What is the new navigation?
This page is for the new navigation, which we’re currently rolling out. If you don’t have the new navigation yet, read documentation for the old navigation.
The new navigation is centered around a new homepage focused on reporting and the ability to set up multiple signal based campaigns easily. With a design familiar to anyone who uses software products, we’re creating a new navigation that’ll eventually fit all UserGems features and signals.
Key Features
Navigation starts from the sidebar
- Home: AI powered reporting overview page
- Audiences (formally Prospects): create audiences based on company lists, personas & signals
- Campaigns (formally Workflows): create a flow of actions for your audiences including adding prospects to CRM and adding them to a cadence.
- Signals: activate, upload or reconfigure Signals from the Signal Library
- Gem-E: Manage AI generated messaging
- Settings: All admin configurations live here. Upload lists, manage integrations, configure buyer personas & manage company scoring attributes
Overview: AI driven insights
What’s working and where there’s room for improvement
We analyze performance across:
- Opportunity outcomes
- Signals activated
- Running campaigns
- Engagement rates
You’ll see:
- What’s working → great outcomes, signal engagement and campaign coverage
- Room for improvement → areas where performance is lower than expected or trailing behind similar cohorts
These insights update daily.
Outcomes:
Tracks all pipeline and opportunities influenced by a UserGems campaign.
Tap on any KPI to explore opportunities sourced or assisted by UserGems:
Companies
Companies with persona matching people + engagement stats.
People
Contacts tracked for job changes and persona matching people signals + engagement stats.
Activate Signals
This is a shortcut to activate signals rather than navigating to the Signal Library via "Signals" in the navigation sidebar.
License progress / Credit consumption
Explore
Team Performance
Displays performance based on logged activity.
Signal Influence
Breakdown of performance by signal.
Campaign Performance
Overall performance of each campaign.
Gem-E Influence
Pipeline influence from AI campaigns based on AI prioritization and AI generated messages.
Audiences
Unified audiences of people and company signals:
- Create and manage audiences for all campaigns
- Includes all former Contact Tracking (champion job change) interface features
- Preview Gem-E AI emails
Folders and filters from Contact Tracking - Job Changes were automatically copied over to the new navigation.
Campaigns
Campaigns now house all CRM configuration for sending and creating prospects.
Signals
Configure and activate signals:
- Set filters on specific signals to make them more targeted
- Activate both company and people signals.
Gem-E
- Manage tone, snippets and structure of messaging
- Review email drafts
Settings
All configurations in one place:
- Connected apps
- Contact lists (for past champion tracking)
- Company lists (to find signals)
- Personas, ICP, Company Scoring
- CRM Export
- CRM Import (import custom fields from your CRM)
- Engagement and notifications settings
- Meeting Assistant (add meeting attendees from your caldendar to CRM)
- Lead Cleaning
Consolidated CRM Export Settings, included dedicated mappings to send Past Champion UserGems object for customers with UserGems package installed.
