> ## Documentation Index
> Fetch the complete documentation index at: https://docs.caplena.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting Up Alerts

> Learn how to set up alerts to track topic trends and discover new issues automatically.

The **Alerts** feature in Caplena helps you stay on top of emerging trends, spikes in feedback, and important changes in sentiment or topic frequency

## 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.

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<Note>
  *Example prompt:* "Send me a weekly report on which topics changed most drastically."
</Note>

**New Topics Alert** Get notified when brand-new topics emerge in your feedback, revealing early signs of market shifts, product issues, or opportunities.

**Topics Trend Alert** Stay ahead of trends by auto-detecting shifts in sentiment, mentions, or frequency. Customize thresholds or let auto-digest do the work.

## 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.
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## Agent Prompt Alerts

This is the most flexible alert type. You write a custom prompt telling Caplena what to analyze and report on.

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  <img src="https://mintcdn.com/caplena-32172960/kYFAOAreLi3hmp6A/images/Screenshot-2026-05-24-at-11.10.26.png?fit=max&auto=format&n=kYFAOAreLi3hmp6A&q=85&s=26d01ef069a3587c86cb61aaf274d75e" alt="Screenshot 2026 05 24 At 11 10 26" width="2272" height="1702" data-path="images/Screenshot-2026-05-24-at-11.10.26.png" />
</Frame>

**Configuration options:**

* **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. The recipient becomes the alert owner if they're a member of your organization (see [Alert ownership](#alert-ownership)).

<Note>
  *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."
</Note>

**What You'll Receive**

Once your Agent Prompt alert runs, Caplena will send you a formatted email report tailored to your prompt. The agent decides the best way to present the findings — this could include narrative summaries, tables, breakdowns by segment, or a mix, depending on what makes most sense for the question you asked.

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  <img src="https://mintcdn.com/caplena-32172960/kYFAOAreLi3hmp6A/images/Screenshot-2026-05-24-at-11.11.31.png?fit=max&auto=format&n=kYFAOAreLi3hmp6A&q=85&s=d3a4a769124cb5035b811d6e58bd9a08" alt="Screenshot 2026 05 24 At 11 11 31" title="Screenshot 2026 05 24 At 11 11 31" className="mx-auto" style={{ width:"47%" }} width="1064" height="1710" data-path="images/Screenshot-2026-05-24-at-11.11.31.png" />
</Frame>

## Alert ownership

Each alert has an owner — by default, the user who created it. Ownership controls who can edit or delete an alert and where it appears.

**Visibility**

* **Project Alerts tab** — shows every alert configured on the project, regardless of owner. Use the **Owner** filter to narrow the list to a specific teammate.
* **Report Alerts tab** — shows only the alerts you own.

**Editing and deleting**

You can only edit or delete alerts you own. Alerts owned by other users are read-only for you. Ask the owner to make changes, or have them transfer ownership.

**Transferring ownership**

To hand an alert over to a teammate, edit it and set **Notification delivery** to their email address. If the recipient is a member of your organization, they automatically become the new owner and the alert moves to their Report Alerts tab.
