Management Center - Playbook & Alerts Configuration

Alert Retrigger Delay
Retrigger delay for an alert specifies the minimum delay (in days) between subsequent retriggerings of this alert after its initial triggering. An alert wil...
Fri, 4 Oct, 2019 at 7:21 PM
Using Dimensions, Metrics and Events in Rules
Natero captures a wealth of data about your accounts which can be categorized into three general types: Account dimensions Account metrics Account da...
Wed, 22 Jan, 2020 at 12:05 AM
Alert Playbook Overview
Handling customer alerts is a process performed by the CSM team and, as with any process, ensuring consistent customer experience across the team while shar...
Mon, 14 Oct, 2019 at 12:39 PM
Manage Alert Rules
In this page: Alert Rule Overview Edit, Copy, Run & Delete an Existing Rule Delete Alerts & Alert Tasks Associated with a Rule Activat...
Fri, 4 Oct, 2019 at 7:21 PM
Manage Playbooks
View Playbooks To view a list of available playbooks, go to the "Playbooks" page in the "Management Center" under "Settings&qu...
Mon, 14 Oct, 2019 at 12:39 PM
Create an Alert Playbook
An Alert Playbook captures a set of best-practice actions that a CSM should follow in order to respond to a particular alerted customer scenario and deal wi...
Mon, 14 Oct, 2019 at 12:39 PM
Create an Alert
Alerts work as an early warning system that helps you track important customer behaviors and allows you to respond to them in a proactive manner. Users with...
Mon, 14 Oct, 2019 at 12:40 PM