Alert Notification Settings

💡 What It Is

Notification Settings let you control how and when you receive alerts for lead activity, campaign updates, and account status—so you can stay informed, respond quickly, and avoid unnecessary noise.

⚙️ To Access Your Profile

Hover over your name in the bottom-left corner
Select Profile 

Update Your Contact Information

Enter the phone number to receive SMS notifications.

Check the box to opt in to SMS notifications

(Optional) Enable product update notifications

✅SMS alerts require opt-in and a Universal Credit Plan

⚙️ Alert Notification Settings

Alerts notify you of key activity so you can take action at the right time. Customize the frequency of each alert based on your workflow.

Choose how often you want to receive each alert:

• ASAP – Immediate
• Daily – Once per day
• Weekly – Once per week
• None – No alerts

Leads Waiting – A lead is awaiting follow-up

Low Credits / No Credits – Your credit balance is low or depleted

Lead Needs Attention (No AI) – A lead requires follow-up and no autoresponder is configured

Weekly Campaign Summary – Overview of campaign performance

Lead Needs Attention (AI Paused – New Lead) – AI moved a lead to the “Needs Attention” stage

Lead Needs Attention (AI Paused – Lead Replied) – A lead in “Needs Attention” has replied

Insufficient Balance for Campaign – Not enough credits to send a campaign

🙋‍♀️ FAQs