# Signalbox

> Signalbox routes inbound leads from HubSpot forms: a script on the website reports a form submission, a flow qualifies the lead, assigns it to a rep or a queue and offers a meeting, and writes to HubSpot.

- Every page is also served as Markdown: add `.md` to its address, for example `https://docs.trysignalbox.com/agents/connect-claude.md`. The home page is `https://docs.trysignalbox.com/index.md`.
- The app is at https://app.trysignalbox.com. The API is at https://api.trysignalbox.com/api/v1, with its reference at https://api.trysignalbox.com/swagger.
- An AI agent connects to a workspace at `https://api.trysignalbox.com/t/{workspace id}/mcp`. The person copies the address from the Agents page in the app.

## Pages

- [Signalbox documentation](https://docs.trysignalbox.com/index.md): Signalbox routes the leads that come through your HubSpot forms. A flow you draw decides who each lead goes to and what the visitor sees next.
- [Connect Claude](https://docs.trysignalbox.com/agents/connect-claude.md): Add your Signalbox workspace to Claude on the web or desktop as a custom connector, sign in, and pick a level.
- [Connect Claude Code and other clients](https://docs.trysignalbox.com/agents/connect-other-clients.md): Connect Claude Code, or any other MCP client, to a Signalbox workspace. Sign in with Signalbox, or send an API key.
- [Levels and leads](https://docs.trysignalbox.com/agents/levels-and-leads.md): The three levels an agent can have, the switch that lets it read leads, and how to stop an agent at once.
- [Agents overview](https://docs.trysignalbox.com/agents/overview.md): An AI agent, such as Claude, can work in your Signalbox workspace for you. This page says what it can do, what it cannot, and how you stay in charge.
- [Build a flow](https://docs.trysignalbox.com/agents/skills/build-a-flow.md): Build or change a Signalbox routing flow from a description in plain English. Use when someone asks to route, qualify, assign or book inbound leads, or to change how a flow works.
- [Explain a lead](https://docs.trysignalbox.com/agents/skills/explain-a-lead.md): Say why a lead went where it did in Signalbox, from its trace. Use when someone asks why a lead was assigned to a rep, was not offered a meeting, or took an unexpected path.
- [Review a flow](https://docs.trysignalbox.com/agents/skills/review-a-flow.md): Review a Signalbox flow for dead ends, missing branches and leads that fall through. Use when someone asks whether a flow is right, safe to publish, or why it has warnings.
- [Set up a workspace](https://docs.trysignalbox.com/agents/skills/set-up-workspace.md): Take a new Signalbox workspace from a connected HubSpot to a working flow. Use when someone has just signed up, or asks what is left to set up.
- [All tools](https://docs.trysignalbox.com/agents/tools/all-tools.md): The 46 tools an agent has, what each does, its arguments and the level it needs.
- [Worked examples](https://docs.trysignalbox.com/agents/worked-examples.md): Three short jobs an agent can do in Signalbox. Build a flow from a sentence, explain why a lead went where it did, and review a flow.
- [Authentication](https://docs.trysignalbox.com/api/authentication.md): API keys. Where to make one, who it acts as, the level it has and the leads switch.
- [API overview](https://docs.trysignalbox.com/api/overview.md): The Signalbox API. Its base address, how a call signs in, the response wrapper, rate limits and where the reference lives.
- [Conditions](https://docs.trysignalbox.com/flows/conditions.md): The operators a condition can use, how groups of conditions join, and the blank rule that decides where a lead with missing data goes.
- [Fields](https://docs.trysignalbox.com/flows/fields.md): The fields a flow can read for a lead, where each comes from, and what a blank one means.
- [How a flow works](https://docs.trysignalbox.com/flows/how-a-flow-works.md): A flow is the set of steps a lead passes through. This page covers the draft and the live version, the trigger, steps and exits, the checker, the dry run and versions.
- [AI classify](https://docs.trysignalbox.com/flows/reference/ai-classify.md): Asks an AI model one question and saves one of the allowed answers as flow.ai.
- [Ask questions](https://docs.trysignalbox.com/flows/reference/ask.md): Asks the visitor up to 20 more questions on the page.
- [Branch](https://docs.trysignalbox.com/flows/reference/branch.md): Tests several groups of conditions in order.
- [Show calendar](https://docs.trysignalbox.com/flows/reference/calendar.md): Shows the visitor a calendar of free times for a meeting type.
- [Clean and enrich](https://docs.trysignalbox.com/flows/reference/clean.md): Cleans the email address and looks the company up in Sopro Data.
- [Create deal](https://docs.trysignalbox.com/flows/reference/create-deal.md): Creates a HubSpot deal for the lead in a pipeline and stage, owned by the rep the flow assigned.
- [Create record](https://docs.trysignalbox.com/flows/reference/create-record.md): Makes the HubSpot contact or company when HubSpot has none.
- [Create task](https://docs.trysignalbox.com/flows/reference/create-task.md): Creates a HubSpot task for the rep who has the lead, or for a named rep.
- [Email the lead](https://docs.trysignalbox.com/flows/reference/email-lead.md): Emails the lead once, in plain text.
- [Email the team](https://docs.trysignalbox.com/flows/reference/email-team.md): Emails the rep who has the lead, a named rep, or a list of addresses.
- [End](https://docs.trysignalbox.com/flows/reference/end.md): Ends the flow for this lead.
- [Enrol in HubSpot](https://docs.trysignalbox.com/flows/reference/enrol.md): Enrols the lead's contact in a contact-based HubSpot workflow.
- [If / else](https://docs.trysignalbox.com/flows/reference/ifelse.md): Tests one group of conditions.
- [HubSpot lookup](https://docs.trysignalbox.com/flows/reference/lookup.md): Reads the contact, its company and the company's deals from HubSpot.
- [Lookup table](https://docs.trysignalbox.com/flows/reference/lookup-table.md): Looks a field's value up in a table of rows.
- [Show message](https://docs.trysignalbox.com/flows/reference/message.md): Shows the visitor a line of plain text in place of the form's thank-you.
- [Assign to existing owner](https://docs.trysignalbox.com/flows/reference/owner.md): Looks for a rep who already owns the company or the contact in HubSpot, and gives them the lead.
- [Assign to a person](https://docs.trysignalbox.com/flows/reference/person.md): Gives the lead to one named rep.
- [Assign from queue](https://docs.trysignalbox.com/flows/reference/queue.md): Gives the lead to the next rep of a queue.
- [Reassign](https://docs.trysignalbox.com/flows/reference/reassign.md): Moves a lead that already has a rep to a queue's next rep or to a named rep.
- [Redirect](https://docs.trysignalbox.com/flows/reference/redirect.md): Sends the visitor's browser to another address.
- [Run another flow](https://docs.trysignalbox.com/flows/reference/run-flow.md): Not built yet.
- [Score](https://docs.trysignalbox.com/flows/reference/score.md): Adds up points from rules and saves the total as flow.score for later steps to test.
- [Set value](https://docs.trysignalbox.com/flows/reference/set-value.md): Saves a value under a name, for later steps to read as flow.<name>.
- [Slack message](https://docs.trysignalbox.com/flows/reference/slack.md): Posts a message to the Slack channel set in Settings.
- [Split test](https://docs.trysignalbox.com/flows/reference/split.md): Sends a share of leads down A and the rest down B, to compare two routes.
- [Trigger](https://docs.trysignalbox.com/flows/reference/trigger.md): Starts the flow.
- [Update record](https://docs.trysignalbox.com/flows/reference/update-record.md): Sets properties on the HubSpot contact, its company, or the deal this flow created.
- [Wait](https://docs.trysignalbox.com/flows/reference/wait.md): Holds the lead for a set time, then carries on.
- [Wait until](https://docs.trysignalbox.com/flows/reference/wait-until.md): Holds the lead until something happens (a rep contacts them, a meeting is booked, a contact property changes) or until a time limit passes.
- [Send webhook](https://docs.trysignalbox.com/flows/reference/webhook.md): Sends the lead as JSON to another system's https address.
- [Quick start](https://docs.trysignalbox.com/get-started/quick-start.md): Take a new workspace to a live, routed form in six steps. Allow an hour.
- [What Signalbox does](https://docs.trysignalbox.com/get-started/what-signalbox-does.md): Signalbox routes HubSpot form leads. A flow decides whether a visitor is worth a meeting and who takes it, and the visitor books a time on the spot.
- [Add the tag to your site](https://docs.trysignalbox.com/install-guide/add-the-tag.md): Add the Signalbox script tag to the pages that hold your HubSpot forms.
- [Build and publish a flow](https://docs.trysignalbox.com/install-guide/build-a-flow.md): Draw a flow, check it, publish it and give it to a form.
- [Connect HubSpot](https://docs.trysignalbox.com/install-guide/connect-hubspot.md): Connect your HubSpot account to a Signalbox workspace, and see what Signalbox may read and write there.
- [A site with a consent tool](https://docs.trysignalbox.com/install-guide/consent.md): Make the tag wait for consent before it sends what a visitor types.
- [A site with a Content Security Policy](https://docs.trysignalbox.com/install-guide/content-security-policy.md): What to add to a Content Security Policy so the browser allows the tag.
- [Turn off HubSpot's own deal workflow for routed forms](https://docs.trysignalbox.com/install-guide/hubspot-deal-workflow.md): Stop HubSpot's own workflow from making a second deal for a form Signalbox routes.
- [What to put in your privacy notice](https://docs.trysignalbox.com/install-guide/privacy-notice.md): What Signalbox collects, who receives it and how long it is kept, in words you can adapt.
- [Test it](https://docs.trysignalbox.com/install-guide/test-it.md): Test a routed form from end to end, with a checklist before you go live.
- [What Signalbox does](https://docs.trysignalbox.com/install-guide/what-signalbox-does.md): What Signalbox does with a HubSpot form lead, what it needs from you, and what it never does.
- [When something is wrong](https://docs.trysignalbox.com/install-guide/when-something-is-wrong.md): What to check when a form, a calendar or a lead does not behave as you expect.

## Documentation Sets

- [Abridged documentation](https://docs.trysignalbox.com/llms-small.txt): a compact version of the documentation for Signalbox, with non-essential content removed
- [Complete documentation](https://docs.trysignalbox.com/llms-full.txt): the full documentation for Signalbox

## Notes

- The complete documentation includes all content from the official documentation
- The content is automatically generated from the same source as the official documentation

## Optional

- [API reference](https://api.trysignalbox.com/swagger): every endpoint, made from the code