How can I set up notifications for my AI agent?

The Notifications section lets you receive real-time alerts about important events happening in your AI agent conversations. You can choose to get notified via email or SMS so you can stay updated without constantly checking the dashboard.

You can choose to receive notifications via:

• Email
• SMS

Both options provide the same functionality — the only difference is the delivery channel.

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How to access Notifications

1. Open your AI agent settings
2. Navigate to Notifications
3. Choose between Email Notifications or SMS Notifications

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What Events You Can Be Notified About

You can choose to receive alerts for the following events:

• Conversation started
  Triggered when a new chat begins (widget, API, WhatsApp, etc.)

• Conversation ended
  Triggered when a chat is closed or completed

• Lead captured
  Triggered when lead data is successfully extracted and saved

• Question flow completed
  Triggered when a user finishes a defined flow in the conversation

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Email Notifications Setup

Step-by-step:

1. Add recipient email(s):
   • Enter an email address
   • Click “+ Add email” to include multiple recipients
2. Select which events you want notifications for
3. Save your settings

📌 Note:

• All recipients will receive the same notifications

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SMS Notifications Setup

Step-by-step:

1. Enable SMS notifications
2. Enter your mobile number:
   • Use international format (digits only, no + sign)
3. Select which events you want notifications for
4. Click Save

📌 Notes:

• SMS delivery depends on your configured messaging provider
• Message and data rates may apply
• Notification frequency depends on how often events occur

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When to Use Notifications

Use notifications when you want to:

• Monitor live conversations
• Get alerted about new leads instantly
• Track when users complete key flows
• Stay updated without checking the dashboard

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Tips & Best Practices

• Use Email for team-wide visibility
• Use SMS for urgent or real-time alerts
• Avoid enabling all events unless necessary (can create noise)
• Add multiple recipients for shared monitoring

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Common Mistakes to Avoid

• Entering incorrect phone format for SMS
• Adding too many recipients without coordination
• Enabling too many notifications and creating alert fatigue
• Forgetting to save changes after configuration