Automation Tools
Alerts

Scheduled Alerts Setup Guide

3min

Scheduled Alerts send recurring notifications for issues matching your set conditions. Use this guide to set them up easily.

For scheduled alerts, the trigger is time

How to setup

Step 1:   Log in to Enjo dashboard, click on automation tools -> Alerts. You will now be on alerts Dashboard.

Document image


Step 2: Click on "New Alert" at top right corner

Document image






Step 3: Alert Name & Description: Enter a unique name & a brief description for the alert.

Click "Next"

Document image


Step 4: Trigger and content

  • Choose Scheduled Alert from the Alert Type
  • Scheduling the Alerts: Select when and how often you want to receive alerts. set up Frequency Daily or weekly (select multiple days if needed), Time (up to three time slots ).
  • Content Source: Choose the Helpdesk app and connection to fetch data from.
  • Alert Content: Select the data to include in the alert. You can customize the display format (Bar Chart, Line Chart, Pie Chart, or Summary Text) in the Alert Message Preview and Customization section.
Document image


Step 5:Choosing Destination

  • Select Platform: Choose where you want to receive the alerts.
  • Delivery Options: Send alerts to a channel or directly to personal DMs using the Share With feature.

Document image


Step 7:Before creating your report, you can preview it by clicking "Test" to see a mock version of how it will appear when sent. Once satisfied, simply click "Create Report."