Alerts are in-software notifications that are sent to staff members whenever certain events occur, such as new service bookings. Alerts are found within the Alert Center.
To learn how to customize your alert settings, see Managing your Alert Center settings.
Appointment Booking
Alert | Description |
|---|---|
Appointment Booking | This alert is triggered when another staff member or a client books an appointment. |
Appointment Cancellation | This alert is triggered when another staff member or a client cancels an appointment booking. |
Appointment Request | This alert is triggered when a client makes a request for an appointment booking. |
Class Booking
Alert | Description |
|---|---|
Class Booking | This alert is triggered when another staff member or a client books a class for a client. |
Class Cancellation | This alert is triggered when another staff member or a client cancels a class booking for a client. |
Event Booking
Alert | Description |
|---|---|
Event Booking | This alert is triggered when another staff member or a client books an event for a client. |
Event Cancellation | This alert is triggered when another staff member or a client cancels an event booking for a client. |
Message Center
Alert | Description |
|---|---|
New Message | This alert is triggered when a client sends a new SMS message via Message Center. |
Monthly SMS Limit Reminder | This alert is triggered when your business reaches 80% of your monthly SMS limit, and again when you reach 100%. Your monthly SMS limits are determined by your Message Center subscription plan. |
Assigned Conversation | This alert is triggered when a staff member is assigned to a conversation in Message Center. |
Task
Alert | Description |
|---|---|
New Task | This alert is triggered when a new task is created and assigned to a staff member. |
Task Due | This alert is triggered when a task is due. |
AI Agent
These alerts are separate from CAASI's email, SMS, and push notifications to staff, such as Phone Agent Call Received. For more information, see Staff notification types.
Alert | Description |
|---|---|
Staff Assistance Request | This alert is triggered when a client requests a callback or staff follow-up during a conversation with CAASI, the AI agent. |
New Chat Conversation | This alert is triggered when a new conversation starts between a client and CAASI on a text channel, such as the Achieve app or your website chat widget. |
New Phone Conversation | This alert is triggered when a new phone conversation starts between a client and CAASI. |