Signals vs. Tasks
| Feature | Location | Role in your workflow |
|---|---|---|
| Signals | Prospecting → Signals | Events on accounts and contacts, such as news, CRM changes, job changes, and intent. You review a signal to decide whether to create a task, start a sequence, or ignore it. |
| Tasks | Prospecting → Tasks | Work assigned to a person with a due date: calls, manual emails, LinkedIn steps, or general to-dos. You complete tasks one at a time or in a batch with Task flow. |
Home workspace and Ask Athean
Workspace → Home is your customizable starting page. It includes:
- Ask Athean: A greeting, what needs you today, and a box that starts a Chat conversation to research accounts, build lists, draft outreach, or answer questions about Athean.
- Blocks: Personal blocks such as Quick start (signal and task counts with shortcuts), Tasks, Today's meetings, Operator approvals, Activity feed, Performance, and Agents (latest runs and schedules for agents that run for you), plus embedded Custom dashboards. Team blocks (Team activity, Book coverage, and Live calls) report on the people you choose. Operations blocks (CRM sync and Seats and connections) show data only to org admins.
- Managed and personal tabs: Tabs your administrator assigns to your group come first, followed by any personal tabs you add. See Layout configuration.
Sidebar navigation reference
| Sidebar group | Pages | What you do there |
|---|---|---|
| Workspace | Home Chat Lists Activity: Dashboards, Custom dashboards, Live calls (for people who can coach calls), Meetings | Start your day on Home, work through conversations in Chat, return to account and contact lists, and review reporting, live calls, and recorded meetings. |
| Prospecting | Signals Tasks Sequences: My library, Approvals, Active sequences, Snippets, Content usage, and Context, variables & guardrails (org admins) Job changes (where enabled) | Review signals, work due tasks, manage templates and operators, approve operator drafts, follow active sequences, and review job changes. |
| Tools | Discover, with Accounts and Contacts tabs Marketplace: Marketplace, Sequence lists Agents, plus Automations for org admins and people with automation access Presentations LinkedIn imports Territory map | Filter accounts and contacts, browse shared sequences, run agents and automations, build presentations, review Sales Navigator imports, and open the territory map. |
| Settings | Profile information, My company, Integrations, Notifications, Calls, Task flow, Voicemails (when available), Meeting recording, Emails, Scheduling, Scheduling link, API secrets | Manage your own profile, connections, and preferences (see Connect your tools), and save keys that let Athean call other services' APIs (see API secrets). |
| Org settings | Admin chat Team: User licensing, Permissions, Groups, Layout configuration CRM and data: Athean custom fields, Salesforce live fields, Salesforce filters, CRM sync mappings, CRM sync logs Calls and meetings, Email and sequences, Signals, and AI and automation settings Integrations: Domains, Zoom scheduling, Slack, API & MCP | Administrators manage users, access, layouts, CRM data, custom domains (see Custom domains), and organization-wide settings. Configuration managers see only Layout configuration and Salesforce live fields. |
Discover is one page with two tabs: open the Accounts tab to find companies, or the Contacts tab to find people.
Glossary of core objects
- Account and contact: An account is a company record; a contact is a person record associated with an account.
- List vs. saved view vs. group: A list is a collection of specific accounts or contacts. A saved view is a saved set of filters, pinned filters, and optional table columns that finds matching records each time you open it. A group is a rule-based set of people in your organization.
- Sequence template vs. operator: A sequence template uses fixed step wording with variables. An operator uses AI instructions and account research to write a personalized sequence for each contact, which waits for review in Approvals unless it's approved automatically.
- Agent vs. automation: An agent runs recurring or on-demand research and prospecting work for one or more people. An automation runs organization-wide actions on a schedule or when an event happens, such as a Salesforce record update.
- Project and sheet: A project keeps related Chat conversations, instructions, and files together, and can be shared with people and groups. A sheet is an editable spreadsheet that Athean builds in a conversation and opens beside it; it's private to the person who asked for it.
Reporting and analytics views
Under Workspace → Activity:
- Dashboards has the standard reports: Overview, Activity, Signals, Tasks, Depth of pursuit, Book coverage, and Call patterns. See Dashboards.
- For sequence results, select View full performance on a sequence, or open the Sequences view of the Activity dashboard. See Analyze sequence performance.
- Custom dashboards lets you build your own charts and tables with AI. See Custom dashboards.
Why your navigation or layout may differ from a teammate’s
What you see in Athean depends on settings your organization manages:
- Permissions and roles: Control which pages, such as Live calls or Automations, and which actions are available to you. See Permissions and roles.
- Group layout assignments: Control which managed Home tabs, account page tabs, Salesforce field sets, and default saved views your group gets. See Layout configuration.
- Connected tools and enabled features: Salesforce live fields and Salesforce filters appear only when your organization has connected Salesforce (see Connecting Athean with Salesforce). Some pages, such as Job changes, appear only where they are enabled.
- Account page layouts: Account pulse, Contact pulse, and Signals are on the standard account page tabs, but a layout your organization manages, or account tabs you customized before they were added, may not include them. Add them to your own tabs with Edit layout → Add block; an administrator changes managed layouts (see Layout configuration).