Set up notifications
Open a deployment, then open Settings > Notifications.
Enable session-end email
Section titled “Enable session-end email”Turn on Email me when a session ends.
The recap can include:
- Person data
- Goal evaluation
- Summary
Use notifications when you want to react to important sessions without reviewing every conversation manually.
Add a send condition
Section titled “Add a send condition”Use Send when to avoid noisy notifications.
Examples:
Send when the visitor seems like a qualified lead.Send when the visitor asks for pricing, procurement, security, or a demo.Send when the goal was not reached and the transcript shows a fixable issue.Leave Send when empty to send a recap for every ended session.
Pair with daily review
Section titled “Pair with daily review”Notifications are not a replacement for reviewing sessions.
Use them for urgent follow-up, then use Monitor > Sessions and Train > Reflections for regular improvement.