If you're here, you probably care about catching leads as soon as they show up—especially the ones who are actually worth your time. Maybe you've tried live chat tools before and found yourself buried in useless notifications, or missing the handful of real prospects who were ready to talk. This guide is for anyone using Servicebell and wants to get notified about real, qualified leads—without the noise.
Let's cut through the fluff. You need a setup that actually works, not one that sounds good in a sales pitch. I'll walk you through how to get Servicebell notifications dialed in so you stop missing out.
1. Understand What Servicebell Can (and Can't) Do
Before you start toggling settings, know what you're working with. Servicebell is built for real-time conversations on your website. It can notify you when someone’s on your site, when they ring the bell, or when certain criteria are met (like visiting a pricing page). But here’s the catch: if you just turn on notifications for every visitor, you’ll be drowning in pings. The trick is to filter out the noise and focus on the signals that matter.
What works: - Targeting notifications to specific pages (e.g., demo, pricing, contact). - Filtering by user properties (like company size or email domain). - Routing notifications to the right person or team.
What doesn’t:
- Not customizing triggers (default settings = notification overload).
- Treating every visitor as “qualified” (unless you enjoy spam).
Ignore:
- Over-engineering with complex bots or fancy workflows unless you have serious volume. Start simple.
2. Define What a "Qualified Lead" Means for You
You can’t set up notifications until you know who you actually care about. This sounds obvious, but most teams skip it and end up with a mess.
- Is a qualified lead someone who visits your pricing page?
- Do they need to come from a certain company size or industry?
- Should they fill out part of a form first, or just land on a specific URL?
Write this down. Seriously. If you don’t have a clear definition, you’ll end up with a notification for every tire-kicker who stumbles onto your site.
Pro tip:
If you’re not sure, start with visitors who view your pricing or demo pages. That’s usually a good “intent” signal.
3. Set Up Servicebell Notifications (The Right Way)
Here’s how to get notifications for the leads you actually want to talk to.
Step 1: Log in and Head to Notification Settings
- Log into your Servicebell admin dashboard.
- Find the “Notifications” or “Routing” section. (Exact wording might change, but it’s usually near the chat or team settings.)
Step 2: Set Up Page-Based Notifications
- Add triggers for key pages: pricing, demo request, signup, or whatever signals high intent for you.
- Example:
- “Notify me when a user visits /pricing”
- “Ping the sales team if a visitor is on /demo-request”
Don’t bother with “notify on any page” unless you have a niche site where every visitor could be a lead.
Step 3: Filter by Visitor Data
If you’re on a paid plan, you can usually filter notifications by: - Company name or domain (using something like Clearbit integration) - Email address (if captured) - Geo-location or company size
How to set up:
- Go to “Visitor Properties” or “Lead Qualification” settings.
- Add filters like:
- “Only notify me if company size > 50 employees”
- “Alert if email domain is @bigcompany.com”
- Test with a few dummy sessions to make sure it’s firing as expected.
Step 4: Choose the Right Notification Channels
You can usually pick where notifications go: - Slack: Good for teams who live there. - Email: Works if you check it obsessively. - Browser push: Handy if you’re glued to your desktop. - Mobile push: Only turn this on if you want to be interrupted on the go (and make sure it’s worth it).
Honest take:
Slack is the sweet spot for most sales teams. Email is too slow and gets lost. Browser notifications are fine if you’re always online, but mobile is overkill unless you have a short sales cycle and high-value leads.
Step 5: Assign Notifications to the Right People
- Set up routing so leads go to the right sales rep or team.
- Example:
- Enterprise leads to your top AE.
- SMB leads to the general sales queue.
Don’t just blast everyone with every lead. That’s how people start ignoring notifications.
4. Cut Down on Noise (and Avoid Alert Fatigue)
Setting up notifications is only half the battle. If you’re getting pinged with junk all day, you’ll start ignoring the important stuff too.
How to keep things tight:
- Regularly review which notifications get ignored. If no one responds to certain triggers, kill or tweak them.
- Limit “notify on every visit” settings. Unless you have a very high-touch, low-traffic site, this gets old fast.
- Batch low-priority notifications. Some tools let you group non-urgent ones or send a digest (instead of pinging you every 30 seconds).
Pro tip:
Have one person own the notification settings. Too many cooks, and you’ll end up with chaos.
5. Test Your Setup (Don’t Skip This)
Don’t assume it’s working—test it. Here’s how:
- Visit your site in an incognito window and trigger the events you set up.
- Make sure notifications go to the right place, show the right info, and are actually usable.
- Ask a teammate to do the same with different criteria (e.g., using a different email or company domain).
- Check if any “false positives” slip through or if you’re missing real leads.
If it’s not working, don’t be afraid to adjust. Most notification tools are pretty forgiving—tweak filters, change channels, and keep testing.
6. Keep Notifications Useful Over Time
What works today might not work in a month. Product launches, new campaigns, or changing sales goals mean you’ll need to update your notification rules.
- Schedule a monthly review. Look at which notifications led to real conversations and which didn’t.
- Get feedback from the sales team. They’re the first to know if the alerts are helping or just annoying.
- Don’t be afraid to turn things off. If a notification isn’t helping, ditch it. Simple is better.
What to Ignore (For Now)
Here’s what you don’t need to worry about when starting out:
- Over-complicated lead scoring. Unless you have a data science team, basic filters are enough.
- Every integration under the sun. Start with Slack or email. Add more channels later if you really need to.
- Automated replies or bots. They can help, but only after you’ve nailed real-time human notifications.
Final Thoughts: Keep It Simple, Iterate Fast
The goal isn’t to build the fanciest notification system—it’s to catch the leads that matter, fast. Start with a narrow focus, watch what comes in, and adjust as you go. Most teams overcomplicate this and end up missing the point.
Keep your setup simple, review it often, and don’t be afraid to turn things off that aren’t working. You’ll miss fewer leads and waste less time. That’s what counts.