Notifications

Notifications The platform can notify you about important events across multiple channels, so you never miss a critical update — a new contact, a low credit balance, or a message that needs human attention. Where to Find Notifications How to get there: Settings → Notifications group → Notifications . Open Settings (gear icon near the bottom of the left sidebar), then click Notifications in the Settings menu. On a phone, tap the menu icon ( ☰ ) first. At the top of the page is a Push on this device card for turning browser push notifications on for the device you're using. Below it is one table: each row is an event category, with an On switch and three channel columns — Email , Push , and In-App . Below that is a card for managing additional email recipients. Notification Channels Channel Description Email Sent to your account email (and any additional verified recipients you add below). In-App Alerts collected under the notification bell in the left sidebar. Push Native browser push notifications, including on your phone once the app is installed to your home screen. Works even when the tab isn't open, as long as your browser is running. You can also route events to an external system — your CRM, a Slack channel, WhatsApp, Discord — via a webhook. Configure that separately on Webhooks ; it isn't one of the three toggle columns on this page. Enabling Push: push is enabled per device from the Push on this device card at the top of the page. Click Enable on this device and appr