Liyobot lets you know when something important happens, mainly when a new lead comes in. You get alerts in the dashboard, and emails for leads, form submissions, your account and your plan. Your visitors can receive emails too, if you switch those features on. This page explains each one and how to control them.
In-app notifications#
The Notifications page lists new leads captured across all your chatbots. A red badge next to Notifications in the main menu shows how many are unread (up to 99+); it refreshes every minute.
- Opening the Notifications page marks everything as read. You can also click Mark all read.
- Click a notification to jump straight to that chatbot’s Leads page.
- A notification such as “New lead on <chatbot>” is created whenever a visitor answers your pre-chat fields or shares their details during a chat.
Emails you receive#
| When it's sent | Who gets it | Can you turn it off? | |
|---|---|---|---|
| Email verification | When you sign up. The link is valid for 24 hours. | You | No |
| Welcome | After you join Liyobot. | You | No |
| Password reset | When you click Forgot password. The link expires in 60 minutes. | You | No |
| Password changed | After your password is changed. | You | No |
| Team invite | When an Admin invites someone. The link is valid for 7 days. | The person invited | No |
| New lead | When a visitor leaves their details in a chat. | The chatbot's lead alert address, or the first active member if none is set | Yes, per chatbot or in your own account |
| New form submission | When a visitor submits one of your forms. | The form's recipients | Set per form |
| Usage alert | When your organisation reaches 80% of its monthly messages. At most once a month. | Admins | No |
| Trial reminders | Only for some older trials that started without a card. | Your organisation | No |
| Product news | Occasional product and marketing updates. | You | Yes |
Choosing where lead emails go#
Each chatbot has its own lead email settings:
- Email me new leads at — the address that receives lead alerts. If you leave it empty, alerts go to the first active member of your organisation.
- Email me when a lead comes in — on by default. Covers pre-chat forms and details captured mid-conversation. Untick it to stop lead emails for this chatbot.
Form submissions are emailed separately, to the addresses set in each form’s Email submissions to field. See Forms and bookings.
Your email preferences#
Your personal preferences apply to you only, across every chatbot:
Open Account
In the main menu under Organisation, click Account, then the Notifications tab.
Choose your settings
New-lead email alerts — turn off to get lead alerts in the dashboard only. Product & marketing emails — turn off to stop product news.
Emails your visitors can receive#
Visitors only get emails from features you turn on, and only if they gave an email address:
| When it's sent | How to turn it on | |
|---|---|---|
| Chat transcript | When the visitor clicks ✉ Email me a copy at the end of a chat. | Turn on Let visitors email themselves the transcript in End of chat. |
| Form confirmation | After the visitor submits a form. | Turn on Send the visitor a confirmation email in the form’s settings. The form needs an Email field. |