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Configuring Email Lead Alerts
Configuring Email Lead Alerts:
SMS Leads Delivered to
Your Inbox Automatically
When OTTO completes a qualification conversation, TextingOnly fires a structured lead alert to your team’s email — name, phone, service type, timeline, conversation transcript, and entry point source. No new app. No new inbox. Just better leads in the workflow your team already uses.
Email lead alerts are how TextingOnly delivers OTTO-qualified leads to your team without requiring anyone to monitor a new platform. Your team’s workflow doesn’t change — they receive a structured lead notification in email, exactly like a form fill, but with a verified phone number, a conversation transcript, and a contact who’s already been told to expect a call.
How It Works
Every time a contact completes — or reaches a defined point in — an OTTO qualification conversation, the platform fires an email alert to the address or addresses you configure in the collector settings. The alert arrives within seconds of the conversation completing.
What’s in the Alert
The email lead alert is structured like a clean CRM record — everything your rep needs to make a warm, informed call without asking the lead to repeat themselves:
Name (if collected), carrier-verified mobile number, language preference if detected. The phone number is verified — not a self-reported form field.
Service type, timeline, urgency, budget — whatever your collector’s questions captured. Structured, not free-text.
Which SmartLink, QR code, or campaign the lead came from — so your rep knows the context before dialing.
The full OTTO conversation — every question and answer — so the rep sees exactly what the lead said in their own words.
Because the Prepare Caller message already set the contact’s expectation, your rep is calling a number they recognize from a person who is actually expecting the call — answer rates are dramatically higher than cold callbacks from form leads.
Configuring the Email Address
Use a distribution list email (e.g., sales@yourcompany.com) instead of a personal address so lead alerts reach the right team member regardless of who’s on duty — and so you can add or remove recipients without changing the collector settings.
ITR-Based Email Routing
If your collector uses an ITR menu (e.g., 1 = Sales · 2 = Service · 3 = Support), you can configure different email addresses for each branch. A lead who selects Sales alerts sales@. A lead who selects Service alerts service@. The routing mirrors how you’d configure a phone IVR — same logic, applied to SMS.
This is configured within the ITR collector’s branch settings — each branch has its own notification email field in the Options & Details tab.
Prepare Caller — Setting Up the Warm Handoff
Prepare Caller is the message OTTO sends to the lead after qualification completes, priming them for your team’s callback. It transforms a cold callback into a warm one — the contact saves the number and answers because they’re expecting the call.
Configuring Prepare Caller
Include the specific phone number your rep will call from in the Prepare Caller message. Contacts who save the number answer at dramatically higher rates than those who receive an unknown caller. Reference the rep’s name if you have dedicated territory reps.
Interact with the live OTTO demo — see what your leads experience, then understand what the email alert to your team looks like on the other side.