How to Enable and Customize Live Chat Notifications
What Are Live Chat Notifications?
Live Chat notifications alert you instantly when a new message arrives in your CRM, ensuring you can respond promptly and maintain smooth communication with contacts. These notifications appear through channels you select—such as in-app alerts, email, or mobile push—helping you stay organized and never miss an important message.
This feature integrates seamlessly with your existing conversation notification settings, so you don’t need to configure Live Chat alerts separately. Whether you’re at your desk, on the go, or using the mobile app, Live Chat notifications help you deliver quick responses, boost engagement, and keep conversations flowing without interruption. It’s particularly useful for teams managing multiple inquiries, as it keeps everyone informed in real time.
Benefits of Using Live Chat Notifications
- Stay Informed: Get alerted for every new Live Chat message to respond quickly.
- Unified Setup: Live Chat notifications use the same settings as other conversation types.
- Central Management: All conversation alerts, including Live Chat, are managed in one place within your profile settings.
- Team Coordination: Team members with conversation notifications enabled will also receive Live Chat alerts.
- Customizable Preferences: Choose notification types and frequencies that suit your workflow.
How to Set Up and Customize Live Chat Notifications
Live Chat notifications are part of your conversation notification settings. When conversation notifications are enabled, Live Chat alerts are automatically included. Follow these steps to configure them:
Access Settings
From your CRM dashboard, click Settings in the left-hand menu. This is where you manage all account and profile preferences, including notifications.
Go to Your Profile
In the Settings menu, select My Profile. This section contains your personal account settings, including options for controlling how you receive alerts for Live Chat messages.
Open the Notifications Tab
Click the Notifications tab at the top of the page. Here, you can manage all conversation alerts, including Live Chat, and select your preferred notification methods.
Configure Conversation Notification Options
These settings determine when and how you’ll be alerted about messages and conversations. Available options include:
- Notify for all new conversations & messages initiated with the account: Receive alerts whenever anyone starts a new conversation with your account, regardless of assignment. This helps you monitor all incoming communication.
- Notify when a conversation gets assigned to me: Get notified when a conversation is specifically assigned to you, ensuring you know when something is your responsibility.
- Notify for new messages on a conversation I am assigned to: If you’re assigned to a conversation, receive alerts for every new message added to it, so you can stay updated without missing anything.
- Notify when I am added to an internal chat (In-App: Web only): Receive a notification if you’re added to a private chat within your team. These alerts appear only inside the web app.
- Notify for all new messages in internal chats I am part of (In-App: Web only): If you’re already in a private internal chat, get notified about every new message sent there. This applies only to the web app.
- Notify when I am mentioned in any conversation: Receive an alert if someone tags or mentions you directly in a message, useful for catching items that need your attention even if you’re not assigned.
- Notify for all new messages in conversations where I am mentioned: Once mentioned in a conversation, continue receiving alerts for all new messages in that thread, making it easier to follow up.
Select Notification Channels
These options control how you’ll receive alerts when the selected notification events occur. You can enable one or more channels based on your preferences:
- In-App Notifications: Appear inside your CRM dashboard while you’re logged in. Ideal if you work primarily within the platform and want immediate updates.
- Email Notifications: Send alerts to your registered email address. Helpful if you’re often away from the dashboard but want to stay informed about new activity.
- SMS Notifications: Send alerts to your mobile phone via text message. Best for urgent updates or when you need instant notifications without checking email or logging in.
Save Your Changes
After setting your preferred notification options and channels, click the Save button at the bottom of the page. This ensures your updates are stored and your notification settings will work as configured. If you skip this step, your changes won’t be applied.
Frequently Asked Questions
If I disable “Notify for all new conversations & messages initiated with the account,” will I still receive Live Chat notifications for conversations assigned to me?
Yes. Disabling this option only stops alerts for conversations not assigned to you. If you keep “Notify when a conversation gets assigned to me” or “Notify for new messages on a conversation I am assigned to” enabled, you will still receive Live Chat notifications for assigned conversations.