Adjusting mail notifications

If you want to keep up the date with what the visitors on your site are saying or need another way to keep an eye on chat activity, there are multiple options that may help in the Mail Notifications section of the Dashboard.

Here’s how to make sure the right people are getting notified:

If you have multiple properties, check to make sure you're currently viewing the correct one by hovering over the hamburger icon at the top of the Dashboard.

Next head to AdministrationSettings list, select Mail Notifications 

On the Mail Notifications page, you'll see a list of options for when and where someone within the property should be notified about chats, tickets and forms.

Chat Transcripts

Anyone included in the Send all Chat Transcripts to option will receive full transcripts of all chats answered. This means that regardless of who answered the chat, the recipient will see the entire conversation via email.

New Tickets

The Send New Ticket notifications to option can be useful for getting the people who can help involved as soon as possible. For example, you could set this up to send an email to your team of troubleshooters or notify some of your developers so they can start working on a software fix immediately.

Offline Form

If you can't be there to answer your customers all the time the Send Offline Form notifications to option can be helpful for making sure you don't miss out on a conversation or a lead. If you've requested the visitor's email in the form, you'll be able to get back in touch with them right away.

Missed Chat

Setting up the Send Missed Chat notifications to option can work as a failsafe to make sure you haven't missed an opportunity to respond to a visitor. If someone hasn't shown up for a shift, a missed chat notification can serve as a quick reminder to answer chats, so you can make an adjustment sooner rather than later.

To select where notifications will be sent, change the option from Nobody to All, Only Admins or Department selected in Pre-Chat Form. Selecting All will send an email to every agent on the property. Choosing Only Admins will send an email only to agents on the property who have the Admin status.

If you want to be more specific, you can either set up departments and allow the visitor to choose where to send the email by selecting the Department selected in Pre-Chat Form option or you can add an agent's email manually.

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