Help Center
Guides, tips, and video walkthroughs for Signal PlayBook AI.
Everything you need to hit the ground running.
Write great reports, @mention teammates, manage attachments, and more.
Get the most out of Signal PlayBook AI for standup prep and staff insights.
Understanding performance dashboards, submission rates, and morale trends.
Managing users, offices, roles, and org structure.
Configuring alerts, reminders, and email preferences.
Track your daily work throughout the week and push it straight into your report.
Step-by-step video walkthroughs of key platform features.
Password changes, email-based 2FA, account settings, and audit logs.
How the leaderboard works, earning badges, and celebrating top contributors on the Wall of Fame.
A step-by-step guide for Admins: workspace, offices, staff, and initial configuration.
Plan tiers, seat limits, trial behaviour, billing cycles, and managing your subscription.
Use @mentions to notify teammates
Type @ followed by a colleague's name in any report field or discussion comment. They'll receive a notification and, if @mention access is enabled in your settings, read access to your report.
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Submit before the deadline
Each office has its own deadline and timezone. Reports submitted after the deadline are flagged as late in dashboards and analytics.
Ask AI about a report
Open any report, switch to the AI tab, and ask a question. The AI uses the report, discussion, and saved transcript context.
Carry-overs surface automatically
Unresolved priorities from last week appear first on the Results step. Mark at least one as addressed and the new results field becomes optional.
Log daily wins in the Daily Memo
Jot down what you worked on each day in Daily Memo. At the end of the week, push selected entries straight into your report draft with no copy-pasting.
Earn badges automatically
Badges are awarded the moment you hit a threshold, after each report submission. Keep your streak going, resolve carry-overs, and fill reports thoroughly to unlock Quality and Streak badges.
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