Workflow Notifications

Understanding the workflow notifications within your account.

Updated: September 27, 2024

The Different Workflow Notifications

Your workflow notifications are automatically published when your account is created. Should you not wish to receive certain notifications, you are able to Draft the workflow using the 3 dots to the right of the workflow name.

You can find these notifications by navigating to Automation > All Workflows > Notifications

1. Chat Widget
   1. Anytime a prospect replies via the chat widget you will receive an email, text and in-app notification.
2. Email Response
   1. Works the same as the chat widget notification except that the events are triggered  only when a prospect/contact provides an email response
3. Missed Call Text Back
   1. Any incoming call that was tagged as busy, canceled, voicemail or no-answer will be followed-up with a text from your account to the phone number that called. 
      1. This message can be adjusted from inside the workflow
   2. The missed call will also be followed up with an email and in-app notification to alert the account user of the received missed call
   3. For further information: Missed Call Text Back Workflow
4. New Lead | Stale Lead
   1. This notification acts as a reminder and will sent an internal notification to alert the user that there's been no activity with a certain contact for a set amount of days. The set amount of days can be altered.
5. Task Added
   1. This is a task-related notification.
   2. For further information regarding tasks, please see:
      1. Tasks - Dashboard
      2. Tasks - Creating & Managing
      3. Tasks - Internal Team Tasks
6. Task Reminder
   1. Relates to point 5 and acts as a reminder for any tasks due
7. Text Response
   1. Works the same as the chat widget and email notification except that the events are triggered  only when a prospect/contact provides a text response