What are Conversation Actions?

Notifications enable you to set up post-call automations based on predefined criteria. Notifications use condition-based logic (if this, then that) to configure automated processes.

Types of Notifications You Can Configure

  1. Send Email Alert
    • Email alerts, also known as email notifications, send emails to an unlimited number of recipients.
    • If White Label is included in your subscription, you can customize the email alert.
    • For more information on White Label, refer to the White Label Quick Start Guide.
  2. Send SMS
    • SMS (Short Message Service), commonly known as text messages, allows you to send notifications to an unlimited number of recipients.
  3. Tag Calls
    • Tags can be added to call detail records, making them searchable and available in reports.
  4. Trigger Webhook
    • Webhooks send call data to a configured endpoint, enabling integration with third-party applications such as CRMs, LMSs, or other management systems.
    • For more details on Webhooks, review the Webhooks Guide.
  5. Flag for Call Back
    • This feature allows you to flag specific calls for follow-up. Flagged calls appear in the Call Back Report under Reports > Call Logs.
  6. Send Call to Google Analytics
    • This integration allows you to send all call flows or selected call flows to Google Analytics.
    • When specific call flows are selected, you can use Notifications to determine which calls are sent to Google Analytics.

Getting Started with Notifications

For detailed instructions on how to set up Notifications, visit our Add Notifications Guide.