Notification Actions are a powerful feature that allows you to send notifications to your users or team members based on specific events in your application. You can define custom actions that send emails, push notifications, or other types of messages.

Use Cases

Notification Actions can be used for a variety of purposes, such as:

  • Sending a welcome email: When a new user registers, you can use a Notification Action to send them a welcome email.
  • Notifying your team: When a user submits a form, you can use a Notification Action to notify your team.
  • Sending reminders: Send reminders to your users about upcoming appointments or events.

Configuration

When adding a Notification node to a workflow, you configure the following:

  • Recipient Email: The email address that will receive the notification.
  • Subject: The subject line of the email.
  • Body: A custom message to include at the top of the email.
  • Frequency: (For scheduled workflows) How often the notification sends (Once, Daily, Weekly, Monthly).

Conversation Summary

Every notification email automatically includes a transcript summary of the associated conversation.

  • Context: The system identifies the relevant conversation (from the form entry or chat session).
  • History: It retrieves the last 10 messages.
  • Format: Messages are presented in a readable format (Sender: Message), giving the recipient immediate context without needing to log in to the dashboard.

Triggers

Notifications can be sent:

  1. Immediately: As soon as a condition is met (e.g., "Lead Score > 80") or a form is submitted.
  2. Scheduled: Based on a recurring schedule (e.g., "Weekly summary of high-priority leads").

Automated Reporting

Workflows can also be used to generate and send automated reports to your team.

AI Knowledge Base Topics Analysis

The KB Topics node provides a deep dive into what your customers are asking.

  • AI Analysis: The system analyzes topics recommended by the AI during live conversations.
  • Insights: It groups similar requests, identifies recurring themes, and prioritizes them based on frequency.
  • Implementation Report: You receive a well-structured HTML email addressed to your team with specific recommendations for new Knowledge Base articles.

Data Exports (CSV)

For broader data analysis, workflows can send CSV reports:

  • AI Form Reports: A CSV containing all new form entries, including all field data and metadata.
  • Custom Agent Reports: A summary of conversations, including IDs, lead scores, emotions, and intents detected by the AI.

These reports help you monitor performance and optimize your AI assistant's knowledge without manually checking the dashboard.