VoiceForge Pro can notify you the moment a call ends — so you don't need to check the dashboard to know a new lead has come in. This article covers the two notification methods: WhatsApp alerts and email notifications, and how to configure each.

Notification methods

💬
WhatsApp Alerts
A WhatsApp message sent to your phone the moment a call ends. Contains the caller's name, number, and a brief summary. The fastest way to stay on top of incoming leads. Consumes 0.1 credits per message.
📧
Email Notifications
An email sent after each call containing the full call summary. Better for detailed review and record-keeping. No extra credit cost.

WhatsApp alerts — setup and configuration

WhatsApp alerts are configured per agent in the Leads tab of the agent editor.

  1. Go to Agents → Edit → Leads
  2. Find the WhatsApp Notification section
  3. Enter the WhatsApp number that should receive alerts (your number, or a team member's)
  4. Toggle Send WhatsApp alert after every call to on
  5. Optionally, set alerts to HIGH urgency only to reduce noise on busy days
  6. Click Save
Agents → Edit → Leads — WhatsApp Settings
WhatsApp number to notify
+44 7700 900123
Send WhatsApp alert after every call
Receive a message the moment each call ends with caller name, number, and summary.
HIGH urgency calls only
Only send alerts when the agent marks a call as HIGH urgency. Reduces noise on high-volume days.

What a WhatsApp alert looks like

When a call ends, you'll receive a message like this on WhatsApp:

💬
VoiceForge Pro · New Lead
📞 Marcus Reid · +44 7700 900847
🔴 HIGH urgency

Emergency boiler repair. No heating since yesterday. Two young children at home. Needs same-day callout.

Agent: Jordan · 14 May 2025, 14:32
Delivered instantly after call ended

The message contains everything you need to prioritise and call back without opening the dashboard.

ℹ️
WhatsApp alerts consume credits
Each WhatsApp notification consumes 0.1 credits from your monthly allowance. On AMPLIFY (270 credits/mo), you can receive up to 2,700 notifications before credits are exhausted — well above what any normal call volume would generate. If you handle very high volumes and want to conserve credits, use the HIGH urgency only filter.

Sending alerts to multiple people

Each agent can notify one WhatsApp number. If you need alerts sent to multiple people:

  • Use a WhatsApp group — create a WhatsApp group with your team and enter the group's number as the notification recipient
  • Use a shared number — enter a shared team mobile that multiple people have access to
  • Different agents, different numbers — if you have multiple agents (e.g. one per department), configure each agent to notify a different person

Email notifications

Email notifications are configured in Settings → Notifications. Enter the email address(es) to notify and choose the notification frequency:

OptionWhat it doesBest for
InstantOne email per call, sent immediately after the call ends.Low to medium call volumes where every call matters.
Hourly digestOne email per hour summarising all calls in that hour.Medium volume businesses that don't need instant notification.
Daily digestOne email per day with all calls from the previous 24 hours.Higher volume businesses or those who review calls once per day.
High urgency onlyInstant email only for calls the agent marks as HIGH urgency.Businesses that want to triage only and review others via dashboard.

Notification strategy by business type

🔧
Solo tradesperson
WhatsApp alerts on — all calls. Check WhatsApp between jobs. Call back during a natural break. No email needed.
🏢
Small team (2–5 people)
WhatsApp alerts to a shared group. HIGH urgency alerts to the owner personally. Daily email digest for the whole team.
🏗️
Agency managing clients
Configure each client's agent to alert a different WhatsApp number (the client's). Daily digest email to your own inbox for oversight.
📊
High-volume business
HIGH urgency WhatsApp only. Daily email digest for the ops manager. Weekly CSV export for the business review.
💡
Start with all-calls WhatsApp, then tighten
When you first go live, turn on WhatsApp alerts for every call. Seeing every notification in real time gives you a feel for call volume, urgency distribution, and agent quality. After 2–3 weeks, you'll know whether you need all-calls or HIGH-only — and you'll have data to make that decision confidently.

Testing your notifications

After configuring WhatsApp alerts, test them using Test Mode:

  1. Go to Agents → Edit → Test Mode
  2. Start a voice call and have a short conversation
  3. End the call
  4. A WhatsApp alert should arrive on your phone within 30 seconds
  5. Check that the name, number, and summary look correct

If the alert doesn't arrive, verify the WhatsApp number is entered correctly with the full country code (e.g. +44 7700 900123 not just 07700 900123).