LeadTruffle offers both email and SMS notifications to help you and your team stay on top of new leads, conversation milestones, and account activity.
📬 Notifications Table
Notification Type | SMS | Description | |
New Missed Call | ✅ | ✅ | Notifies you when a new call is missed and a lead is created. |
New Chat Widget Submission | ✅ | ✅ | Alerts you when someone submits their information via the website widget. |
Conversation Complete (Missed Call) | ✅ | ❌ | Email alert when a missed call conversation has ended. See note below. |
Conversation Complete (Chat Widget) | ✅ | ❌ | Email alert when a chat widget conversation has ended. See note below. |
New Lead quit responding for 5+ minutes | ✅ | ✅ | Informs you if a lead stops responding mid-conversation. |
General Account Notifications | ✅ | ❌ | Email-only updates about account activity and changes. |
New AI Handled Call | ✅ | ✅ | Alert when the AI handles an inbound call and begins qualification. |
Manual Reply Alert | ✅ | ❌ | Notifies you when a human should step in to reply to a lead manually. |
⚠️ SMS notifications are limited to new leads only (missed calls and chat submissions). All other types are sent via email.
📌 When is a “Conversation Complete” Notification Sent?
“Conversation Complete” notifications (for both missed calls and chat widget conversations) are triggered when either of the following conditions is met:
The AI has gathered all the key qualification data outlined in your prompt.
OR 20 minutes have passed since the conversation began
This ensures you’re notified at a meaningful endpoint in the conversation - either when the lead is fully qualified or the chat naturally wraps up over time.
🛠️ How to Set Up Notifications in LeadTruffle
To start receiving notifications, follow these simple steps:
📧 For Email Notifications:
Go to the Notifications tab in your LeadTruffle dashboard.
Click Add Email Notification.
Enter the email address where you want to receive notifications.
(Optional) Add a Subscription Name to help identify why you set it up (e.g., “Sales Team Alerts”).
Select the notification types you’d like to receive.
Click Add Subscription to save.
📲 For SMS Notifications:
In the Notifications tab, click Add SMS Notification.
Enter the phone number that should receive SMS alerts.
(Optional) Add a Subscription Name for easy reference.
Choose the notification types you want to receive via text.
Click Add Subscription.
That’s it! Notifications will now be delivered based on your selected preferences.
Need help? Contact us at [email protected] or message the team via the Intercom chat on this article of in-app.