The Dashboard helps you and your team start using Rupert and find key actions. It contains:
✔️ A summary of the latest events and engagement with your alerts.
✔️ Helpful tips on how to increase engagement.
What can be found in the Dashboard
Quick actions: main actions to take in Rupert
New alert opportunities: alert suggestions
Track existing alerts: most engaged alerts
Workspace setup: your process status
Quick actions
Access to the most important things to do in Rupert:
Create alert
Takes you directly to the Alert Creator screen.
Use the sandbox environment to explore demo alerts or start creating alerts based on your data.
Manage alerts
Takes you to the Alerts Manager.
View and manage all your existing alerts and their past deliveries, track their engagement, and work with your drafts.
Explore assets
Takes you to the Assets tab.
Find all imported assets from your connected data sources.
Create new SQL-based assets if you have a Data Warehouse (DWH) connected to Rupert.
Handle sources
Takes you to the Manage Sources screen.
Connect new sources and manage existing connections.
Manage users
Takes you to the Users tab.
Grant access to Rupert and add team members to collaborate and create alerts.
ℹ️ If you need a system admin to connect your data source to Rupert, this is where you can give them access to do so.
New alert opportunities
Connected Data Source: If you have a data source connected, Rupert will suggest assets to help you build business-impactful alerts. These assets can also be used for data monitoring.
No Connected Source: If you haven't connected a source yet, Rupert will provide you with a demo asset to experiment with.
Track existing alerts
Here you can find a snapshot of your top-performing alerts in terms of engagement and recent deliveries.
Top Performing Alerts: View your most engaging alerts.
Summary: See a summary of trigger types, delivery frequency, and other useful information.
ℹ️ Read more about the Alerts Manager here
The Feed
Here you can find recent engagement events, scheduled alerts and alert health info.
Workspace setup
This is a visualization of your organization's setup status. It includes both required steps to complete and optional ones.
ℹ️ Read more about connecting and managing sources here