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:
- Go to My Team, My Agents.
- 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.
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- Select the tree for which you would like this Alert to be shown.
- Add your custom Alert Message
- 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:
Alerts created in this fashion can still be maintained using the Agent Alerts manager.