Alerts help keep you in the loop whenever a customer triggers events in the cancel experience, like successful deflections or actions initiated. Configure alerts to stay notified via Slack or Email in Settings Menu in the lower left sidebar. Click the pencil icon next to the alert to enable or disable the alert and edit content for the alert.
In Settings, find Alerts & webhooks.
In the Alerts Settings, you’ll see a list of available notifications you can enable by Slack or Email, and which alerts are active. Alerts with a Slack icon are available via the Slack integration, and alerts with Email icon are available to receive by email.
Select the Status toggle to enable/disable the alert for both Slack and email, or select the toggles in the Slack and Email sections to enable/disable them separately.
When you enable Slack alerts, an alert will be posted in the Slack channel you configured for the given event. You can customize the main event message in the default Slack alert template. If you need to further customize the Slack alert, you can uncheck the "Use default message" option and construct the entire contents of the Slack alert.
For each event, you can configure the email address the alert gets sent to, email subject, and body of the email.
Webhooks and Zapier
The Alerts in the Settings Menu not only reflect our ready-built Slack and Email notifications, but also reflect Events that can trigger both Webhooks and Zaps with Zapier. If you want to get extra fancy, like adding to email lists or setting off journey's in your marketing automation tools, check out our guides on Zapier and Webhooks: