Feb 6, 2026 – Alert Workflows

Never miss what matters in your customer conversations again.

The Problem with Reactive Monitoring

You know something important just happened in a customer call. A competitor was mentioned. A pricing objection came up. A frustrated customer threatened to churn.

But you only found out three days later during your weekly review.

By then, it’s too late to act.

We just launched Alert Workflows in Insight7 to fix that.

The Real Cost of Delayed Insights

Your team has thousands of conversations happening right now. Support calls. Sales demos. Onboarding sessions. Customer check-ins.

Somewhere in those conversations are signals that matter: keywords that indicate risk, behaviors that predict churn, moments that need immediate escalation.

Without real-time alerts, these signals get buried. Your team reacts slowly. Opportunities slip through. Problems compound.

Alert Workflows changes that.

What You Get

Alert Workflows monitors your conversations automatically and surfaces what matters most:

  • Keyword tracking – Get notified the moment specific terms, competitors, or objections appear in conversations
  • Performance monitoring – Track rep behaviors, compliance issues, or quality metrics as they happen
  • Critical event detection – Catch escalations, cancellation signals, or upsell opportunities in real-time
  • Team collaboration – Comment directly on alerts to coordinate responses without leaving the platform
  • Instant notifications – Receive alerts via email or Slack so your team can act immediately

No manual reviewing. No waiting for reports. Just instant visibility into the conversations that need attention.

How It Works

  1. Set up workflows for the keywords, behaviors, or events you want to track
  2. Connect your notification preferences (email, Slack, or both)
  3. Get alerted automatically when conditions are met

That’s it.

Why It Matters

In customer-facing businesses, timing is everything. The difference between saving a customer and losing them often comes down to how quickly you respond.

Before Alert Workflows, catching these moments meant manually reviewing calls, relying on reps to flag issues themselves, or discovering problems only after customers had already left.

Now your team knows immediately. Support managers can jump on escalations before they spiral. Sales leaders can coach reps on objections while the deal is still warm. Success teams can intervene when they detect churn risk.

When to Use It

Alert Workflows works best for:

  • Support teams tracking escalations, compliance issues, or quality problems
  • Sales teams monitoring competitor mentions, pricing objections, or deal risks
  • Success teams catching churn signals or expansion opportunities
  • Any team where delayed response means lost revenue or customer trust

Standard conversation analytics tell you what happened. Alert Workflows tells you while there’s still time to do something about it.

Available Now

Alert Workflows is live in Insight7. Set up your first workflow and start catching what matters most in your conversations.