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How to create a Keyword based alert

Modified on Thu, 16 Nov 2023 at 08:35 AM

Keyword based alerts:-

You can create Alert based on keywords on a case comment. This article will help interesting use cases like - setting up alerts based on specific keyword or phrases (Example: Scheduled, Meeting, Urgency, Call back and many more).

Note:- Currently this is rolled out first to Email and Slack, with MS Teams coming later.

Steps to be followed:- 

1. Click on "New Alert" in my alerts tab
2. Click on "Keyword Alert"

- In the search bar, type the word you would like to have the alert to be created and press enter.

- Then add the word to the inbound, outbound and internal comment, you wanted to be alerted 
- You may drag and drop the word which was created to the respective fields per your requirement
- Select the notification method as how you wanted the alert to be sent (Example - email / slack)

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