Agent ·Alerts

Notifications Agent

Alerts that point inward: to the owner, with the context, and I leave it on record.

What exactly does it do

Five things, and nothing more.

  1. 01

    Notify the appointment owner, contact or opportunity by email.

  2. 02

    Request human support with the reason and wait time when an agent stops.

  3. 03

    Leave the note in the thread so that whoever enters knows what happened.

  4. 04

    Adhere to notification controls per person and per organization.

  5. 05

    You don't write to the client: your job is to inform the team.

Tools and permissions

What it comes to, and with what permission.

A real turn

Enter, decide, execute and be registered.

Enter

A new appointment assigned to Laura for tomorrow at 5:00 pm.

Decide

Check Laura's notification controls and choose mail, not push.

Run

Send the notice with time, branch, patient and history, and record the shipment.

Notification Agent sent a notice to Laura · email · 38 min ago

binnacle

The team finds out without anyone forwarding screenshots.

Tell us who needs to know what and test it with your own team.

See the full team