Stay ahead of performance issues by creating automated alerts that notify you when evaluation scores fall below a set threshold. Performance alerts help QA and CX leaders monitor agent or team performance proactively—without manual tracking.

Accessing Performance Alerts #

Step 1: Go to Settings

1. Log in to your Insight7 account

2. Click on your profile icon (top-right corner)

3. Select Settings

Step 2: Navigate to Evaluation Settings
Under the Customization section, click Evaluation.
You’ll see four tabs:

• Criteria

• Alerts

• Agent List

• Configuration

Click Alerts.

Creating a New Performance Alert #

Step 3: Click “Create Alert”
Scroll down to Performance Alerts, then select Create Alert.

You’ll see the Create Performance Alert form:

• Alert Name: e.g., Customer Experience Alerts

• Send alert when score is below: Enter a percentage threshold (e.g., 30%)

• Send alerts for this role (optional): Choose a specific role if needed

• Send alerts for this attribute (optional): Filter by attribute, such as tone or response time

• Send alerts to: Add recipients by selecting from company users or typing in emails

Once complete, click Create.

How It Works #

Insight7 will automatically send notifications whenever a user’s evaluation score drops below your set threshold, keeping your team informed in real time.