With Upfirst, every call ends with two things automatically generated for you:
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You can have this information sent by email, text, or both — either to yourself or to anyone on your team.
You can also set up custom rules so you only get notified when it really matters. For example:
Get a text only for emergencies
Email a specific team member if a caller asks for them by name
Notify the sales team only if the caller is a new lead
Here’s how to set it up:
1. Go to Agent > Notifications
By default, the email you signed up with will get notifications. To change this, click on your profile to adjust preferences, or click “Add person or department” to send notifications to someone else.
2. Add your email, phone number, or both
Enter the email or phone number of whoever should receive notifications. Use the toggles to turn email and SMS on or off based on your preferences.
3. Flip the toggle for email or SMS "Only if.." to set a custom rule
Want notifications only in certain situations? Flip the “Only if…” toggle for email or SMS and type your condition into the box.
Examples:
Only email me if it’s a new lead
Only text me for emergencies
Only email if they ask for Bob
4. Decide if you want notifications for spam, hang ups, and blocked calls
These calls are treated differently. Under Calls, they’re labeled as spam, hang-ups, or blocked. You’re not billed for them.
If you don’t want to see these notifications, simply uncheck the boxes under email and SMS.
That’s it!
You can add as many team members as you’d like to receive notifications — each with their own custom rules.