Articles on: Account & Settings

Setting Up Email and SMS notifications in LeadTruffle.

📝 Set up email, SMS, and push notifications so you and your team never miss a new lead, reply, or important account update.


LeadTruffle offers email, SMS, and push notifications to help you and your team stay on top of new leads, conversation milestones, and account activity.



Table of contents




Notifications overview


Notification type

Email

SMS

Description

New missed call

✅

✅

Notifies you when a new call is missed and a lead is created.

New chat widget submission

✅

✅

Alerts you when someone submits their information through the website texting widget.

New client texts first (inbound)

✅

❌

Notifies you when a lead texts your LeadTruffle phone number first (typically a 10DLC number).

New API lead submission

✅

❌

Alerts you when a new lead is submitted through the LeadTruffle API.

New Yelp lead submission

✅

❌

Notifies you when a new lead is received from Yelp.

New Angi lead submission

✅

❌

Notifies you when a new lead is received from Angi.

New Thumbtack lead submission

✅

❌

Notifies you when a new lead is received from Thumbtack.

New AI handled call

✅

✅

Alert when the AI handles an inbound call and begins qualification.

Conversation complete (missed call)

✅

❌

Email alert when a missed call conversation has ended.

Conversation complete (chat widget / webchat)

✅

❌

Email alert when a website texting widget conversation has ended.

Conversation complete (Yelp lead)

✅

❌

Email alert when a Yelp lead conversation has ended.

Conversation complete (Thumbtack lead)

✅

❌

Email alert when a Thumbtack lead conversation has ended.

Conversation complete (email qualification)

✅

❌

Email alert when an email-based qualification conversation has ended. Includes Google LSA specific notifications.

Client ready to book

✅

❌

Notifies your team when the AI detects that a lead has clearly expressed intent to schedule or receive service. This is a staff alert only and is separate from the automated booking system.

Appointment booked

✅

✅

Notifies you when the AI books an appointment with a lead — for example, through AI booking. Enabled by default on all accounts.

New lead quit responding for 5+ minutes

✅

✅

Alerts you if a lead stops responding during an active conversation for more than 5 minutes.

Manual reply alert

✅

❌

Notifies you when a human should step in to manually reply to a lead.

Lead assigned to you

✅

❌

Alerts you when another user assigns a lead to you.

Lead auto-assigned to you

✅

✅

Alerts you when a lead routing rule automatically assigns a lead to you.

General account notifications

✅

❌

Email-only updates about account activity and changes.


Most non-lead notifications are sent via email only. SMS is available for a select set of high-priority alerts — new leads (missed calls and chat submissions), new AI handled calls, appointment booked, lead quit responding, and auto-assigned leads — as marked in the table above.


The Appointment booked notification is turned on by default for every account. Existing accounts were migrated with it already enabled, and newly created accounts have it on by default — so if you use AI booking, there's nothing you need to switch on manually. You can still toggle it off (or back on) anytime from the Notifications tab.


Learn more about Appointment Booking Notifications in LeadTruffle.



When is a conversation complete notification sent


Conversation complete notifications (for both missed calls and chat widget conversations) are triggered when either of the following conditions is met:


  1. The AI has gathered all the key qualification data outlined in your prompt
  2. OR 20 minutes have passed since the conversation began


This ensures you're notified at a meaningful endpoint in the conversation — either when the lead is fully qualified or the chat naturally wraps up over time.



How the Ready to Book alert works


The Client ready to book notification tells your team when a lead has clearly signaled they want to move forward. It's designed to fire only on genuine scheduling intent, so your team isn't pulled in on routine questions.


  • Triggers only on clear intent — the alert fires when a lead expresses intent to schedule or receive service (e.g. "Can we book Thursday?" or "When can you come out?").
  • Does not trigger on general questions — asking about pricing, quotes, or availability alone will not mark a lead as Ready to Book.
  • Stays on once set — once a lead is marked Ready to Book, the status remains on. Later messages, such as the lead sharing their address, won't accidentally clear the alert.


Ready to Book is a staff alert, not the booking system. This flag exists to notify your team that someone is ready to move forward. It's separate from AI booking, which actually schedules the appointment. For details on automated booking alerts, see Overview of AI booking notifications (SMS & email).



How to set up email notifications


  1. Go to the Notifications tab in your LeadTruffle dashboard
  2. Click Add Email Notification
  3. Enter the email address where you want to receive notifications
  4. (Optional) Add a Subscription Name to help identify why you set it up (e.g. "Sales Team Alerts")
  5. Select the notification types you'd like to receive
  6. Click Add Subscription to save



How to set up SMS notifications


  1. In the Notifications tab, click Add SMS Notification
  2. Enter the phone number that should receive SMS alerts
  3. (Optional) Add a Subscription Name for easy reference
  4. Choose the notification types you want to receive via text
  5. Click Add Subscription



How to set up push notifications


Push notifications give you a real-time alert on your desktop or mobile device every time a lead replies — no need to keep LeadTruffle open or refresh your inbox.


Supported browsers


  • Google Chrome (preferred, desktop & Android)
  • Safari (macOS & iOS 16.4+ — requires Add to Home Screen on mobile)
  • Firefox
  • Brave (enable Google services)
  • Edge


Desktop setup


  1. Log into app.leadtruffle.com in one of the supported browsers
  2. Head to the Conversations tab
  3. Click the Push notifications button on the conversation
  4. When your browser asks "Allow notifications?" — choose Allow
  5. Choose which alerts you want:
  • All Replies — Get notified for all incoming messages and calls (recommended for most users)
  • Manual Replies — Only get notified when a lead replies to a human takeover conversation


You can change this at any time by clicking the Push notifications button again.


Mobile setup (iOS & Android)


On mobile, you'll first add LeadTruffle to your home screen so it behaves like an app, then enable push notifications from inside it.


  1. Open Safari (iOS) or Chrome (Android/iOS) on your phone and go to app.leadtruffle.com
  2. Log into your LeadTruffle account
  3. Tap the Share button in your browser
  4. Scroll down and tap Add to Home Screen
  5. Open LeadTruffle from the new icon on your home screen and log in
  6. Go to the Conversations tab
  7. Tap the Push notifications button and tap Allow when prompted
  8. Choose All Replies or Manual Replies


For step-by-step instructions with screenshots, see How to create LeadTruffle mobile shortcut (iOS) or How to create LeadTruffle mobile shortcut (Android).


Push notification FAQ


Question

Answer

Can I disable them later?

Yes — click the same Push notifications button again, or use your device's notification settings.

Can I use push on multiple devices?

Yes — enable push on each device where you want alerts.

Will it drain my battery?

No — browsers handle push efficiently and nothing runs in the background until a message arrives.



Need help? Contact us at support@leadtruffle.com or message the team via the chat on this article or in-app.

Updated on: 21/07/2026

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