Advanced: Building Custom AI Analytics Workflows
Learn how to build custom analytics workflows with AI intelligence layers. Configure alerts, automate reports, and create role-based insights.
When Default Workflows Aren't Enough
OLARI's default insights work well for most businesses. But as you grow, you may need:
This guide covers advanced configuration options.
Custom Metrics
Creating Calculated Metrics
Beyond standard metrics like MRR and churn, you can create:
Example: Net Revenue Retention (NRR)
```
NRR = (Starting MRR + Expansion - Contraction - Churn) / Starting MRR × 100
```
Example: Quick Ratio
```
Quick Ratio = (New MRR + Expansion MRR) / (Contraction MRR + Churned MRR)
```
Segment-Specific Metrics
Create metrics for specific customer segments:
Advanced Alert Configuration
Multi-Condition Alerts
Trigger alerts only when multiple conditions are met:
Example: High-Value Churn Risk
Escalation Rules
Configure different responses based on severity:
Time-Based Rules
Role-Based Reporting
Executive Reports
Focus on:
Sales Team Reports
Focus on:
Product Team Reports
Focus on:
Customer Success Reports
Focus on:
Integration Workflows
Slack Integration
CRM Integration
Webhook Integrations
Best Practices
Start Simple, Add Complexity
Begin with default workflows. Add customization as you identify specific needs.
Document Your Setup
Keep a record of:
Review and Iterate
Quarterly review:
Getting Help
For complex configurations: