Agent Alerts

  • Updated

Agent alerts are notifications to agents when critical parts of an interactive decision tree have changed.

Overview

When an Agent views a tree with an Agent Alert, a customized message will appear. Here's an example of what an Agent Alert could look like.

Some key points about Agent Alerts:

  • The agent cannot continue to use the tree until they dismiss the alert.
  • Once the alert is shown to an agent, he/she will see it just once or as many times as the alert is set to display.
  • Alerts can appear on subtrees (trees launched via tree nodes), or the starting tree.
  • You can add and manage alerts from Team, Agent Alerts

  • Alerts are tied to specific trees. Currently, there are no universal alerts.
  • The Publish function has an easy way to optionally add an alert.
  • If you have multiple alerts set, they will be combined into a single alert message, rather than showing one by one.

Managing Agent Alerts

Alerts can be added, deleted or modified from a single place. Here’s how to manage them:

  1. Go to My Team, My Agents.
  2. From the Agent Tools menu, select Agent Alerts. The Alert Manager appears:

This page shows all active alerts for every tree in your organization. You can filter the list to display only those alerts on a specific tree.

To add an alert, click the  Create Alert button.

    1. Select the tree for which you would like this Alert to be shown.
    2. Add your custom Alert Message
    3. Set how often you would like the Alert repeated to the Agent.

 

  • To delete an alert, click the delete icon next to an alert
  • To change the alert text, click the edit icon next to the alert.

Adding an Alert when Publishing a Tree

You can add an alert when publishing your tree:

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Alerts created in this fashion can still be maintained using the Agent Alerts manager.

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