Where notifications are configured
Notification destinations live on the Agent page alongside the rest of the call-experience settings. You can enable email, SMS, or both, and set separate recipients for each.
- Email: enter the inbox that should receive call summaries.
- SMS: enter a text-capable US phone number that should receive short summary alerts.
- You can leave one channel off if you do not want duplicate pings.
What shows up in each channel
- Email: the longer summary with caller details and the highlights of the conversation.
- SMS: a short recap suitable for reading on the go, with a link back to the full call in the dashboard.
- Message captures always include the fields you configured under Caller Follow-up.
Standard messaging rates apply
SMS notifications are sent to the phone number you provide. Your carrier's standard rates for receiving text messages apply.
Routing to a whole team
For team-wide visibility, pair notifications with Slack or Zapier. Slack works well for a shared channel, and Zapier can fan a summary out to a CRM, a spreadsheet, or a ticket system in parallel.