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Subscribe to a Search

Updated over 3 weeks ago

Stay informed without needing to rerun the same searches! You can receive automated email updates from Conversation Explorer showing how many new interactions match your saved search criteria, delivered daily, weekly, or monthly.

At this time, you can subscribe only yourself to a search.

If you can search for it in Conversation Explorer, you can subscribe to it! A few examples include subscribing to weekly updates on interactions with quality scores below 75% and compliance scores of 0%, or monitoring how many interactions about insurance verification, and in a specific hierarchy, have an Eddy (customer friction).

Subscription Confirmation Email (1).png

How to subscribe to a search

  1. Apply filters in Conversation Explorer.

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  2. Click Subscribe to updates for this search.

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  3. Name the search (it will be saved automatically).

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  4. Choose a delivery cadence: daily, weekly, or monthly.

    Screenshot 2026-01-12 at 10.17.02 AM.png

  5. Click Save Subscription and you’ll receive a confirmation email immediately!

🔎 Cadence specifics

  • Daily: Every business day, starting the next business day after you subscribe.

  • Weekly: First business day of each week (typically Monday). First email arrives the following week.

  • Monthly: First business day of each month. First email arrives the following month.

Note: Emails are only sent if there are new matching interactions (>0).


Managing your subscription

To change cadence:

  1. Open the saved search

  2. Click Subscribed to updates for this search and alter your selection

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To unsubscribe:

  1. Simply click Unsubscribe in any subscription email.

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