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Each team member can control how they get notified about activity. Open Settings → Account → Notifications for your own preferences.

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Notification types

Each type can be configured independently per channel (in-app bell, email, push):
  • New lead — contact created
  • New conversation — fresh inbox conversation
  • Form submission — form filled out
  • Appointment booked — new appointment scheduled
  • Appointment cancelled
  • Appointment completed
  • Negative feedback received — 1-3 star review with text feedback
  • Payment failed — billing event (only goes to org owner regardless of preferences)
  • Trial ending soon — 3 days before, 1 day before
  • Voice usage warning — 80% / 100% of monthly minutes
  • Conversation cap warning — 80% / 100%

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Channels

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In-app (the bell)

Top-right of every dashboard page. Persistent until dismissed. Works everywhere you’re logged in. Settings: on / off per notification type.

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Email

Sent to your account email (set on Settings → Account). Useful when you don’t have the dashboard open. Settings: on / off per notification type. Plus a digest mode option — instead of one email per event, you get one daily digest at the time of your choosing.

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Push (mobile)

Browser-based push notifications. Requires:
  • Modern browser (Chrome, Edge, Safari iOS 16+)
  • Allowing notifications on first prompt
Settings: on / off per notification type. Same browser instance only — your phone won’t get push notifications meant for the desktop unless you’ve enrolled both devices.

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SMS (text)

Available for new bookings. Turn on New bookings (text) under Settings → Account → Notifications and we’ll text your mobile the moment a customer books — whether that came through the AI receptionist, a phone call, or a self-serve calendar on your website. Requires a personal mobile saved on Settings → Phone; without one the toggle stays disabled, since there’d be nowhere to send it. Off by default.
This texts you, the business owner — it’s separate from the missed-call auto-text and appointment reminders, which go to your customers.

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Defaults

When you first sign up, defaults are:
  • In-app: all on
  • Email: critical events (new lead, payment failed, trial ending) plus new bookings — a booking is high-value enough to hear about away from the dashboard. “New conversation” emails stay off by default to reduce inbox noise.
  • Push: off (until you opt in)
  • New-booking text (SMS): off — switch it on when you want a text the moment a customer books
New-booking email and text go to the owner and the contact’s assigned team member; each person can turn their own off under Settings → Account → Notifications. These are sane starting points. Tune as you learn what’s actually useful vs. noise.

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”Mute everything for X hours”

When you’re in a focus block or off the clock, you can pause all notifications for a time window. Settings → Account → Notifications → Pause notifications. Pick a duration; everything goes quiet until the timer expires. Critical billing/account events (payment failed, account locked) override the mute.

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Daily digest

If you opt into daily digest for email, a single email goes out at your chosen hour summarizing:
  • Yesterday’s leads + bookings
  • Open conversations awaiting reply
  • Tasks due today
  • Pipeline movements
A useful “morning report” alternative to per-event email spam.

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Per-org-role defaults

Org owners and admins get all notification types on by default. Members default to none — they should opt in to what’s relevant for their work.

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Mobile app

A native mobile app is on the roadmap; for now, the web dashboard is fully responsive and supports push notifications on mobile browsers. Most owners use it from their phone’s browser shortcut on the home screen — feels app-like.

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Next

You’re done with Settings. Next:

Troubleshooting & FAQs

When things don’t work as expected.