Types of Alerts
When you click Create new alert, you’ll be prompted to choose one of three options: Agent Prompt (featured) Get AI-generated reports delivered on a schedule or on demand. Write a plain-language prompt describing what you want to know and how often, Caplena’s agent will analyze your data and send you a report.
Example prompt: “Send me a weekly report on which topics changed most drastically.”
How to Set Up an Alert
- Go to your project and open the Alerts tab.
- Click Create new alert.
- Choose your alert type and click Next.
- Fill in the details and configure your schedule.
Agent Prompt Alerts
This is the most flexible alert type. You write a custom prompt telling Caplena what to analyze and report on.
- Alert name — Give your alert a descriptive name (e.g. “Weekly Pricing Changes Report”).
- Filters — Scope the alert to specific segments of your data.
- Alert prompt — Write your instruction in plain language (up to 1,000 characters). Describe what to analyze, what to summarize, and any comparisons to make.
- Schedule — Choose One off, Weekly, Monthly, or Quarterly. For recurring schedules, set the day of week and hour.
- Notification delivery — Send to yourself or to someone else.
Example prompt: “Analyze the customer feedback and identify all mentions related to pricing changes. Summarize the key themes, sentiment, and frequency of pricing-related feedback. Compare the findings to the previous period.”
