Discord
Get real-time Perly alerts in Discord channels -- churn risk, expansion signals, health score drops, and upsell opportunities.
Overview
The Discord integration pushes Perly alerts directly into your team's Discord server. When a customer's health score drops, an expansion signal fires, or a churn risk escalates, your team sees it in real time without leaving Discord.
This is a push-only integration. Perly sends notifications to Discord but does not read messages or server data.
What Perly sends
- Customer at risk alert
- New expansion signal notification
- Health score drop warning
- Upsell opportunity detected
- Billing retry failed alert
Connecting Discord
- 1Open notification settingsIn Perly, navigate to Settings > Notifications.
- 2Click Connect DiscordYou will be redirected to Discord's authorization page.
- 3Select a server and channelChoose the Discord server and text channel where Perly should post alerts. You need Manage Webhooks permission on the selected server.
- 4AuthorizeClick Authorize to grant Perly permission to post messages to the selected channel via an incoming webhook.
- Done -- alerts are activePerly will start posting alerts to your selected Discord channel immediately. You can change the channel or add more channels at any time.
Notification format
Perly sends richly formatted Discord embeds with:
- Color-coded embed border -- red for critical risk, orange for high, yellow for medium.
- Customer name -- with a link to the customer profile in Perly.
- Health score field -- current score and change delta displayed inline.
- Top signals -- the primary factors driving the alert.
- Suggested action -- a recommended next step for your team.
Example alert embed:
Acme Corp -- Health score dropped to 32 (-18)
Risk level: High
Signals: Login frequency down 60%, payment failed twice, support tickets up
Suggested: Schedule a check-in call with the account owner
Configuring notification conditions
You control exactly which events trigger Discord alerts. In Settings > Notifications > Discord, configure:
- Event types -- toggle each event type on or off (customer at risk, expansion signal, health score drop, upsell opportunity, billing retry failed).
- Risk threshold -- only alert when risk level reaches a minimum severity (e.g., only
highandcritical). - Score delta minimum -- only alert on health score changes above a point threshold (e.g., drops of 15+ points).
- Quiet hours -- suppress non-critical alerts outside business hours.
Multiple channels
You can connect multiple Discord channels with different notification rules:
| Channel | Events | Threshold |
|---|---|---|
| #customer-health | All events | All levels |
| #cs-escalations | Customer at risk only | High, Critical |
| #revenue-signals | Expansion, Upsell | All levels |
| #billing-alerts | Billing retry failed | All levels |
Add additional channels from Settings > Notifications > Discord > Add Channel.
Discord vs Slack
Both integrations offer the same event types and filtering options. Choose Discord if your team primarily collaborates there, or connect both to cover different teams. The notification payloads and configuration options are identical.