Alerts automatically monitor your customers and notify you as soon as something unusual happens: for example when a lead stays unprocessed for too long or a customer stops logging in.
Create a new alert rule
Go to Alerts and click New rule. You can choose between a ready-made template (14 in total) or your own custom rule. With templates, the metrics and conditions are already preset – you only adjust the numbers and recipients.
Fields at a glance
Name and urgency
Give the rule a name (e.g. "Leads processed too slowly"). The urgency determines how the notification is displayed:
Info – blue, for routine notifications
Warning – orange, for critical situations that should be checked soon
Critical – red, for urgent situations that must be checked immediately
Scope
Choose whether the rule applies to all customers, only to specific customers or only to specific campaigns.
Category and metric
Select one of the three categories and the metric you want to monitor:
Lead: Number of new leads, number of leads in status, number of leads reaching a status, time since last lead change, time since lead in status, avg. time to first processing
Message: Number of unread WhatsApp messages, number of chats without a lead, time since last WhatsApp message, number of unanswered chats, avg. WhatsApp response time
Customer logins: Time since last customer login
In development: Meta KPIs
Each category has its own metrics. If you are missing a metric, feel free to contact support at any time.
Condition
Define when the rule should trigger – e.g. "is greater than 10" or "is greater than 7 days". For time-based metrics you can also enable Count business days only.
Evaluation
Choose how notifications are grouped:
One notification for all – a summary of all affected customers in a single notification
One notification per customer – each notification refers to a single customer
One notification per campaign – each notification refers to a single campaign
Recipients
Decide who gets notified and how. You can select Employees with access and/or Agency and choose the channel:
In-app – the notification appears in the notification bell
Email – the notification is also sent by email
Slack
Webhook
Frequency
Define when and how often the rule is checked:
Immediately – the rule is checked continuously and triggers as soon as the condition is met
Hourly – all triggers are collected and reported to you once per hour
Daily at [time] – the rule is checked once a day at the selected time
You can also choose on which weekdays the rule is active (default: Mon–Fri).
Live preview
On the right side of the form you see a real-time summary of your rule and a preview with sample data – so you know exactly what your recipients will receive.
Activate the rule
Click Create & activate to save the rule and start it immediately. You can edit, pause or delete existing rules at any time.