Know within seconds when a session needs you.
Or when it just landed you a customer.
Rule-Triggered Alerts watch every conversation your protégé runs and notify you, by email or Slack, the moment a session matches a condition you defined. Escalation requests, knowledge gaps, lead-qualification thresholds, performance summaries. Your protégé keeps the conversation moving. You do not have to review every recording to learn what happened.
Why Rule-Triggered Alerts exist.
The point of the protégé is that you're not in every conversation. But some conversations need you. The client who started asking about a custom engagement. The session where the protégé hit a knowledge gap. The call where the lead-quality score spiked.
Without alerts, you discover those moments in the Monday-morning digest: three days too late. With Rule-Triggered Alerts, you find out in seconds. Slack ping. Email. Optional escalation hand-off back to your calendar.
How it works.
Define a rule
Use natural language ("notify me when a session asks about pricing for an engagement over $50K") or structured conditions (sentiment score below 0.3, lead-quality score above 0.8, specific keyword present, etc.). The platform supports both.
Pick a channel
Email (instant, with the session detail link), Slack (with a one-click "review session" button), or both. Per-rule channel selection.
Iterate
Every alert that fires is logged. You can refine the rule, mute it for a period, or escalate it to a per-session action (e.g., "auto-create a calendar slot for me to follow up with this client").
What a rule can watch.
- Session signalssentiment, engagement, lead-quality scores
- Conversation contentkeyword match, topic match, intent classification
- Client behaviorreturn-client flag, foundation-subscription cadence, coupon used
- Knowledge-base coverageprotégé hit a gap it could not answer from KB
- Billing eventshigh-revenue session, escalation request, churn risk signal
- Refinement signalsprotégé delivered an answer the expert hasn't yet approved
Example rules.
Custom engagement over $50K
Notify me when a session asks about a custom engagement over $50K. Slack ping, no auto-action.
Mid-session sentiment drop
Alert me when sentiment drops below 0.2 mid-session. Triggers a follow-up email automation to the client and a Slack ping to the expert. Tells you a client is unhappy while the session is still running.
KB gap on a published topic
Email me when the protégé hits a knowledge-base gap on a topic I have already published. Surfaces opportunities to refine your protégé.
These example patterns are drawn from real internal Apex Replicant ruleset patterns. Verify with rule-service config before publishing.
Pricing.
AI-evaluation usage and rule limits scale with the tier.
- Basic
Basic
$50/moUp to 5 active rules, standard AI-evaluation volume.
Best for: Solo experts running one protégé.
- Up to 5 active rules
- Email and Slack channels
- Natural-language and structured rules
- Per-rule snooze and mute
- Standard AI-evaluation volume
- Most Popular
Professional
$150/moUp to 25 active rules, high AI-evaluation volume.
Best for: Multi-protege experts or small practices.
- Up to 25 active rules
- Everything in Basic
- Rule families (per-protege, per-segment, per-topic)
- High AI-evaluation volume
- Per-session action hooks (calendar slot, follow-up email)
- Enterprise
Enterprise
$500/moUnlimited rules and AI evaluations.
Best for: Sentinel + multi-team deployments.
- Unlimited active rules
- Unlimited AI evaluations
- Custom-tuned AI evaluators
- Shared rule libraries across teams
- Audit-trail exports and SOC 2 Type II readiness controls
Common questions.
- How fast do alerts fire?
- Email and Slack alerts fire within seconds of the session event that triggered them: typically inside the live session itself, not post-session.
- Can I mute a rule temporarily?
- Yes. Each rule has a "snooze" control per-instance and a global mute toggle.
- Can I write rules in natural language?
- Yes. The Rule Service uses the platform's AI evaluator to parse intent. You can also drop down to structured-condition form for precision.
- What's the difference between Basic and Professional?
- Active-rule count and AI-evaluation volume. Basic suits a solo expert with a handful of high-value patterns. Professional opens the door to rule families (one per protégé, one per client segment, one per topic).
- Does the Enterprise tier come with SOC 2 Type II attestation?
- The Enterprise tier includes audit-trail exports and SOC 2 Type II readiness controls. That is readiness, not a finished audit. See the security page for the compliance roadmap.
- Can I share a rule with my team?
- Yes. Rules are scoped per-expert by default; Enterprise tier supports shared rule libraries across teams.