Threadline

Notifications

What it is

Threadline tells you when something needs your attention, in two ways:

  • The bell at the top of every page (inside the app).
  • Email.

Settings, Notifications is a small table where you choose, for each kind of event, whether you want the email, the bell, both, or neither. Your choices are yours alone: they never change anyone else's.

The problem it solves

A busy workspace produces many events. Some people want every customer message by email; others only want the urgent ones. Notifications that are too many get ignored, and too few mean a customer waits. The table lets each person find their own balance.

How it works

Each row is an event. Each column is a way to hear about it.

Event Who can receive it
A customer writes in a conversation assigned to you The person it is assigned to
A teammate mentions you in a note Anyone
The AI hands a conversation to a person (escalation) Team
A customer has waited too long The person handling it, or the team
A campaign finished Admins
An automation run failed Admins (at most once an hour per automation)
A WhatsApp number's quality dropped Admins
The AI provider is not working Admins
Deals of yours are due for a follow-up Deal owners (a daily message at 08:00)

You only see the rows that apply to your role.

Column Meaning
Email Sent to the address on your profile.
In the app Shown in the bell.
Browser Greyed out: browser push notifications are not available yet.

Tick or untick, then click Save.

Some alerts always keep the bell: a number's quality dropping and an AI provider problem. They matter too much to switch off completely. And an event you never changed keeps working as it always did, so nobody loses a notification by accident.

The weekly summary

Every Monday at 08:00 (server time), each Admin gets one email summarising the past week against the week before: conversations, messages, new contacts, median first reply and the share the AI handled alone.

Good to know

  • Billing emails (receipts, payment failures, plan changes) are account mail and are always sent. They are not in this table.
  • On/off for the escalation email can also depend on a platform-wide setting held by the person who runs your installation.

Common questions

I get too many emails. Untick Email for the noisy rows. Keep In the app so nothing is missed.

I never get anything. Check the address on your profile, and look in your spam folder. If the bell works but email does not, the platform's mail may be switched off; ask whoever runs your installation.

Why can I not tick Browser? Browser push is not available yet.