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Steps

Notification

The original way to alert your team: text a phone number when a customer reaches this step. Still works on existing bots.

What it does#

Notification sends a WhatsApp message to a phone number you choose, for example your sales manager, when a customer reaches this step. The customer gets the step's own message, and the conversation ends here.

Set it up#

  1. 1

    Add or open the step

    Click a Notification step on the canvas to open Step settings. (If your step list still offers Notification under Tools, drag it onto the canvas.)

  2. 2

    Write the team message

    Under Notification, click Message Notification and write what your team should read. Type @ or # to insert answers, for example New lead: {{@full_name}}, {{@phone}}.

  3. 3

    Enter the phone number

    In Phone Notification, type the number that gets the alert, for example 972501234567. A local Israeli number such as 050-123-4567 also works.

  4. 4

    Write the customer's message

    Under Message, write what the customer reads last, for example Thanks! We'll call you within one business day.

  5. 5

    Connect into it

    Connect the last step of your flow to the Notification step. It has no outgoing connection: the conversation ends here.

Example#

Notification step
Message Notification: New lead from the website bot: {{@full_name}}, {{@phone}}, interested in {{@service}}
Phone Notification: 972501234567
Message: Thanks {{@full_name}}! Our team will call you today.

The customer reads Thanks Noa! Our team will call you today. The phone 972501234567 gets New lead from the website bot: Noa, 0501112222, interested in Teeth whitening.

Who sends the alert#

Your channelThe alert comes from
WhatsApp · OfficialOfficely's WhatsApp number, as an approved notification message, so it arrives even if that phone never wrote to your bot
WhatsApp QRYour bot's own WhatsApp number

Common mistakes#

  • No phone number. The step can't notify anyone. Fill in Phone Notification.
  • Expecting the chat to continue. Notification ends the conversation. To alert your team and keep going, use Talk to a person or an HTTP step.
  • An empty team message. If Message Notification is empty, nothing is sent to the phone.
  • Website-only chatbots. Don't rely on Notification there; use Talk to a person with an email address.