You can modify your preferences for real-time browser and email alerts for all bots in a single place.

Managing Real-Time Alerts

To manage real-time browser alerts for all bots:

  1. In the upper-right corner of any window, on your name menu, click User Profile.
    The Edit User window appears.
  2. Click the Realtime Alerts tab.
    A list of bots appears.
  3. In the Generate on column, select one of the following options (criteria) for generating real-time browser alerts for the bots: 
    • Bot Launch: Displays the alert when the bot is launched.
    • Bot Engagement: Displays the alert when a customer interacts with the bot.

    • Goal Completion: Displays the alert when the bot goal is completed.

      • If you select the Goal Completion option, an additional option appears to allow you to enable the goal for which you want an alert to be generated.
      • For information about goals, see Goals.
      • For information about how to set up an email alert for a bot, see Setting Up Alerts for a Bot.
  4. Click Save.
    Your preferences for real-time browser alerts for the bots are saved.

Managing Email Alerts

To manage email alerts for all bots:

  1. In the left pane, hover over Account Settings, and then click Alerts.
    The Settings window displaying the Alerts tab appears.
  2. In the Bot Name column, enable the bots for which you want email alerts to be generated.

  3. Specify values in the remaining columns.

    For information about the columns, see Setting Up Alerts for a Bot (the Setting Up Email and Browser Alerts for a Bot section, Step 3).

  4. Click Save.
    Your preferences for email alerts for the bots are saved.