Summary
Faculty Engagement is the University Intelligence tab you work in. Where the Research Intelligence tab shows you where your institution stands, this tab tells you what to do this week: which faculty have fresh activity worth a message, what has been published recently, and where every relationship you have started currently stands.
The tab opens on a short, finishable queue of suggested outreach. Below it you will find the full signals feed, a board showing every relationship's stage, faculty highlight reels, and your saved views.
When to use
Monday morning, to see who is worth contacting this week and work through the queue
After a paper is published, to congratulate an author while the news is still fresh
Before an event or a visit, to look up who is active in a topic area
When a conversation goes quiet, to find the relationships that need a nudge
When you need the full roster, to search and sort every faculty member at your institution
Before you begin
If your organization hasn't chosen its institution yet, a short guided setup appears automatically the first time University Intelligence opens. It only happens once, for the whole organization.
Set your time window and topic scope in the filter row before you start. Both affect what appears in this tab.
To send an email you need a connected mailbox. You can read the queue, browse signals, and open profiles without one, but the send step will prompt you to connect Outlook or Gmail first.
Step-by-step instructions
1. Open the Faculty Engagement tab.
Select Faculty Engagement in the University Intelligence tab row. It's also where University Intelligence opens by default.
Result: The tab opens on Who to reach out to today, the first of three sub-tabs.
2. Work the today queue.
The Who to reach out to today card shows one suggested outreach at a time, with the reason printed on the card: a New publication, a Citation spike, a Patent filed, or No reply yet on an earlier message.
Read the reason, then choose:
The primary button drafts a message that fits the signal: Draft congrats, Draft intro, or Draft follow-up.
View profile opens the faculty member's full profile without leaving the queue.
Skip moves to the next suggestion.
Result: The stack advances and the counter beside the card updates, for example "2 of 5 today".
3. Send the email to complete the play.
A suggestion is only cleared from the queue when the email actually sends. If you open the composer and close it without sending, the suggestion stays at the top of the stack.
Result: On send, the ring at the top of the section advances, your weekly total goes up, and the next suggestion appears.
4. Browse the full signals feed.
Below the queue, the signals feed holds everything the queue draws from. Use its filter chips to narrow to New publications, Citation spikes, or Needs a nudge. Refresh signals checks for new activity right away instead of waiting.
Result: The feed reloads for the filter you picked. Each signal offers the same draft action as the queue.
5. Check where your relationships stand.
The pipeline board has five columns: Discovered, Matched, Contacted, In conversation, and In CRM, with a card per faculty member. You don't move cards yourself; they advance on their own as you draft, send, and receive replies. The header shows how many relationships are in motion and how many are stalled.
A relationship that's gone quiet is outlined in amber and shows how many days it's been silent. Where a card is linked to your CRM, an icon opens that contact in a new tab.
Result: Selecting any card opens that faculty member's profile. Stalled relationships also return to the today queue as follow-up suggestions, so they don't just sit there.
6. Review recent publications.
Select the Recent publications sub-tab to see every paper in your active window. Search across titles, authors, and venues, or switch to the calendar view to see output by day. The summary shows the total works, the peak day, and the window you're looking at.
Directly below, By field shows how your output splits across research fields, and Publication intensity shows how often your institution publishes over time.
Result: The list, the search, and both charts all follow the time window and topic scope from the filter row.
7. Search the full faculty roster.
Select the Faculty list sub-tab. Search by name, department, or topic, and narrow with the preset filters: All faculty, Verified faculty, Rising, Has velocity, or Has department. Sort by any column (Faculty, Department, h-index, Citations, or Velocity) and page through the results.
Each preset narrows the roster. Verified faculty shows only people matched to your faculty directory roster. Rising shows faculty whose citation growth crossed the rising threshold in your selected window. Has velocity shows faculty with recent publishing momentum. Has department shows only those with a department on record.
Result: Selecting a row opens that faculty member's profile. Where a faculty member exists in your CRM, an icon opens them there. An indicator marks anyone not on your faculty directory roster.
8. Scan the highlight reels.
Below the sub-tabs, two carousels stay on the page no matter which sub-tab you're on. Faculty worth watching shows the faculty whose citation growth is climbing fastest in your window, with a count of how many crossed the threshold. Most active faculty shows the top ten by a mix of publication output, citations, and trend.
Result: Selecting any card opens that faculty member's profile.
9. Save the setup as a view.
At the bottom of the tab, Saved views stores a whole filter set under a name: a weekly check-in, pre-event prep, a pre-award queue. Selecting one applies the entire setup at once.
Result: Your institution, window, peer set, and topic scope all switch together, and the saved view appears as the active view in the filter row.
Tips
The queue is meant to be finished, not browsed. It offers a small number of suggestions per day rather than an endless list. The ring at the top shows how many you've completed against the day's target, your total for the week, and a streak if you've gone several days in a row.
Skipping isn't deleting. A skipped suggestion leaves today's stack, but the underlying signal stays in the feed and the faculty member stays on the pipeline board.
Quiet relationships come back to you. You don't need to track follow-ups yourself. A relationship that goes silent after you reach out returns to the today queue as a follow-up suggestion.
Every faculty name opens the same profile. Whether you select it in the queue, the feed, the board, the roster, or either carousel, you end up in the same place.
The whole tab respects your filters. Narrow the topic scope and the queue, the feed, the publications, and the roster all narrow together. That's the fastest way to spend a week on one research area.
The Outreach log is one click away. Use View Outreach Log on the queue, or the Outreach chip in the page header, to see every draft and sent message.
Common issues
"Queue clear. Nice work." or "Nothing waiting on you."
There's nothing to act on right now. The first message means you finished today's suggestions; the second means none had fired yet. New suggestions appear as new activity comes in. Widening your time window or clearing a narrow topic scope will often surface more.
"No active signals in your feed right now"
University Intelligence found no faculty activity for the current institution, window, and topic scope. Try a wider window, or use Refresh signals to check for new activity immediately.
The today queue is not on the page at all.
The queue hides itself when there's nothing to act on and nothing has been done today. You can still start outreach from the signals feed, which stays on the page.
The pipeline board is not on the page.
The board appears once you have at least one relationship to show. Until you've drafted or sent something, there's nothing to place in a column.
"No faculty match these filters."
Your roster search and preset filters combined to exclude everyone. Clear the search text, or switch the preset back to All faculty.
A faculty member is marked as not synced.
That person isn't on your faculty directory roster. They still appear in University Intelligence with their published work; the indicator only tells you the roster and the research directory disagree.
Frequently asked questions
When does a suggestion actually leave my queue?
When the email sends. Opening the composer stages the message but doesn't finish the suggestion, so if you close it without sending, it's still waiting for you at the top of the stack.
If I skip someone, have I lost them?
No. Skipping only clears today's stack. The signal stays in the feed, the faculty member stays on the pipeline board and in the roster, and a future signal can bring them back to the queue.
Can I move a card on the pipeline board myself?
No, and you don't need to. The board shows what has actually happened. Cards advance as you draft, send, and receive replies, and as contacts sync to your CRM.
Does the queue respect my topic scope?
Yes. The queue, the signals feed, the publications view, and the roster all follow the institution, time window, and topic scope set in the filter row.
Do my colleagues see the same queue?
The underlying signals are the same for everyone looking at your institution. What you've completed and skipped is your own progress, which is what the ring and the streak reflect.
What counts as a rising faculty member?
Someone whose citation growth crossed a threshold inside the window you selected. The count above the carousel tells you how many did, and changing the window changes who qualifies.