Getting notification for leads

When the user interacts with the chatbot and provides their contact information, a lead is said to be created.

As your sales team needs access to the lead details, here are some ways to you can get notified:

Send an email notification

  • On the chatbot flow, after the contact information is collected, add a 'Send an email' action block.

  • Define the emails that should receive access.

  • Define the body with contact data to be sent or enable the whole chat transcript

Send an email

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