1. Tell Lane what matters
Proactivity starts with Context. In Settings → Context, set:- Current priority — what you’re focused on this quarter
- Priority tiers — the customer tiers you care about most
- Churn-risk status — the customer status that means an account is at risk
2. Let Lane detect and surface
In Settings → Automation, turn on both stages:- Detect Signals — every piece of feedback is processed and clustered into Signals automatically, so you never triage a raw inbox.
- Surface what matters — Lane uses your Context to flag the Signals you should look at first.
3. Open Lane to what matters, not a blank page
Once surfacing is on, the important work is already in front of you:- The Priority list on your home screen is a short, ranked set of the surfaced Signals most worth acting on.
- The For You tab on Signals shows only the Signals that match your Context — each with the reason it surfaced (Matches priority, a prioritized tier, or a churn-risk account).
4. Get nudged where you already work
You shouldn’t have to open Lane to know something needs you. Team Alerts (Settings → Alerts) broadcast the Signals that matter to the places your team lives:- Slack — real-time, so a high-priority Signal lands in your channel the moment it surfaces.
- Email — a weekly or monthly digest for a rounded-up read.
What good looks like
With this in place, the rhythm changes. You don’t sit down to find what matters — Lane has already surfaced it and, when it’s urgent, told you. You spend your time deciding and acting, which is the next playbook.From signal to shipped
Once something surfaces, turn it into shipped work — and close the loop with the customer.
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