Overview
Notifications tell you what needs attention: new conversations, assignments, mentions, replies and module events. Each agent controls their own preferences, choosing where they want to be alerted:
- In-dashboard: the notification bell inside the platform.
- Email: summaries and alerts in your inbox.
- Push: alerts in the browser and/or the mobile app.
Prerequisites
- Being signed in with your user (preferences are per agent).
- For browser push: allow notifications when the browser asks.
- For mobile push: have the app installed and an active session.
Step by step
- Open your profile and go to the notifications/preferences area.
- Choose the events you want to be alerted about (e.g., new assigned conversation, mention, reply).
- Select the notification channels for each event (dashboard, email, push).
- If you'll use browser push, authorize notifications in the browser prompt.
- Save and test by generating a conversation/mention to validate.
Settings & options
- Per event: toggle each alert type individually.
- Per channel: dashboard, email and push independently.
- Sound/visual: audible alerts and unread counters in the dashboard.
- Per-agent preferences: each person tunes their own, without affecting the team.
Use cases
- Receive push only for conversations assigned to you.
- Use email for an end-of-day summary and the dashboard for real time.
- Make sure mentions always alert, even with the rest muted.
Tips, limits & best practices
- Avoid turning everything on: too many notifications become noise and get ignored.
- Prioritize assignments and mentions — usually what matters most.
- If push doesn't arrive, start by checking browser/system permissions.
Troubleshooting
- I don't get browser push: check the site's notification permission and that it isn't blocked at the operating system level.
- I don't get emails: check spam, your profile email and that the event is enabled.
- I get too many notifications: reduce events/channels in your preferences.
- Preferences won't save: reload the page and try again; confirm you're signed in.