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
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
Write the team message
Under Notification, click Message Notification and write what your team should read. Type
@or#to insert answers, for exampleNew lead: {{@full_name}}, {{@phone}}. - 3
Enter the phone number
In Phone Notification, type the number that gets the alert, for example
972501234567. A local Israeli number such as050-123-4567also works. - 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
Connect into it
Connect the last step of your flow to the Notification step. It has no outgoing connection: the conversation ends here.
Example#
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 channel | The alert comes from |
|---|---|
| WhatsApp · Official | Officely's WhatsApp number, as an approved notification message, so it arrives even if that phone never wrote to your bot |
| WhatsApp QR | Your 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.