Exciting news for small business owners! We’ve made some fantastic enhancements to post-call email notifications that give you more control over who gets notified. Let’s dive into how these changes can benefit your business!
📌 Why This Matters
Having the right people informed at the right time can make all the difference in your operations. Here’s why this feature is essential:
- Personalization: Notify only the people who truly need the information.
- Reduced Noise: Keep your team focused by avoiding unnecessary emails to all admins.
- Improved Usability: It’s now easier than ever to configure multiple recipients for notifications.
✨ What’s New?
- Flexible Selection: Choose one or more types of recipients, instead of being limited to just one.
- Admin Opt‑Out: Notifications no longer have to go to all admins by default.
- Recipient Categories:
- All Admins
- All Users
- Contact’s Assigned User
- Specific Users
- Custom Email
- UI Update: Enjoy new multi‑select controls in the Agent Goals tab.
🛠️ How to Use It
- Step 1: Go to the Create or Update Agent flow in Voice AI.
- Step 2: Navigate to the Agent Goals tab.
- Step 3: Toggle on Receive Email Notification Post Call Completion.
- Step 4: Select one or more recipient types (All Admins, All Users, Contact’s Assigned User, Specific Users, or Custom Email).
- Step 5: If Specific Users is selected, choose users from the dropdown list.
- Step 6: If Custom Email is selected, enter the desired email address.
- Step 7: Click Save to apply your notification settings.
💡 Pro Tip
Take the time to customize your notification recipients, ensuring that the right team members stay informed and your inbox remains organized!
