Notifications
Workstation notifies people when something needs their attention: a deal is assigned to them, a ticket is close to breaching its SLA, an approval is waiting, or someone mentions them. You are never notified about your own actions, and you only get notifications about records you’re allowed to see.
There are two places to manage notifications:
- Settings → Your Account → Notifications: your own preferences.
- Settings → Templates & Automation → Notification Templates: workspace-wide channels and email templates (admins).
Channels
Section titled “Channels”| Channel | Where it appears |
|---|---|
| Web | The notification bell in the app header |
| Your inbox | |
| Mobile Push | The Workstation mobile app |
| Chat | A message from Fox in your team Chat |
| Coming soon |
Each event has default channels. For example, Ticket SLA Breached goes to email, web, mobile push, and chat by default, while Deal Created only shows in the app.
The notification bell
Section titled “The notification bell”The bell in the header shows your unread count. Open it to see three tabs:
- Notifications: switch between Unread and All. Click a notification to open the related record. Use Mark as read, Dismiss, or Mark all as read.
- What’s New: product release notes.
- Downloads: exports and other files being prepared for you.
Your preferences
Section titled “Your preferences”Open Settings → Your Account → Notifications.
Get Notified On
Section titled “Get Notified On”Choose whose records you hear about:
| Option | You are notified about |
|---|---|
| Relevant (Recommended) | Records assigned to you or that you own |
| My Department | Records owned by anyone in your department |
| Everyone | All records in the workspace |
You still only see records your data access allows.
Notification Preferences
Section titled “Notification Preferences”Events are grouped by area. For each event, turn Email, Web, and Mobile Push on or off. If an admin has turned a channel off for the whole workspace, it shows as turned off and you can’t turn it back on.
Events
Section titled “Events”| Group | Events |
|---|---|
| Deals | Created, Assigned, Stage Changed, Won, Lost |
| Activities | Assigned, Due Soon, Overdue |
| Appointments | Created, Rescheduled, Cancelled |
| Contacts and Accounts | Contact Assigned, Account Assigned |
| Price Offers | Created, Sent, Expiring |
| Invoices | Created, Opened, Voided, Overdue, Installment Due Soon, Installment Overdue, Payment Received |
| Inventory | Low Stock |
| Tickets | Created, Assigned, Status Changed, SLA Warning, SLA Breached, Reply Received |
| Approvals | Requested, Approved, Rejected |
| Projects | Job Assigned, Job Due Soon, Project Completed |
| Goals | Kick-off, Achieved, Exceeded, Missed |
| Pulse | New Pulse Posts, Mentions, Comments on Your Posts, Reactions to Your Posts, Kudos Received, Team Celebrations |
| Inbox | Conversation Assigned, Mentioned in Inbox Note, New Inbox Message, SLA Warning, SLA Breached, Escalation Needs a Human |
| Comments | Mentioned in Comment, Comment Thread Reply |
| Email Reply Received | |
| Forms | Form Submitted |
| Content Hub | Article Published, Article Updated, Acknowledgment Required, Article Review Requested |
| Chat | Chat Digest, Scheduled Message Not Sent |
| System | Import Completed, Daily Summary, Streak at Risk, Workflow Error, Pipeline Record Went Stale, Radar Finding Detected |
A few events worth knowing:
- Daily Summary is a morning message from Fox in Chat listing what needs you today: overdue and due tasks, stuck or closing deals, and tickets and conversations waiting on you. It is only sent when there is something to show.
- Appointment Created, Rescheduled, and Cancelled go to the team members booked on the appointment. Rescheduled covers changes to the date, time, location, or team member.
- Escalation Needs a Human goes to everyone who can work the inbox when the AI hands a conversation over but nobody could be assigned.
- Pulse events cover posts, mentions, comments, reactions, kudos, and birthdays and work anniversaries. See Pulse.
- Streak at Risk reminds you when you haven’t done qualifying work yet today. See Daily Streaks.
Notification templates (admins)
Section titled “Notification templates (admins)”Open Settings → Templates & Automation → Notification Templates. Events are grouped the same way as above. For each event you can:
- Turn each channel on or off for the whole workspace. A channel turned off here is off for everyone, whatever their own preferences.
- Edit Template to change the email.
- Send Test to send a sample email to yourself.
Edit an email template
Section titled “Edit an email template”- Click Edit Template next to an event.
- Edit the Subject Line. Insert merge fields such as
{{deal.name}}from the field picker. - Design the body in the drag-and-drop editor. Use Merge Tags in the text toolbar to add dynamic content.
- Click Save Template.
Merge fields depend on the event. Every event has the organization name and logo, who performed the action, and a link to the record. Each area adds its own fields, for example deal name, value, stage, and owner for deal events.
To start from an existing design, choose Load Unlayer template and paste the template URL. To undo your changes, click Reset and confirm Reset to default template?.
Scheduled alerts
Section titled “Scheduled alerts”Some notifications come from background checks rather than a person’s action:
- Activity reminders are sent at the time set on each reminder. See Activity Reminders.
- Activity Due Soon and Activity Overdue are sent once each per activity.
- Price Offer Expiring is sent once when a sent offer is about to expire.
- Ticket SLA Warning is sent 15 minutes before an SLA target is missed, and SLA Breached when it is missed.
- Pipeline Record Went Stale follows your pipeline’s stage health rules. See Pipelines and Stages.
When a workspace is read-only because of billing, activity notifications stop until billing is fixed. See Billing.