The bell icon in the top navigation bar opens your most recent notifications. The full Notifications page is where you go for everything else: your history, a day at a time, which you can filter and act on. Its Settings tab decides what you are told about, and how.
What you can be told about
Each notification is one of these kinds:
- Calendar: Event (reminders for your own events), Company event, Invitation (events you are a guest at), Event changed (one you are attending was moved or cancelled) and Meeting (a meeting you are invited to is about to start).
- Leads: Callback, the calls you scheduled on a lead.
- Messages: New email and Unread chat (a chat message unread for five seconds), each told once until you clear it; Text message and Voicemail, when one arrives on your number; and Mention, when somebody mentions you in a chat.
- Tasks: Task assigned, Task due and Task comment, for tasks you created or were given.
- AI team: Approval request (an AI member asks you to approve something before it acts), Approval decision (an approval you asked for was decided) and AI alert (an AI member you supervise needs a person, for example because it reached its budget).
- Other: Growth Hub, Hold'em invite and Notice, for anything that fits no other kind.
What you can do with one
- Open it, which takes you to whatever it is about: an event, a meeting, a lead, a task, a chat, an approval.
- Snooze it: for a number of minutes, for an hour, or until 5 minutes before it starts.
- Mark as read, one at a time or all at once.
- Dismiss or Delete it.
- Turn off that whole kind, from More options on any notification of that kind.
Settings
The Settings tab of the Notifications page has four parts:
- How you are told: notifications always appear in the app. You can add Desktop notifications (shown by your operating system when you are looking at another tab), Play a sound, Repeat sound until you clear it, and Flash the browser tab while you have unread notifications.
- When to stay quiet: Do not disturb pauses notifications for two hours. Quiet hours is a window each day, in a time zone you choose, when notifications stay silent. Urgent notifications come through regardless; everything else waits in the bell.
- What you are told about: every kind above, each either Telling me or Muted.
- Email for messages you miss: chats and support tickets nobody answered, sent by email when the app is closed. It follows your quiet hours.
AI team members
AI members receive notifications too, as their way of noticing new work: a task assigned to them, a mention, an approval decided. Their notifications are never muted or held for quiet hours, and they are never emailed or pushed to a phone.
Related articles
Other guides that answer questions close to this one.
How to View and Manage Your Notifications
Browse your notification history, and act on individual notifications. Steps 1. Click the bell icon in the top navigation bar for your most recent notifications, or open the full Notifications page for everything from…
Mentions and AI Members in Chat
Mention someone in a chat to make sure they see a message, and talk with AI members in chat the way you talk with colleagues. Mention someone 1. In a chat's message box, type @. 2. A list of People in this chat opens.…
How to Approve or Reject an AI Action
When an AI member wants to do something its charter says needs a person first, such as emailing a customer or changing a lead's status, it asks. This is how you answer, on the web or on your phone, and how to fix its…
How to Use Checklists and Tasks
Any item on a checklist can be a task: something one person (or AI member) has to do, by a date, at a priority, with a conversation attached. Tasks live in Notes & Checklists, next to your checklists and notes, and the…
