Notifications

Choose who receives your chatbot's emails: a lead email the moment a lead is captured, and a transcript of each conversation.

Open your chatbot, click "Advanced Settings" in the editor header, and select the "Notifications" tab. The tab has two parts: a list of Verified emails, and the Emails your chatbot sends to them.

Tip:
Changes on this tab apply to your live chatbot immediately. There is nothing to save or publish. A brand-new chatbot has to be saved once before you can set up its emails.
Notifications tab with the Verified emails list and the Email me new leads and Email chat transcripts cards, each with a Send to list
Advanced Settings → Notifications

Verified Emails

Each chatbot keeps its own list of email addresses that are allowed to receive its emails. An address has to confirm it wants them before you can pick it.

1

Add an address

Type the address in the name@company.com field and click "Add". You can add up to 10 addresses per chatbot.
2

The address confirms

We email the address a confirmation link. Until it is clicked, the address shows "Waiting for confirmation".
3

It's ready to use

Once the link is clicked, the status changes to "Verified" and the address can be ticked under Send to below, and in the Agentic Workflow tab.

Managing the list

  • Resend — Sends the confirmation email again. Use it when an address shows "Waiting for confirmation" or "Link expired".
  • Remove — The trash icon takes an address off the list.
  • Not verified — Addresses your chatbot was already emailing before verification existed are listed as "Not verified". They keep receiving emails. Click "Verify" next to one to send it a confirmation link.
Tip:
With no verified emails, your chatbot's emails go to the chatbot owner (or workspace members and organization admins).

Emails

Your chatbot can send two kinds of email. Each has its own on/off switch and its own Send to list.

Email me new leads

Each new lead is emailed as soon as it's captured, so your team can follow up quickly.

Email chat transcripts

A transcript of each conversation is emailed once, a set time after the visitor's first message. Set that time with Chat Transcript Delay: anywhere from 2 to 180 minutes.

Tip:
The delay counts from the visitor's first message, not from the end of the chat. If your conversations tend to run long, pick a longer delay so the transcript includes the whole exchange.

Send to

Under each email, tick the verified addresses that should receive it. The two lists are separate, so leads can go to sales while transcripts go to support.

  • Nothing ticked — The email goes to the chatbot owners.
  • No verified emails yet — Add one in the Verified emails list above to send these emails somewhere else.
Note:
Only verified addresses can be added to Send to. If a teammate isn't receiving emails, check that their address shows "Verified" and that it's ticked under the right email.

Next Steps

Want an AI-written summary sent only when a conversation matters, such as a hot lead or a complaint? Set up an Agentic Workflow.

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