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Categories Notifications
Created by Brie Bender
Created on Jan 17, 2025

Automated notification to admin staff when agent is onboarded

It would be nice to have a summary e mail that went out daily like the Agent Alerts email we receive that notifies the rest of our admin staff when someone has completed their onboarding. An idea would be to have an automation that is triggered by changing the agents status from Onboarding to Active.

Jobs To Be Done

Notifcation to our admin staff that an agent is onboarded.

Pain

Right now there is no automated way to notify staff when someone has completed onboarding.

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