Lead alerts & weekly email
Get an email the moment someone leaves their details, plus a Monday report after weeks with chats.
Instant lead alerts
When a visitor leaves a phone number or email, we email you right away: who they are, how to reach them, what they asked, and a link straight to the chat.
- Open Settings → Lead alert email.
- Enter where alerts should go and click Save email. It starts as the email you signed up with.
- Click Send me a test alert to see one.
Only the admin can change this address. If an alert can't be delivered, your Inbox shows a warning, and the lead is still saved in your dashboard.
Weekly report email
Every Monday morning (your business's time zone), after a week with at least one chat, we email you a report of your week. It shows only the numbers you actually had: chats, leads, hot leads, visitor ratings, the questions people ask most, and one tip to win more jobs. Each question your bot couldn't answer has an Add an answer link that opens it in your dashboard, so you can teach the bot in one tap.
A week with no chats sends no report. While your chat is quiet, you get at most one short email a month instead: how to add the chat to your website if it isn't there yet, or a few ideas to get visitors chatting.
Both emails go to your lead alert email. Turn them on or off under Settings (Weekly report email), or use the unsubscribe link at the bottom of any of them. Click Send me a preview now to see the email you would get this week.
The weekly report email is included in every plan, Free too. The Insights page (your numbers for 7, 30 or 90 days) is part of the paid plans (Pro and up).
Still stuck?
Ask our assistant: it knows every article here, and our team reads every chat.