Messaging Rules

Can I set backup contacts for round-robin notifications in case I'm ever out of the office?

Hannah avatar
Written by Hannah
Updated over a week ago

We know you aren't tied to your desk or phone โ€” sometimes, you just need to step away! You can set up a chain of notifications so that your visitors aren't sitting around and waiting for your response if you're not immediately available.

With each contact set up, you'll see "messaging preferences." Here you can set up delays in your own notifications (email immediately, SMS/text message if there is no response in 15 or 30 seconds, then send to Bob if I don't respond in 45 seconds). Here's an example:

An image of the Messaging Rules section of the Editing Employee Contact page.

You can set up as many messaging preferences as you need!

Messaging rules that are set to send any time after "Immediately" work based on Two-Way Chat. Any messaging notifications set on a delay will only be sent if the primary contact does not respond to the visitor using Two-Way Chat before that delay triggers. For example, if John gets an SMS notification immediately and Jane is set to receive one in thirty seconds, Jane will only be notified if John does not message the visitor within thirty seconds.

All notifications for immediate delivery will be sent, regardless of the response (or lack thereof) back to the iPad.

Did this answer your question?