Create an Alert
How to create alerts.
Last updated
How to create alerts.
Last updated
Alerts is a new feature of Caleida that allows you to configure custom rules to receive notifications whenever a user mentions a specific word, phrase, or topic. This enables you to monitor conversations in real time and offer much more proactive and effective support.
In this tutorial, we'll show you how to set up this functionality.
Before we begin, remember that you need to have a fully configured Agent for this. If not, you can follow our tutorial Create and Configure Your Agent Step by Step.
Once you have that set up, we can start with the tutorial.
Firstly, navigate to the "Alerts" section in the left-hand menu of your Dashboard and click on it.
Here, you'll see all the active alerts you have because yes, you can have as many as you want.
Next, let's create a rule. To do this, click on the purple button that says “Trigger”.
Once inside, you'll be able to see all your created rules, both active and inactive.
To create a new one, click on “+ Trigger”.
Once we have accessed it, we can observe this section with fields to fill out:
Rule Name
Rule Description
Trigger: Reason why the alert is triggered.
Activation Phrase: Phrase the user needs to mention for the alert to be triggered.
Email Notification: Activate this option if you want to receive the alert via email as well.
Once you have created it, it will appear in the list of rules along with the others. In this list, you can see its name, whether it is active in Campaigns, the email to which alerts will be sent, the activation phrase, and its status.
Additionally, you can also edit or delete it if you wish.
Once you've created the Rule, on the Alerts page you'll see all the alerts you've received. Each alert includes a brief summary, the user's name, its status, the channel, and the date it occurred.
Additionally, if you have received many alerts, you can filter them by date, status, or name.
Clicking on an alert will show you more details about it. You can change its status, view a summary of the reason for the alert, and see the actual conversation between the Agent and the user.
If you still have questions, we recommend checking out this video: https://app.arcade.software/share/Th9W4vuXxUpovNBxOH65.
That concludes the tutorial for setting up your Alerts. Remember, if you have any questions, you can contact the Caleida team at support@caleida.io.
