For the complete documentation index, see llms.txt. This page is also available as Markdown.

Send Personal Notifications

Personal Notifications automatically send a notification message to the numbers you choose whenever certain conditions are met, so you always stay in the loop on important moments in your customer conversations.

Setting up Personal Notifications

  1. Open the Integration page

    • On the Integration page, go to Connected Apps and find Send Personal Notifications. Click Activate to turn it on.

  2. Configure personal notifications

    • Once it's on, click Setting to configure how personal notifications are sent.

  3. Set the notification prompt

    • Under Prompt Notification, describe the conditions or cases that should send a notification to your number.

    • Example prompt: "If the customer has sent the product name and shipping address, send me a personal notification."

  4. Set up phone numbers

    • Under Phone Number Configuration, add the numbers that should receive these notifications. Enter a name and phone number, then click the Plus button.

  5. Input Configuration

    • Under Input Configuration, list the inputs to pick up from the chat and use to fill in the notification template:

      1. Input: the variable to be replaced, such as address, price, order and so on.

      2. Description: a description of that variable.

      3. Click Add Input.

  6. Choose a WhatsApp inbox

    • Choose the WhatsApp inbox you want to use.

    • Note: the WhatsApp inbox must already be assigned to the AI agent you're setting up; if it isn't, the inbox won't appear here.

  7. Choose a notification template

    • After choosing the inbox, you'll be taken to the template menu. Choose the template you want to use.

  8. Edit the template variables

    • Adjust the template variables to fit the notification you want.

  9. Save the configuration

    • Click Save Configuration to save all your settings.

  10. Automatic notifications

    • From now on, whenever a conversation meets the criteria in your prompt, a notification is sent to the numbers you set.

⚠ Note: you'll need to add a payment method in Facebook before notification messages can be sent.

If anything's still unclear, watch the video tutorial below to see each step in action.