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What's on the Notifications settings page?

Settings → Notifications is where you wire up how alerts and client reports reach you. It has three parts: Slack alerts (connect a webhook and choose which alerts post to Slack), Monthly client ROI emails (the branded summary every client gets on the 1st), and Email alert recipients (a pointer to where per-rule email addresses live).

Before you start: Admin or owner role.

Slack alerts

Paste a Slack incoming-webhook URL, flip Enable Slack alerts on, and pick which categories to send — connection-lost/spam surges and agent outages are on by default; per-call sentiment is off. Use Send test to confirm the channel works. Full walkthrough: How do I set up the Slack integration?.

Monthly client ROI emails

On the 1st of every month, each client gets a branded email — calls handled, labor saved, value generated — with no manual work. Auto-send is on by default for each client; you can toggle it for an individual client from their reporting settings. Use Send me a test report to preview what goes out.

Email alert recipients

Alert email recipients are set on each alert rule, not on your personal profile or this page. Click Go to Alert Rules (or open Alerts → Alert Rules), edit a rule, turn on Email Notifications, and add the addresses that should be emailed when that rule fires.

How it works

There are no per-user notification preferences yet — alert-email recipients live on the rules themselves, the Slack webhook is stored per agency, and monthly-report opt-in is per client. To stop receiving a particular email alert, edit that rule's recipient list.

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