Need to set or update the lead notification settings for your bot? Read on!
Find your bot and open the settings
Lead notifications are triggered by settings in each bot for ultimate control. Open bot settings either in the Visual Bot Builder or by clicking the actions button from the bot listing.
Add Lead Notifiers
On the general tab, you’ll see the option to select a recipient. You can select from a list of users on your account or manually add an email address you’d like to send notifications to by typing into the box.
You can add one person or multiple people to receive lead notifications. To add more people, just click the “plus” button and select more people from the drop-down.
By default, the recipient will receive all leads. If you want to be more conditional about who receives what type of notifications, i.e. support requests go to the support team and sales enquiries to the sales team, you can use labelling. You can learn more about labels here.
Questions?
Contact your Customer Success Manager at Leadoo at [email protected]
