Agentic Alerts Overview

Halcyon Agentic Alerts are a mix between Google Alerts and your own personal energy research assistant. They deliver customizable, relevant updates straight to your inbox on your preferred delivery schedule.

Agentic Alerts notify you when new information that matches a given set of Search criteria has been added to the Halcyon catalog, and also provide summarized insights extracted from that new information. For example, someone tracking large load data centers in the Midwest might set an alert on Midwest Commissions: “Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, South Dakota, and Wisconsin;” with Keyword filtering: {Any of} “data center” and “hyperscale.”

There are many, many ways you can configure an alert.

There are two ways to initiate an alert – option 1) from an existing Query or option 2) from Alert settings.

Step 1: Set your search parameters.

Filter documents by state public utility commission, regional grid operator, and/or federal agency; specific docket numbers, if known; keywords; filing type; topics; and/or publication date.

Then click Query.

Step 2: Write and Run your query. The response to your query will be included in future emails, informed by content within newly added documents that match your search criteria.

Write your Query - here’s an example:

Once you’re finished writing your Query, click Run.

Step 3: a) Review results, b) (if needed) Refine your search or query), and c) Create your Alert

Enter your Alert name and select your Alert frequency then click Create. Note you are provided an estimated # of documents per alert.  This means you will, on average, receive 10 documents per email.

Step 1: Setting an Alert > Option 1 from Alert Settings

To navigate to Alert Settings, from within the Halcyon platform click your profile icon in the upper right corner then > Alerts

The Alert settings view will open and in the lower left hand corner click > Create alert

Step 2: Set your search parameters.

Filter documents by state public utility commission, regional grid operator, and/or federal agency; specific docket numbers, if known; keywords; filing type; topics; and/or publication date.

Click Next

Step 3: Set your Alert Name, Frequency, and Query and then click Save alert

Step 4: Receiving Alerts

You will receive the Alert email in your inbox. The top white box shows how many new documents match your search filters that have been added to Halcyon since your last alert (in this case 20).  The bottom white box contains your Query prompt and response with clickable citations. The red rectangles in the image are links to additional information in the platform.

Often there will be more documents included in your alert than are summarized or used in the query response. To see these documents, click View all new documents, which will take you to Halcyon’s platform where you can view these new documents.

You can also view your full query response by either clicking View full query from the email or changing the view to Response, as shown above.

The Alerts preferences manager allows you to edit information about an alert: the Alert name (the email subject line); the Alert search criteria; delivery cadence and frequency of delivery (e.g. daily, every Tuesday, etc.); and the query.

To edit your alerts from within the Halcyon platform click your profile icon in the upper right corner then > Alerts

To edit the alert, select the alert from the lefthand side and click the three dots … > Edit or in the upper right corner for the selected alert click > Edit

First edit your Search filters,

then click Next to edit your Alert Name, Frequency, Query and then click Save changes.