Proactive Alerting

Monitor Metrics with Alerts

Use Lumi to proactively monitor important business metrics and notify your team when something needs attention.

When to use alerts

Use alerts when you want Lumi to monitor a recurring question or metric, such as:

• Revenue drops below target

• Inventory falls below a threshold

• On-time shipment rate decreases

• Support backlog exceeds a normal range

• A data quality issue appears

• A metric changes more than expected

How it works

1. Ask or build the question you want to monitor.

2. Save the result to a Board.

3. Configure the Board card to refresh on a schedule.

4. Add an alert rule to the card.

5. Choose who should be notified.

6. Use Lumi to investigate when the alert fires.

Example

You want to know when on-time shipment drops below 75%.

First, create an insight that tracks on-time shipment rate. Save it to a Board, configure the Board to refresh regularly, then add an alert to notify the operations team when the rate falls below 75%.

Why alerts require Boards

Alerts are tied to Board cards because Boards provide the saved, recurring context Lumi needs to monitor an insight over time. Chat is useful for one-time investigation, while Boards are used for ongoing monitoring.

Next steps

• Learn how to create a Board

• Learn how to configure a Board card

• Learn how to add an alert

• Learn how notifications work