company recently hired a VP of Sales", "has this company announced a funding round".
You can edit the question. Keep it answerable from public evidence, and keep it about the company rather than about your product.
## Add research to a signal
Start creating a signal as usual, and configure what you're watching for.
Next to Sourcing, the Research tab shows what's available for this behaviour.
Each research option is a card you can select or deselect. You're not obliged to take both, and each one you keep counts against your signal allowance.
Research runs on its own schedule from then on.
## Which behaviours support research
Research is available on the behaviours where a company's actions are the subject:
* [Hiring for a role](/signal-library#hiring-for-a-role)
* [Starting a new role](/signal-library#starting-a-new-role)
* [Announcing funding](/signal-library#announcing-funding)
* [Opening a new office](/signal-library#opening-a-new-office)
* [Looking for an agency](/signal-library#looking-for-an-agency)
* [Recommending a tool or service](/signal-library#recommending-a-tool-or-service)
Engagement behaviours don't support research. "Who liked our post" is a fact about an interaction that already happened — there's nothing to go and investigate.
### Behaviours that are already research
The Research tab also holds four behaviours that answer their question from Clearcue's own data rather than from a written source:
| Behaviour | What it finds |
| - | - |
| [Making a first hire](/signal-library#making-a-first-hire) | A company's first-ever hire in a country or department |
| [Hiring in a new location](/signal-library#hiring-in-a-new-location) | Open roles in a country where they have no employees |
| [Team growth or decline](/signal-library#team-growth-or-decline) | A team growing or shrinking past your threshold |
| [Warm paths](/signal-library#warm-paths) | Someone you know who can introduce you |
They need tracked companies for the same reason, but they take filters rather than a question, so there's no prompt to write. Nobody posts "we just made our first hire in Germany" — which is exactly why these exist.
## What you get back
Findings arrive as evidence on the company, alongside everything else that behaviour has detected. Each finding states what was found and links the sources behind it, so you can check the claim before you use it.
A finding is the answer to your question about that company, whether or not anyone posted about it — which is the point of running research alongside sourcing rather than instead of it.
## Related
Every behaviour, its sources, and whether it supports research.
Signal limits, and how research counts against them.
# Social Research
Source: https://docs.clearcue.ai/research/social-research
Check your tracked companies daily for what they and their people are saying about themselves.
Social research asks your question of each tracked company's own social activity — what the company posts, what its employees post, and what other people post about it.
It runs **daily** and counts as **1 signal** against your allowance. On a signal it appears as **Social Research**.
## When to use it
Reach for social research when the evidence would show up on LinkedIn first:
* A hire announced by the person, their manager, or the company page
* A round celebrated by the founder before any press covers it
* An office opening shared by the team that moved in
* A company talking publicly about a problem you solve
It finds more than a keyword search does, because it isn't limited to the wording you thought of — your question is what decides whether something counts.
## What you configure
| Field | What it does |
| - | - |
| **Research question** | What you want answered about each tracked company. Written for you from the behaviour, and editable. |
| **Frequency** | How often each company is revisited. Daily by default. |
Keep the question answerable from something a company or its people would actually say in public, and keep it about them rather than about your product.
A narrow question gives sharper findings. "Has this company hired a VP of Sales" beats "is this company growing" — the second is true of almost everyone and tells you nothing you can open a conversation with.
## What you get back
Each finding states what was found and links the posts behind it, so you can read the original before acting on it. Findings appear on the company alongside everything else that behaviour has detected.
Social research covers every company you track, so a company that has the news you asked about is reported whether or not it reached your sourcing.
## Related
What research needs, and how to add it to a signal.
The same question, asked of the open web.
# Web Research
Source: https://docs.clearcue.ai/research/web-research
Check your tracked companies against the open web — news, press releases, and coverage that never reaches social.
Web research asks your question of the open web: news, press releases, company sites, and any other coverage about each tracked company.
It runs **monthly** and counts as **5 signals** against your allowance. On a signal it appears as **Premium Research**.
## When to use it
Reach for web research when the evidence lives outside LinkedIn:
* A funding round covered by the trade press before anyone posts about it
* An acquisition, partnership, or contract win announced in a press release
* Expansion, certification, or regulatory news published on the company's own site
* Anything about a company whose team barely posts at all
This is the one that reaches quieter companies. Plenty of good accounts publish almost nothing socially and are still written about.
Web research counts as 5 signals rather than 1. Aim it at behaviours where outside coverage is genuinely the better source, rather than adding it to everything by reflex.
## What you configure
| Field | What it does |
| - | - |
| **Research question** | What you want answered about each tracked company. Written for you from the behaviour, and editable. |
| **Frequency** | How often each company is revisited. Monthly by default. |
Ask for something that would be *published* — an event, a milestone, a decision. A question about private internal detail has no public evidence to find, so it comes back empty however often it runs.
## What you get back
Each finding states what was found and cites the pages it came from, so you can open the source and verify it before using it in outreach. One finding can carry several sources when more than one outlet covered the same event.
Findings appear on the company alongside everything else that behaviour has detected.
Pair it with [social research](/research/social-research) on the same behaviour. The web tells you a round closed; social tells you which of your contacts is celebrating it — and that's the one to reply to.
## Related
What research needs, and how to add it to a signal.
The same question, asked of a company's own social activity.
# Company context
Source: https://docs.clearcue.ai/settings/company-context
Tell Clearcue about your company so AI features deliver more relevant results.
Company context feeds into AI signals, insights, and CueAI to personalise results for your business. The more detail you provide, the better Clearcue understands what matters to you.
## Set up your company context
Go to **Settings > Company Context**.
Complete the fields below. You don't need to fill in everything at once — add what you can and come back later.
Click **Save Changes**. The button appears only when you have unsaved changes.
## Fields reference
| Field | What to enter |
| - | - |
| **Company Name** | Your organisation's name |
| **Domain** | Your company's website domain (e.g., example.com) |
| **Description** | What your company does in 1–2 sentences |
| **Value Proposition** | The key benefit you offer customers |
| **Pain Points** | The problems your product solves |
| **Ideal Customer Profile (ICP)** | Who your best customers are — industry, size, role, or other characteristics |
| **Competitors** | Companies you compete with |
Be specific in your ICP and pain points. Instead of "small businesses", try "B2B SaaS companies with 10–50 employees struggling with outbound sales". This helps Clearcue's AI surface more relevant signals and insights.
## Related
Define the categories AI uses to classify signals.
Track the actions and behaviours that reveal intent.
# Insight types
Source: https://docs.clearcue.ai/settings/insights
Define the categories Clearcue's AI uses to classify signals on your contacts.
Insight types are categories that Clearcue's AI uses to tag and classify activity on your contacts. Customise them to match the signals that matter most to your business.
## Manage insight types
Go to **Settings > Insights** to see all your insight types.
The table shows each insight type's name, color-coding, and explanation.
## Add an insight type
Click the **Add new** button in the top-right corner.
Give the insight type a clear name, such as "Product Interest" or "Buying Intent".
Describe what this insight type means to guide the AI. For example: "Flag when a person expresses readiness to purchase, compares pricing, or requests product details."
Pick a color from the palette for visual coding in your records.
The new insight type appears in the table and Clearcue's AI starts using it immediately.
## Edit or delete an insight type
Click the three-dot menu on any row to **Edit** or **Delete** the insight type.
* **Edit** opens the same dialog where you can update the name, description, and color.
* **Delete** shows a confirmation before removing the insight type permanently.
## Related
Tell Clearcue about your company for better AI results.
Track the actions and behaviours that reveal intent.
# Notifications
Source: https://docs.clearcue.ai/settings/notifications
Choose how and when Clearcue sends you updates about new signals and leads.
Configure email and Slack digests to stay informed about new activity without checking the app. All changes save automatically.
## Email digest
Set up a recurring email summary of new signals and leads.
Go to **Settings > Notifications**.
Set the email digest dropdown to **On**.
Select **Daily** or **Weekly**. If you choose weekly, pick a day (Monday–Friday).
Choose the time you want to receive the digest. Times are shown in your local timezone.
## Slack digest
Get updates posted directly to a Slack channel.
Go to **Settings > Notifications**.
If Slack is not connected yet, click **Connect Slack** to authorise via OAuth. The button appears inline on the page.
Choose a Slack channel from the dropdown to receive digest messages.
See the [Slack integration](/integrations/slack) page for more on connecting and using Slack with Clearcue.
## Related
Connect Slack to receive notifications and list alerts.
Set up list-level notifications for specific segments.
# Signal Library
Source: https://docs.clearcue.ai/signal-library
Every behaviour Clearcue can detect, how each one is sourced, and what you configure.
Every signal starts with a **behaviour** — something a person or company does that tells you they're worth talking to. Pick one from the library, tell Clearcue what to watch, and choose how it's detected.
## How a signal is put together
Each behaviour in the library offers one or more **sources** — different ways of catching the same behaviour. You can enable any combination.
| Source | What it reads |
| - | - |
| **Social** | Posts, comments, and reactions on LinkedIn |
| **Job board** | Live job listings from LinkedIn and major job boards |
| **Database** | Clearcue's own database of career and employment records |
| **Custom** | A post search plus an AI prompt you write yourself |
Most behaviours can also be given **social research** and **web research**, which work through your tracked companies one by one instead of waiting for something to surface.
What research adds to a signal, which behaviours support it, and how to configure it.
You don't have to pick from the library. Describe the behaviour in your own words and Cue AI sets up the signal for you — it picks the behaviour, drafts the configuration, and shows it to you before anything is created.
## The library at a glance
| Behaviour | Detects | Sources | Research |
| - | - | - | - |
| [Engaging with your brand](#engaging-with-your-brand) | People interacting with your own profiles | Social | — |
| [Engaging with competitors](#engaging-with-competitors) | People interacting with a competitor | Social | — |
| [Engaging with Top Voice or Brand](#engaging-with-top-voice-or-brand) | People interacting with an industry voice | Social | — |
| [Hiring for a role](#hiring-for-a-role) | Companies hiring for a role you sell to | Social, Job board | Yes |
| [Starting a new role](#starting-a-new-role) | People who just joined or were promoted | Social, Database | Yes |
| [Announcing funding](#announcing-funding) | Companies raising a round | Social | Yes |
| [Opening a new office](#opening-a-new-office) | Companies expanding to a location | Social | Yes |
| [Attending an event](#attending-an-event) | People going to a conference | Social | — |
| [Engaging with lead magnets](#engaging-with-lead-magnets) | People grabbing free resources | Social | — |
| [Looking for an agency](#looking-for-an-agency) | People hiring an agency or freelancer | Social | Yes |
| [Recommending a tool or service](#recommending-a-tool-or-service) | People endorsing a tool | Social | Yes |
| [Making a first hire](#making-a-first-hire) | A company's first-ever hire in a market | Database | — |
| [Hiring in a new location](#hiring-in-a-new-location) | Open roles where they have no staff | Database, Job board | — |
| [Team growth or decline](#team-growth-or-decline) | A team growing or shrinking past a threshold | Database | — |
| [Warm paths](#warm-paths) | Someone you know who can introduce you | Database | — |
| [Keyword search](#keyword-search) | Posts matching your own query | Social | — |
| [Custom AI signal](#custom-ai-signal) | Anything you can describe in a prompt | Custom | — |
***
## Engaging with your brand
**Detects:** People warming up to your own brand and content.
**Sources:** Social
| Option | What it catches |
| - | - |
| **Engagers of your posts** | People who like or react to your posts |
| **Comments on your posts** | People who leave a comment |
| **Views your team's profiles** | People who viewed one of your profiles |
| **Connects with your team** | New connection requests and accepted invites |
**Configure:** Add your own profiles and company page. Enable the options you want.
**Views your team's profiles** and **Connects with your team** need the LinkedIn login for that profile, because only its owner can see who viewed or connected. Clearcue walks you through connecting it after you save.
You can also **import connections from a LinkedIn export**. Request your data from LinkedIn, then upload the `Connections.csv` file to the signal. It brings your existing network in one go, and you can upload a fresher export whenever you like.
Importing is also the way to use this signal without connecting a LinkedIn login at all. Your network is then exactly as current as your last upload.
**Example:** Add your CEO's profile and your company page, enable engagers and commenters, and you have a running list of people already aware of you.
***
## Engaging with competitors
**Detects:** People interacting with your competitors' brands.
**Sources:** Social
| Option | What it catches |
| - | - |
| **Engagers of competitors' posts** | People who like or react to a competitor's posts |
| **Comments on competitors' posts** | People who comment on them |
**Configure:** Add competitor profiles or company pages.
**Example:** Add three competitor pages. You get everyone engaging with them — people already interested in your category and actively comparing.
***
## Engaging with Top Voice or Brand
**Detects:** People and companies interacting with a selected industry voice or brand.
**Sources:** Social
| Option | What it catches |
| - | - |
| **Engagers of a top voice's posts** | People who like or react to their posts |
| **Comments on a top voice's posts** | People who comment on them |
**Configure:** Add the profile or page of the voice you want to watch.
**Example:** Track a well-known analyst in your category. Their audience is your audience, engaging in public.
***
## Hiring for a role
**Detects:** Companies actively hiring for roles you sell to or sell through.
**Sources:** Social, Job board · **Research:** social and web
| Option | What it catches |
| - | - |
| **Hiring for a specific role** | Posts about hiring for the role |
| **Posting jobs that match your criteria** | Live job listings matching your filters |
**Configure:** The role or function you care about.
### Job board filters
The job-board option matches real open roles rather than posts about hiring, with fine-grained control over who you catch. Every field is optional — fill in the ones that matter.
| Filter | What it does |
| - | - |
| **Job title** | Match by keyword. Turn on **Advanced syntax** for boolean operators, phrases, proximity, and prefix wildcards. |
| **Location** | Pick countries, or use advanced syntax for cities and regions. |
| **Description keywords** | Boolean search over the job description — responsibilities and skills that aren't in the title. |
| **Job type** | Full-time, part-time, contract, internship. |
| **Remote** | Remote, on-site, or hybrid. |
| **Agencies** | Include, exclude, or target recruitment agencies only. |
| **Industry** | The hiring company's industry. |
| **Seniority** | The level of the role. |
```
("Head of Sales" OR "VP Sales") AND NOT junior
```
Full operator reference for the title field.
Operators shared by every boolean field in Clearcue.
**Example:** Title `"VP Sales" OR "Head of Sales"`, location United States, seniority Director/Executive, agencies excluded — US companies appointing senior sales leadership.
Run both options together. The social one catches the excitement around a hire; the job board one catches every role that actually opened, including the quiet ones.
***
## Starting a new role
**Detects:** People who have just joined a company or moved into a new role. New joiners have fresh discretion over tooling.
**Sources:** Social, Database · **Research:** social and web
| Option | What it catches |
| - | - |
| **Announcing a new hire or role** | Posts announcing the move — theirs, their company's, or congratulations |
| **From the Clearcue database** | People whose profile shows they started a matching role, with no post required |
**Configure:** The role or function to watch. The database option takes its own filters.
### Database filters
| Filter | What it does |
| - | - |
| **Role title** | Boolean match against the title they started in. Use `AND`, `OR`, `NOT`; quote multi-word titles. |
| **Started within** | Last 1, 3, or 6 months. 3 is recommended. |
| **Company size** | One or more headcount bands, from `1` to `10,001+`. |
| **Person location** | Countries the person is based in. |
| **Company HQ location** | Countries their employer is headquartered in. |
| **Industry** | Employer industries, picked from the known list so a mistyped name never silently matches nothing. |
```
"VP of Sales" OR "Head of Sales" OR "Chief Revenue Officer"
```
These two options answer the same question from different angles. The announcement only exists if the person chose to post; the database option doesn't depend on anyone posting at all. Run both.
**Example:** Social option on "VP of Engineering", plus the database option with company size 201-500 — every new engineering leader at mid-market companies, whether or not they posted.
***
## Announcing funding
**Detects:** Companies announcing a funding round at a stage you care about.
**Sources:** Social · **Research:** social and web
**Configure:** One or more round types — Angel, Pre-seed, Seed, Series A, Series B, Series C, Series D+.
AI qualification filters for genuine announcements and drops investing advice, fund news, and general finance commentary.
**Example:** Select Series A to reach companies about to scale their team and tooling. Add web research and you also catch the coverage that never appears on LinkedIn.
***
## Opening a new office
**Detects:** Companies opening an office or expanding to a new location.
**Sources:** Social · **Research:** social and web
**Configure:** A city, region, or country. Announcements name cities, so a country is expanded into its main business hubs.
AI qualification filters for real office openings and drops remote-work discussion and coworking promotion.
**Example:** Enter "Germany" to track companies setting up locally — they need local vendors, partners, and services.
***
## Attending an event
**Detects:** People going to, speaking at, sponsoring, or exhibiting at a specific event.
**Sources:** Social
There are two ways to track an event. Pick the one that matches what the event has — you don't need both.
| Option | When to use it |
| - | - |
| **Attending or mentioning a conference** | The event has a LinkedIn page. Clearcue watches everyone posting about that page. |
| **Posting about a conference (by keyword)** | The event has no page. Clearcue searches for the terms people use for it. |
**Configure (page):** The event's LinkedIn page, plus the edition year, start and end dates, and hashtag.
**Configure (keywords):** The event name and the terms posts use for it — the acronym with its edition year, the hashtag, the full name, the organiser's brand. You can also name the organiser, and flag anything else the name could be confused with.
```
"SDSS26" OR "#SDSS26" OR "Space Defense & Security Summit"
```
AI qualification narrows the results to real participation — attending, speaking, sponsoring, exhibiting, or inviting people to meet — and drops the organiser's own promotion, news recaps, and posts that merely name-drop the event.
Speakers, sponsors, and exhibitors have committed budget to the event. They signal stronger intent than attendees, and Clearcue records which one each person is.
**Example:** Track next year's edition of your industry's main conference a month out, and reach attendees before their calendar fills.
***
## Engaging with lead magnets
**Detects:** People grabbing free resources — guides, templates, checklists — in exchange for a comment or a DM.
**Sources:** Social
Track lead magnets two ways:
| Mode | What it watches |
| - | - |
| **By topic** | Any lead magnet in a niche, found by keyword search |
| **By creator** | Lead magnets from one named creator |
| Option | What it catches |
| - | - |
| **Engaging with a lead magnet** | Anyone reacting to the offer |
| **Commenting on a lead magnet** | People who comment to request the resource |
| **Commenting on a creator's lead magnet** | The same, scoped to your named creator |
**Example:** Track "cold outreach" by topic. Everyone commenting to get the guide has told you what they're working on.
***
## Looking for an agency
**Detects:** People looking to hire an agency, consultancy, or freelancer.
**Sources:** Social · **Research:** social and web
**Configure:** The service or discipline being sought.
AI qualification keeps only posts where the author is the buyer, and rigorously drops agencies advertising themselves, recruiters, job listings, and listicles about choosing a provider.
**Example:** Enter "web development" to find business owners actively looking — real buying intent, not browsing.
***
## Recommending a tool or service
**Detects:** People recommending or endorsing a specific tool or service.
**Sources:** Social · **Research:** social and web
**Configure:** The tool or service name.
**Example:** Enter a competitor's name to find people publicly endorsing them. Join the thread and introduce your alternative while the topic is live.
***
## Making a first hire
**Detects:** A tracked company's first-ever hire in a country, in a department, or in both at once.
**Sources:** Database
A first hire is a company entering territory it has never been in. The first sales hire in the US, the first engineer in Germany — each one means a new budget owner and a new set of tools to buy.
| Field | What it does |
| - | - |
| **What counts as a first** | **Any country** watches every market and names whichever country it turns out to be. **Specific criteria** lets you name the country, the department, or both. |
| **Country** | The country the new hire is located in. |
| **Department** | Picked from a fixed list of job functions — never free text, since a name that isn't on the list matches nothing at all. |
| **Report hires from the last** | 3, 6, or 12 months. 6 is recommended. |
Under **Specific criteria**, set a country, a department, or both. With neither, the signal would fire on every arrival at every company you track.
Setting both is the strictest case. A "first German engineer" is a first that neither margin proves alone — the company may already have engineers elsewhere and Germans in other departments.
"First" means first among the people working there **now**. A company whose only German salesperson left years ago counts a new German hire as its first — which is the point: nobody from Germany works there today, and someone just joined.
**Example:** Specific criteria, country Germany, department Sales, 6-month window — your accounts putting their first salesperson on the ground in Germany.
***
## Hiring in a new location
**Detects:** A tracked company with open roles in a country where it currently has no employees.
**Sources:** Database, Job board
This is a company entering a market it has no presence in — before any office announcement, and before the first hire lands.
| Field | What it does |
| - | - |
| **Which markets** | **Any country** reports every country they're hiring in and have nobody in. **Specific countries** narrows to the markets you sell into. |
| **Countries** | Always a country, never a city — the comparison is against where their people are, which is known at country level. |
For market entry in general, use **Any country**. Which market they're entering is the answer, not the question — naming a list in advance means every market you didn't think of goes unreported.
**Example:** Track 50 accounts with **Any country** and you get a card per gap: "3 open roles in Brazil, no employees there."
***
## Team growth or decline
**Detects:** A tracked company whose headcount in a country, a department, or overall grew or shrank past a threshold you set.
**Sources:** Database
It measures who actually works there, so it reports the outcome of hiring rather than the intent.
| Field | What it does |
| - | - |
| **Direction** | Growth or decline. One signal does one or the other. |
| **Over the last** | 3, 6, or 12 months. |
| **Countries** | Which countries to measure. Leave empty for every country. |
| **Departments** | Which departments to measure, from the fixed job-function list. Leave empty for everyone. |
| **Change in people** | At least — or at most — this many people, net. |
| **Change in percent** | At least — or at most — this percentage, net. |
| **Current team size** | Only report teams that currently have at least — or at most — this many people. |
Set at least one minimum. With only maximums, a change of one person satisfies the signal.
One signal measures one population. Naming several countries or departments **combines** them into a single number — Germany + France is one figure, not two. For per-country answers, create one signal per country.
Percentage and people thresholds catch different companies. A 30% rule finds fast-growing startups and misses enterprises; a 500-people rule does the reverse. **Current team size — at least** is what stops a team going from 1 to 2 reading as 100% growth.
**Example:** Growth, 6 months, department Sales, at least 30%, current team at least 10 — accounts scaling a real sales team.
***
## Warm paths
**Detects:** Someone who currently works at a tracked company and shares real, dated history with a contact you already know.
**Sources:** Database
Shared history means the same employer or the same school, at overlapping times. Two people who were somewhere a decade apart never crossed paths, so they aren't a match.
| Field | What it does |
| - | - |
| **Someone you know — LinkedIn profile URL** | The contact's own profile, not a company page. |
One signal is one person. To surface warm paths through three contacts, create three signals — one per contact.
Nothing else needs configuring. There's no prompt and no keyword: whether two careers overlapped is a matter of record.
**Example:** Add your VP of Sales' profile. You get everyone at your tracked accounts who worked alongside them or studied with them — each one an introduction they can make personally.
Matches are limited to people who work at a tracked company **today**. Someone who has since left offers no live introduction path.
***
## Keyword search
**Detects:** Posts matching keywords or a boolean query you write.
**Sources:** Social
**Configure:** Your keywords, or a full boolean query. Optionally turn on the AI filter — Clearcue builds a relevance filter from your description so only genuinely relevant posts are captured.
```
"AI" OR "machine learning"
```
Operators, phrases, and grouping for every boolean field in Clearcue.
**Example:** Track your category's vocabulary to find people discussing the problem you solve, before they've named a vendor.
***
## Custom AI signal
**Detects:** Anything you can describe — a pattern none of the behaviours above covers.
**Sources:** Custom
Instead of choosing pre-built logic, you describe exactly what you want to find and AI evaluates every candidate against your criteria.
**Configure:** Your prompt, plus who you want from the matching posts:
| Option | Who you get |
| - | - |
| **Post creators** | The people who wrote the matching posts |
| **Engagers of matching posts** | Everyone who liked or reacted |
| **Commenters on matching posts** | Everyone who commented |
### Write an effective prompt
Your prompt is a filter, not a search. It decides whether a piece of content counts.
* **State what qualifies in one sentence.** "Qualify posts where the author says their team is struggling to hire developers."
* **Name the hard disqualifiers.** Most of the work is exclusion. Rule out self-promotion, recruiters, job seekers, listicles, and secondhand commentary.
* **Say who the subject is.** "When qualified, the subject is the post author" — or the company they name.
* **Be concrete about edge cases.** If a balanced review shouldn't count, say so.
The behaviours above come with prompts we've already tuned. Pick the closest one first — a custom prompt is for what's genuinely not in the library.
### Content vs signal qualification
Two filters run at different moments:
* **Content qualification** decides whether a post is relevant at all.
* **Signal qualification** decides whether a specific person's engagement with it counts.
Start with content qualification. Ruling a post out there means nobody who engaged with it reaches your records.
A prompt only ever sees the post text. It cannot filter on company size, industry, seniority, or location — that information isn't in the post. Use [filters](/records/filters) and [audiences](/records/audiences) for those.
***
## Other ways to create a signal
### Describe it to Cue AI
Type what you're looking for in your own words. Cue AI picks the behaviour, drafts the configuration, and shows you every proposed signal before anything is created. This is also how you reach behaviours and options that have no tile of their own.
### Lookalike signals
Give Cue AI a few example posts you've found valuable and ask for more like them. It analyses what they have in common and generates the boolean query and AI prompt for you, which you can review and adjust before saving.
Lookalike signals are created by asking Cue AI — there's no tile for them in the library.
### Outreach signals
If you run outreach through HeyReach or Lemlist, their activity becomes signals automatically. These are powered by webhooks — they activate as soon as the integration is connected, with no profile or query to configure.
| Integration | Signals |
| - | - |
| **HeyReach** | Message sent, InMail sent, first message reply, first InMail reply, any reply received |
| **Lemlist** | Email sent, email replied, LinkedIn message sent, LinkedIn message replied |
Outreach signals need an active [HeyReach](/integrations/heyreach) or Lemlist integration.
***
## Related
Add research to a signal so it looks into your tracked companies directly.
Pause, resume, edit sources, and understand signal limits.
Combine behaviours so real intent separates itself from noise.
How signals, audiences, and lists fit together.
# Signals
Source: https://docs.clearcue.ai/signals
Understand the actions, behaviours, and data points that reveal intent from people and companies.
Signals are the foundation of Clearcue. Each signal represents a behaviour or action that indicates interest, intent, or activity from a person or company.
New to Clearcue? Start with the Core Concepts page to understand how signals, data sources, AI qualification, and signal stacking work together.
## Signal stacking in practice
The real power of Clearcue comes from combining multiple signals. Clearcue stacks signals automatically at both person and company level — so you see the full picture without connecting the dots yourself.
For background on the three types of signal stacking, see [Core Concepts — Signal stacking](/concepts#signal-stacking).
### Examples of signal stacks that reveal buyers
**Signals:** Engaging with competitors + Hiring for a role + Attending an event
**What happens:** The VP of Sales engages with competitor content, HR posts a job listing for a role you serve, and the CTO registers for an industry conference — all from the same company.
**Next steps:**
* Research the company and identify the decision-maker
* Reach out with a message referencing their hiring or conference attendance
* Position your product around the specific role they're filling
**Signals:** Announcing funding, with social and web research added
**What happens:** A founder announces a Series A on social media, web research finds the press coverage, and social research picks up two employees celebrating it. Several independent sources confirm the same event.
**Next steps:**
* Reach out while the news is fresh — funded companies move fast
* Reference their announced growth plans to show you've done your research
**Signals:** Hiring for a role + Keyword search
**What happens:** A company posts a job listing for a Marketing Manager, and their CEO posts asking how teams automate their reporting — two unrelated signals that together show they're scaling and actively looking for solutions.
**Next steps:**
* Reach out to the CEO or hiring manager directly
* Reference their growth (hiring) and position your product as the tool their new hire will need
**Signals:** Keyword search + Engaging with competitors + Recommending a tool or service
**What happens:** A Head of Sales complains about their current tool, starts engaging with competitor posts, then asks their network what to move to — all within a few weeks.
**Next steps:**
* Outreach immediately — they're actively looking for alternatives
* Lead with empathy about the pain point they expressed
* Offer a concrete comparison to the tool they're frustrated with
**Signals:** Engaging with your brand + Engaging with competitors
**What happens:** The same person engages with your content and at least one competitor's — they're aware of you and actively comparing options.
**Next steps:**
* Move them to a personal channel (direct message or email)
* Offer to show how teams like theirs are solving the same issue
**Signals:** Attending an event + Engaging with competitors
**What happens:** Someone is attending an industry conference and also engaging with a competitor's posts — they're in active discovery mode.
**Next steps:**
* Reach out before the event
* Suggest a quick meetup at the venue around a topic from the signals you've collected
## How signals work with audiences and lists
* **Audiences** define **who** you want to monitor — people or companies relevant to your goals.
* **Signals** represent **what** those people and companies are doing — every action and indicator of intent.
* **Lists** organise the results into actionable groups so you can take the right steps based on real patterns.
Together, they form a continuous loop: **detect, interpret, act**.
Every behaviour Clearcue can detect, and how each one is set up.
Learn how to create, edit, and organise your signals.
Filter, combine, and analyse signals across your data.