Create your first monitor
Choose a customer problem or request to monitor.
Create the monitor
  1. Open Monitors in your project.
  2. Open the form for a new monitor.
  3. Choose an option under Common monitors or enter a Name.
  4. In What to monitor, describe a problem or request, such as "The customer cannot pay at checkout."
  5. Select Test on past conversations to check the statement against recent conversations.
  6. Close the test results.
  7. Check that the switch under Active state is on.
  8. Select Save.
The monitor form with Blocked purchase selected. Use your dashboard to test and save it.