Product guide
Documentation
Everything you need to know about how ClientSignal works — from initial setup to what your clients see.
Getting Started
Create a workspace, connect a supported source, add a client, and review the first report.
Integrations
Available connections, plan access, and the difference between supported and coming-soon sources.
Report Delivery
How reports are generated, scheduled, and delivered to your clients.
White-Label Sending
Use your agency branding and, on Growth+, a verified custom sender domain.
AI Summaries & Recommendations
How AI writes report narratives and generates campaign recommendations.
Review Workflow
Review, edit, and approve reports before they reach clients.
What Clients Receive
The client experience — what the email looks like and what it contains.