Enhanced Post-Call Email Notifications: A Game Changer for Bosseo CRM Users
In the fast-evolving world of customer relationship management, keeping abreast of innovative features that streamline operations is crucial. Bosseo CRM has taken a significant step forward with the release of an updated post-call email notification feature, offering unprecedented control and customization for users. Gone are the days when email notifications were strictly limited to admins or a single recipient. This update empowers businesses across various sectors—such as home improvement, law, and medical practices—to tailor their communication strategies effectively.
Understanding the New Features
Previously, Bosseo CRM users could only send post-call email notifications primarily to admins, with the possibility of adding just one additional recipient. The enhanced feature removes these restrictions, offering full control over who receives call notifications, thus aligning with individual business needs.
Key Highlights of the Update
Flexible Selection
Now, users can choose multiple types of recipients such as All Admins, All Users, Contact’s Assigned User, Specific Users, or even Custom Emails.
Admin Opt‑Out
Admins who do not wish to receive email notifications by default can now opt out, ensuring only critical personnel receive them.
UI Update
The update introduces a refreshed user interface with multi-select controls on the Agent Goals tab, simplifying the management of notification settings.
Benefits Across Different Sectors
Home Improvement Industry
For companies in the home improvement sector, timely updates post-client calls can significantly enhance customer follow-up processes. By customizing notification recipients, companies can ensure that project managers and supervisors directly responsible for client or contractor interactions receive prompt updates, facilitating quicker responses and improved client relations.
Legal Practices
In legal practices, where sensitive information and client updates are critical, having a tailored notification system is invaluable. Lawyers can now ensure paralegals, case managers, or specific attorneys associated with a case receive the necessary correspondence, reducing the possibility of oversight and maintaining the confidentiality and urgency required in legal matters.
Medical Practices
Medical practices can greatly benefit from the improved notification system by ensuring the right healthcare providers are updated about patient calls. Whether it’s tailored reminders for follow-up appointments or alerts to specific doctors about patient inquiries, this update supports enhanced care coordination and patient satisfaction.
How to Implement This Feature
1. Begin by navigating to the Create or Update Agent flow in the Voice AI section.
2. Switch to the Agent Goals tab.
3. Toggle on the Receive Email Notification Post Call Completion option.
4. Select one or more recipient types between All Admins, All Users, Contact’s Assigned User, Specific Users, or Custom Email.
5. If you choose Specific Users, select them from the dropdown menu.
6. For Custom Email, simply enter the desired email address.
7. Hit Save to apply these settings.
Conclusion
This latest update from Bosseo CRM represents a significant leap in providing businesses with crucial tools to optimize their client communications. By allowing more flexible and tailored email notifications post-call, it not only enhances operational efficiency but also significantly improves customer satisfaction. Whether you’re in home improvement, legal counsel, or healthcare, this feature offers powerful advantages that align with your sector’s unique demands. Stay ahead with Bosseo CRM’s innovations—streamlining communication has never been easier.
