Change actions

The 51 changes an assistant can make in Signal, each previewed as a card and confirmed by the person.

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The changes an assistant can make, each through preview_change and apply_change. list_change_actions lists the ones this connection may preview now, with each one's required fields, and gives up to 5 of them in full when asked by name; it leaves out any the connection's areas, the person's role, the workspace's plan or its modules don't allow.

Sales#

Change action	What it does	Needs	Undo
`create_prospect_contact`	Creates a prospect contact: first and last name, and optionally contact details and Assigned To.	—	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`create_account`	Creates an Account: a business name, and optionally contact details, industry and Assigned To.	Role permission: Accounts › Create	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`create_contact`	Adds a Contact to an Account; the Contact takes the Account's Assigned To.	Role permission: Contacts › Create	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`create_deal`	Creates a Deal for an Account or a prospect contact, at a stage of the default pipeline.	Role permission: Deals › Create	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`update_record`	Changes fields or Assigned To on a Deal, Account, Contact or prospect contact, as its edit form allows.	—	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`move_deal_stage`	Moves a Deal to another stage of its own pipeline.	Role permission: Deals › Update	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`assign_records`	Sets Assigned To on up to 100 Deals, Accounts and prospect contacts in one change.	—	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`create_action`	Creates an Action with a due date, on a record, Assigned To someone.	Role permission: Activities › Create	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`complete_action`	Marks one of your open Actions done.	Role permission: Activities › Update	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`reschedule_action`	Moves one of your open Actions to a new due date.	Role permission: Activities › Update	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`log_call`	Logs a call that already happened, with its outcome and notes.	Role permission: Activities › Create	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`add_note`	Adds a note to an Account or a prospect contact.	—	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`add_to_call_queue`	Adds prospect contacts, Contacts or a Deal's Contacts to your call queue, skipping anyone already in it.	Role permission: Activities › Create	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`remove_from_call_queue`	Removes waiting calls from your call queue.	Role permission: Activities › Delete	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`create_call_list`	Makes a call list on your queue from a Segment, your Hot prospects or a search.	Role permission: Activities › Create	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`create_workflow`	Saves a draft workflow from a trigger and steps; a draft never runs. An assistant's workflow emails only teammates: when the person asks to email customers, tell them and ask before saving it without that.	Operations on the workspace's plan	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`update_workflow_steps`	Replaces a workflow's steps.	Operations on the workspace's plan	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`rename_workflow`	Renames a workflow.	Operations on the workspace's plan	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`fill_workflow_setting`	Sets one setting on one of a workflow's steps, from its choices (signal://workspaces/{workspace_id}/workflow-options).	Operations on the workspace's plan	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`turn_on_workflow`	Turns on a workflow that can run; the card names every step that reaches outside Signal.	Operations on the workspace's plan	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`turn_off_workflow`	Turns off a workflow that is on.	Operations on the workspace's plan	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`record_call_off_invoice`	Records a Dispatched call-off's invoice number, which moves it to Invoiced.	Role permission: Property › Update; Operations on the workspace's plan	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`record_call_off_payment`	Records payment for an Invoiced call-off, which moves it to Paid.	Role permission: Property › Update; Operations on the workspace's plan	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`create_form_draft`	Creates a draft Form: a name, preset and custom questions, a thank-you message, the editor's default agreement box. Never published.	Role permission: Contacts › Create	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`update_form_draft`	Changes a draft Form's name, questions, thank-you message or agreement box, while it is still a draft. Never published.	Role permission: Contacts › Update	Can be undone within 7 days, once, from the chat or Settings › AI activity.

Marketing#

Change action	What it does	Needs	Undo
`create_campaign`	Creates a Marketing Campaign: a name, and optionally a description, goal, dates, budget and UTM values. Nothing is sent.	Role permission: Marketing › Create; Marketing on the workspace's plan; The Marketing module turned on	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`update_campaign`	Changes a Campaign's name, description, goal, dates, budget or UTM values. Nothing is sent.	Role permission: Marketing › Update; Marketing on the workspace's plan; The Marketing module turned on	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`create_email_draft`	Creates a draft Email in a Campaign from words and library images, or from a starter or template; never its sender. Nothing is sent.	Role permission: Marketing › Create; Marketing on the workspace's plan; The Marketing module turned on	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`update_email_draft`	Changes a draft Email's name, subject, Campaign or words, while its design is still the one its words made. Nothing is sent.	Role permission: Marketing › Update; Marketing on the workspace's plan; The Marketing module turned on	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`set_email_audience`	Sets which Segments and Lists a draft Email goes to and leaves out, or all marketing contacts; shows the estimate. Nothing is sent.	Role permission: Marketing › Create; Marketing on the workspace's plan; The Marketing module turned on	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`send_test_email`	Sends one test of a draft Email, labeled [Test], to your own address only: at most 20 a day. It can't be undone.	Role permission: Marketing › Send; Marketing on the workspace's plan; The Marketing module turned on	Can't be undone.
`create_segment`	Saves a Segment (a saved search) of prospect contacts or Account contacts: up to 20 rules over the Segment fields. Nothing is sent.	Role permission: Contacts › Create; Marketing on the workspace's plan; The Marketing module turned on	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`update_segment`	Renames, re-describes or replaces the rules of a Segment; the card names the Emails and sequences that use it. Nothing is sent.	Role permission: Contacts › Update; Marketing on the workspace's plan; The Marketing module turned on	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`import_email_images`	Copies up to 10 images by https address from your own website or Signal's files into the email image library; read each outcome with fetch. Can't be undone.	Role permission: Marketing › Update; Marketing on the workspace's plan; The Marketing module turned on	Can't be undone.
`create_template_from_html`	Makes an email template from HTML, inline or by https address on your own website or Signal's files; copies its images from those hosts. Nothing sent; Undo archives it.	Role permission: Marketing › Update; Marketing on the workspace's plan; The Marketing module turned on	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`create_drip_sequence`	Creates a draft Drip or Nurture sequence in a Campaign, with its topic. A person turns it on in Signal; nothing is sent and nobody is added.	Role permission: Marketing › Create; Marketing on the workspace's plan; The Marketing module turned on	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`draft_sequence_steps`	Adds up to 10 emails, in words with their waits, to a Drip or Nurture sequence that has never started. Nothing is sent.	Role permission: Marketing › Update; Marketing on the workspace's plan; The Marketing module turned on	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`update_attribution_settings`	Changes the workspace's attribution model, lookback window or half-life, for every Campaign. Workspace admins only.	Role permission: Team Members › Update; Marketing on the workspace's plan; The Marketing module turned on	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`add_website_company`	Adds a company that visited your website as a Prospect Company, by its domain from get_website_activity's companies.	Role permission: Marketing › Read; Marketing on the workspace's plan; The Marketing module turned on	Can be undone within 7 days, once, by someone whose role allows the undo in Signal.

Analytics#

Change action	What it does	Needs	Undo
`create_dashboard`	Makes an empty Marketing dashboard of your own, private to you until you share it in Signal.	Role permission: Marketing › Update; Marketing on the workspace's plan; The Marketing module turned on	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`add_chart_to_dashboard`	Adds a chart (preview_chart's fields, or a saved chart to copy) to one of your private dashboards, or to a new private one; 24 at most.	Role permission: Marketing › Read; Marketing on the workspace's plan; The Marketing module turned on	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`rename_dashboard`	Changes the name or description of one of your own dashboards. Who sees it doesn't change.	Role permission: Marketing › Read; Marketing on the workspace's plan; The Marketing module turned on	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`create_dashboard_alert`	Sets an alert on a figure of one of your private dashboards, above or below a line; checked hourly, it tells only you.	Role permission: Marketing › Read; Marketing on the workspace's plan; The Marketing module turned on	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`schedule_dashboard_delivery`	Emails one of your private dashboards to you, and only you, daily, weekly or monthly. Nothing is sent now.	Role permission: Marketing › Read; Marketing on the workspace's plan; The Marketing module turned on	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`update_report_commentary`	Rewrites one commentary section of a saved sales report in the person's words, as a new version. Figures never change.	Role permission: Deals › Read	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`generate_sales_report`	Generates a sales report from Signal's own figures, with citations, saved to the Report Library; 1 ANI credit; runs in the background.	Role permission: Deals › Read	Can be undone within 7 days, once, from the chat or Settings › AI activity.

Data import#

Change action	What it does	Needs	Undo
`import_records`	Imports up to 500 prospect contacts, Prospect Companies or Accounts from rows, as the CSV import does. It never records marketing consent: when the person asks for consent, tell them and ask before importing without it.	Role permission: Contacts › Create	Can be undone within 7 days, once, from the chat or Settings › AI activity.
`start_spark_search`	Runs a Prospect Spark search by ICP and filters, in the background; read its companies with fetch.	—	Can't be undone.
`lookup_company`	Looks up one named company with Company Lookup, in the background; read it with fetch.	—	Can't be undone.
`find_company_contacts`	Finds contacts at one company with Spark, in the background; read the people with fetch.	—	Can't be undone.
`accept_spark_company`	Adds up to 25 companies from your finished Spark changes as Prospect Companies, with chosen people.	—	Can be undone within 7 days, once, from the chat or Settings › AI activity.