How to Set Up Notifications in Meera?

🧩 What Can You Be Notified About?

With the Notification Module, you can enable alerts for the following events:

• 📅 Call Scheduled

• ☎️ Alternative Phone Number Provided

• 📩 Assist Lead: User Replied After Lead is Closed

• 🧠 Assist Lead: Matched Multiple Intents

• 💬 Assist Lead: Any User Response

• 🚫 Lead Marked as DNC (Do Not Contact)

• ✋ Lead Requests: Text Only / Email Only / No Calls

Each of these can trigger an automated email notification to one or more team members of your choosing.

🛠️ How to Set Up Notification Rules

To get started with the Notification Module, follow this step-by-step walkthrough:

▶️ Watch Setup Tutorial on Loom

The video covers:

• Where to access the notification settings

• How to create and customize notification rules

• How to add recipients

• Tips for managing alerts without overwhelming your inbox

👥 Add Multiple Recipients

You can add multiple team members to receive alerts for any notification type. This is great for:

• Sales and support handoffs

• Manager escalations

• Keeping stakeholders in the loop

✅ Best Practices

• Only enable the notifications that are relevant to your workflow

• Avoid duplication by coordinating notification rules across campaigns

• Review notification recipients periodically to ensure they’re up to date

Need help setting up or customizing your notifications? Reach out to our team — we're here to help!