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Turn on new-lead alerts from the IQ chat
Updated 2026-10-17
In CustomIQ, turning on new-lead alerts from the IQ chat is not available yet. Today you do it by editing the segment. Once available, you'll say "notify me on WhatsApp when a lead comes in", pick the segment and who gets the alert, and it's only saved when you answer "yes".
What are "New-lead alerts" from the chat in CustomIQ?
It's an IQ chat action that turns a segment's alerts on or off: when a new lead comes in, you get an email or a WhatsApp with their details. It saves the same settings as the segment's edit form. It isn't in the chat yet; today you do it by editing the segment in Segments: the segment's pencil and "New lead alerts". If you ask the chat, it tells you where to do it.
How will it work in the chat?
In the IQ chat you'll type "notify me on WhatsApp when a lead comes in". If you name a segment ("… when a lead comes in for Reformas"), it uses it; otherwise the chat lists your brand's segments with their current alerts, and you pick one, by number or name, or "all". If a recipient is missing, it asks: it offers your account email, but only uses it if you say "yes". WhatsApp numbers need the country code. Nothing changes until you answer "yes".
What do I need to get them on WhatsApp?
WhatsApp connected on the brand. The first time you turn it on, the alert template is sent to Meta; until it's approved, the alert only goes by email.
Steps
- Today, from the segment. In Segments click Edit, turn on new-lead alerts, add the recipients and save.
- Once it's in the chat. You'll type "notify me on WhatsApp when a lead comes in" or "turn off the lead alerts for the Reformas segment".
- Pick the segment and recipients. The chat lists your segments with their current alerts; pick one or "all". If a recipient is missing, it asks.
- Review and confirm. You'll see which email or number each alert goes to, and nothing changes until you answer "yes".
Frequently asked questions
- How much does it cost?
- Alerts are free.
- Why isn't the WhatsApp alert arriving yet?
- The first time, Meta has to approve your WhatsApp account's alert template (usually minutes to a few hours). Until then, the alert only goes by email.
- Which leads trigger an alert?
- Every lead that comes in through your landings and forms. Imported contacts don't trigger one.
- Can I remove a recipient from the chat?
- No. The chat adds recipients and turns alerts on or off; to remove one, edit the segment.
Related
- Lead alerts per segmentHow to receive by email the leads that arrive from a segment's landings and forms in CustomIQ.
- Segments (audiences)What a segment is in CustomIQ, how it is created from the assistant or from Segments and what campaigns use it for.
- Change a lead's stage from the IQ chatIQ chat, move a lead to qualified, unqualified, spam or sales-qualified.