Instant Connect Transcript Summary - Adding Multiple Emails Feature

Created by Kritika Rai, Modified on Fri, 23 Aug, 2024 at 2:56 PM by Kritika Rai

This new feature in Instant Connect that allows adding multiple emails to each phone number. This demonstration shows us how to enable/disable email notifications for a client, set primary and secondary emails for transcript summaries, and avoid adding duplicate emails. Take a look at the step-by-step guide to understand the process better.


Please click the link below to view the video:


https://www.loom.com/share/768a409ce8174ce1bcdf329feb5738c2?sid=3bce2765-a47a-461c-9c6b-c93075443d2c


The steps are as follows:


1. To enable transcript summary add an email in the `Summary Email Recipient:` field.

2. To disable transcript summary remove the email from the `Summary Email Recipient:` field.

3. If emails are empty against a phone number the default summary email will be used.

4. If an email is present against a phone number that email will take priority.

5. You can add multiple emails by adding a comma (,)

    - Duplicate emails in the same field are not allowed.

6. Deleting a phone number now has a confirmation pop-up to avoid accidental deletions.

7. The phone numbers are not sorted by name.

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