Default Notifications:
Automatic email alert sent after each conversation is processed.
Includes summary and direct link.
Viewers get alerts, even without workflow permissions.
Custom Alerts with Workflows:
Use workflows for advanced triggers: e.g., batch summaries, team digests, custom triggers.
Alerts can be scheduled (e.g., weekly), tied to specific user roles, or triggered by conversation type.
Set-Up Steps:
Check your notification settings (Profile > Notifications).
For team digests, set up workflow (see Workflow guide).
For alert frequency (Immediate/Weekly/Monthly), adjust in notifications.
What’s Included:
Notification email: Subject, conversation name, summary, links to details.
Weekly/monthly: Consolidated email with all relevant conversation links.
Best Practices:
Forward critical alerts to a group email for wide distribution.
Keep alert frequency as needed to avoid inbox overload.
Use unique meeting titles for auto-tracking (see Prompts).
Troubleshooting:
Not receiving alerts? Check spam or email filters.
Only want alerts for certain calls? Filter by keywords or participant in workflow.