Docs/Configuration/Notifications

Notifications

Never miss an important lead or conversation with real-time notifications via email, Slack, or webhooks.

Notification Channels

Email

Receive notifications to your inbox

  • Instant delivery
  • HTML formatting
  • Team distribution lists

Slack

Get alerts in your Slack workspace

  • Channel or DM
  • Rich message formatting
  • Quick reply actions

Push Notifications

Mobile alerts for urgent events

  • iOS & Android
  • Customizable sounds
  • Priority levels

Webhooks

Send events to your own systems

  • JSON payload
  • Custom headers
  • Retry logic

Notification Types

New Lead CapturedRecommended

Triggered when a visitor submits their contact information

Includes: Name, email, company, lead score, conversation link

Human Handoff RequestedRecommended

Visitor asked to speak with a human agent

Includes: Visitor info, conversation history, reason for handoff

High-Value LeadRecommended

Lead score exceeds your defined threshold

Includes: Full lead profile, qualification answers

New Conversation

Every time a visitor starts a conversation

Includes: Page URL, visitor info, initial message

Bot Failed to Answer

AI couldn't provide a confident response

Includes: Question asked, attempted answer, confidence score

Daily SummaryRecommended

Daily digest of all activity

Includes: Conversation count, leads, popular topics, issues

Weekly ReportRecommended

Weekly performance summary

Includes: Trends, comparisons, recommendations

Email Notification Setup

  1. 1

    Go to Settings → Notifications

    Access notification preferences from your dashboard

  2. 2

    Add Email Recipients

    Enter individual emails or team distribution lists

  3. 3

    Select Events

    Choose which events trigger email notifications

  4. 4

    Test & Save

    Send a test notification to verify setup

Slack Integration Setup

  1. 1

    Connect Slack Workspace

    Click "Add to Slack" and authorize the Chatmefy app

  2. 2

    Choose Channel

    Select a channel like #sales-leads or create a dedicated one

  3. 3

    Configure Events

    Select which events post to Slack

  4. 4

    Enable Quick Actions (Optional)

    Allow team to respond directly from Slack

Pro Tip: Create a private channel for hot leads and route high-score notifications there for immediate attention.

Webhook Configuration

Example webhook payload for new lead:

{
  "event": "lead.created",
  "timestamp": "2024-01-15T10:30:00Z",
  "data": {
    "id": "lead_abc123",
    "email": "john@company.com",
    "name": "John Smith",
    "company": "Acme Corp",
    "score": 85,
    "source": {
      "page": "/pricing",
      "campaign": "google_ads"
    },
    "answers": {
      "company_size": "51-200",
      "budget": "$10k-50k",
      "timeline": "This quarter"
    },
    "conversation_id": "conv_xyz789"
  }
}

Webhook Settings

  • • URL: Your endpoint (HTTPS required)
  • • Secret: HMAC signature for verification
  • • Retry: 3 attempts with exponential backoff
  • • Timeout: 30 seconds max response time

Advanced Rules

Create conditional rules to route notifications to the right people:

IFLead score > 80
THENSend to #hot-leads Slack channel + SMS to sales manager
IFPage URL contains /enterprise
THENNotify enterprise sales team via email
IFLanguage = Spanish
THENRoute to Spanish-speaking support agent
IFOutside business hours
THENQueue for next day + send auto-reply

Best Practices

Start with essential notifications only — avoid notification fatigue

Use Slack for real-time alerts, email for summaries

Set up lead score thresholds to prioritize hot leads

Create dedicated channels for different lead types

Test your webhook integration thoroughly before going live

Review notification volume weekly and adjust as needed

Next Steps

Train Your Knowledge BaseSet Up Integrations