This guide walks through every section of the UserGems platform, in the order you'll find them in the sidebar.
The sidebar
The sidebar starts with Home and Reporting, then groups the rest of your pages into three sections: Action, Intelligence, and Connections. Settings sits at the bottom:
- Home: your reporting and program overview
- Reporting: pipeline, revenue, and buying stage analytics
- Action
- Audiences: the companies and prospects UserGems has surfaced for you
- Campaigns: the workflows that act on your audiences
- Intelligence
- Tracked Companies: the account lists UserGems tracks
- Tracked People: the contact lists UserGems watches for job changes
- Signals: the signal library and your signal configuration
- Research: your research agents
- Scoring: your ideal customer profiles, personas, and signal scoring
- Messaging: the Writing Agent, Gem-E's AI messaging workspace
- Connections
- Connected Applications: your integrations, ad accounts, and API token
- Mappings: how data syncs with your CRM, ad platforms, and engagement tool
- Settings: waterfall enrichment, notifications, Meeting Assistant, Lead Cleaning, and ownership rules
Home
Home is your program at a glance. At the top you'll find two panels side by side:
- Campaigns shows your playbooks (Turn past champions into new pipeline, Revive closed lost, Win Back Churned Companies, Select and prioritize ABX accounts, Protect and accelerate open opps, Retain and grow customers, and more), each with its workflow count, records sent, and activation status.
- Signals mirrors your signal activation status, so you can see at a glance that Past Champions, New Hires, Promotions, Multi-thread, Contact and Account Intent, and the rest are on.
Below those:
- Credit usage summary shows how much of your contract term has elapsed, how many of your plan credits you've used, and how many credits you have left, plus a breakdown of credits by action type, split between data actions and AI actions.
- Time Savings quantifies what the automation is doing for you: records processed, estimated hours saved, and estimated dollars saved for each automation type, like new contacts auto-created in CRM, personalized AI-generated emails, and prospects auto-enrolled in sequences.
- Pipeline & Revenue is your headline scoreboard: Influenced Opps, Influenced Pipeline, Pipeline to Spend Ratio, Cost per Opp, Influenced Closed Revenue, ROI, Forecasted Closed Revenue, and Forecasted ROI.
Learn more: Credit usage page and Time & money saved with UserGems.
Reporting
Reporting is where you get dashboards for deep-dive analytics views. It has three tabs: Operations, Marketing, and Outbound.
- Operations is your pipeline and program health in one place: Pipeline & Revenue (Influenced Opps, Influenced Pipeline, Pipeline to Spend Ratio, Cost per Opp, Influenced Closed Revenue, ROI, and forecasts), an Opportunity funnel, your Credit usage summary, What ran so far, Campaign health across your active campaigns, and Signal Influence, which shows which signals are earning their keep.
- Marketing shows how accounts move through buying stages: the Buying Stage Funnel, Stage transitions, Accounts entering Open Opp, Buying stages over time, and LinkedIn Ads impact by Campaign.
- Outbound measures follow-through: Sequences Performance (steps, prospects, replies, prospects finished, and average steps completed) and Records Sent x Engaged, for prospects or companies.
Learn more: Marketing Reporting covers the Marketing tab.
Audiences
Audiences is where you build segments of the companies and prospects UserGems is tracking or has surfaced. The table shows each company with its type (Customer, Open Opp, Target, ICP), employee count and industry, its letter-grade Score, its Buying Stage (from Unengaged through Customer), and the Signals currently firing on it, like Past Champions, Event Attendees, Intent topics, LinkedIn Posts, or Hiring.
You can view by company or by prospect, and the footer shows your total companies and prospects.
Learn more: Audiences & Campaigns.
Campaigns
The Campaigns homepage is mission control for your workflows. The tiles across the top show what's Scheduled today, Scheduled this week, Queued, OK this week, and Needs Review. Campaigns group their workflows beneath them; each workflow row shows its action chain (for example Create, then Wait 30 min, then Gem-E, then Sequence, then Email), its Outbound and Marketing branches, its schedule, and its run stats: Pending, Done, Last run, OK, Skipped, and Errors. Toggles on the right activate or deactivate each workflow and branch.
New Campaign lives top right, with a "..." menu beside it that opens Limits, Logs, and Archived.
The campaign workflow editor
Open a campaign to see its workflow on a visual canvas. At the top sits the Main audience node with its filter chips and live prospect count. From there the workflow splits into branches:
- Outbound runs the rep-facing actions on its own schedule (for example daily on weekdays, capped at 100 contacts per day): Create or Update Record in CRM, a delay, the Writing Agent generating messaging, Add to sequence, and notifications.
- Marketing runs marketing actions like Sync to LinkedIn Audience on its own schedule.
Each branch has its own on/off toggle and schedule.
Campaign actions
The action menu includes: Create or Update Record in CRM, Add delay, Assign owner, Update CRM fields, Update SEP fields, Add to sequence, Send email notification, Send Slack notification, and Add to CRM Campaign.
Each action has its own settings. Add to sequence, for example, controls which sequence prospects enter and what happens if they're already active in another one, and Add condition lets the same action behave differently for different subsets of the audience.
Learn more: Managing Campaigns.
Tracked Companies
Tracked Companies manages the account lists UserGems tracks. Each list shows its source, its ICP assignment, whether Search Prospects is on and with which persona, and its company and prospect counts. Add Companies supports Salesforce reports, HubSpot lists, auto import, Audiences, CSV files, and Google Sheets.
Learn more: Track Companies.
Tracked People
Tracked People manages the contact lists UserGems watches for job changes, organized into categories (like Key Champions, Influencers, and Other) with relationships you can reorder by importance. Each relationship shows its source (Salesforce report, CSV, or Google Sheets), refresh cycle (weekly or monthly), and its Tracking, Unique, and In Report counts.
Learn more: Track Contacts.
Signals
The Signals page has two tabs: Signal Library, where you browse and activate signals, and Manage my signals, where you maintain the ones you've configured.
The library is organized into three groups:
- Custom Signals: Research Agent signals and your first-party person and company signals, like Salesforce Campaign engagement, Outreach Email Engagement, Event Attendees, and Webinar Attendees.
- People Signals: Job Changes, Multi-thread, Contact and Account Intent, and Website Visitors.
- Company Signals: Third Party Account Intent (6sense, Demandbase), Customer Competitors, Funding, Hiring, Public Filings, Ad Engagement, Re-Engage, News, Tech Stack, and more.
Each card shows its activation status, and Add buttons let you create new custom signals.
Customizing a signal
Click into a signal to configure it. Contact and Account Intent, for example, lets you create multiple configurations, each with its own intent topics, signal score, and tracking window, and estimates how many people each will find before you save.
Learn more: Signals overview.
Research
Research is where you build and manage your research runs with the Research Agent. The left side is a chat with Gem-E, which can answer a question about a list of companies, start from a template, turn results into a signal you can use in scoring and messaging, or review your research runs so you can see what to improve, activate, or clean up. The right side lists your research runs, with counts for Companies researched and Questions answered, a search box, and a status filter (All, Draft, Preview, In progress, Done). Click + New Research to start one.
Each row shows the run's status, how often it runs (one-time or monthly), and how many questions it asks.
Learn more: The Research Agent.
Scoring
Scoring is where you define who you sell to and how UserGems scores them. (The page header still reads "Scoring Model.") It has three tabs: Ideal Customer Profiles, Personas, and Signals.
- Ideal Customer Profiles defines who you sell to: the employee, industry, and region criteria for each ICP, and the share of your companies in each score grade (A through D). The Fallback ICP scores any account that doesn't match your other ICPs. Each ICP also has fit factors, the lookalike factors that award points.
- Personas define who you want to reach: the job titles, seniority, and regions that make someone a match. Each persona shows its coverage and importance, and whether it's used for persona matching.
- Signals sets how much each signal counts toward a score, in tiers from Highest (80-100 points) down to Low (1-19), or Disqualifies. A panel on the right shows how your companies spread across A through D grades and buying stages.
Learn more: UserGems Scoring, Personas, and Ideal Customer Profile.
Messaging
Messaging is Gem-E's home, where you'll find the Writing Agent (the page header still reads "Writing Agent"). The left side is a chat where you give Gem-E broad guidance about your messaging, and it shows its thought process as it works. The right side has three tabs:
- Preview shows real generated messaging for real prospects, email by email, so you can check what Gem-E writes as you refine.
- Instructions holds the standing instructions shaping every email.
- Content is Gem-E's library: Value Propositions, Signal Playbooks, Conditional Instructions, Case Studies, Links, Product Updates, Email Templates, and more. Search, prioritize, and enable content from here.
Learn more: The Writing Agent.
Connected Applications
Connected Applications is where your integrations live. It covers your CRM, your SEP, and your ad platforms like LinkedIn, Meta, and Google, each with its connection status. One rule to know: you can only connect with the email address you're currently logged into UserGems with. Your company API Token lives at the bottom of the Native integrations tab, and an MCP servers tab sits alongside it.
Learn more: Connected Applications Overview, Using the UserGems API for your API token, and the UserGems MCP getting started guide.
Mappings
Mappings controls how data moves between UserGems and your other tools. It has four tabs:
- CRM Export controls how UserGems writes records to your CRM: how they're created, who owns them, and which fields get filled in.
- CRM Import brings CRM fields into UserGems so you can use them in audience filters and Gem-E's personalization.
- Ad Sync is where you choose the CRM fields that hold personal emails, which UserGems uses to improve match rates on your ad platforms.
- Engagement maps UserGems data, including Writing Agent messaging, to your SEP's custom fields, and syncs UserGems template sequences to your SEP.
Learn more: CRM Export Settings, Import from CRM, Engagement, and Ad Audience Sync for connecting ad accounts.
Settings
Settings is home base for configuration. The Organization menu has five pages:
- Waterfall sets the order UserGems tries enrichment providers when it looks up phone numbers and emails.
- Notifications turns on recurring notifications for your team, like pipeline updates and job changes.
- Meeting Assistant finds contacts from your team's calendar meetings and adds them to your CRM.
- Lead Cleaning keeps your CRM contacts current: upload a CSV or CRM report and UserGems finds and updates those contacts.
- Ownership (DRIs) decides who owns a contact or lead when something changes, like a contact joining or leaving a Customer, Open Opp, or Competitor account.
Learn more: Waterfall Enrichment, Notifications, Meeting Assistant, and Configuring DRIs.
📝 Several pages that used to live in Settings have moved. Track Companies is now Tracked Companies and Track Contacts is now Tracked People, both under Intelligence. Connected Applications and Mappings (which now holds CRM Export, CRM Import, Ad Sync, and Engagement) are under Connections, and Personas is a tab under Scoring.