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Inbox and team

Email alerts for leads, bookings, missed calls

Takes 1 minuteYou need: A confirmed email address on your Frontivo.io login

Frontivo.io emails you when something needs you: a new lead, a new booking, a booking moved or cancelled by a customer, a missed call, or a customer who needs a person. Each person on the team chooses their own emails, and it works on every plan.

What you can get emails about

Owners, co-owners and admins get the first five without doing anything. Team members get none until they switch them on.

  • New leads: your AI took someone's details. Urgent ones say Urgent in the subject.
  • New bookings: your AI booked an appointment.
  • Bookings moved or cancelled: a customer changed or cancelled their appointment with your AI.
  • Missed calls: a call nobody answered, for example while your AI was turned off or paused.
  • A customer needs a person: your AI handed a conversation to your team.
  • A summary after every phone call: one email per call your AI answers. It's off at first, because it can be a lot of email.

Bookings and leads you add yourself in the dashboard don't send emails, and neither do test conversations from the Channel tester.

Choose your emails

  1. 1In your dashboard, click Team in the menu.
  2. 2Find the card Your email alerts.
  3. 3Tick the emails you want and untick the ones you don't.
  4. 4Click Save.

Every alert email also has a Change your email alerts link at the bottom that opens this card.

Want the same alerts in your team's chat app too? See Get team alerts in Slack, Teams and more.

Troubleshooting

I don't get any alert emails

Check that you confirmed your email address: the Your email alerts card says so if you haven't. Then look in your Spam or Junk folder and mark the email as Not spam. The emails come from noreply@frontivo.io.

I get too many emails

Untick A summary after every phone call first - it sends one email per call. You can untick anything else too, and you'll still see new activity in the bell at the top of the dashboard.

A team member doesn't get emails

Team members start with every email off. Ask them to open Team and switch on the ones they want in Your email alerts. Each person can only change their own.