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Kolay DM

Notifications

Get notified about new forms, bookings, assignments and unanswered conversations in the panel, with sound, and in a daily WhatsApp report.

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What It Does

Notifications make sure your team doesn't miss anything important. They gather under the bell icon in the top bar and can come with a sound.

Typical notifications:

  • A conversation is assigned to you
  • A new appointment is booked or a booking request arrives
  • It's time to call a contact
  • A customer needs follow-up
  • A conversation is left unanswered
  • A new web form arrives
  • You receive a team invitation

Setup

  1. Open the latest notifications from the bell in the top bar; clear the list with Mark all as read.
  2. For sounds, open the Sounds section on Settings › Profile: set the new contact sound, notification sound and volume, and preview them.
  3. For the daily number summary, open the Daily Number Report card on Settings › Accounts and verify your number with a code sent over WhatsApp.

How It Works

Notifications are personal: a notification about a conversation assigned to you goes to you, while general ones such as web forms go to the whole team. Clicking a notification opens the related conversation, contact or appointment.

Limits and Things to Know

  • Sound alerts need the panel to be open in your browser. If your browser blocks sound, click once anywhere on the page.
  • The Daily Number Report is only sent to a verified WhatsApp number.

Frequently Asked Questions

Can I turn notification sounds off?
Yes. In the Sounds section of your Profile page you can change the new contact sound and notification sound, or lower the volume.
What is the Daily Number Report?
A summary of the phone numbers collected in conversations during the day. It's sent every evening at 18:00 to the WhatsApp number you verified.
Where can I see older notifications?
Use See all in the notifications window to open the full notification archive.

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