Prediction Triggers
When an account's prediction changes, FunnelStory emits a signal. You can use that signal to notify your team or kick off automated follow-up.
Notifications
Signals can be wired to notification triggers, which deliver alerts to Slack or Microsoft Teams when a prediction changes. Notifications are configured by workspace admins under Settings → Notifications.
From there, you can:
- Select which accounts are in scope (all accounts, specific segments, or accounts assigned to specific CSMs)
- Choose the delivery channel
- Customize the message template
A typical notification includes the account name, health score, predicted outcome, confidence level, and a direct link to the account in FunnelStory.
Email via Agents
For email delivery, you can configure an AI agent to watch for prediction signals and send email summaries. Agents can be set up to run on a schedule or in response to signal events, and the email content is generated based on the account's current prediction data.
This is useful for weekly digests of at-risk accounts or immediate alerts when a high-confidence churn signal emerges.
Related
- Account Predictions — how predictions are displayed per account
- Confidence Ratings — understanding what confidence levels mean
- AI Agents — configuring agents for email notifications
- AI Agents — automating actions in response to account signals