Alerts and review

AuditorIA can mark calls or chats that need attention. Alerts help prioritize sensitive cases, non-compliance, or situations that require follow-up.

Where alerts appear

You can find alerts in:

Place	What it shows
All tasks	Calls with active alerts
Chats	Social media conversations with alerts
Task or chat detail	Case information and review status
Notifications	Notices when users or teams should be informed

How to read an alert

An alert can indicate:

• The type of situation detected.
• Whether the case is pending review.
• The importance level.
• The related campaign and operator.

info

Alerts do not replace human review. They help organize priorities and bring attention first to the most important cases.

Review an alert

1. Filter the list by Alert or search for the case.
2. Open the task or chat.
3. Read the full context.
4. Decide whether it requires follow-up.
5. If your role allows it, mark the alert as reviewed.

Common actions

Action	When to use it
Filter by alert	To see only cases with a specific condition
Open detail	To understand the context before deciding
Mark as reviewed	When the case has already been analyzed
Mark for report	When you want to include the case in a report

Best practices

• Review pending alerts first.
• Do not mark a case as reviewed if you have not read it.
• Use campaign and date filters to organize the work.
• Include cases that need follow-up in reports.

Next steps

• Notifications
• Advanced reports
• Quality scorecards