My Shadow

Settings → My Shadow is about how your Shadow works with you personally. Every member has their own version of this page, and nothing here changes anyone else’s settings.

The page has four cards: Your Shadow, Daily Shadow Digest, Notifications and Standing instructions. Notifications has its own article: Notifications.

Screenshot coming soonThe My Shadow page showing the Your Shadow and Daily Shadow Digest cards

Name your Shadow

1. In Your Shadow, type a Shadow name: two to 24 letters, one or two words, no numbers or emoji.
2. Not sure? Click Suggest names and pick one, or shuffle for more.
3. Click Save changes.

Leave the field blank to keep the default name, “Shadow”.

Note

This name is for you and your team. Buyers never see it; they meet a persona suited to their market.

Daily Shadow Digest

Your digest is a once-a-morning summary of what needs your attention.

1. Turn on Send me the digest.
2. Under How you get it, choose Email, Instant Messaging or Both. For instant messaging, pick the app it goes to: Slack, Teams or WhatsApp (only apps you’ve connected work).
3. Set the Send time and your Timezone. Daylight saving is handled automatically.
4. Turn on Weekdays only to skip Saturday and Sunday.
5. Click Save changes.

Click Send me a test digest to check it arrives where you expect.

The digest is set separately from your notification preferences: turning a notification group off doesn’t affect the digest, and the other way round.

Standing instructions

A standing instruction is something you’ve asked your Shadow to keep watching for, such as “notify me if this deal goes quiet for a week”. You create them by asking your Shadow in the Co-Pilot, and they appear here.

The table shows each Instruction, its Scope, its Trigger, its Status and when it was Created. To stop one, click Revoke and confirm.