Alert rulesets

Overview

Alerts (rulesets) are saved searches that notify you when new or updated notices match your criteria — keywords, CPV codes, value ranges, countries, contracting authorities, and more. Instead of repeating the same Notices browse filter every morning, you define rules once and let Tendersight watch the market continuously.

Alerts sit between discovery and execution: matches land in email digests, the Activity tab, and Home widgets; from there you open notice detail and create pursuits. The same filter engine powers Lead Finder and the create wizard — criteria are portable across browse and alerts.

Tip: Before you rely on alerts as your sole pipeline source, confirm:

At least one ruleset uses Ongoing status if you want actionable tenders
Keywords are specific enough to avoid noise but broad enough to catch variants
Notification frequency matches how often you actually review email
You know team vs personal scope — team rulesets are visible to colleagues
You are within plan ruleset limits (usage meter on list header)

Important: Alert filters are fixed at creation in the current UI. To change matching rules, create a new ruleset — see Edit alert for what you can still tune without recreating.

How alerts fit in Opportunities

Plane	Role
Browse	Active search — you pull results
Alerts	Passive watch — system pushes matches
Notice detail	Evaluate each match
Pursuit	Execute the bid

How to open the Alerts list

Sign in — guests are redirected to login.
In the sidebar, open Opportunities → Alerts.

Alternate entry: Team overview checklist → configure alerts step.

Empty state

When you have no rulesets:

Element	Content
Illustration	Bell / alert motif
Title	No rulesets configured
CTA	New ruleset → Create alert wizard

List page (with rulesets)

Element	Behavior
New ruleset	Opens create wizard
Usage meter	Plan consumption vs limit
Subscription warning	Banner at plan cap — New ruleset disabled or locked

Usage counts refresh when you change pages in the list.

Ruleset grid

Each card shows:

Element	Interaction
Title	Click → opens detail spotlight panel
Magnifying glass	Hover hint on title
Created date	Relative time; exact date on hover
Owner	Avatar + name — personal vs team scope
Creator badge	Who created the ruleset
⋮ menu	Remove — deletes ruleset (destructive toast)

Responsive grid layout. Pagination below when multiple pages exist.

Detail panel (spotlight)

Opens when you click a card or open a shared link with a ruleset selected.

Wide right sheet, scrollable.

Element	Content
Title	Ruleset name
Description	Information and statistics regarding this alert.
Tabs	Overview · Configuration · Activity

Closing the panel deselects the ruleset.

For field-level editing, see Edit alert.

Spotlight tabs — tab by tab

Overview tab

Content	Editable?
Ruleset name	Yes — see Edit alert
Enabled toggle	Yes — pauses or resumes matching
Notification frequency	Yes — digest interval
Owner scope (personal / team)	No — set at creation
Creator, created date	Display only
Match statistics summary	Display only

Configuration tab

Read-only preview of filter rules:

Cumulative badge — tooltip: All of the conditions must be met for an alert to be triggered.
Each rule rendered as preview card with filter chips
AND semantics — every configured filter must pass

You cannot add, remove, or modify filters here in the current product. Plan changes via Create alert.

Activity tab

Trigger history for this ruleset:

Recent matches / occurrences
Timestamps and match counts
Links to matched notices when available

Use Activity to judge if a ruleset is too broad (noise) or too narrow (silence) before duplicating with adjusted filters.

What alerts search

Matching evaluates new and updated notices against your rules:

Input type	Matches against
Keywords	Title, description, tender document text
Structured filters	Country, CPV, value, notice type, contract type, status, dates, authority, procedure type, awarded companies, etc.

All rules must match (AND logic). OR-style "any of these CPV" requires separate rulesets or broader CPV selection in one filter — follow Lead Finder filter dialog behavior.

Alerts target forward-looking matches when notices enter or update in the index — not a full retroactive rescan of historical catalog unless product behavior explicitly backfills (treat as forward watch).

Notification delivery

Set at creation (Create alert step 1):

Setting	Effect
Notification frequency	Digest interval — batches matches
Enabled toggle	Off = no new trigger processing

Matches appear as:

Email per digest setting
Activity tab in spotlight
Team overview → Today's alert notifications
Home alert widgets when configured

Team vs personal scope

Scope	Visibility	Typical use
Personal	Tied to your identity	Individual territory or specialty watches
Team	Shared with team members	Organization-wide pipeline radar

Chosen in create wizard step 1 — not changeable after creation in the current UI.

Limits and billing

Limit	UI signal
Ruleset count cap	Header usage meter; New ruleset locks
Subscription tier	Warning banner

Upgrade via billing when at cap. Delete unused rulesets via card ⋮ → Remove.

Typical lifecycle

Create ruleset with filters + digest — Create alert.
Enable and wait for matches.
Review Activity or email digest.
Open notice → evaluate → Create pursuit.
Tune: rename, pause, change frequency via Edit alert; recreate if filters must change.

What you can and cannot do

You can

Create, view, pause, rename, and delete rulesets
Review match history in Activity
Open matched notices from Activity links

You cannot

Edit filter rules after creation (current UI)
Change personal/team scope after creation
Transfer ownership to another user from spotlight
Force instant match on a specific historical notice retroactively

Troubleshooting

Issue	Likely cause	What to do
New ruleset disabled	Plan limit	Upgrade or delete unused rulesets
No matches	Rules too strict	Review Configuration; loosen CPV or value
Too many matches	Rules too broad	Add country + CPV; narrow keywords
Panel empty	Invalid shared link	Open ruleset from grid
Duplicate emails	Overlapping rulesets	Disable redundant ruleset
Match opens old notice version	Deep link key at trigger time	Check obsolescence banner on overview

FAQ

Can I edit filters after creation?

Not in the current UI. View Configuration and create a new ruleset if filters must change.

Do alerts match historical notices?

Alerts focus on newly detected or updated matches going forward, not replacing full browse search over the entire catalog.

Who receives team alert emails?

Team members per notification routing — digest emails go to subscribed people on the team.

Can I have duplicate rulesets with the same filters?

Yes — useful for different digest schedules or personal vs team scope. Disable duplicates to avoid noise.

How do keywords in alerts differ from browse?

Same engine — document text included. Same tips apply: start specific, avoid over-stacking AND filters.

Can the Home assistant create alerts for me?

The assistant may create or update rulesets — always verify Configuration tab afterward.

Create alert
Edit alert
Notice overview
Notices browse
Team overview
Notice (Tender)