What you configure
| Setting | Purpose |
|---|---|
| Email notifications | Receive lead and event alerts by email |
| Notification email address | Where email alerts are delivered |
| SMS alerts | Receive alerts by text message |
| Notification phone number | Where SMS alerts are sent |
| Notification frequency | How often alerts are batched or sent |
| Emergency alerts | Immediate alerts for urgent conversations (e.g., gas leak, flooding) |
| Daily summary email | Recurring digest of workspace activity |
| AI failure alerts | Notifications when AI encounters errors |
Why notifications matter
Without notifications, your team only learns about leads when they open the dashboard. That means urgent leads can sit for hours before anyone takes action. Notifications determine whether your team learns about:- Newly recovered leads that need follow-up — within minutes, not hours
- Urgent or emergency conversations — gas leaks, flooding, electrical hazards
- Failures in AI or message handling — threads that silently stopped working
- Summary activity over time — daily digests to spot trends
Recommended setup
- Solo operator
- Small team
You are the only person managing leads:
- Enable SMS alerts to your personal phone
- Enable emergency alerts for immediate escalation
- Enable daily summary email to your inbox
What to monitor
Check notifications if:- Leads are visible in the dashboard but nobody was alerted
- Emergency workflows did not reach the team
- AI failures are happening silently
- Summaries are going to the wrong destination
Common mistakes
- Enabling notifications without entering a valid destination — alerts go nowhere
- Using an unmonitored phone or email address
- Disabling alerts and assuming dashboard review alone is enough for urgent leads
- Not testing notifications after initial setup — send a test to confirm delivery
Related pages
Business Hours
Set open hours and after-hours messaging.
Follow-up Automation
Automate second-touch messaging.
Troubleshooting
Diagnose notification issues.