Alerts

Automating your workflow just got much easier. You can now schedule alerts, notifications, and recurring tasks directly through the Insight Agent using a natural conversation.

Instead of navigating through multiple settings, simply tell the Insight Agent what you need, and it will set up the recurring task for you.

What’s New:

• Conversational Scheduling: Just ask the Insight Agent to schedule an alert or recurring task. For example, simply type: "Send me a week-on-week KPI summary each Monday at 08:00" and the agent handles the rest.
• Auto-Optimized Prompts: The Insight Agent automatically translates your quick request into an optimized prompt to ensure you get the best possible data summary in your inbox.
• Customizable Delivery: Open any scheduled alert to modify its frequency (One-off, Weekly, Monthly, Quarterly), adjust the time, or change the recipient to yourself or another team member.
• Centralized Alerts Dashboard: Keep track of all your active recurring tasks, agent prompts, and notifications in a dedicated "Alerts" overview page.

How to use it:

Open the Insight Agent inside any project and type your scheduling request. Once the agent confirms, your new alert will appear in the Agent Alerts section on the left-hand panel. You can click on it at any time to edit the details or trigger a test alert to see exactly what the notification will look like.

We know that keeping up with your feedback data can be a challenge, so we’re making it easier to stay ahead of key shifts in your feedback data! With our new Smart Alerts feature, you’ll never miss an important trend, sentiment shift, or emerging topic again.

What’s New?

• Customizable Alerts – Get notified when trends change, sentiment shifts, or new themes emerge.
• Precision Monitoring – Set statistical significance thresholds to filter noise and focus on real insights.
• Flexible Time Comparisons – Track changes over different time periods for a deeper understanding.
• Auto Digest & Occurrence Alerts – Choose how and when you receive updates, ensuring relevant insights. Simply set your alert preferences, sit back, and let Caplena keep you informed in real-time.

👉 You find the alerts feature in the navigation bar on the left within your project. Read more.