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6 short steps in your portal

How to get lead alerts on Telegram

A lead replies while you are away from your desk, and nobody sees it until later. In Settings, on the Alerts tab, you get a code and a link. Anyone who joins with it gets a Telegram message when a lead replies or is ready to talk. You and your team hear about a warm lead within minutes. A button in the message opens your portal.

Before you start

Step 1 of 6

1

Open the Alerts tab

The Alerts tab sits in Settings, at the bottom of your side menu, and every login has it.

  1. Open Settings at the bottom of your side menu.
  2. Click the Alerts tab.
What you should see

A card named Telegram alerts, with a code and your link under it. Under the link are the buttons Copy link and Replace link, and a line that says until when the link works.

Step 2 of 6

2

Connect your own phone

You join the same way as anyone on your team: with the code or the link, then Start in Telegram.

  1. Point your phone camera at the code.
  2. Or click Copy link and open the link on your phone.
  3. Telegram opens our alerts bot. Press Start.
What you should see

A welcome message from the bot in Telegram that names your company.

Step 3 of 6

3

Add a teammate

A teammate joins with your link. They do not need a portal login to get alerts.

  1. Click Copy link.
  2. Send the link to your teammate yourself, for example in a chat. Your portal does not send it for you.
  3. Ask them to open it on their phone and press Start in Telegram.
What you should see

A date under the buttons. After that date the link stops working. Open the Alerts tab again and a fresh link shows.

Step 4 of 6

4

See who gets alerts

Everyone who joined is listed under Receiving alerts.

  1. Reload the page, or open the Alerts tab again. The list does not update by itself.
  2. Read each row under Receiving alerts. It shows their Telegram first name, their Telegram username if they have one, and the day they joined.
What you should see

These are Telegram names, not portal names. A grey tag stopped shows on someone who turned alerts off in Telegram. A grey tag blocked the bot shows on someone who blocked the bot. People with a tag get no alerts.

Step 5 of 6

5

Take someone off

Do this when someone leaves your team.

  1. Find the person under Receiving alerts and click Remove on their row.
  2. Click OK when your browser asks.
  3. Click Replace link, then click OK when your browser asks.
  4. Send the new link only to the people who should have it.
What you should see

The person is gone from the list. The code, the link and the date are all new. People still on the list keep their alerts.

Step 6 of 6

6

Know what each message holds

One message joins everything new since the last one, and it can come at any hour of the day or night.

  1. Read the top of the message. It can show new appointments, leads ready to talk, new email replies, and AI drafts waiting for you.
  2. Tap a button under it to open that lead, your Inbox, your Appointments page or your Home page in your portal.
  3. Look for a short summary every Monday at 9 in the morning, your company's time, with last week's opens, clicks and replies.
What you should see

What you get depends on what NineTen AI does for your company. Replies and the Monday summary come with email campaigns. Drafts come with AI replies. A chat on WhatsApp, Messenger, Instagram or web chat sends an alert only for some leads. They want to meet, want a quote, want to book, or need you.

Your NineTen AI team can switch on a daily summary and a question about what happened after a reply. Both come with email campaigns. During a trial, they can also send a note of new leads found for you. Ask your NineTen AI team. No Monday summary? Ask them to check your company's time zone.

Stuck? Send us a screenshot on WhatsApp.