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Account Configuration

Notifications and leads

June 2026

Quick answers

How do I get emailed when Engage captures a lead?

Enable alerts in Manage → Alerts and add recipient addresses. Use send test notification to verify delivery.

Also asked as: lead alert email.

What counts as a lead in Engage?

A visitor where Engage captured name, email, or phone during chat. Partial contact info still counts.

Also asked as: contact captured; qualified lead.

Where do I see past leads?

Engage → Leads and conversation views in the portal.

Also asked as: lead list; conversations with contact.

Related searches: Engage lead email · chatbot lead notification · alert when visitor leaves email · lead captured

Manage → Alerts, enable notifications and add recipients.

Send a test notification to confirm mail flow.

Review captured contacts under Engage → Leads.

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