Set an alert
Get told when quality or latency drifts, without being told forty times a day.
Use this when you want to hear about a slow agent at nine in the morning, and not from a client at five in the afternoon.

The steps
- Open Overview in the left rail. Alerts sits indented under it. Open Alerts.
- The right half of that screen is Alert rules: every rule this workspace has, and a count of how many are live.
- On a rule, set its mode. Off measures nothing and sends nothing. Silent runs the rule, counts how often it would have fired, and sends nothing. Live runs it and tells whoever it is routed to.
- Set the Condition: the measure, a comparator, a number, and a period of 1 h, 24 h, 7 d or 30 d. A line under the row reads the condition back to you in plain words.
- Press Save rule. Discard throws the edit away.
- Leave a new condition on Silent for a few days. The card then says how many times it would have fired in the last 7 days, which is the cheapest way to find out whether your number is too tight.
- Open Setup, then Where alerts go. Pick Email, Slack or Webhook, paste the address or the URL, and press Add.
- Open Setup, then What fires an alert. Detection timings is where you set how long a reply may take before the plain checks call it slow, per channel. Press Save timings.
What to do with what you find
Noise is what kills an alert, and the control for noise is Silent, not a limit you guess at. Watch the would-have-fired count first, then go live.
When an alert opens, say what is happening to it on the Alerts screen. The five answers are New, Mine, Waiting on engineering, Fixed - watching, and Not a problem. Fixed - watching re-reads the same scope in seven days, and tells whoever holds it if it crosses again.
Not a problem needs a reason, and it counts as a dismissal against the rule. Once a rule has dismissed enough alerts, its card asks you whether the rule needs changing, and your answer is kept with the rule.
Delivery repeats on the rule's own cooldown, five minutes unless the rule says otherwise, for up to ten sends. Then it stops, and the alert stays open on the queue.
Read next
- Send a report to a client · Produce a dated report you can forward to a client, and the conversation list behind it.
- Add an agent or a client · Register another agent, or another customer whose traffic you keep separate.
- Give someone one client only · Let a partner see their own conversations and nothing else.
