Customize in-app, email, and SMS notification preferences for conversations, tasks, social media integrations, and calendar alerts.
Managing your notification preferences is essential for staying informed and organized. The Notifications section lets you customize how and when you receive alerts — from in-app alerts to email and SMS updates — ensuring you receive only the most relevant information.Navigate to Settings > My Profile > Notifications to get started.
Notifications settings overview
Here you can adjust your notification settings to manage conversations, tasks, or social media updates.
You can control notifications across three channels for most notification types:
In-app notification settings
In-app — notifications within the platform and the mobile app. Checking in-app notifications enables them within the mobile app as well.
Email notification settings
Email — notifications delivered to your registered email address. Check or uncheck boxes to create a personalized notification system.
SMS notification settings
SMS — notifications delivered to your mobile device. Configure your preferences in the SMS column to receive only messages most relevant to your immediate needs.
Stay informed of how your clients are communicating with Conversation Notifications. You can take control of the notifications you receive when it comes to email and text message conversations.
Conversation notifications section
All conversations
Opt to receive notifications for all new messages received for your account so you never have to manually check conversations.
All conversations notification option
Conversation assigned to me
When enabled, notifies you when a conversation is assigned to you, keeping you up to date with your tasks.
Assigned conversation notification
Added to internal chat
Notifies you when you are added to an internal conversation by a teammate. This notification, along with ones for new internal messages, is displayed in the web version of the platform.
Internal chat notification
Mentions
Notifies you every time you are mentioned in a conversation — applies to both internal and customer chats.
When a customer makes a purchase through your connected WordPress site, you can be informed via in-app notification, SMS, or email. Ensure the website URL is connected with the platform before configuring these preferences.
Control how you view updates related to your Facebook page — such as new messages, comments, and lead activity. Your Facebook page must be integrated with your account before you can receive these notifications.
Manage notifications related to your Google My Business page, including new review alerts. If enabled, notifications help you decide the next action based on reviews received on your Google Business Profile.
Account users can stay informed with disconnection alerts for calendar and video conferencing integrations. Alerts are sent on Days 1, 3, 7, and 14 via your configured channels. After Day 14, notifications stop automatically. Once you reconnect an integration — such as Google, Outlook, iCloud, Zoom, or Microsoft Teams — no further reminders are sent.
Calendar disconnection notifications
The second option in this section notifies you if any issues arise with the link or location for your connected meetings.
Meeting link issue notifications
After configuring your preferences, click Save to apply the changes.
For most notification types, you can enable any combination of three delivery channels:
Channel
Best for
Notes
In-app
Real-time alerts while working in the platform or mobile app
Lowest friction; no external delivery needed
Email
Persistent alerts that can be reviewed later
Useful for daily summaries and task reminders
SMS
Urgent alerts when you are away from the platform
Use sparingly to avoid notification fatigue
Toggle each channel independently per notification type. For example, you might enable in-app and email for new conversations but only SMS for high-priority task reminders.
