How can I set up notifications for my AI agent?

AskHandle supports two different types of notifications:

Email notifications for conversation-related events
SMS alerts for critical credit and billing events

These serve different purposes. SMS is not used for chat or conversation notifications.

Email notifications

Email notifications let you and your team receive updates when important events happen in conversations handled by your AI agent.

You can add one or more recipient email addresses. Everyone listed receives the same enabled notifications.

How to access Email Notifications

Open the AI agent you want to configure.
Open Email Notifications.
Add the recipient email addresses.
Select the events you want to be notified about.
Save your changes.
Click Publish in the toolbar to push the notification settings to the live version of the agent.

Notification changes become active on the live version after you publish them.

Add notification recipients

Under Recipients, enter the email addresses that should receive notifications.

Click + Add email to add additional recipients.

All recipients receive the same notification types you enable for that AI agent.

These emails are sent to you and your team, not to the end user.

Available email notification events

You can choose from the following events:

Human handoff requested

Enable Human handoff requested when you want your team to be notified immediately when the AI transfers a customer to a human agent.

The notification includes a direct link to open the conversation in Inbox so your team can take over.

This is useful when you want human support requests to be seen quickly.

Chat started

Enable Chat started to receive an email when a new conversation begins.

This notification is available for:

Web Messenger
API conversations

It does not apply to WhatsApp conversations.

Chat ended with transcript

Enable Chat ended with transcript to receive the full conversation transcript when a chat closes or times out.

This is useful when you want to:

Review completed conversations
Keep a record of customer interactions
Follow up after a conversation
Review how the AI agent handled the request

When to use email notifications

Email notifications are useful when you want your team to:

Respond quickly to human handoff requests
Know when a new Web Messenger or API conversation starts
Receive transcripts after chats end
Monitor conversations without staying in the dashboard continuously

If several teammates should receive the same alerts, add each email address under Recipients.

SMS alerts

SMS alerts are separate from AI agent conversation notifications.

They are used for critical account events related to credits and billing, where action may be required to keep your AI agents available.

You can configure an alert phone number in the account billing or credit settings.

Enter the number with the country code. Leave the field blank if you do not want to receive SMS alerts.

When SMS alerts are sent

AskHandle can send SMS alerts for the following account events:

Credits exhausted

You receive an SMS when your available credits are exhausted.

AI agents may go offline until more credits are added.

80% of budget used

You receive an early warning when 80% of your configured monthly budget has been used.

This gives you time to review usage before the limit is reached.

Monthly budget reached

You receive an SMS when the monthly budget is reached.

AI agents may pause until the next billing period or until the account settings are adjusted.

Email vs. SMS notifications

Use Email Notifications for events happening in AI agent conversations.

Use SMS alerts for urgent credit and billing events that may affect whether your AI agents remain available.

The two notification types are configured separately and do not provide the same alerts.

Tips for notification setup

Add the teammates who should respond to human handoff requests as email recipients.
Enable only the conversation events your team actually needs to reduce notification noise.
Remember to Publish the AI agent after changing email notification settings.
Keep the SMS alert phone number current so critical credit and billing warnings reach the right person.
Treat SMS alerts as account-level operational warnings, not customer conversation notifications.