Alert Notification Settings

💡 What It Is

Notification Settings let you control which alerts you receive 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. 

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