Product update · Leads

Verified notification emails for each chatbot

Add your team's addresses to a chatbot once, confirm them, and pick who gets lead emails, transcripts and Agentic Workflow emails. Changes apply right away.

Gopi Krishna Lakkepuram

· 3 min read

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Leads
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Lead emails are only useful if they reach the right inbox. A typo in an address meant leads quietly went nowhere, and changing who got them meant editing the chatbot and publishing it again. Now each chatbot keeps its own list of confirmed email addresses, and you choose from that list who receives what.

What's new

The Notifications tab in your chatbot's Advanced Settings has been rebuilt.

  • Verified emails. Add an address and it's sent a confirmation link. Once someone clicks it, the address shows as Verified and you can pick it to receive emails. Until then it shows Waiting for confirmation, with a Resend option.
  • Lead emails. Email me new leads sends each new lead as soon as it's captured. Turn it on or off with one switch, and use Send to to tick which verified addresses get it.
  • Transcript emails. Email chat transcripts sends one transcript per conversation, a set number of minutes after the visitor's first message. You choose the recipients and the delay.
  • Changes apply straight away. Settings on this tab go to your live chatbot as soon as you change them. There's nothing to publish.
  • Agentic Workflow uses the same list. The Agentic Workflow tab picks its recipients from these verified addresses too.

How to use it

  1. Open your chatbot in Studio and click Advanced Settings.
  2. Open the Notifications tab.
  3. Under Verified emails, type an address and click Add. Ask the person to click the link in the confirmation email.
  4. Under Emails, switch on Email me new leads and Email chat transcripts as you need them.
  5. For each one, tick the verified addresses under Send to. For transcripts, set how many minutes after the first message they're sent.

Good to know

  • Nothing ticked means the chatbot's owners get the emails. You don't have to add addresses for notifications to work.
  • Your existing recipients keep getting emails. Addresses a chatbot already sent to before this change, including CC and BCC addresses, stay on the list marked Not verified, and keep receiving emails. Click Verify to send them a confirmation link.
  • Up to 10 addresses per chatbot.
  • Transcript delay is 2 to 180 minutes.
  • Confirmation links expire after 7 days. If one runs out, the address shows Link expired; click Resend to send a new link.
  • The page only confirms on a click. Opening the confirmation link shows a button to confirm the address, so an email security scanner that opens links can't confirm it by accident.
  • This replaces the Internal Communications page. Recipients for a chatbot's emails now live with that chatbot.

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