Overview
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.
Who uses this feature
Administrators
Applies to all business types
applies to all trades
Feature configuration
Permission is required to use this feature. Please contact the account administrator on your team.
Things to know
Before setting a Chat alert for Autoresponder messages, make sure you set a forwarding number and an outbound SMS number for Chat.
After you create a Chat alert, you can also edit and deactivate it later.
Create a Chat alert
Go to the top toolbar and click Settings
.In the side panel, click Integrations > Alerts.
Click Add.
Add alert opens.From the Type dropdown, select Chat.
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. The system uses the details from the recipients' employee profiles in the settings.
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.
When finished, click Save.