Quick Start - RiskDetect

~2 minutes

1

Get your API key

One key per organization

Sign up from the demo page or pricing page. Your API key will be emailed to you.

2

Send your first analysis

Single POST request

Send any customer text to the analyze endpoint. Works with emails, call transcripts, chat messages, support tickets.

// cURL
curl -X POST https://riskdetect.app/api/analyze \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer rd_your_key" \
  -d '{"content": "I have been waiting 3 weeks for a response. If this is not resolved by Friday I will be filing a BBB complaint and leaving reviews on every platform I can find."}'

// Response
{
  "analysis": {
    "risk_score": 82,
    "risk_level": "critical",
    "signals": ["BBB complaint threatened", "Review threat", "Deadline ultimatum"],
    "summary": "Customer threatening formal complaint and public reviews...",
    "recommended_action": "Senior manager to call within 24 hours...",
    "urgency": "immediate"
  }
}

3

Set up alerts

Get notified on critical risks

Connect a Slack or Teams webhook to get instant alerts when high-risk customers are detected.

// Test your webhook
curl -X POST https://riskdetect.app/api/alert \
  -H "Content-Type: application/json" \
  -d '{
    "webhook_url": "https://hooks.slack.com/services/YOUR/WEBHOOK/URL",
    "type": "slack",
    "test": true
  }'

4

View your dashboard

Everything in one place

Open the dashboard to see all assessments, trends, and daily digests. Upload CSV files for bulk analysis or use the quick analyze tool.

~5 minutes (no code)

1

Get your forwarding address

Unique per organization

When you sign up, you'll receive a dedicated email address like scan+yourorg@riskdetect.app. Every email sent to this address is automatically analyzed.

2

Set up auto-forwarding

In your support inbox

In your support email (Gmail, Outlook, Zendesk, etc.), create a forwarding rule that sends incoming customer emails to your RiskDetect address. Most email providers support this in settings.

Gmail: Settings > Forwarding > Add a forwarding address

Outlook: Rules > Create Rule > Forward to

Zendesk: Admin > Channels > Email > Forwarding

3

Check your dashboard

Results appear in seconds

Forwarded emails are analyzed within seconds. Open the dashboard to see risk scores, or set up Slack/Teams alerts for critical risks.

~10 minutes

1

Install the managed package

One-click Salesforce install

Click the install link from your welcome email (or the Salesforce page). The package includes custom objects, Apex classes, LWC components, triggers, and a permission set.

2

Assign the permission set

For your CS team

Go to Setup > Permission Sets > RiskDetect_Admin > Manage Assignments. Add your CS team members so they can view risk assessments and run analyses.

3

Add components to page layouts

Drag and drop

Edit your Account and Case Lightning record pages. Drag the RiskDetect Dashboard component onto Account pages and the Risk Score Badge onto Case pages.

4

Auto-analysis is live

Every new Case and Email is scored

The package includes triggers that automatically analyze new Cases and EmailMessages. Risk scores appear on records within seconds of creation. Use the Account dashboard to scan all open cases at once.

Live in under 5 minutes

REST API

Email Forwarding

Salesforce