Manage call center alerts

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Overview

In ServiceTitan Phones Pro, you can set alerts for your call centers. You can send alerts by text message, email, a Slack channel, or set a custom list of recipients to push alerts to any other assigned admin or supervisor.


Who uses this feature

  • Administrators and managers

  • Applies to all business types

Feature configuration

  • To get started with Phones Pro, request a demo on our Pro Products page, or reach out to your Customer Success Manager (CSM) or Pro Account Manager.

Things to know

  • Phones Pro customers using the Pro and Enterprise plans can use call center alerts.

  • If no agents are on duty, you can receive an email with an alert of who the last agent on duty was and the reason for that agent going off duty.

  • As a Call Center Supervisor, you can monitor all agents and calls. Call center supervisors can also view the live sentiment and purpose of calls while they're taking place.

  • As a Call Center Supervisor, you can set a CSR to available or unavailable.

Open call center settings

  1. Go to the top toolbar and click Phones Pro to open the embedded dialer.        

    Note: If you don't have the embedded dialer enabled, sign in to your Dialpad account and skip to step four.

  2. In the Phones Pro embedded dialer, click SettingsUser interface of Phones Pro showing call options and contact center status.Phone Preferences opens.

  3. Click View Dialpad SettingsSettings for embedded phone features including enable and auto-collapse options.Your Dialpad profile opens in a new tab.

  4. In Dialpad, go to Admin Settings > Ai Contact Centers.

  5. Select a contact center.

  6. Click View Contact Center Dashboard and then AlertsLive dashboard displaying call metrics including handled, missed, and abandoned calls.Alerts opens. Alerts showing agents set to off duty with timestamps and clear options.

Set alerts for your contact center

To set alerts for your contact center:

  1. In Dialpad, go to Admin Settings > Ai Contact Centers.

  2. Select a contact center.

  3. Scroll to Dashboard and AlertsDashboard displaying call center alerts and thresholds for abandoned calls and service levels.In the Dashboard and Alerts section, you can find a set of alert options.

Short abandoned call threshold

In the Short Abandoned Call Threshold section, you can set a threshold that determines which calls are considered as Short abandoned. When a caller hangs up within a specific time period that you defined, the call will be considered as Short abandoned, and the call is excluded from your service level calculations.

Note: Supervisors can set this threshold between 0 and 60 seconds.

To set a short abandoned call alert:

  1. Go to the Short Abandoned Call Threshold section.

  2. Click EditDashboard settings for alert notifications and short abandoned call threshold configuration.Short Abandoned Call Threshold opens. Settings for short abandoned call threshold with a close button highlighted.

  3. Enter the short abandoned call time in seconds.

  4. When you're done, click Close.

Service level

Service level alerts help you ensure that inbound calls are answered promptly. If there is a welcome greeting, the length of the greeting is included in the duration. This also applies if the call is routed to a hold queue.

To set a service level alert:

  1. Go to the Service Level section.

  2. Click Edit AlertService level settings for inbound calls and notification preferences displayed on a screen.Service Level Alert Settings opens. Service level alert settings for call receiving and notification preferences displayed on screen.

To set a service level alert:

  1. Set Call Receiving seconds within which CSRs should answer inbound calls.

  2. Set the Threshold for the percentage of calls to meet the set time above.

  3. Turn on notifications. Notification options appear. Service level alert settings with notification options for supervisors via email, text, or Slack.You can notify all supervisors by selecting the following options: Email, Text, and Slack. You can select and notify a list of recipients by adding people from the dropdown. Service level alert settings with notification options for custom recipients highlighted.

  4. You can notify recipients by Email or Text message.

  5. You can delete recipients by clicking Remove.

  6. When you're done, click Close.

Agent duty status

You can customize how to receive notifications if no agents are on duty while your call center is open. You can also customize how to receive notifications if agents are set to an off-duty status while your call center is open.

To set an on-duty agent alert:

  1. Go to the No Agents On-Duty section.

  2. Click Edit AlertNotification settings indicate no agents are on duty and alerts are currently off.No agents on duty alert settings screen opens. Settings window showing notifications turned off for agents on duty alert.

  3. Turn on notifications. Notification options appear. Settings for notifications when no agents are on duty in the contact center.

  4. You can notify all supervisors by selecting the following options: Email, Text, and Slack.

  5. You can select and notify a list of recipients by adding people from the dropdown. Settings for notifying supervisors when no agents are on duty in the contact center.

  6. You can notify recipients by Email or Text message.

  7. You can delete recipients by clicking Remove.

  8. When you're done, click Close.

To set an off-duty agent alert:

  1. Go to the Agents Off-Duty section.

  2. Click Edit AlertSettings for agent off-duty notifications with an option to edit alerts.Agents Off-Duty Alert Settings opens. Settings for notifying agents when off-duty, including recipient options and contact details.Follow the same steps described in the No Agents On Duty section to set off-duty agents notifications.

Call queue size

Call queue size allows you to know when your hold queue limit is reached. It also can be triggered if the hold queue size decreases from the threshold and then hits the limit again.

To set a call queue size alert:

  1. Go to the Call Queue Size section.

  2. Click Edit AlertSettings for call queue size and alert notifications for supervisors displayed on screen.Call Queue Size Alert Settings opens. Settings for call queue size alert with threshold and notification options displayed.

To set a call queue level alert:

  1. Set a Threshold for the calls to be queued.

  2. Turn on notifications. Notification options appear. Settings for call queue alerts, including threshold and notification options for supervisors.You can notify all supervisors by selecting the following options: Email, Text, and Slack. You can select and notify a list of recipients by adding people from the dropdown. Settings for call queue alerts, including custom notification options for recipients.

  3. You can notify recipients by email or text message.

  4. You can delete recipients by clicking Remove.

  5. When you're done, click Close.

Wait time

Wait time allows you to know when the current longest hold time reaches a certain length.

To set a wait time alert:

  1. Go to the Wait Time section.

  2. Click Edit AlertSettings for alerting supervisors about call queue wait times exceeding fifteen minutes.Wait Time Alert Settings opens. Settings for wait time alerts, including threshold and notification options for supervisors.

To set a wait time alert:

  1. Set the Threshold for the wait time in minutes and seconds.

  2. Turn on notifications. Notification options appear. Settings for alerting supervisors about call wait times exceeding fifteen minutes.You can notify all supervisors by selecting the following options: Email, Text, and Slack. You can select and notify a list of recipients by adding people from the dropdown. Settings for call queue alerts, including custom notification options for supervisors.

  3. You can notify recipients by Email or Text message.

  4. You can delete recipients by clicking Remove.

  5. When you're done, click Close.

Settings for wait time alerts, including notification options for supervisors via email and text.

Customize off-duty and audible off-duty notification settings

Ensure your agents receive audible notifications when they switch to off-duty and expand the off-duty status choices available for employees to select from.

Check out the video below to learn more about off-duty statuses.

Want to learn more?