Notifications

Botvee tells you when something needs you — in the dashboard and by email. Set them up so you hear about waiting customers and new leads straight away, but are not flooded with emails you do not need.

Before you start

• The email address on your account — Notification emails go there
• The features you use switched on — For example Human Handoff or Lead Generation

In the dashboard

Dashboard → Notifications lists every alert. Filter by Chats, Handoffs, Issues, Leads, Training or System. A sound plays when a new alert arrives, and the Inbox shows how many customers are waiting.

How to set up email alerts

Each feature has its own email switch in Agent Settings:

• Human Handoff — “Notify me”
• Support Tickets — “Notify me”
• Lead Generation — “Send email notification”
• Booking Management — “New Booking Email Notifications”
• Email on new chat — An email for every new chat

Account emails

1. 1

   Open Dashboard → Settings

   In the side menu, under Account

2. 2

   Click the Security tab

   It holds your sign-in and email settings

3. 3

   Find Email notifications

   Switch “Usage alerts”, “Alert on every sign-in” and “New chat emails” on or off

Good to know

• Alerts sent to you are free. They do not use credits
• Check your spam folder the first time, and mark Botvee emails as safe