# Get alerted after an agent call

Message taken, callback request or emergency: get the alert by text or email.

- Role: Manager
- Duration: 4 min
- On: Web, Mac
- Learning Centre: https://callizy.ca/en/apprendre/etre-prevenu
- Manager path · Lesson 6
- Open this screen in Callizy: https://app.callizy.ca/en/manager?view=ai-agents

## This lesson’s video

[Get alerted after every agent call](https://media.callizy.ca/apprendre/apprendre-gest-6.mp4) · 1:59

Video in French with English subtitles. The English version is coming.

- 0:00 What you receive
- 0:21 Alert you
- 0:30 Choose the situation
- 0:51 Channel, recipient and timing
- 1:14 An emergency alert
- 1:25 The required information
- 1:32 Save and test

## Before you start

- Your AI receptionist: see [Create and test your AI receptionist](https://callizy.ca/en/apprendre/creer-sa-receptionniste).
- Your cell phone, verified at sign-up.

## Step by step

6 steps, about 4 min.

Screenshots show Callizy in French. Button names are given in English.

### 1. Open “Alert you” (20 s)

Open your agent, **Actions** tab, then **Alert you**. Click **Add notification**.

Menu: Administration › AI voice agents › your agent › Actions › Alert you

![The AI agent’s actions tab: the "Alert you" section is open with no notifications, and the orange "Add notification" button is highlighted.](https://callizy.ca/images/apprendre/guides/etre-prevenu-1.webp)

### 2. Choose the situation (20 s)

Four situations: the caller wants to leave a message, asks to be called back, reports an emergency, or **Another situation**, which you describe. Start with **The caller wants to leave a message**.

![The “In which situation should the agent alert you?” window offers four choices; “The caller asks to be called back” is highlighted, between message taking and emergency.](https://callizy.ca/images/apprendre/guides/etre-prevenu-2.webp)

### 3. Check what the agent will ask (30 s)

Everything is pre-filled. For a message, the agent asks for the name, the reason and the callback number. On the right, a preview of the text you will receive, with the call summary.

![Part of an agent’s notification form: the “Message taking” and “3 details” lines, next to a phone preview cut off at the edge of the image.](https://callizy.ca/images/apprendre/guides/etre-prevenu-3.webp)

### 4. Set the channel, the recipient and the timing (1 min)

**Notification method**: SMS, Email, or both. **Number that receives the message**: your cell phone, or a colleague’s. **Delivery timing**: after the call, with the summary, or during the call, right away. Click **Create notification**.

![The AI agent’s "Notify you" settings: the "SMS + Email" method is chosen, with a number, an email address and the "after the call" timing selected.](https://callizy.ca/images/apprendre/guides/etre-prevenu-4.webp)

### 5. Add an emergency alert (30 s)

Click **Add notification** again, choose **The caller reports an emergency**, then **Create notification**. This one goes out during the call.

![An AI agent’s “Alert you” section shows two alerts: “Message taking” tagged “Post-call” and “Emergency reported” tagged “Real time”, below the “Add notification” button.](https://callizy.ca/images/apprendre/guides/etre-prevenu-5.webp)

### 6. Save, then test (1 min)

At the top, click **Update**: otherwise, nothing is saved. Then, on the agent’s card, **Test** and **Call me**: leave a message and hang up. The text arrives.

![The top of an agent’s page: next to the “Test” button followed by the agent’s name, the blue “Update” button is highlighted.](https://callizy.ca/images/apprendre/guides/etre-prevenu-6.webp)

## Key points

- A detail without the “optional” mention is required: if one is missing, the alert does not go out.
- Without Update, at the top of the page, nothing is saved.
- After the call, the alert contains the summary; during the call, it goes out right away, without a summary.

## Not working?

### The alert does not arrive

1. Did you click **Update**, at the top? Without it, nothing is saved.
2. Was a required detail missing? The agent must get them all before sending the alert.
3. Check the **Number that receives the message**.

### Callizy shows “Enter the number that will receive the alert.”

1. Under **Number that receives the message**, choose your phone, or **Another number…**.

### Callizy shows “Enter the email that will receive the alert.”

1. Fill in **Your email**, or choose SMS only.

## Frequently asked questions

### Can I alert a colleague instead of me?

Yes: under **Number that receives the message**, choose another number and enter theirs.

### When should I choose “during the call”?

For an emergency: the alert goes out right away, without waiting for the end of the call or the summary.

### What does the text contain?

The caller’s name, their number, their request and, after the call, the summary. The same one arrives by email if you chose both.

## Video transcript

A message for you? Camille lets you know. Here's the result. A customer leaves Camille a message, and hangs up. On your mobile phone, a text: their name, their number, their request, and the call summary. The same arrives by email. To get there: your AI receptionist, and your verified mobile phone. In “AI voice agents”, click Camille. “Actions” tab, then “Alert you”. No alert yet. “Add notification”. Four situations: the caller wants to leave a message, asks to be called back, reports an emergency, or “Another situation”, which you describe. Start with “The caller wants to leave a message”. Everything is pre-filled. What Camille will ask: the name, the reason, the callback number. On the right, a preview of the text, with the call summary. To change it, open “Notify you”. “Notification method”: SMS, Email, or both. “Number that receives the message”: your mobile phone, or “Another number…”, a colleague's for example. “Your email” is already filled in. And the “Delivery timing”: after the call, with the summary; or “during the call”, right away, without a summary. Here, “after the call”. “Create notification”. Do the same for an emergency: “Add notification”, “The caller reports an emergency”, “Create notification”. That one goes out during the call. Remember one rule. Any detail not marked optional is required: if one is missing, the alert isn't sent. Then at the top, “Update”: otherwise, nothing is saved. One last step: on Camille's card, “Test”, then “Call me”. Answer, leave a message, and hang up. The text arrives. Callizy, the phone that answers when you can't.

Updated October 18, 2026.
