Material Signal Workspace
Describe the customer you want. Get a ranked list of accounts, and the reason each one is on it.
Material Signal Workspace is the application behind that. You define what a good account looks like; it scores every account in your book against that definition, shows which rule put each one where it is, and routes what qualifies to a named person with the history attached.
- What you give it
A description of the accounts worth selling to, in plain language
Your own scoring rules: what makes an account eligible, what disqualifies it, what counts as fit, and which signals matter
Your accounts, by upload or from a connected provider
Your enrichment, outreach and CRM subscriptions, which stay yours
- What you get back
Every account ranked, with the rules that produced the rank visible on it
A search specification you approve before anything runs, and a record of what each run executed
The accounts that clear your threshold, as opportunities with an owner and an attribution window
An activity log per account, so the next person can see what has already been tried
The problem
A prospect list is much less useful when nobody can explain why each account is on it.
The harder part is deciding which rows deserve a person’s attention and preserving the reason each one is there: the rule that fired, the signal behind it, the search that produced it, and who has already tried.
What it does
Four screens, in the order the work happens.
The workflow is the product. Each step records what it decided, so the next one does not have to guess.
Searches
Describe the accounts you want in a sentence. It is parsed locally into a structured specification - criteria, signals, personas, and the things the parser was unsure about - and nothing reaches a provider until someone approves it. A run records the specification it executed.
Accounts
Every account ranked by the active scoring profile, and the rank explained rule by rule: which eligibility rules passed, which fit and signal rules fired, and what each contributed. A score with no visible reason is a number an operator has to take on trust.
Opportunities
What qualified, who owns it, and what has happened on it. Accepting an opportunity starts an attribution window, creating a dated record for later commission or ownership review. Every activity is attributed and timestamped.
Integrations
Which providers are connected, when each last proved it, and why one failed. Last tested and last succeeded are separate columns, because a connection that tested five minutes ago and last worked a week ago is a broken integration.
How it is built
Multi-tenant from the first line, with providers isolated behind connectors.
Tenant isolation is enforced server-side
The organisation a request works in is derived from the signed-in user’s authenticated memberships rather than from a client-supplied identifier, and role checks run before a protected resource is returned. A request outside them is refused rather than filtered.
Providers are connectors, not dependencies
Each tenant supplies its own enrichment, outreach and CRM subscriptions. Replacing one means changing a connector, not the scoring core. Provider credentials stay server-side and are not returned in application responses.
Every score is designed to be explainable
Scoring is configured rules with visible points, not a model nobody can question. The profile is a tenant’s own, versioned, and changing it does not require code.
What it does not do yet
The shape of V1.
Current V1 boundaries are listed below.
- Self-serve signup
- Access is granted by invitation. There is no public registration.
- Billing
- No subscription management inside the application.
- Vendor OAuth
- Tenants currently supply their own API credentials. Vendor OAuth is not part of V1.
- A managed secret store
- Credentials are encrypted in the application database under a deployment-managed key.
- Fully asynchronous research
- Job and retry metadata is durable, and some provider work still runs synchronously.
- Automated contact selection
- Candidates are ranked; enriching one is a human decision.
Access
Access is by invitation.
The workspace is currently in use inside Material Signal. External access is by invitation as it moves beyond its first internal tenant. If your team has a prospecting process that produces lists that are difficult to explain or prioritize, that is the conversation worth having.