Client Alerts

This article will provide a walkthrough on how to configure client based alerts in 1stream.

Updated at July 27th, 2024

1Stream Core Required

1stream Core Required

This feature is available for only 1stream Core licensed users and higher plans. If you don't have this and would like this feature to be available, please reach out to your Sales Representative to upgrade user licensing.

 

What is a Client Alert? 

The client alert is intended to help provide a visual alert to agents in a designated call queue when a threshold for wait times or calls set by the 1stream administrator is met.

Setting up Call Queues

  1. Log into the 1stream Admin Portal.
  2. Go to the Administration > Manage Organization menu in the top right. 
  3. Scroll down to the Client Alerts section.
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  4. Click on the circle green + plus button to create a new alert. The Add New Alert pop-up window will appear. CA1-1
  5. In the Title field, input a common name for the alert.
  6. In the Alert Type drop-down, select the type of alert to be set. 
    1. Max Queue Wait 
      • Alert when a call has waited for a certain number of seconds
    2. Max Queue Count
      • Alert when there are more than a certain number of calls in the queue
    3. Min Agent Count
      • Alert when there are less than a certain number of agents logged into the queue
  7. In the Applies to Queue drop-down, select the specific call queue to be applied to.
  8. Click on the Save button. The Update Alert Screen will appear.
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  9. If you selected the Max Queue Wait option, in the Max Seconds field input a numerical value.
  10. If you selected the Max Queue Count option, in the Max Count field input a numerical value.
  11. If you selected the Min Agent Count option, in the Minimum Count field input a numerical value.
  12. In the Alert Message Template textbox, a default message will be pre-populated based on your decision. If you would rather have a customized message in the alert, adjust the text. 
  13. In the Alert Who drop-down, select who should be notified when the threshold is met. 
    1. Alert Everyone 
    2. Alert Only Agents in Queue
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  14. For Status, decide if the alert should be active or not. 
  15. Click the Save button.

The 1stream Client View

Once this is set in the 1stream Admin portal, your 1stream users will see a pop-up message alert in their 1stream client when the alert has been triggered. The messaging on the alert will vary depending on what was set in the Alert Message Template of the alert. 

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