Set up alerts
Choose what you are told about, how fast, and on which channel, then set quiet hours so the important ones still get through.
Alerts are configured per person, not per workspace, in notification settings. You pick a delivery mode per category and a priority order across channels.
What you'll learn
- The categories you can be alerted on, and sensible defaults
- The channels, and the order they are tried in
- How to keep the volume low without going silent
Where
Open notification settings. Everything below lives there.
The categories
| Category | What it covers | Modes |
|---|---|---|
| Citation alerts | You gained or lost a citation | Immediate, digest, off |
| Competitor alerts | A new competitor detected, or a mention surge | Immediate, digest, off |
| Insights and trends | New patterns or anomalies detected | Immediate, digest, off |
| Changes | New changes proposed for you to approve | Immediate, digest, off |
| Forecast results | A forecast run completed | Immediate, off |
| Negative mentions | An engine mentioned your business negatively | Immediate, off |
| Weekly brief | The agent-compiled weekly summary | On a chosen day |
| Daily digest | The daily roll-up | At a chosen hour |
A sensible starting configuration for most teams:
- Negative mentions: immediate. These are the ones worth interrupting a day for.
- Citation alerts: digest. Individual gains and losses are noise. The daily roll-up is signal.
- Competitor alerts: immediate for the first month while you learn who is actually in your landscape, then digest.
- Changes: digest. You are going to work the plan weekly anyway.
- Weekly brief: on. It is the one that gets read.
The channels
In-app, email, push, Slack and WhatsApp, depending on your plan. You set a priority order, and the router tries them in that order.
Email carries a frequency of its own, so you can have email as a digest while push stays immediate.
Quiet hours and the pause switch
Quiet hours are set in your own timezone, and suppress non-urgent delivery inside them.
There is also a master pause that suppresses every agent notification on every channel. Two things to know about it: it is the right tool for leave, and account-critical email such as a locked workspace or an invitation is sent outside the router and ignores it deliberately.
Keeping the volume down
- Start with digest for everything except negative mentions. Escalate only what you find yourself wishing you had known sooner.
- Set a digest hour you actually read. A daily digest at 6pm is read. One at 3am is not.
- Do not route everything to Slack. A channel that pings for every citation is a channel people mute, and then the important one is muted too.
Try this in Outercite
Open notification settings, set negative mentions to immediate, and everything else to digest. Adjust after two weeks based on what you wished you had known earlier.
Related
Slack notifications
Routing alerts into a channel.
Webhooks
Sending the same events to your own systems.
The last run
What the weekly brief is compiled from.
Last updated on
Ship and prove a change
The loop that separates a change you can prove from a change you can only claim: approve it in the ledger, ship it, let it be observed, then let it be confirmed.
Export a report
The four reports, what each is for, how to export one, and how to schedule recurring delivery to the people who need it.