Service Titan Knowledge Base

Create Chat alertsLast updated on 03/22/2022

Use Chat alerts to automatically notify your team when customers send Chat messages. You can create alerts to let you know whenever a customer sends a Chat message, or set a schedule using Autoresponder hours.

Things to know

Create a Chat alert

  1. Go to the navigation bar and click Settings icon-settings.png.

  2. In the side panel, click Integrations > Alerts.

  3. Click Add.

    Add alert opens.

  4. From the Type dropdown, select Chat.

  5. Enter selections for:

    • Delivery Method—Select Email to send an email notification, or Sms to send a text message notification. You can select either or both.

    • Recipients—Select one or more of your employees. This includes technicians and office employees.

    • Frequency—Select All Messages if you want to send the recipient an alert whenever a customer sends a Chat message, or select Autoresponder Hours Messages to only send alerts during your set Autoresponder hours.

  6. When finished, click Save.

Want to learn more?

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.