Help Center
How can we help you?
Find answers to common questions about SignalCX — from setup to advanced features.
Getting Started
SignalCX is a CX intelligence platform that connects to your existing support inbox and turns customer emails into structured, actionable insights using AI.
Instead of manually reading thousands of support tickets, SignalCX automatically ingests your emails, runs AI-powered analysis, and generates executive reports that surface the issues, trends, and patterns that matter most to your business.
How it works:
- You forward your support emails to a unique ingest address we provide
- Our AI analyses the emails for patterns, sentiment, and anomalies
- You generate reports on any date range to get a full CX health picture
- Insights are categorised by severity so you know what to act on first
No API keys, no developer time, no complex integrations. Just one email forwarding rule.
To get started with SignalCX:
- Visit trysignalcx.com/register
- Enter your name, email, company name, and choose a password (min 8 characters)
- You'll start on the Signal plan (free) automatically
- You can upgrade to Pulse or Radar at any time from the Billing page
If you have a referral code from an affiliate, you can enter it during registration to unlock any available discounts.
After creating your account, you'll need to set up a workspace. A workspace represents a brand or business unit — it has its own ingest address, emails, reports, and subscription.
- Go to Team in the sidebar
- Click Create Workspace
- Enter a name for your workspace (e.g. your company name)
- Your unique ingest address will be generated automatically
You can create multiple workspaces if you manage several brands. Additional workspaces on paid plans receive a 50% discount.
Your current workspace is shown in the sidebar. You can switch between workspaces at any time using the workspace switcher.
SignalCX works with any help desk that supports email forwarding. You simply set up a forwarding rule to send a copy of incoming support emails to your SignalCX ingest address.
Find your ingest address:
Your unique ingest address is displayed on your Dashboard (e.g. yourworkspace@ingest.trysignalcx.com). Copy this address to set up forwarding.
Supported platforms:
- Gorgias
- Google Workspace / Gmail
- CommsLayer
- Richpanel
- Microsoft Outlook / 365
- Any platform that supports email forwarding rules
Email Ingestion
Email ingestion is the process of receiving and storing your customer support emails in SignalCX for analysis.
The flow:
- A customer sends an email to your support address
- Your help desk forwards a copy to your SignalCX ingest address
- SignalCX receives the email, parses out the subject, sender, and body text
- The email is checked against your filters (if any)
- If it passes filters, it's stored and marked as pending for analysis
Emails are ingested in real-time as they arrive. You can view all ingested emails from the Emails page in your dashboard.
Each plan has a monthly email limit. The Signal plan allows 50 emails/month, Pulse allows 500, and Radar is unlimited.
Your unique ingest address is displayed in two places:
- Dashboard — shown at the top of the page with a copy button
- Settings — under your workspace settings
The format is: {workspace-slug}@ingest.trysignalcx.com
Each workspace has its own unique ingest address. If you have multiple workspaces, make sure you're forwarding to the correct one.
SignalCX works with every major email provider and helpdesk. We have detailed step-by-step guides for 20+ platforms including Gmail, Outlook, Yahoo, Zoho, GoDaddy, cPanel, Gorgias, Zendesk, Freshdesk, Intercom, and more.
Quick version: Find your ingest address on your Dashboard, then set up a forwarding rule in your email provider or helpdesk to send a copy of incoming emails to that address.
Have historical emails? You can also import a CSV export from any platform. Go to Settings → Historical Emails to upload and map your data.
After setting up forwarding, send a test email to your support address and check your SignalCX Emails page to confirm it arrives.
Each email in SignalCX has a status that indicates where it is in the processing pipeline:
- Pending — Email has been received and is waiting to be included in a report
- Processing — Email is currently being analysed as part of a report generation
- Processed — Email has been successfully analysed and included in a report
- Failed — Email could not be processed (usually due to an API error)
- Skipped — Email was filtered out by one of your email filter rules
You can view and search all emails by status from the Emails page.
Email filters let you automatically reject emails that match certain criteria, keeping your data clean and your analysis focused.
To create a filter:
- Go to Settings in the sidebar
- Scroll to the Email Filters section
- Click Add Filter
- Choose the field to match:
subject,from_address, orbody - Choose the operator: contains, equals, starts with, or ends with
- Enter the value to match against
Example filters:
- Block auto-replies: subject contains "Out of Office"
- Block internal emails: from_address ends with "@yourcompany.com"
- Block newsletter bounces: subject contains "Undeliverable"
Filtered emails are still stored but marked as skipped and excluded from reports.
Reports & Analysis
Reports are the core output of SignalCX — they take your raw emails and turn them into structured executive intelligence.
To generate a report:
- Click Generate Report in the header or go to the Reports page
- Select a date range (e.g. last 7 days, last 30 days, or a custom range)
- You'll see a preview of how many emails fall within that range
- Click Generate to start the analysis
- The AI will process your emails — this typically takes 30-90 seconds
- Once complete, you'll be notified and can view your report
Make sure you have emails ingested before generating a report. If there are no emails in the selected date range, the report will fail.
Each completed report contains:
- Executive Summary — A high-level overview of what the AI found, written for decision-makers
- Insights — Structured findings categorised by type (issues, trends, sentiments, suggestions, anomalies)
- Severity Indicators — Each insight is rated critical, high, medium, or low based on business impact
- Historical Context — Comparison with previous reports showing what's new, resolved, or trending
The AI prioritises impact over frequency — one critical safety issue will rank higher than fifty minor complaints. Insights are industry-aware, so severity is calibrated to your business type.
Reports are stored permanently (within your plan's retention period) and can be re-read at any time from the Reports page.
Reports have three possible statuses:
- Generating — The AI is currently processing your emails. This typically takes 30-90 seconds.
- Completed — The report is ready to view with all insights extracted.
- Failed — Something went wrong during generation. You can retry with the Regenerate button.
You'll receive a notification when your report completes or fails.
If a report fails (usually due to a temporary API issue), you can regenerate it:
- Go to the Reports page
- Find the failed report (it will have a red status indicator)
- Click View to open it
- Click the Regenerate button
- The system will clean up the failed attempt and start fresh
Regeneration uses the same date range and email set as the original attempt. It does not count as an additional report against your daily limit.
You can export your reports for sharing or archiving:
CSV Export (Pulse & Radar plans):
- Exports report data as a spreadsheet
- Includes executive summary, all insights with types and severity
- Available for individual reports or bulk export of multiple reports
PDF Export (Radar plan only):
- Generates a printable, standalone HTML document
- Formatted for executive presentation
- Includes all insights and the executive summary
Export buttons are available on each report's detail page.
AI Insights
SignalCX uses advanced AI to analyse your support emails. When you generate a report, the system:
- Ingests — Collects all emails in your selected date range
- Analyses — Runs sentiment analysis and pattern detection across the batch
- Extracts — Identifies structured insights (issues, trends, anomalies, etc.)
- Compiles — Generates an executive summary and formats the report
The AI uses smart sampling for large email volumes — for batches over 500 emails, it selects a representative sample of recent and random emails to ensure thorough coverage without excessive processing time.
Previous report context is automatically loaded so the AI can identify what's new, resolved, or trending compared to your last analysis.
The AI categorises its findings into five insight types:
- Issues — Active problems requiring attention (e.g. "Shipping delays affecting 23% of orders this week")
- Trends — Patterns developing over time (e.g. "Refund requests up 40% compared to last month")
- Sentiments — Customer mood and satisfaction signals (e.g. "Negative sentiment around new checkout flow")
- Suggestions — AI-generated recommendations for improvement (e.g. "Consider adding a sizing guide — 15 emails reference sizing confusion")
- Anomalies — Unusual patterns that break from normal behaviour (e.g. "Sudden spike in emails mentioning product X — 8x normal volume")
Each insight is assigned a severity level based on potential business impact:
- Critical — Safety issues, legal risks, system outages, or payment failures. Requires immediate action (within 24 hours).
- High — Revenue impact, customer churn risk, or systemic issues affecting many users. Should be addressed this week.
- Medium — Notable patterns worth monitoring. May escalate if left unaddressed.
- Low — Minor or isolated issues. Good to know, but not urgent.
Severity is industry-aware: for health/supplement brands, product safety issues are always critical. For SaaS, outages and data loss are critical. For e-commerce, payment failures and shipping crises take priority.
SignalCX doesn't just analyse emails in isolation — it compares your current report against previous ones to track how issues evolve over time.
Each insight is marked as:
- New — This issue wasn't present in previous reports
- Trending — This issue has been growing or persisting across reports
- Resolved — This issue was present before but is no longer appearing
This historical context helps you track whether your actions are working and spot problems before they become crises.
Dashboard
Your dashboard is the central hub of SignalCX. It gives you a real-time overview of your workspace activity:
- Ingest address — Your unique email forwarding address, ready to copy
- Plan profile — Your current plan and its limits
- Key stats — Total emails received, AI insights generated, and reports created
- Pipeline breakdown — Visual chart showing how many emails are in each status
- Recent emails — The latest 5 emails received
- Data flow diagram — Visual representation of your email processing pipeline
The dashboard updates in real-time as new emails arrive and reports complete.
The email pipeline shows the journey of your emails through SignalCX:
- Ingested — Total emails received by SignalCX
- Filtered — Emails that matched a filter rule and were skipped
- Processed — Emails successfully analysed by the AI
- Insights — Actionable findings extracted from processed emails
The pipeline chart on your dashboard shows this flow visually, with conversion rates between each stage. A healthy pipeline shows most emails moving from ingested through to processed.
Each plan has monthly limits on emails and AI analyses. You can monitor your usage in two places:
- Dashboard — Shows current usage against plan limits at a glance
- Billing → Usage — Detailed usage breakdown with historical data
What counts as usage:
- Each email received counts toward your monthly email limit
- Each report generated counts toward your AI analysis limit
- Usage resets on the 1st of each month
If you hit your limit, you'll need to upgrade your plan or wait until the next month to continue.
Plans & Billing
SignalCX offers three plans:
| Feature | Signal | Pulse | Radar |
|---|---|---|---|
| Price | Free | $14/mo | $34/mo |
| Emails / month | 50 | 500 | Unlimited |
| AI analyses / month | 3 | 25 | Unlimited |
| Data retention | 14 days | 90 days | 12 months |
| CSV export | No | Yes | Yes |
| PDF export | No | No | Yes |
| Auto weekly reports | No | No | Yes |
| API access | No | No | Yes |
| Priority processing | No | No | Yes |
View full plan details on the Pricing page.
To upgrade:
- Go to Billing in the sidebar
- Click the plan you want to upgrade to
- Review the pricing and enter your payment details
- Your upgrade takes effect immediately
When upgrading mid-cycle, you'll be charged the prorated difference for the remaining days in your billing period.
To downgrade:
- Go to Billing in the sidebar
- Click the lower plan you want to switch to
- Confirm the downgrade — you'll see what features you'll lose
- The downgrade takes effect at the end of your current billing period
You keep access to your current plan's features until the billing period ends.
From the Billing → Manage page you can:
- View your current plan and billing status
- See your next renewal date
- Update your payment method
- View invoice history
- Cancel your subscription
- Resume a cancelled subscription (before it expires)
Cancellation: When you cancel, your subscription remains active until the end of the current billing period. You won't be charged again, and you can resume at any time before the period ends.
We offer a 72-hour money-back guarantee on all plans.
SignalCX uses Stripe for secure payment processing. We accept all major credit and debit cards.
Invoices:
- Invoices are generated automatically with each billing cycle
- View and download past invoices from Billing → Manage
- All amounts are billed in USD
If a payment fails, your subscription enters a "past due" state. You'll have a grace period to update your payment method before access is affected.
Team & Workspaces
Workspaces let you manage multiple brands or business units separately. Each workspace has its own ingest address, emails, reports, and subscription.
To create an additional workspace:
- Click the workspace switcher in the sidebar
- Select Create New Workspace
- Enter a name for the workspace
- Choose a plan for the new workspace
Additional workspaces on paid plans receive a 50% discount — so a second workspace on Radar costs just $17/mo instead of $34/mo.
On paid plans (Pulse & Radar), you can invite team members to collaborate in your workspace.
To invite a member:
- Go to Team in the sidebar
- Click Invite Member
- Enter their email address and choose a role
- They'll receive an invitation email with a link to join
Invitations expire after 7 days. If the invitation expires, you can send a new one.
Team members on the free Signal plan cannot invite others — upgrade to Pulse or Radar to unlock collaboration.
Each team member has one of three roles:
- Owner — Full access to everything including billing, team management, and workspace settings. The person who created the workspace is automatically the owner.
- Admin — Can manage emails, reports, and settings but cannot access billing or delete the workspace.
- Member — Can view the dashboard, emails, and reports but cannot change settings or manage team members.
Only the workspace owner can change member roles or remove members from the workspace.
If you belong to multiple workspaces, you can switch between them instantly:
- Click the workspace switcher in the top-left of the sidebar
- Select the workspace you want to switch to
- The dashboard and all data will update to reflect the selected workspace
Each workspace is completely isolated — emails, reports, insights, and billing are all separate. Switching workspaces does not affect data in other workspaces.
Affiliate Programme
Any SignalCX user can join the affiliate programme and earn commissions by referring new customers.
To join:
- Go to Affiliate in the sidebar
- Click Join Programme
- Choose a custom referral code (3-20 characters) or let us auto-generate one
- You're in — start sharing your link
There's no approval process and no minimum requirements. Join instantly and start earning.
After joining, you'll get a unique referral link in the format:
trysignalcx.com/register?ref=YOUR-CODE
Share this link anywhere — social media, your website, email newsletters, etc. When someone signs up using your link and subscribes to a paid plan, you earn a commission.
Your referral code is shown on the Affiliate dashboard along with a copy button for easy sharing.
SignalCX offers one of the most generous affiliate programmes in SaaS:
- First payment: 80% commission — When your referral makes their first subscription payment, you earn 80% of that payment.
- Recurring: 10% monthly — For every month your referral stays subscribed, you earn 10% of their subscription fee.
Example: If you refer someone who subscribes to Radar ($34/mo):
- Month 1: You earn $27.20 (80% of $34)
- Month 2 onwards: You earn $3.40/mo (10% of $34)
Commissions are tracked automatically and available for payout once they clear.
When your available balance reaches the minimum threshold of $10, you can request a payout.
To request a payout:
- Go to Affiliate in the sidebar
- Click Request Payout
- Enter (or confirm) your bank details
- Submit your payout request
Payouts are processed manually by our team. You'll be notified when your payout has been sent.
We support multiple international payment methods for affiliate payouts:
- BACS (UK) — Sort code + account number
- SWIFT (International) — BIC/SWIFT code + account number
- SEPA (EU) — IBAN
- ACH (US) — Routing number + account number
- Other — Custom bank details for unsupported regions
Account & Settings
To update your profile information:
- Go to Settings in the sidebar
- Update your name, email, or company name
- Click Save Changes
Your email address must be unique across all SignalCX accounts. If you change your email, you'll use the new address to log in going forward.
To change your password:
- Go to Settings in the sidebar
- Scroll to the Change Password section
- Enter your current password for verification
- Enter your new password (minimum 8 characters) and confirm it
- Click Update Password
Choose a strong password that you don't use on other sites.
Data retention varies by plan:
- Signal (Free) — 14 days
- Pulse — 90 days
- Radar — 12 months
After the retention period, emails are automatically purged. Reports and insights generated from those emails are retained for as long as your account is active.
Deletion history: When items are deleted (manually or by retention policy), a deletion receipt is generated with a unique code (e.g. DEL-abc123). No personal data is stored in the receipt — just the item type and timestamp. You can view deletion history from Settings.
This ensures GDPR compliance while maintaining an audit trail.
If you wish to delete your SignalCX account, please contact us and we'll process your request.
What happens when your account is deleted:
- All your personal data is permanently removed
- All workspaces you own are deleted along with their emails, reports, and insights
- Any active subscriptions are cancelled
- Affiliate earnings that haven't been paid out will be forfeited
Account deletion is permanent and cannot be undone. Make sure to export any reports you need before requesting deletion.
Security & Privacy
Security is fundamental to how SignalCX is built. Your customer data is sensitive, and we treat it that way.
Key security measures:
- Encryption in transit — All data is transmitted over HTTPS/TLS. Email ingestion, dashboard access, and API calls are all encrypted end-to-end.
- Encryption at rest — Your emails and reports are stored in encrypted databases. Access is restricted to authenticated, authorised users only.
- Isolated workspaces — Each workspace is completely isolated. Data from one workspace is never accessible from another, even within the same account.
- No data sharing — We never sell, share, or use your data for training AI models. Your emails are processed for your reports only and are not retained by the AI provider.
- Automatic data purging — Emails are automatically deleted after your plan's retention period (14 days, 90 days, or 12 months). You can also manually delete data at any time.
When you generate a report, your emails are sent to our AI provider for analysis. Here's how we protect your data during this process:
- Zero data retention — The AI provider does not store or retain your email content after processing. Once the analysis is complete, the data is discarded on their end.
- No model training — Your data is never used to train or improve AI models. It is processed solely to generate your report.
- Minimal data transfer — We only send the email subject, sender, and body text. Attachments, images, and metadata are stripped before processing.
- Smart sampling — For large email volumes, we use intelligent sampling to reduce the amount of data sent while maintaining analytical accuracy.
Our AI processing is designed to extract insights, not to store or replicate your data.
SignalCX uses multiple layers to protect your account:
- Secure password hashing — Passwords are hashed using industry-standard algorithms. We never store plaintext passwords.
- Session management — Sessions are validated on every request. Stale or invalid sessions are automatically destroyed and require re-authentication.
- CSRF protection — All state-changing actions are protected against cross-site request forgery attacks.
- Role-based access — Team members can only access what their role permits. Billing and workspace management are restricted to workspace owners.
We recommend using a strong, unique password for your SignalCX account.
SignalCX is designed with data protection regulations in mind:
- Data minimisation — We only collect and process data that is necessary for the service to function.
- Right to deletion — You can request deletion of your account and all associated data at any time. Deletion receipts are generated for audit purposes without retaining personal data.
- Data portability — Export your reports as CSV or PDF before deleting your account.
- Transparent policies — Read our full Privacy Policy and Terms of Service for complete details.
If you have specific compliance questions, contact us and we'll be happy to help.
All payment processing is handled by Stripe, a PCI DSS Level 1 certified payment processor — the highest level of security certification in the payments industry.
- We never see your card details — Card numbers are entered directly into Stripe's secure payment form and never touch our servers.
- PCI compliant — Stripe handles all card storage and processing in compliance with PCI DSS standards.
- Fraud detection — Stripe's built-in fraud prevention (Radar) monitors transactions for suspicious activity.
Your financial data is in safe hands.
Search results
SignalCX is a CX intelligence platform that connects to your existing support inbox and turns customer emails into structured, actionable insights using AI.
Instead of manually reading thousands of support tickets, SignalCX automatically ingests your emails, runs AI-powered analysis, and generates executive reports that surface the issues, trends, and patterns that matter most to your business.
How it works:
- You forward your support emails to a unique ingest address we provide
- Our AI analyses the emails for patterns, sentiment, and anomalies
- You generate reports on any date range to get a full CX health picture
- Insights are categorised by severity so you know what to act on first
No API keys, no developer time, no complex integrations. Just one email forwarding rule.
To get started with SignalCX:
- Visit trysignalcx.com/register
- Enter your name, email, company name, and choose a password (min 8 characters)
- You'll start on the Signal plan (free) automatically
- You can upgrade to Pulse or Radar at any time from the Billing page
If you have a referral code from an affiliate, you can enter it during registration to unlock any available discounts.
After creating your account, you'll need to set up a workspace. A workspace represents a brand or business unit — it has its own ingest address, emails, reports, and subscription.
- Go to Team in the sidebar
- Click Create Workspace
- Enter a name for your workspace (e.g. your company name)
- Your unique ingest address will be generated automatically
You can create multiple workspaces if you manage several brands. Additional workspaces on paid plans receive a 50% discount.
Your current workspace is shown in the sidebar. You can switch between workspaces at any time using the workspace switcher.
SignalCX works with any help desk that supports email forwarding. You simply set up a forwarding rule to send a copy of incoming support emails to your SignalCX ingest address.
Find your ingest address:
Your unique ingest address is displayed on your Dashboard (e.g. yourworkspace@ingest.trysignalcx.com). Copy this address to set up forwarding.
Supported platforms:
- Gorgias
- Google Workspace / Gmail
- CommsLayer
- Richpanel
- Microsoft Outlook / 365
- Any platform that supports email forwarding rules
Email ingestion is the process of receiving and storing your customer support emails in SignalCX for analysis.
The flow:
- A customer sends an email to your support address
- Your help desk forwards a copy to your SignalCX ingest address
- SignalCX receives the email, parses out the subject, sender, and body text
- The email is checked against your filters (if any)
- If it passes filters, it's stored and marked as pending for analysis
Emails are ingested in real-time as they arrive. You can view all ingested emails from the Emails page in your dashboard.
Each plan has a monthly email limit. The Signal plan allows 50 emails/month, Pulse allows 500, and Radar is unlimited.
Your unique ingest address is displayed in two places:
- Dashboard — shown at the top of the page with a copy button
- Settings — under your workspace settings
The format is: {workspace-slug}@ingest.trysignalcx.com
Each workspace has its own unique ingest address. If you have multiple workspaces, make sure you're forwarding to the correct one.
SignalCX works with every major email provider and helpdesk. We have detailed step-by-step guides for 20+ platforms including Gmail, Outlook, Yahoo, Zoho, GoDaddy, cPanel, Gorgias, Zendesk, Freshdesk, Intercom, and more.
Quick version: Find your ingest address on your Dashboard, then set up a forwarding rule in your email provider or helpdesk to send a copy of incoming emails to that address.
Have historical emails? You can also import a CSV export from any platform. Go to Settings → Historical Emails to upload and map your data.
After setting up forwarding, send a test email to your support address and check your SignalCX Emails page to confirm it arrives.
Each email in SignalCX has a status that indicates where it is in the processing pipeline:
- Pending — Email has been received and is waiting to be included in a report
- Processing — Email is currently being analysed as part of a report generation
- Processed — Email has been successfully analysed and included in a report
- Failed — Email could not be processed (usually due to an API error)
- Skipped — Email was filtered out by one of your email filter rules
You can view and search all emails by status from the Emails page.
Email filters let you automatically reject emails that match certain criteria, keeping your data clean and your analysis focused.
To create a filter:
- Go to Settings in the sidebar
- Scroll to the Email Filters section
- Click Add Filter
- Choose the field to match:
subject,from_address, orbody - Choose the operator: contains, equals, starts with, or ends with
- Enter the value to match against
Example filters:
- Block auto-replies: subject contains "Out of Office"
- Block internal emails: from_address ends with "@yourcompany.com"
- Block newsletter bounces: subject contains "Undeliverable"
Filtered emails are still stored but marked as skipped and excluded from reports.
Reports are the core output of SignalCX — they take your raw emails and turn them into structured executive intelligence.
To generate a report:
- Click Generate Report in the header or go to the Reports page
- Select a date range (e.g. last 7 days, last 30 days, or a custom range)
- You'll see a preview of how many emails fall within that range
- Click Generate to start the analysis
- The AI will process your emails — this typically takes 30-90 seconds
- Once complete, you'll be notified and can view your report
Make sure you have emails ingested before generating a report. If there are no emails in the selected date range, the report will fail.
Each completed report contains:
- Executive Summary — A high-level overview of what the AI found, written for decision-makers
- Insights — Structured findings categorised by type (issues, trends, sentiments, suggestions, anomalies)
- Severity Indicators — Each insight is rated critical, high, medium, or low based on business impact
- Historical Context — Comparison with previous reports showing what's new, resolved, or trending
The AI prioritises impact over frequency — one critical safety issue will rank higher than fifty minor complaints. Insights are industry-aware, so severity is calibrated to your business type.
Reports are stored permanently (within your plan's retention period) and can be re-read at any time from the Reports page.
Reports have three possible statuses:
- Generating — The AI is currently processing your emails. This typically takes 30-90 seconds.
- Completed — The report is ready to view with all insights extracted.
- Failed — Something went wrong during generation. You can retry with the Regenerate button.
You'll receive a notification when your report completes or fails.
If a report fails (usually due to a temporary API issue), you can regenerate it:
- Go to the Reports page
- Find the failed report (it will have a red status indicator)
- Click View to open it
- Click the Regenerate button
- The system will clean up the failed attempt and start fresh
Regeneration uses the same date range and email set as the original attempt. It does not count as an additional report against your daily limit.
You can export your reports for sharing or archiving:
CSV Export (Pulse & Radar plans):
- Exports report data as a spreadsheet
- Includes executive summary, all insights with types and severity
- Available for individual reports or bulk export of multiple reports
PDF Export (Radar plan only):
- Generates a printable, standalone HTML document
- Formatted for executive presentation
- Includes all insights and the executive summary
Export buttons are available on each report's detail page.
SignalCX uses advanced AI to analyse your support emails. When you generate a report, the system:
- Ingests — Collects all emails in your selected date range
- Analyses — Runs sentiment analysis and pattern detection across the batch
- Extracts — Identifies structured insights (issues, trends, anomalies, etc.)
- Compiles — Generates an executive summary and formats the report
The AI uses smart sampling for large email volumes — for batches over 500 emails, it selects a representative sample of recent and random emails to ensure thorough coverage without excessive processing time.
Previous report context is automatically loaded so the AI can identify what's new, resolved, or trending compared to your last analysis.
The AI categorises its findings into five insight types:
- Issues — Active problems requiring attention (e.g. "Shipping delays affecting 23% of orders this week")
- Trends — Patterns developing over time (e.g. "Refund requests up 40% compared to last month")
- Sentiments — Customer mood and satisfaction signals (e.g. "Negative sentiment around new checkout flow")
- Suggestions — AI-generated recommendations for improvement (e.g. "Consider adding a sizing guide — 15 emails reference sizing confusion")
- Anomalies — Unusual patterns that break from normal behaviour (e.g. "Sudden spike in emails mentioning product X — 8x normal volume")
Each insight is assigned a severity level based on potential business impact:
- Critical — Safety issues, legal risks, system outages, or payment failures. Requires immediate action (within 24 hours).
- High — Revenue impact, customer churn risk, or systemic issues affecting many users. Should be addressed this week.
- Medium — Notable patterns worth monitoring. May escalate if left unaddressed.
- Low — Minor or isolated issues. Good to know, but not urgent.
Severity is industry-aware: for health/supplement brands, product safety issues are always critical. For SaaS, outages and data loss are critical. For e-commerce, payment failures and shipping crises take priority.
SignalCX doesn't just analyse emails in isolation — it compares your current report against previous ones to track how issues evolve over time.
Each insight is marked as:
- New — This issue wasn't present in previous reports
- Trending — This issue has been growing or persisting across reports
- Resolved — This issue was present before but is no longer appearing
This historical context helps you track whether your actions are working and spot problems before they become crises.
Your dashboard is the central hub of SignalCX. It gives you a real-time overview of your workspace activity:
- Ingest address — Your unique email forwarding address, ready to copy
- Plan profile — Your current plan and its limits
- Key stats — Total emails received, AI insights generated, and reports created
- Pipeline breakdown — Visual chart showing how many emails are in each status
- Recent emails — The latest 5 emails received
- Data flow diagram — Visual representation of your email processing pipeline
The dashboard updates in real-time as new emails arrive and reports complete.
The email pipeline shows the journey of your emails through SignalCX:
- Ingested — Total emails received by SignalCX
- Filtered — Emails that matched a filter rule and were skipped
- Processed — Emails successfully analysed by the AI
- Insights — Actionable findings extracted from processed emails
The pipeline chart on your dashboard shows this flow visually, with conversion rates between each stage. A healthy pipeline shows most emails moving from ingested through to processed.
Each plan has monthly limits on emails and AI analyses. You can monitor your usage in two places:
- Dashboard — Shows current usage against plan limits at a glance
- Billing → Usage — Detailed usage breakdown with historical data
What counts as usage:
- Each email received counts toward your monthly email limit
- Each report generated counts toward your AI analysis limit
- Usage resets on the 1st of each month
If you hit your limit, you'll need to upgrade your plan or wait until the next month to continue.
SignalCX offers three plans:
| Feature | Signal | Pulse | Radar |
|---|---|---|---|
| Price | Free | $14/mo | $34/mo |
| Emails / month | 50 | 500 | Unlimited |
| AI analyses / month | 3 | 25 | Unlimited |
| Data retention | 14 days | 90 days | 12 months |
| CSV export | No | Yes | Yes |
| PDF export | No | No | Yes |
| Auto weekly reports | No | No | Yes |
| API access | No | No | Yes |
| Priority processing | No | No | Yes |
View full plan details on the Pricing page.
To upgrade:
- Go to Billing in the sidebar
- Click the plan you want to upgrade to
- Review the pricing and enter your payment details
- Your upgrade takes effect immediately
When upgrading mid-cycle, you'll be charged the prorated difference for the remaining days in your billing period.
To downgrade:
- Go to Billing in the sidebar
- Click the lower plan you want to switch to
- Confirm the downgrade — you'll see what features you'll lose
- The downgrade takes effect at the end of your current billing period
You keep access to your current plan's features until the billing period ends.
From the Billing → Manage page you can:
- View your current plan and billing status
- See your next renewal date
- Update your payment method
- View invoice history
- Cancel your subscription
- Resume a cancelled subscription (before it expires)
Cancellation: When you cancel, your subscription remains active until the end of the current billing period. You won't be charged again, and you can resume at any time before the period ends.
We offer a 72-hour money-back guarantee on all plans.
SignalCX uses Stripe for secure payment processing. We accept all major credit and debit cards.
Invoices:
- Invoices are generated automatically with each billing cycle
- View and download past invoices from Billing → Manage
- All amounts are billed in USD
If a payment fails, your subscription enters a "past due" state. You'll have a grace period to update your payment method before access is affected.
Workspaces let you manage multiple brands or business units separately. Each workspace has its own ingest address, emails, reports, and subscription.
To create an additional workspace:
- Click the workspace switcher in the sidebar
- Select Create New Workspace
- Enter a name for the workspace
- Choose a plan for the new workspace
Additional workspaces on paid plans receive a 50% discount — so a second workspace on Radar costs just $17/mo instead of $34/mo.
On paid plans (Pulse & Radar), you can invite team members to collaborate in your workspace.
To invite a member:
- Go to Team in the sidebar
- Click Invite Member
- Enter their email address and choose a role
- They'll receive an invitation email with a link to join
Invitations expire after 7 days. If the invitation expires, you can send a new one.
Team members on the free Signal plan cannot invite others — upgrade to Pulse or Radar to unlock collaboration.
Each team member has one of three roles:
- Owner — Full access to everything including billing, team management, and workspace settings. The person who created the workspace is automatically the owner.
- Admin — Can manage emails, reports, and settings but cannot access billing or delete the workspace.
- Member — Can view the dashboard, emails, and reports but cannot change settings or manage team members.
Only the workspace owner can change member roles or remove members from the workspace.
If you belong to multiple workspaces, you can switch between them instantly:
- Click the workspace switcher in the top-left of the sidebar
- Select the workspace you want to switch to
- The dashboard and all data will update to reflect the selected workspace
Each workspace is completely isolated — emails, reports, insights, and billing are all separate. Switching workspaces does not affect data in other workspaces.
Any SignalCX user can join the affiliate programme and earn commissions by referring new customers.
To join:
- Go to Affiliate in the sidebar
- Click Join Programme
- Choose a custom referral code (3-20 characters) or let us auto-generate one
- You're in — start sharing your link
There's no approval process and no minimum requirements. Join instantly and start earning.
After joining, you'll get a unique referral link in the format:
trysignalcx.com/register?ref=YOUR-CODE
Share this link anywhere — social media, your website, email newsletters, etc. When someone signs up using your link and subscribes to a paid plan, you earn a commission.
Your referral code is shown on the Affiliate dashboard along with a copy button for easy sharing.
SignalCX offers one of the most generous affiliate programmes in SaaS:
- First payment: 80% commission — When your referral makes their first subscription payment, you earn 80% of that payment.
- Recurring: 10% monthly — For every month your referral stays subscribed, you earn 10% of their subscription fee.
Example: If you refer someone who subscribes to Radar ($34/mo):
- Month 1: You earn $27.20 (80% of $34)
- Month 2 onwards: You earn $3.40/mo (10% of $34)
Commissions are tracked automatically and available for payout once they clear.
When your available balance reaches the minimum threshold of $10, you can request a payout.
To request a payout:
- Go to Affiliate in the sidebar
- Click Request Payout
- Enter (or confirm) your bank details
- Submit your payout request
Payouts are processed manually by our team. You'll be notified when your payout has been sent.
We support multiple international payment methods for affiliate payouts:
- BACS (UK) — Sort code + account number
- SWIFT (International) — BIC/SWIFT code + account number
- SEPA (EU) — IBAN
- ACH (US) — Routing number + account number
- Other — Custom bank details for unsupported regions
To update your profile information:
- Go to Settings in the sidebar
- Update your name, email, or company name
- Click Save Changes
Your email address must be unique across all SignalCX accounts. If you change your email, you'll use the new address to log in going forward.
To change your password:
- Go to Settings in the sidebar
- Scroll to the Change Password section
- Enter your current password for verification
- Enter your new password (minimum 8 characters) and confirm it
- Click Update Password
Choose a strong password that you don't use on other sites.
Data retention varies by plan:
- Signal (Free) — 14 days
- Pulse — 90 days
- Radar — 12 months
After the retention period, emails are automatically purged. Reports and insights generated from those emails are retained for as long as your account is active.
Deletion history: When items are deleted (manually or by retention policy), a deletion receipt is generated with a unique code (e.g. DEL-abc123). No personal data is stored in the receipt — just the item type and timestamp. You can view deletion history from Settings.
This ensures GDPR compliance while maintaining an audit trail.
If you wish to delete your SignalCX account, please contact us and we'll process your request.
What happens when your account is deleted:
- All your personal data is permanently removed
- All workspaces you own are deleted along with their emails, reports, and insights
- Any active subscriptions are cancelled
- Affiliate earnings that haven't been paid out will be forfeited
Account deletion is permanent and cannot be undone. Make sure to export any reports you need before requesting deletion.
Security is fundamental to how SignalCX is built. Your customer data is sensitive, and we treat it that way.
Key security measures:
- Encryption in transit — All data is transmitted over HTTPS/TLS. Email ingestion, dashboard access, and API calls are all encrypted end-to-end.
- Encryption at rest — Your emails and reports are stored in encrypted databases. Access is restricted to authenticated, authorised users only.
- Isolated workspaces — Each workspace is completely isolated. Data from one workspace is never accessible from another, even within the same account.
- No data sharing — We never sell, share, or use your data for training AI models. Your emails are processed for your reports only and are not retained by the AI provider.
- Automatic data purging — Emails are automatically deleted after your plan's retention period (14 days, 90 days, or 12 months). You can also manually delete data at any time.
When you generate a report, your emails are sent to our AI provider for analysis. Here's how we protect your data during this process:
- Zero data retention — The AI provider does not store or retain your email content after processing. Once the analysis is complete, the data is discarded on their end.
- No model training — Your data is never used to train or improve AI models. It is processed solely to generate your report.
- Minimal data transfer — We only send the email subject, sender, and body text. Attachments, images, and metadata are stripped before processing.
- Smart sampling — For large email volumes, we use intelligent sampling to reduce the amount of data sent while maintaining analytical accuracy.
Our AI processing is designed to extract insights, not to store or replicate your data.
SignalCX uses multiple layers to protect your account:
- Secure password hashing — Passwords are hashed using industry-standard algorithms. We never store plaintext passwords.
- Session management — Sessions are validated on every request. Stale or invalid sessions are automatically destroyed and require re-authentication.
- CSRF protection — All state-changing actions are protected against cross-site request forgery attacks.
- Role-based access — Team members can only access what their role permits. Billing and workspace management are restricted to workspace owners.
We recommend using a strong, unique password for your SignalCX account.
SignalCX is designed with data protection regulations in mind:
- Data minimisation — We only collect and process data that is necessary for the service to function.
- Right to deletion — You can request deletion of your account and all associated data at any time. Deletion receipts are generated for audit purposes without retaining personal data.
- Data portability — Export your reports as CSV or PDF before deleting your account.
- Transparent policies — Read our full Privacy Policy and Terms of Service for complete details.
If you have specific compliance questions, contact us and we'll be happy to help.
All payment processing is handled by Stripe, a PCI DSS Level 1 certified payment processor — the highest level of security certification in the payments industry.
- We never see your card details — Card numbers are entered directly into Stripe's secure payment form and never touch our servers.
- PCI compliant — Stripe handles all card storage and processing in compliance with PCI DSS standards.
- Fraud detection — Stripe's built-in fraud prevention (Radar) monitors transactions for suspicious activity.
Your financial data is in safe hands.
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