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A Smart Insight watches your book and tells you something. Where a widget waits for you to look at it, an alert comes to you: three days before a subscription renews, the morning a trial is about to convert, every Monday with the week behind you. Every alert is one you created. myClerkBook ships a library of templates rather than a set of switches, and each one you turn on becomes a live instance you own, can change and can delete. Onboarding offers you a starter set so a new book is already watching something.

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What an alert is made of

Three parts, and you can change all three.

A trigger

A schedule or a condition tested against the book. Three days before a renewal, or the moment spending passes a figure you set.

A message

What lands in front of you, carrying the figures the trigger found.

A channel

Where it is sent. One alert can go to more than one place.
Your triggers are checked once a day. Each active alert is tested against the book’s current figures, and anything that fires is sent on the channels you chose for it.

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Setting one up

1

Open Insights inside a book

The Insights screen holds the template library and everything you have already created. Alerts belong to a book, so an alert on your client work has nothing to do with your personal book.
2

Pick a template

Every template states its trigger and what it delivers. Premium templates are listed and locked on Basic rather than hidden, so you can see what is behind the plan before you decide.
3

Set its parameters

Change what the template exposes: the number of days of warning, the threshold amount, the vendor it watches, the day it summarises.
4

Choose channels

Email needs no setting up. SMS and WhatsApp need a number linked in your integration settings first.
Alerts are only ever created inside the product: the Agent’s WhatsApp access is read only and creates nothing.

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Channels

Email always works, on the address you registered with, and there is nothing to connect. It is available on both plans. SMS and WhatsApp are Premium, need a number linked in your integration settings, and are set per alert rather than per account. A weekly summary by email and an emergency balance alert on WhatsApp is a normal arrangement.
The WhatsApp number you link is one connection with two uses: it delivers alerts, and it is the same number the myClerkBook Agent answers on. See Integrations.

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The starter library

Eight templates, on both plans, delivered by email.

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The Premium library

Four further templates, in addition to everything above, deliverable by email, SMS or WhatsApp.

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Building one from scratch

The custom builder is Premium, and it is the difference between changing a template and writing a rule. On Basic you take a template and adjust what it offers: a three day warning becomes five, a threshold amount changes. On Premium you start from the trigger type itself, threshold, schedule, vendor or category, set its parameters, write the message or have the Agent draft it, and choose the channels.

Integrations

Linking the number that SMS and WhatsApp delivery need.

Multiple Dashboards

Alerts belong to a book, and the digest rolls every book into one message.

Next: Smart Widgets

The dashboard grid, and the panels you build it from.