Alerts
Crystal never sleeps and is always ready to keep monitoring your data.
You can set the Advisor to schedule and send you customized Alerts by receiving notifications when certain events occur or anomalies are detected.
Let's deep dive together into Alerts and how to gain the most from them!
Alerts Typology
Customized Threshold Alerts
This type of Alert informs you when a Topic’s data goes above or below a specific numerical value threshold set by you. In fact, you know precisely what data change should trigger the related Alert.
For example, if the Topic you want to monitor is the "Total sales growth rate", you can set an Alert to know when the growth rate goes above a given threshold value.
Based on the Topic value type, the threshold value can be an absolute value (e.g. “Tell me when total sales growth rate exceeds 1 million”) or a percentage (e.g. “Let me know when my total sales growth rate goes above 10%”).
This type of Alert will notify you every time the threshold you specified has been reached (also a push notification will also be sent if you are logged in through a Mobile device).
When asking Crystal to set a customized threshold Alert, the numeric value needs to be specified in full. You cannot include “,” or “.” in the number, you cannot abbreviate the number and you cannot include a currency symbol.
For example, you can not specify a number like "$ 3,4K": instead, it needs to be "3400".
Alerts are filter-sensitive, meaning that if a filter value is specified in the related Topic, you can add it to the Alert.
For example, if you want to be notified when the average engagement score goes above 7.5 points and the Topic has a filter country set up, you can also ask “Notify me when the average engagement score in Italy is above 7.5”.
AI-based Alerts
These kinds of Alerts inform you when an anomaly or irregularity occurs, compared to the usual behaviour.
This type of Alert works best when you don’t have a precise data change in mind but instead, you are interested in just monitoring a specific Topic.
For example, you can ask the Advisor to monitor "International total sales" and an Alert will be sent every time a significant change occurs, indeed you don't need to specify a threshold.
AI-based Alerts are available for the following Topic objectives:
Overtime Single-line & Multi-line;
Highlight (Scaled-up Number);
List;
Description;
Progress;
Composition;
Ranking.
Scheduled Alerts
From a Topic Card, using the "three-dots menu", you can set an Alert in order to be regularly notified of that Topic.
You will be able to decide on the following details before setting the Alert:
define a start date (day and hour);
define the frequency of repetition - daily, weekly, monthly and yearly - that can be optional;
choose specific weekdays of repetition - that can be optional.
How to set an alert
You have two alternative ways to set alerts in the Advisor:
Asking Crystal (through Voice or Text)
To be sure Crystal will understand your request don't forget to include:
The Alert catchphrase, “notify me” or “advise me about”
The name of the Topic, e.g. "Sum of orders over time by day", so that Crystal knows which Topic to monitor.
Filters that are associated with that Topic to narrow down the insights (which is optional).
The numerical threshold and the direction, either above or below that number, if you have a precise number in mind you need to monitor it, in the case of Scheduled Alerts
From the Topic Card: clicking on the "three dots" menu, based on your needs you will be able either to set an "Anomaly detection" alert or to "Schedule" one for the Topic.
The maximum amount of set Alerts is 10 for each kind of Alert: Anomaly Detection and Scheduled Alerts.
How to find your Active Alerts
All of your Active Alerts can be found in the Alerts area accessible either on your Profile settings in the bottom left corner of the Advisor screen if browsing from the Web or by opening the settings icon in the upper right corner of the App if browsing from a Mobile device.
The Alerts are divided between Anomaly Detection - which comprehends both Customised Threshold Alerts and AI-based Alerts - and Scheduled Alerts.
Delete an alert
To delete an Alert, just click on the corresponding bin icon within the Alerts area: a pop-up will appear to confirm you really want to delete this alert:
Simply click "Yes, delete it" and the Alert will disappear from the Alerts list.
Edit an alert
If you need to modify an existing Alert directly from the Alerts area, you will need to delete the relevant Alert first and create a brand new one, as described here.
How to be always updated
Alerts are crucial to staying up to date on your data and being able to make data-driven decisions in a timely fashion. Setting up a strategic Alert system will allow you to keep your business under control and be constantly updated on any significant changes.
If you are using the Crystal app, be sure to turn on push notifications, so that you can receive real-time Alerts even when you are not working with Crystal.
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