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How to create an alert for conversations with specific filters

Alerts notify you automatically when a new conversation meets the filters you defined.

Prerequisites

You don't need a saved view: alerts aren't tied to views. You can create an alert from the conversation list (when you apply filters, "Create alert" appears) or from My preferences › Notifications › "+ Create new alert".

Steps

  • Go to All conversations.

  • Apply the filters you want to monitor (channel, team, stage, period, etc.).

  • Click Create alert. A 4-step wizard opens: What, How, When and Name.

  • What: define the filters; you can add or remove the ones you need.

  • How: choose the notification channel: email, Slack notification, or both.

  • When: define when you want to receive the alert: "Immediate", "Daily summary" or "Weekly summary".

  • Name: give the alert a name (it's required) and finish the wizard.

Result

Every time a new conversation enters your list with those filters, you'll receive the configured notification.

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