.png?fit=max&auto=format&n=EQK5eX9kTD8NzWwA&q=85&s=878008bf159fcc4964d0c0d508b6e400)
Notification channels
You can control notifications across three channels for most notification types:
- In-app — notifications within the platform and the mobile app. Checking in-app notifications enables them within the mobile app as well.
- Email — notifications delivered to your registered email address. Check or uncheck boxes to create a personalized notification system.
- SMS — notifications delivered to your mobile device. Configure your preferences in the SMS column to receive only messages most relevant to your immediate needs.
Conversation notifications
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.
All conversations
All conversations
Opt to receive notifications for all new messages received for your account so you never have to manually check conversations.
Conversation assigned to me
Conversation assigned to me
When enabled, notifies you when a conversation is assigned to you, keeping you up to date with your tasks.
Added to internal chat
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.
Mentions
Mentions
Notifies you every time you are mentioned in a conversation — applies to both internal and customer chats.
New messages
New messages
Notifies you of new message arrivals from:
- Conversations you are assigned to
- Internal chats you are included in
- Conversations where you are mentioned
Task notifications
Task notifications give you ultimate control over your to-do list.
When a task is assigned
When a task is assigned
Choose to be notified when a task is assigned. Extremely useful when you have multiple users managing many tasks.
Setting a reminder
Setting a reminder
Set an alert through the app, email, or SMS to be reminded 15, 30, 45, or 60 minutes before an upcoming task.
Daily summary of due tasks
Daily summary of due tasks
Schedule daily reminders of incomplete tasks via push notifications, SMS, and/or email at your preferred times.
Daily summary of overdue tasks
Daily summary of overdue tasks
Schedule daily reminders of overdue tasks via push notifications, SMS, and/or email at your preferred times.
No tasks
No tasks
Toggle this option to avoid being notified when your due or overdue task list is empty.
WordPress notifications
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.
Facebook notifications
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.
Google 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.
Calendar notifications
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.
