How do I set up team member notifications in Sophiie?
You set up notifications at Settings → Inquiries → Inquiry notifications. Each team member gets one notification rule that says which inquiries they're alerted about, from which sources, and whether the alert arrives by email, SMS or both.
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Notifications decide who on your team hears about new inquiries, and how. Go to Settings, Inquiries, and open Inquiry notifications. Click Add notification to set up a rule for someone new. Each team member gets one rule, so the list only shows people without one. To change someone’s alerts, click their existing rule instead. Under Notify for these tags, leave All tags ticked to hear about every inquiry. Or tick specific tags, like urgent, to narrow it down. Under Only for inquiries that come in via, tick the sources: calls, texts, email, chatbot, booking form or quotes. Keep at least one. Under Send the alert by, choose Email, SMS or both. SMS needs a mobile number in their team settings. Click Save changes. The rule applies to the very next alert.