# sourcesignal

> How to set up sourcesignal, track the questions buyers ask AI engines, work the opportunity queue, run outreach from your own inbox and report what changed.

Every documentation article is available as markdown at its own address with .md appended; the lines below carry those addresses, each with the article's summary. The whole set in one file: https://www.sourcesignal.ai/llms-full.txt. The documentation describes what a customer sees and can do, never how a verdict is computed: how a page earns its priority, how a mention is read or how a page type is chosen is not published.

## Getting started

- [What sourcesignal does](https://www.sourcesignal.ai/docs/getting-started/what-sourcesignal-does.md): sourcesignal tracks the questions buyers ask AI engines, shows you the pages those answers cite, and helps you work your brand onto them.
- [Create your account](https://www.sourcesignal.ai/docs/getting-started/create-your-account.md): Sign up with your email or a Google account, confirm your address, name your workspace and you are in. This article also covers signing in, resetting a password, the account menu and the theme toggle.
- [Set up your first project](https://www.sourcesignal.ai/docs/getting-started/set-up-your-first-project.md): The six-step wizard turns one brand into a running project: your brand, research, competitors, prompts, tracking and mailbox. You can leave part way through, and the setup companion brings you back.
- [Your first week](https://www.sourcesignal.ai/docs/getting-started/your-first-week.md): What happens in the seven days after setup: the first answers, the first data update, the AI review, your first deck, what to look at each day and each week, and when the report is worth reading.

## Tracking

- [Prompts](https://www.sourcesignal.ai/docs/tracking/prompts.md): The Prompts page holds the questions buyers ask AI engines and shows, for each one, how often the answers named you over the last 30 days. Add, import, classify, remove and restore them here.
- [Keywords](https://www.sourcesignal.ai/docs/tracking/keywords.md): Track the search terms your buyers type beside the questions they ask AI, per market, and link each one to the prompts it stands behind.
- [Competitors](https://www.sourcesignal.ai/docs/tracking/competitors.md): Build the roster of brands AI names instead of you, compare your share of AI answers with theirs, and see where each one wins and which sources carry it.
- [Markets and locations](https://www.sourcesignal.ai/docs/tracking/markets-and-locations.md): Choose the countries you sell into, in priority order. The first country is where every prompt is checked; the rest, and any US states you serve, shape how your tracking plan is phrased.
- [AI engines](https://www.sourcesignal.ai/docs/tracking/ai-engines.md): Each project tracks its buyer questions on its own set of AI engines, chosen within your plan's count. This article covers the catalog, the AI engines card, how often each engine is checked (its cadence), paused engines and the engine status in the rail foot.
- [The answer feed and data updates](https://www.sourcesignal.ai/docs/tracking/the-answer-feed-and-data-updates.md): Connect one Ahrefs Brand Radar report, managed for you or your own, and the daily data update brings in AI answers, cited pages and visibility every morning. The Data tab keeps every run, the full schedule and the way to fix a feed that stops.
- [Snapshots](https://www.sourcesignal.ai/docs/tracking/snapshots.md): Each data update saves its AI answers, visibility figures and cited pages as snapshots, one dataset saved on one day. Open one, compare two visibility snapshots, upload a Brand Radar CSV by hand, or delete a snapshot you no longer need.
- [Languages and a second country](https://www.sourcesignal.ai/docs/tracking/languages-and-a-second-country.md): Prompts are checked in one country per project, chosen from seven markets. A second country is a second project, and your plan sets how many projects and pooled prompts you have. The product is built and tested for English questions.
- [Project settings](https://www.sourcesignal.ai/docs/tracking/project-settings.md): A project's Settings page has ten sections, from the brand's details and its answer feed to the scoring model, the outreach identity, the fee policy and the sending window. This article says what each card does and where its full article is, and which settings live in the account instead.

## Opportunities

- [What an opportunity is](https://www.sourcesignal.ai/docs/opportunities/what-an-opportunity-is.md): An opportunity is a page an AI engine cited while answering one of your tracked prompts. Each page gets one record that carries its type, its 0 to 100 priority, when and where it was cited, and whether it already names you.
- [The queue, views and filters](https://www.sourcesignal.ai/docs/opportunities/the-queue-views-and-filters.md): The Opportunities table lists every page AI engines cite for your prompts, ordered by priority. Narrow it with filters, quick chips and saved views, sort it, export it, and follow a prompt straight to the pages it cites.
- [Statuses and the review gate](https://www.sourcesignal.ai/docs/opportunities/statuses-and-the-review-gate.md): Every opportunity carries a status, from New to a verified Live placement. The AI review stops at AI reviewed; you decide what moves from there, and approving a page protects it from later runs.
- [The detail panel](https://www.sourcesignal.ai/docs/opportunities/the-detail-panel.md): Open one cited page from the Opportunities table and read everything the platform knows about it: its facts, what the AI suggests, your status and notes, its contacts and sequences, and its history.
- [Bulk actions and promoting to outreach](https://www.sourcesignal.ai/docs/opportunities/bulk-actions-and-promoting-to-outreach.md): Check rows in the Opportunities table and the selection bar acts on all of them at once: promote them to outreach, find contacts, approve, park, reject, or rerun an AI step. Promoting creates drafts that wait for your approval; nothing sends.
- [The strategist panel](https://www.sourcesignal.ai/docs/opportunities/the-strategist-panel.md): The "Strategist" button above the Opportunities table opens an AI briefing of your project: the next move it recommends, counts of the work still waiting with a link to each, and when it was generated.

## Outreach

- [How outreach works](https://www.sourcesignal.ai/docs/outreach/how-outreach-works.md): A promoted page becomes one pitch to one person, drafted for you and sent from your own mailbox only after you launch it, or Spot or your agent does where you set "Emails and posts to publishers" to Apply at once. This is every stage from draft to launch, and where posts take a different path.
- [Contacts and verification](https://www.sourcesignal.ai/docs/outreach/contacts-and-verification.md): How sourcesignal finds the person to pitch at a cited page, what the source and verification labels beside an address mean, how you choose who gets the pitch, and the daily and monthly allowances that pace research.
- [Sequences](https://www.sourcesignal.ai/docs/outreach/sequences.md): The sequence window is where you read a drafted pitch before you sign it off, and where you follow and edit it once it is sending. This article covers what the window shows and what each control does.
- [Reviewing and launching](https://www.sourcesignal.ai/docs/outreach/reviewing-and-launching.md): Every drafted pitch waits for you twice: once under Needs review to read and sign off, once under Ready to launch to send. Nothing goes out until you launch it, or Spot or your agent does where you set "Emails and posts to publishers" to Apply at once.
- [Templates and AI instructions](https://www.sourcesignal.ai/docs/outreach/templates-and-ai-instructions.md): A template renders your own copy with tokens filled in per recipient; AI instructions let the AI write each prospect their own email from your brief. The outreach prompt and its Never list set what the AI may say, and the project's outreach identity sets which mailbox and signature each email goes out with.
- [Sending schedule and limits](https://www.sourcesignal.ai/docs/outreach/sending-schedule-and-limits.md): How the mailbox limits, the project sending window and a sequence's own timing decide when each email leaves, what "(queued)" means, and what happens when a send fails.
- [Auto-promotion and reply rules](https://www.sourcesignal.ai/docs/outreach/auto-promotion-and-reply-rules.md): Rules that turn matching pages into drafted pitches for your review, the switches that steer what Autopilot works on, and the reply conditions the AI flags so you look first.
- [Posts, replies and listings](https://www.sourcesignal.ai/docs/outreach/posts-replies-and-listings.md): Replies, new posts, listings and profile claims drafted for the pages you promote. You post each one from your own account and mark it done with its link; nothing is posted for you.
- [The tracker and calendar](https://www.sourcesignal.ai/docs/outreach/the-tracker-and-calendar.md): The Tracker shows every sequence you launched as a card with its send plan. The Calendar shows the same sends as a month, so you can see what went out, what is booked and what is still an estimate.
- [The inbox](https://www.sourcesignal.ai/docs/outreach/the-inbox.md): Every reply your outreach earns lands in the Inbox with the AI's read of it and, when you ask, a draft answer you edit and send from the same mailbox the pitch went from. Nothing sends until you press Send reply, or Spot or your agent sends it where you set "Emails and posts to publishers" to Apply at once.
- [Fees, placements and wins](https://www.sourcesignal.ai/docs/outreach/fees-placements-and-wins.md): Where a publisher's price shows up, how the fee policy shapes the reply you send, and how a yes becomes a verified win in your report.
- [Do not contact](https://www.sourcesignal.ai/docs/outreach/do-not-contact.md): The organization-wide suppression list: the addresses and domains every outreach send refuses, including anyone who asked to unsubscribe or opt out. How an entry gets there, what it blocks, and how you add or lift one.
- [Pause or stop outreach](https://www.sourcesignal.ai/docs/outreach/pause-or-stop-outreach.md): Five switches hold outreach at different distances: pause or stop one sequence, disconnect a mailbox, narrow a project's sending window, switch off auto-promotion, or set outreach aside on the deck. Which to press, where it lives, and what keeps running afterwards.

## Autopilot

- [The deck](https://www.sourcesignal.ai/docs/autopilot/the-deck.md): Your deck deals the decisions only you can make, one card at a time. This article covers every card, the keys, undo, the daily budget and what a cleared deck means.
- [What autopilot does on its own](https://www.sourcesignal.ai/docs/autopilot/what-autopilot-does-on-its-own.md): The autopilot collects, scores, drafts and sends what you launched, then logs it. Anything that commits you (a send, a reply, a price, a post) waits for your decision.
- [The engine room and pipeline](https://www.sourcesignal.ai/docs/autopilot/the-engine-room-and-pipeline.md): Where you watch the autopilot work: the engine room shows the run in progress and your levers, and the Pipeline page shows the steps your data moves through, each with a status and when it moves next.

## Content

- [Content gaps](https://www.sourcesignal.ai/docs/content/content-gaps.md): A content gap is a question where AI answers pass you over and the fix is a page or an asset of your own, not a pitch. This article shows where to find content gaps, what each one recommends, and how to brief a writer or your PR lead.
- [Page improvements](https://www.sourcesignal.ai/docs/content/page-improvements.md): Improvements puts each page you already have beside the pages AI answers cite most for its topic, and lists what most of them have that yours lacks. When you are ready, you can turn that list into an outline of the edits.
- [Technical checks](https://www.sourcesignal.ai/docs/content/technical-checks.md): Technical reads the HTML your pages serve, your robots.txt and your sitemap, and simulates whether seven AI crawlers may read your site. Here is what it checks, how to run it, how to read a result and what to fix first.
- [The content plan](https://www.sourcesignal.ai/docs/content/the-content-plan.md): The content plan turns a gap into a page you publish yourself. Autopilot outlines it, writes a draft with every fact pinned to a source, and hands you the file.

## Reports

- [Reports overview](https://www.sourcesignal.ai/docs/reports/reports-overview.md): Reports shows how visible your brand was in AI answers over a period and what your work delivered. It is one live report with six screens and one filter bar, and every window ends at the last complete day.
- [Visibility and share of voice](https://www.sourcesignal.ai/docs/reports/visibility-and-share-of-voice.md): Mentions, citations, share of voice, stance and position each describe a different part of how AI answers treat your brand. Here is what each one counts, where you see it and what it leaves out.
- [Impact and outcomes](https://www.sourcesignal.ai/docs/reports/impact-and-outcomes.md): See what followed your work: prompts newly won and lost, the movement after each pitch and each win, and the weekly what-worked read. Every read reports association, never cause.
- [Topics and competitors in the report](https://www.sourcesignal.ai/docs/reports/topics-and-competitors.md): The Topics and Competitors tabs show where your AI visibility rises or falls, subject by subject, and how your share of AI voice compares with a fixed set of rival brands.
- [Citation sources](https://www.sourcesignal.ai/docs/reports/citation-sources.md): The Citation gatekeepers tab in Reports ranks the domains that AI answers cite on your prompts by leverage. It shows which brands those answers name and marks Greenfield domains: cited on several of your prompts, in answers that do not name you yet.
- [Traffic from Google Analytics 4 and Search Console](https://www.sourcesignal.ai/docs/reports/traffic-from-analytics-and-search-console.md): The Traffic & search screen puts your site's visits from AI assistants and your branded Google searches beside your AI visibility. It is supporting evidence you read next to your wins, never proof that a placement brought the visits.
- [Wins and verification](https://www.sourcesignal.ai/docs/reports/wins-and-verification.md): A win is a live page confirmed to carry your brand, or a post you published with its link. Outcomes lists your wins and each one is checked about once a week. When a mention comes down, the account's owners and admins get an email.
- [Sharing, printing and briefings](https://www.sourcesignal.ai/docs/reports/sharing-printing-and-briefings.md): Send a client the live report as a read-only link or a PDF with your organization's name on it, and share the written briefing your team gets every Monday.
- [Internal analysis](https://www.sourcesignal.ai/docs/reports/internal-analysis.md): Internal analysis is your team's side of Reports: six tabs that read the same project data as the client report and stay in the app. Briefing, Prompts won / lost, Prompt coverage, Citation gatekeepers, Portfolio and Data Scientist never reach a share link or a PDF.

## Spot and agents

- [Spot, the in-app agent](https://www.sourcesignal.ai/docs/spot-and-agents/spot-the-in-app-agent.md): Spot is the panel you open on any page to ask about a project in plain words. Its answers come from your own data, and a change it prepares waits as a card for you to decide, unless your setting applies that kind of change at once.
- [Change cards: apply and undo](https://www.sourcesignal.ai/docs/spot-and-agents/change-cards-apply-and-undo.md): Every change Spot or your own agent prepares reaches you as a change card, unless your setting under Settings, Agents applies that kind of change at once. A card changes nothing in your project until you press Apply, and many changes can be undone for 10 minutes.
- [Connect your own agent over MCP](https://www.sourcesignal.ai/docs/spot-and-agents/connect-your-own-agent-over-mcp.md): Give Claude Code, Claude Desktop or any other MCP client a token of its own, and it works in sourcesignal as you, with only the scopes and projects you choose. Looking for an API? The agent connection over MCP is on every plan, with a token from Settings, Agents; a custom API for your own systems is an Enterprise conversation.
- [Agent scopes and limits](https://www.sourcesignal.ai/docs/spot-and-agents/agent-scopes-and-limits.md): Your agent works as you, with your plan's limits and no more. Every change it prepares waits for you, unless your setting under Settings, Agents applies that kind of change at once or a mandate you approved lets it make that change on its own.
- [How the door answers](https://www.sourcesignal.ai/docs/spot-and-agents/how-the-door-answers.md): What your own agent meets when it calls sourcesignal over MCP: one address, the token on every request, the limits on each call, long answers in parts and slow work it checks on later.
- [Tool reference](https://www.sourcesignal.ai/docs/spot-and-agents/agent-tool-reference.md): Every tool your own agent can call over MCP, grouped by the scope that opens it, with what each one does, how it answers, the recipes your agent can follow and the documentation it reads there as resources.
- [The docs for agents](https://www.sourcesignal.ai/docs/spot-and-agents/the-docs-for-agents.md): Every page of this documentation has a markdown copy, and two index files list them all, so a model can read the docs the way you do. This page says where they are and what they leave out on purpose.

## Account and billing

- [Plans and limits](https://www.sourcesignal.ai/docs/account-and-billing/plans-and-limits.md): What Brand, Growth, Agency and Enterprise include, how each limit counts and what happens when you reach one. When a plan is smaller than what you track, nothing is deleted: you choose what stays and the rest is paused.
- [Trial and billing](https://www.sourcesignal.ai/docs/account-and-billing/trial-and-billing.md): Your first workspace starts with a 14-day free trial, and you need no card. This page covers what happens when the trial ends, and how to pay, change plan or cancel your subscription from Settings, then Billing.
- [Usage](https://www.sourcesignal.ai/docs/account-and-billing/usage.md): See how much of your plan your workspace has used, what counts against each limit and when each number resets.
- [Members and roles](https://www.sourcesignal.ai/docs/account-and-billing/members-and-roles.md): Owners, admins and members can each do different things in a workspace. This page covers inviting a teammate or another user, choosing their role and projects, sharing ownership, leaving and how seats count.
- [Mailboxes](https://www.sourcesignal.ai/docs/account-and-billing/mailboxes.md): Outreach sends from a Gmail, Outlook or any other mailbox with IMAP and SMTP that your organization connects. This page covers connecting one, how its emails sign off, its sending limits, and what to do when it reads Reauth required, stops sending or you retire it.
- [Organization settings](https://www.sourcesignal.ai/docs/account-and-billing/organization-settings.md): The Organization tab in Settings holds your workspace's name, an optional Ahrefs Brand Radar token, a download of your data and the way to delete the workspace. This article also covers switching workspaces, starting another one, the Projects list and each project's details.
- [Profile and sign-in](https://www.sourcesignal.ai/docs/account-and-billing/profile-and-sign-in.md): Your profile holds the settings that belong to you, not to a workspace: your name, photo and timezone, the email and password you sign in with, and the devices signed in as you.
- [Notifications](https://www.sourcesignal.ai/docs/account-and-billing/notifications.md): Where sourcesignal tells you that something needs you: the notification chip, the notice when tracking stops, reply reminders and the emails it sends. None of them acts for you.

## Free tools

- [The free AI visibility report](https://www.sourcesignal.ai/docs/free-tools/the-free-ai-visibility-report.md): Run up to three of your buyers' questions across the AI engines for free and get a scorecard you can share. It shows how often answers name you, who they name instead and which pages they cite.
- [Free tools catalog](https://www.sourcesignal.ai/docs/free-tools/free-tools-catalog.md): Every free tool, grouped by type, with what each one does, what you enter and what you get back. You don't need an account.

## Trust

- [Security and privacy](https://www.sourcesignal.ai/docs/trust/security-and-privacy.md): How sourcesignal protects your account, keeps each organization's data separate, uses AI and handles the accounts you connect, with links to the Privacy Policy and Terms.
- [Your data](https://www.sourcesignal.ai/docs/trust/your-data.md): You keep ownership of everything you put into sourcesignal. This page covers who on your team sees what, how to download a copy or delete it, and how long it is kept.
- [Support](https://www.sourcesignal.ai/docs/trust/support.md): Support is a conversation with the sourcesignal team that lives in the app and in your inbox. Here is how to reach it, what to send, and what to do when a screen in the app does not load.

## Reference

- [Glossary](https://www.sourcesignal.ai/docs/reference/glossary.md): The words sourcesignal uses on screen, from prompts and priority to wins and mandates, each defined in a sentence or two, in alphabetical order.
- [Statuses](https://www.sourcesignal.ai/docs/reference/statuses.md): Every page, sequence and conversation in sourcesignal carries a state. This reference lists each opportunity status, sequence stage and conversation state, what it means and what moves it.
- [Navigation and keyboard shortcuts](https://www.sourcesignal.ai/docs/reference/navigation-and-keyboard-shortcuts.md): Every page shares one frame: a rail of areas, a strip of steps and a search you open with Ctrl K or ⌘ K. Keyboard chords (g, then a letter) jump to any area.
- [Frequently asked questions](https://www.sourcesignal.ai/docs/reference/faq.md): Short answers to the questions people ask most about sourcesignal, grouped by area. Each answer links to the article with the full detail.
- [Limits and defaults](https://www.sourcesignal.ai/docs/reference/limits-and-defaults.md): Every plan cap, trial cap, mailbox default, deck budget, Spot and agent limit, content pacing limit, report window and retention period in sourcesignal, one table per area, each number linked to the article that explains it.

## Common questions

- [Getting started](https://www.sourcesignal.ai/docs/reference/faq.md#getting-started)
- [Tracking](https://www.sourcesignal.ai/docs/reference/faq.md#tracking)
- [Opportunities](https://www.sourcesignal.ai/docs/reference/faq.md#opportunities)
- [Outreach and the inbox](https://www.sourcesignal.ai/docs/reference/faq.md#outreach-and-the-inbox)
- [The autopilot and the deck](https://www.sourcesignal.ai/docs/reference/faq.md#the-autopilot-and-the-deck)
- [Content](https://www.sourcesignal.ai/docs/reference/faq.md#content)
- [Reports and wins](https://www.sourcesignal.ai/docs/reference/faq.md#reports-and-wins)
- [Spot and your own agent](https://www.sourcesignal.ai/docs/reference/faq.md#spot-and-your-own-agent)
- [Plans and billing](https://www.sourcesignal.ai/docs/reference/faq.md#plans-and-billing)
- [Your account and team](https://www.sourcesignal.ai/docs/reference/faq.md#your-account-and-team)
- [Your data, security and support](https://www.sourcesignal.ai/docs/reference/faq.md#your-data-security-and-support)
- [Free tools](https://www.sourcesignal.ai/docs/reference/faq.md#free-tools)
- [Spot and agents](https://www.sourcesignal.ai/docs/reference/faq.md#spot-and-agents)

## Site

- [For agents](https://www.sourcesignal.ai/agents.md): start here: what sourcesignal does, plans and prices, the case for running a brand's AI visibility work through it, and how an agent connects
- [Documentation](https://www.sourcesignal.ai/docs): the docs home, with search, for a person
- [Home](https://www.sourcesignal.ai/): what sourcesignal does, for a buyer
- [Pricing](https://www.sourcesignal.ai/pricing): the plans and what each includes
- [Free AI visibility report](https://www.sourcesignal.ai/free-report): a free read of how a brand shows up in AI answers
- [Free tools](https://www.sourcesignal.ai/tools): the public toolkit
- [About](https://www.sourcesignal.ai/about): who makes sourcesignal
- [Outreach for agents](https://www.sourcesignal.ai/outreach-for-agents): the page for an agent that will work inside sourcesignal for a person, over MCP
- [The brief for agents](https://www.sourcesignal.ai/outreach-for-agents/brief.md): that connection as a contract in markdown: endpoint, token, rules, every tool and every recipe

## Optional

- [Privacy](https://www.sourcesignal.ai/privacy): the privacy policy
- [Terms](https://www.sourcesignal.ai/terms): the terms of service