Alerts & Rules

Last updated: 2026-05-18

SaaSy has seven built-in alert types organised into two categories: risk signals (something is going wrong) and opportunity signals (something good is happening that you can act on).

The seven alert types

Risk alerts

Alert type	When it fires	Typical severity
RenewalRisk	Churn probability crosses the configured threshold	High or Critical
ValueDecline	Customer is seeing less value month-over-month	Medium or High
AutomationUnderutilized	Automations built but running rarely	Low or Medium
HighErrorRate	Automation or integration failing at an elevated rate	High or Critical

Opportunity alerts

Alert type	When it fires	Typical severity
ExpansionOpportunity	Customer usage or engagement patterns suggest upsell readiness	Low or Medium
UsageSpike	Customer is using the product heavily (feature or automation burst)	Low
NewUseCaseDetected	Manual work or patterns detected that could be automated	Low or Medium

Severity levels

Each alert is assigned a severity when it fires:

Severity	Meaning	Default escalation
Low	Informational — no immediate action required	Digest email (daily)
Medium	Needs attention within the week	Immediate email
High	Urgent — act within 24–48 hours	Immediate email + in-app badge
Critical	Drop everything — immediate action required	All channels

Alert lifecycle

An alert starts in open status when it fires. Your team moves it through:

open → acknowledged → in_progress → resolved (or dismissed)

Dismissed alerts are permanently closed without action. Resolved alerts close the loop and are counted in your team's metrics.

Notification channels

Channel	Available on	How to configure
Email (in-app)	All plans	Automatic — the account owner and all Admins receive alerts. Members opt in.
Slack	Growth and Scale	Settings > Notifications > Slack. Requires the Slack OAuth integration.

Email notifications respect delivery windows. By default, Low and Medium alerts are batched into a daily digest sent at 8:00 AM in your workspace timezone. High and Critical alerts bypass the window and deliver immediately.

Tuning thresholds

Go to Settings > Alert Rules to configure per-alert-type thresholds.

For each alert type you can set:

• Enabled / disabled — turn an alert type off entirely if it's not relevant.
• Minimum severity to notify — e.g., suppress Low notifications for UsageSpike if you find them noisy.
• Risk threshold (for RenewalRisk) — the churn probability level that triggers the alert. Default is High (probability ≥ 0.50). Lower to Medium (0.30) for earlier warnings.
• Snooze duration — snooze an alert on a specific customer for 7, 14, or 30 days.

Changes to alert rules apply from the next evaluation cycle (within 1 hour).

Viewing alerts

The Alerts dashboard (/dashboard/alerts) lists all open alerts sorted by severity, then by customer name. Use the filter bar to:

• Filter by alert type.
• Filter by customer name or ID.
• Filter by severity.
• Show dismissed or resolved alerts.

Click any alert row to open the detail view, which shows:

• The triggering signal and the data that caused it to fire.
• The customer's current health score and churn prediction.
• Suggested next actions.
• The alert's full status history.

Escalation rules

Alerts that remain open for longer than the configured escalation window automatically have their severity bumped up by one level and re-notify. Default escalation windows:

Original severity	Escalation window
Low	7 days
Medium	3 days
High	24 hours
Critical	No escalation (already at max — use manual follow-up)

Escalation windows can be changed under Settings > Alert Rules > Escalation.