Help · Calls and reviews
Email alerts when a customer needs you
What happens when a customer needs a person, and where to check the conversation.
When Hello can't help a customer, or they want a booking, quote or to make a complaint, it takes their details and passes it to your team. These alerts are for you. They're different from the summaries Hello can email to callers.
Check the conversation
- Open Calls.
- Use the month and channel filters to find it.
- Open the conversation.
- Read Summary, Needs a person and any Knowledge gap.
- Check the customer's contact details before you follow up.
Make Calls your daily check. Don't rely only on an email arriving.
Change who gets alerts
There isn't a setting for alert recipients in the app yet. Email hello@leadica.io with your business name and the address you want, and we'll change it the same day.
If an alert seems missing
Check your spam folder and Calls. Then send us the rough time and channel of the conversation so we can look into it.
Replies go to under Email summaries only changes where caller replies to summary emails go. It doesn't change your alerts.
Related
Still stuck? Ask Riley, or email hello@leadica.io.