FAQs in this section
How do I set up alerts for emails?
Follow these steps to set up an Email Alert rule:
1. Click the More displayed on the top right corner of the Actions dashboard.
2. Select Configuration.
3. Click the Email Alerts tab.
4. Click the +Add Rule displayed on the top right corner of the Alert Configuration page.
5. Enter the Alert Message.
6. Set up conditions for alerts as follows:
8. Select one or more alert channels by clicking the checkbox Alert channels.
9. Click Save.
1. Click the More displayed on the top right corner of the Actions dashboard.
2. Select Configuration.
3. Click the Email Alerts tab.
4. Click the +Add Rule displayed on the top right corner of the Alert Configuration page.
5. Enter the Alert Message.
6. Set up conditions for alerts as follows:
a. Choose an Owner (record assignee)
b. Choose a Mailbox
c. Choose:
b. Choose a Mailbox
c. Choose:
i. Client awaiting response if you want to enable alerts for client emails that you have not responded to.
ii. Agent awaiting response if you want to enable alerts for your emails that have not received a response from a client.
7. Enter the number of days after which you want to receive an alert.ii. Agent awaiting response if you want to enable alerts for your emails that have not received a response from a client.
8. Select one or more alert channels by clicking the checkbox Alert channels.
9. Click Save.