Alerts
Overview
Section titled “Overview”The Alerts system lets you define conditions that trigger notifications when conversation analytics match specific criteria. For example, you can get alerted when a quality score drops below a threshold, when compliance issues are detected, or when sentiment is negative.
The Alerts page has three tabs: Alert Rules, Preset Gallery, and Alert Events.
Alert Rules
Section titled “Alert Rules”Client Admin Supervisor (read-only)
Alert Rules define the conditions that trigger alerts.
Creating a Rule
Section titled “Creating a Rule”- Navigate to Alerts in the sidebar.
- Click Create Rule.
- Fill in the rule details:
- Name — descriptive name (e.g., “Low Quality Alert”)
- Category — Quality, Compliance, Sentiment, Sales, or Custom
- Severity — Info, Warning, or Critical
- Conditions — define conditions using the visual rule builder (JSONLogic)
- Notification channels — where to send alerts (in-app, email, Telegram, webhook)
- Project scope — which projects this rule applies to
- Optionally check Apply to existing records to run the rule against previously analyzed conversations (backfill).
- Click Save.
Condition Builder
Section titled “Condition Builder”The condition builder uses a visual interface for defining rules without code:
- Select a field (e.g.,
qualityScore,sentiment,saleProbability) - Choose an operator (equals, greater than, less than, contains, etc.)
- Set a value (e.g., score < 40)
- Combine conditions with AND / OR logic
Example conditions:
- Quality score below 50
- Sentiment is negative AND sale probability below 30%
- Compliance flag: recording disclaimer missing
Managing Rules
Section titled “Managing Rules”- Enable/Disable — toggle rules on or off without deleting them
- Edit — modify conditions, severity, or channels
- Delete — permanently remove a rule
Preset Gallery
Section titled “Preset Gallery”Client Admin
The Preset Gallery offers pre-built alert rule templates organized by category:
| Category | Example Presets |
|---|---|
| Quality | Low score alert, score drop detection |
| Compliance | Missing recording disclaimer, profanity detected |
| Sentiment | Negative customer sentiment, agent rudeness |
| Sales | Low sale probability, missed closing opportunity |
To use a preset:
- Go to the Preset Gallery tab.
- Browse or search for a relevant preset.
- Click Use Preset.
- Customize the rule as needed (thresholds, channels, projects).
- Save.
Alert Events
Section titled “Alert Events”Client Admin Supervisor
The Alert Events tab shows a chronological history of all triggered alerts.
Each event displays:
- Rule name that triggered
- Severity badge (Info / Warning / Critical)
- Record that triggered the alert (clickable link)
- Timestamp of when the alert fired
- Delivery status — whether notifications were sent successfully
Filtering events:
- By severity
- By rule name
- By date range
- By project
Retry: If a notification delivery failed, you can retry sending from the event detail.
Notification Channels
Section titled “Notification Channels”Alerts can be delivered through multiple channels:
| Channel | Description |
|---|---|
| In-app | Notification bell in the Aelo header |
| Email to specified addresses | |
| Telegram | Message via Telegram bot |
| Webhook | HTTP POST to a custom URL |
Configure notification channels in Settings > Notifications.
Backfill
Section titled “Backfill”When creating a new rule, the Apply to existing records checkbox runs the rule against all previously analyzed records in the selected projects. This is useful when you want to retroactively check past conversations against a new criterion.
Backfill runs in the background and may take time for large datasets.
Access by Role
Section titled “Access by Role”| Feature | Client | Admin | Supervisor | Agent |
|---|---|---|---|---|
| Create/edit rules | ✅ | ✅ | ❌ | ❌ |
| Delete rules | ✅ | ✅ | ❌ | ❌ |
| View rules | ✅ | ✅ | ✅ | ❌ |
| Use presets | ✅ | ✅ | ❌ | ❌ |
| View events | ✅ | ✅ | ✅ (project-scoped) | ❌ |
| Retry notifications | ✅ | ✅ | ❌ | ❌ |
Tips & Best Practices
Section titled “Tips & Best Practices”- Start with presets — they cover common scenarios and can be customized.
- Use severity levels wisely: Critical for compliance violations, Warning for quality drops, Info for informational patterns.
- Combine multiple conditions with AND/OR for precise alerting.
- Set up at least one compliance rule to catch recording disclaimer issues early.
- Use email + in-app channels for critical alerts to ensure visibility.
- Review Alert Events weekly to tune rules — too many alerts cause alert fatigue.