With AppEQ, you can set up an Early Warning System to monitor account health based on the data you’ve integrated. For each business object, you’ll have an intuitive panel where you can define conditions that trigger accounts to be flagged as RED.
How It Works
You can configure rules for specific business objects (e.g., tickets) to identify potential risks. If any of the defined conditions are met, the corresponding account will be marked as RED, allowing you to take proactive action.
Example Rules for the Tickets Business Object:
Rule 1: If the number of tickets in the "Open" stage has an average age greater than 10 days.
Rule 2: If there are any tickets with
type = criticalthat have been open for more than 2 days.
Rules can be entered in a natural language format. Some of the sample are given below
tickets with stage in Open, type = critical and age > 2 days
or
tickets with stage in open and average age > 10 days
Some of the aggregation function like age , sum, total, max, min are supported by AppEQ directly.
However, please make sure that the results are properly validated by the admin.
Validation and Accuracy
AppEQ will automatically generate a query based on your defined rules.
The system will display results for the admin to validate before saving the rule.
To ensure accurate results, use the exact field names and values when setting conditions.
By leveraging the Early Warning System, you can proactively address account risks, improve response times, and enhance overall customer satisfaction.