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.