AEO Optima Docs
Features

Alert Rules

Configure the conditions that trigger alerts — visibility drops, sentiment shifts, new competitor mentions, and more.

Overview

An alert rule is a condition you want the platform to watch. When that condition becomes true after a snapshot run, the rule fires and an alert is added to the Alerts feed (and optionally sent via email, webhook, or Slack).

Rules are managed at Settings → Alert Settings. Each project has its own set of rules.

Rule anatomy

Every rule has four parts:

PartPurpose
MetricWhat you're watching (visibility score, mention count, average rank, sentiment, competitor presence, etc.)
OperatorHow you're comparing (greater than, less than, changed by more than, equals)
ThresholdThe number that triggers the rule
ScopeGlobal for the project, or scoped to a specific LLM, prompt, or competitor

For example: visibility_score < 40 on ChatGPT would fire any time your visibility on ChatGPT drops below 40%.

Supported metrics

MetricWhat it measuresCommon thresholds
Visibility score% of snapshots mentioning your brand< 50 or dropped by 20%
Mention countRaw mentions across snapshots< 10 in 7 days
Average rankPosition in numbered lists (1 = first)> 5
Sentiment ratio% positive vs negativenegative > 20%
Competitor mentionsHow often a named competitor appears> your mentions
New competitorA brand not in your tracking list appearedfires on first detection
SERP positionGoogle AI Overview or Bing Copilot rank> 3

Severity levels

Pick the right severity so noisy rules don't drown out important ones:

  • Info — FYI, no action required (e.g., "a new source cited your page")
  • Warning — Worth investigating within a day or two (e.g., "visibility dropped 10%")
  • Critical — Needs same-day attention (e.g., "visibility dropped 30%" or "new negative sentiment spike")

Creating a rule

  1. Go to Settings → Alert Settings
  2. Click New Rule
  3. Give it a descriptive name (e.g., "ChatGPT visibility floor")
  4. Pick the metric, operator, and threshold
  5. Optionally scope it to a specific LLM, prompt, or competitor
  6. Choose severity
  7. Pick which notification channels should fire (in-app is always on)
  8. Save

The rule evaluates automatically after every snapshot run. You don't need to trigger anything manually.

Editing and pausing rules

  • Edit — Change any field. Future evaluations use the new values; historical alerts are not rewritten.
  • Pause — Temporarily stop a rule from firing without deleting it. Useful during known-noisy periods (e.g., a launch week).
  • Delete — Remove the rule permanently. Historical alert history is preserved.

Plan limits

Each plan has a limit on how many alert rules you can have per project:

PlanMax rules per project
Free3
Starter5
Professional10
Enterprise50

See Configuration → Organization Settings for details on plan limits.

Best practices

  • Think in terms of "what would I want to wake up to?" Alerts should be things you'd take action on, not general observability.
  • Start with floor-style rules (visibility < X) before adding change-based rules (dropped by Y%) — they're more intuitive to reason about.
  • Scope rules where it makes sense. A rule scoped to your #1 priority prompt is more actionable than a global rule.
  • Review rules quarterly. As your brand grows, yesterday's "concerning" numbers become today's baseline. Raise thresholds when appropriate.

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