​

Notifications & Alerts Setup

​

Prerequisites

• Active Welco AI account
• Email notifications: Available on all paid plans
• SMS notifications: Available on Professional and Business plans only

​

Accessing Notification Settings

1. Navigate to Notifications from your dashboard sidebar
2. You’ll see the main notifications page with “Configure your notification preferences”
3. Click Create Notification to add a new notification rule

​

Creating Notification Rules

​

Step 1: Name Your Notification

1. In the “Create New Notification” dialog, enter a descriptive name
2. Example: “Phone Call SMS Alerts” or “Email Call Notifications”

​

Step 2: Choose What to Monitor

• Phone Calls - Get notified when your AI receptionist receives calls
• Text Messages - Get notified when SMS messages are received

​

Step 3: Select Notification Method

• Email - Receive detailed email notifications (all plans)
• SMS - Receive text message alerts (Professional/Business plans only)

​

Step 4: Configure Recipients

​

For Email Notifications:

1. Enter email addresses in the provided fields
2. Click Add Email Address to include multiple recipients
3. Remove unwanted addresses using the trash icon

​

For SMS Notifications:

1. Enter phone numbers using the international format picker
2. Select the correct country code from the dropdown
3. Click Add Phone Number to include multiple recipients
4. Remove unwanted numbers using the trash icon

​

Step 5: Customize Notification Content

• Include Transcript - Add the full conversation transcript
• Include Summary - Add an AI-generated call summary
• Include Intake Forms - Add any completed intake form data
• Include Workflow Actions - Add details about automated workflow actions taken

​

Step 6: Save Your Configuration

1. Review your notification settings
2. Click Create Notification to save
3. Your new notification rule will appear in the notifications list

​

Managing Existing Notifications

​

View Notification Details

• All active notification rules are displayed on the main Notifications page
• Each rule shows the notification name, trigger type, delivery method, and recipient count
• Creation date and current status (Enabled/Disabled) are also visible

​

Enable/Disable Notifications

1. Find the notification rule you want to modify
2. Use the toggle switch to enable or disable the notification
3. Disabled notifications will not send alerts until re-enabled

​

Edit Notification Settings

1. Click the Settings icon (gear) next to any notification rule
2. Modify recipients, notification content options, or other settings
3. Click Save Changes to update the configuration

​

Delete Notifications

1. Click the Settings icon next to the notification you want to remove
2. Select Delete from the options menu
3. Confirm the deletion when prompted

​

Next Steps

• Test your configuration by making a test call to your AI receptionist
• Monitor notification delivery and adjust settings as needed
• Consider setting up multiple notification rules for different scenarios
• Review and update recipient lists regularly to ensure notifications reach the right people