> ## Documentation Index
> Fetch the complete documentation index at: https://docs.orbit.devotel.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Insights Alerts console operator guide

> Create, manage, and triage self-serve KPI and usage alert rules from the Insights → Alerts console, including threshold and anomaly triggers, notification routing, and rate limits.

# Insights Alerts console operator guide

The **Insights → Alerts** console is the central place to manage self-serve alert rules over your cross-pillar metrics and usage signals. From one surface you can author rules, preview them against recent data, run on-demand evaluations, and triage fired alerts.

Rules are org-scoped and tenant-configurable: you choose the metric, the trigger, and the threshold. Evaluation is read-only over your data; the only writes are the rule state and the in-app notification it fires.

## Where to open the console

Open **Insights → Alerts** in the dashboard, or go directly to `/insights/alerts`.

The console has three panels:

* **Rules table** — every KPI alert rule with its current value, last status, and enabled state.
* **Create-rule dialog** — choose a metric, trigger, comparator, and threshold.
* **Fired alerts feed** — the last 50 breach events with a deep link to the metric.

KPI alerts live on this page. Usage and delivery anomaly rules live on the companion page at **Insights → Usage alert rules** (`/insights/usage-alert-rules`). Both surfaces share the same notification channel and evaluation lifecycle.

## KPI alert vs usage-anomaly alert vs scheduled report

| | KPI alert | Usage-anomaly alert | Scheduled report |
| - | - | - | - |
| **What it watches** | CSAT, NPS, CES, LLM spend, AI containment | SMS delivery rate, outbound message volume, spend | Any report you schedule from Insights |
| **Trigger styles** | Static threshold or anomaly vs baseline | Static threshold or anomaly vs baseline | None — delivers a snapshot on a schedule |
| **Evaluation cadence** | Continuous scheduler sweep + on-demand | Continuous scheduler sweep + on-demand | Recurring schedule you set (daily, weekly, monthly) |
| **Baseline learning window** | 28 days for anomaly mode | 28 days for anomaly mode | No baseline |
| **Notification target** | In-app Notification Center (bell), deep-linked to the metric | In-app Notification Center (bell), deep-linked to the metric | Email or in-app report delivery |
| **Best for** | Business KPIs: satisfaction, cost, containment | Operational signals: delivery health, volume, spend | Periodic summary or stakeholder distribution |

Use KPI alerts to guard customer experience and AI cost. Use usage-anomaly alerts to guard the transport layer and your bill. Use scheduled reports for regular summaries that do not need a threshold.

## Author a rule

### Create a KPI alert rule

1. From `/insights/alerts`, click **Create rule**.
2. Name the rule.
3. Pick the **Metric**: CSAT, NPS, CES, LLM spend, or AI containment.
4. Pick the **Trigger**:
   * **Threshold** — compare the metric to a fixed bound.
   * **Anomaly** — compare the latest reading to the metric's own 28-day learned baseline.
5. For threshold rules, set the **Condition** (comparator) and numeric **Threshold**.
6. Set the **Window (days)** the threshold aggregates over (1–90; default 7). Anomaly rules still show a window but compare daily against the baseline.
7. Set the **Cooldown (hours)** between repeat notifications while a breach persists (1–720; default 24).
8. Toggle **Enabled** and save.

### Create a usage-anomaly alert rule

Use the same flow on `/insights/usage-alert-rules`. The metric list is SMS delivery rate, outbound message volume, and spend; threshold windows are 1–30 days.

### Preview against recent values

The create/edit dialog renders the last 30 days of the metric as a sparkline or value table. For threshold rules, a horizontal line shows your chosen bound. For anomaly rules, the preview highlights the latest daily reading and the learned baseline band so you can see whether the rule would have fired recently.

## Notification shaping

When a rule breaches, it fires into the in-app Notification Center with:

* **Severity**: `warning`
* **Title**: `KPI alert: <rule name>` or `Usage alert: <rule name>`
* **Body**: a human-readable sentence such as "CSAT is 74.2%, below the 80% threshold over the last 7d."
* **Deep link**: a direct link to the metric surface (for example, `/insights/surveys`, `/insights/llm-spend`, `/insights/containment`, or `/insights` for usage alerts)

Notifications are deduplicated by cooldown: a rule that stays breached re-notifies at most once per `cooldown_hours`. The first transition into breach always notifies immediately.

The only configured notification channel is the dashboard bell. Poll the fired-event feed to integrate alerts into external systems.

## Mute, snooze, and rule versioning

* **Mute a rule**: toggle **Enabled** off. Disabled rules are not evaluated and do not fire notifications.
* **Snooze repeat notifications**: raise `cooldown_hours` so a sustained breach re-pages less often. The rule still evaluates and shows its status.
* **Rule versioning**: rules are single-version today. Editing a rule updates it in place and records an audit log entry. There is no revert history. To preserve a configuration before changing it, create a new rule with the old values first.

## Rate limits on evaluation

The alert-rule endpoints follow the standard analytics rate-limit classes:

* **Read endpoints** — `GET /analytics/kpi-alert-rules`, `GET /analytics/kpi-alert-rules/events`, and the equivalent usage alert-rule `GET` endpoints are rate-limited as authenticated reads.
* **Write endpoints** — `POST`, `PATCH`, `DELETE`, and `POST .../evaluate` for both KPI and usage alert rules are rate-limited as authenticated writes.

On-demand evaluation via **Evaluate now** runs the same evaluator as the scheduled sweep; use it to test a rule or re-check immediately.

## Related pages and API reference

* [KPI alerts on business metrics](/guides/kpi-alerts) — full API reference for CSAT, NPS, CES, LLM spend, and AI containment rules.
* [Usage & delivery anomaly alert rules](/guides/usage-anomaly-alert-rules) — full API reference for SMS delivery rate, volume, and spend rules.
* [In-dashboard notifications and the Notification Center](/guides/in-dashboard-notifications) — how to triage, read, and dismiss alert notifications.
* Insights → Usage alert rules (`/insights/usage-alert-rules`) for usage and delivery anomaly rules.
* Insights → Alerts (`/insights/alerts`) for KPI alert rules.


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