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Email Notification Enhancements

We currently trigger an email when someone engages with a chatbot. Things we can enhance:

  • A summary and transcript in the email

  • Customization tools:

    • Enable/disable a link to the dashboard, and enable/disable a link to Sheet

    • Remove logo in email notification

    • Possibly changing the "From" email so the notification comes from a different address. No guarantees on this one though

Status: Completed11 comments

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Comments11

  • jp mich

    •

    Jan 20, 2024

    You could even allow us to add some custom text to this email so we could brand it more. So add one or several premade templates and allow us to modify them according to our agency business

    Customizing the client’s name and business:

    « Hey {first-name}! You just got a new lead for {your-business}! Here is the data transcript and Data point for you to act »

  • Reese | RankPast

    •

    Jan 23, 2024

    As an agency wanting to whitelabel this software and sell it to my clients, I don't see the option to change the email address where the chatbot engagement notifications get sent.

    • Botsheets Admin

      Team•

      Jan 23, 2024

      This isn't available yet. This board is set up to capture feedback from Botsheets users, weigh out the pros and cons (see what matters) and prioritize requests. I suspect we'll do something here given the interest, especially with the ability to add multiple email recipients, but if this action item moves forward to "In Progress" you'll be first to know. In the interim, we've opened up Webhooks so that Botsheets will send all of the data collected to any 3rd party platform that ingests JSON data and you can set up your own custom email triggers, whether it's using Zapier, HighLevel, Make.com and may more that support Wehooks for receiving data. Cheers!

    • Botsheets Admin

      Team•

      Feb 21, 2024

      We added this. All emails are now sent from a generic domain "botmailserver.com"

  • Botsheets Admin

    Team•

    Feb 6, 2024

    Still in progress, but here is what we're doing. It's fully configurable. Also, you can include 2 email recipients, so it might be an email that's different than the one you used to sign-in. If you're an agency, you could add an external email for your client like a team email (i.e. support@yourclientEmail.com)

  • Botsheets Admin

    Team•

    Feb 9, 2024

    You'll find this capability in Bot Settings > General > Email Notifications

  • Jamil Lila

    •

    Feb 9, 2024

    As an agency, there is a direct relationship between all emails coming from my domain and the level of confidence and trust they have in our agency and services. I white label a bunch of services, and if they got emails from 10 different domains, to the end client, it feels to them like my agency is a "patched together" solution, not an integrated machine. Sending from my domain is super-important from me.

    Jamil

    • Botsheets Admin

      Team•

      Feb 9, 2024

      Appreciate the input! That would be the next step to building on this capability.

  • Botsheets Admin

    Team•

    Feb 21, 2024

    These email notifications are coming from a separate domain. Fully white labelled email notifications now.

    • Jamil Lila

      •

      Feb 21, 2024

      that's a good 1st step, but as I stated above, I white label 5 different services. If each of them uses this "good enough for the founder" methodology, then my clients user experience, quite frankly really sucks. Here's the conversation I'm forced to have: " Hi Mr. Client, please whitelist my domain, my crm domain, my rep management domain, my chatbot domain, etc" That does not inspire confidence. This is absolutely not "white labeled" this is actually called "grey labeled" and is not ideal for agencies. It's extremely common for employees to mark such emails as spam, as they don't instictively recognize these grey labeled domain names as a known, trusted vendor. This is not the case for companies like birdeye, broadly, etc.

  • jp mich

    •

    Feb 21, 2024

    Awesome, thanks a lot