> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.conversive.ai/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.conversive.ai/_mcp/server.

# Alert and Subscription Management

This section enables you to create alerts based on certain Events or Rule Evaluations. Click on the Alerts button on the Dashboard to move to the **Alerts and Subscription Management** tab to view and create Alerts. A list of alerts generated is visible in the **Alert History** tab.

### Alerts on an Event

When the selected event occurs, an alert is generated and an email notification is sent to the selected set of users.

### Create an Alert on an Event

1. On the Alerts and Subscription Management screen, click on **Add New Alert** button.
2. Select **On an Event** option.
3. Enter a name for the Alert.
4. Select ***Immediately on event occurrence*** to receive instant email notifications.
5. You can also select a time duration (specific hours and days) during which you would like to receive the email notifications of the events.
6. Select ***There is an Incoming Message*** event.
7. Select the Sender ID.
8. Select the users who should receive the email notification on the event occurrence. The 2 available options are - Self or Conversation Owner.
9. Click on Add.
10. A new Alert is now created in the list of “**Alert Subscription**”

*\[Image]*

### Alerts on Rule Evaluation

When a rule condition is evaluated to TRUE an alert is generated and an email notification is sent to the selected set of users.

### Create an Alert on Rule Evaluation

1. On the Alerts and Subscription Management screen, click on Add New Alert button.
2. Select the **On Rule Evaluation** option.
3. Enter a name for the Alert.
4. Select alert evaluation frequency in the “**from**” and “**to**” fields for hourly alerts
5. Select alert evaluation frequency “**at**” time for daily and weekly alerts
6. Select day(s) for sending the alert
7. Select “**IF**” condition
8. Select “**Operator**” value
9. Set the “**Trigger**” value
10. Set the value for the “**In last**” field
11. Select value for “**Hours** / **Days**“
12. Select **AND**/**OR** in the Alert you were creating above to add in additional condition and follow step 6 to step 10
13. Click on the **Done** button
14. A new Alert is now created in the list of “**Alert Subscription**”.

*\[Image]*

| **IF CONDITION OPTIONS**                 | **DESCRIPTION**                                                                                             |
| ---------------------------------------- | ----------------------------------------------------------------------------------------------------------- |
| Number of outgoing messages              | Displays the total number of messages sent excluding queued messages (outgoing messages).                   |
| Message delivery success rate            | Displays graphical representation of the rate of successfully delivered messages excluding queued messages. |
| Total credits used                       | Displays the total number of credits used to send messages.                                                 |
| Total number of outgoing messages failed | Number of outgoing messages minus the total number of successfully delivered messages.                      |
| Number of incoming messages              | Displays the number of incoming messages received and synced successfully with the CRM.                     |
| Average Credits used per message         | Total credits used divided by the number of outgoing messages.                                              |

### Edit an Alert

1. Click on the

   *\[Image]*

   icon on the Alert that you would like to edit and click on the **Edit button**

2. Select alert evaluation frequency "**from**" and “**to**” time for hourly alerts

3. Select alert evaluation frequency "**at**" time for daily and weekly alerts

4. Select day(s) for sending the Alert

5. Select "**IF**" condition

6. Select "**Operator**" value

7. Set the "**Trigger**" value

8. Set the value for "**In last**"

9. Select value for "**Hours** / **Days**"

10. Select **AND**/**OR** in the Alert you were creating above to add in additional condition and follow step 2 to step 9

11. Click on the **Save Changes** button

### Delete an Alert

1. Click on the

   *\[Image]*

   icon on the Alert that you would like to delete and click on the **Delete button**

2. Click on the **Confirm** button and the Alert will be deleted

**Note:** To disable the alert, click on the toggle adjacent in the alert.