Notifications
Choose which events notify your team, and how, across email, Slack, and the app.
Agiled tells your team when clients take action, so you don't have to keep checking. Settings › Notifications sets the defaults for the whole workspace. Each person can then fine-tune their own in My notifications.
What your team is told about
- a client fully signs a document;
- a client accepts an estimate;
- a client books, reschedules, or cancels a time;
- a client comments on a task in the portal;
- a ticket is created, or a client replies to one;
- a client reports an offline payment.
New booking alerts go to the host and the owner. Smart Flow documents and bookings use the Smart Flow's own alerts, so you don't get two.
When your team replies to a ticket, the client is emailed a link to the ticket in the portal. When your team resolves, closes or reopens a ticket, the client is emailed too (Ticket status update to the client). Other status changes and internal notes don't email the client.
Change the workspace defaults
- Open Settings › Notifications.
- Find the event in the list.
- Turn each channel (Email, Push, or Slack) on or off for that event. The change saves right away.
You're done when the switches match how you want your team told. The next time the event happens, Agiled uses the new setting.
To change the words in an email, select Customize next to the event, edit the text, and select Save. See Email templates.
Good to know
- Only owners and admins can change workspace defaults. Everyone else sees the page as read-only.
- Slack needs to be set up first. See Email and Slack delivery.
- Lifecycle emails at the top of the page set when reminder and summary emails go out, such as trial-ending and file-expiring reminders. Enter the days as numbers separated by commas, then select Save lifecycle schedule.
- One person is missing notifications? Check their My notifications first, then their role.