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17. Notifications

What This Feature Does #

The Notification Center shows alerts for events relevant to you: new WhatsApp messages, email replies, campaign completions, workflow failures, and more.

When to Use #

  • Use it as your first stop for time-sensitive updates.
  • Use it to jump directly into the affected conversation, campaign, or workflow.
  • Do not use it as a replacement for the full module history when you need detailed operational context.

Permission & Access Control #

ActionCompanyAdminTenantUser
View own notifications✅✅
Mark read or delete own notifications✅✅
View another user’s notifications❌❌

How to Access #

  • Click the Notification Bell (🔔) in the top navigation bar to open the Notification Panel dropdown.
  • Click All Notifications to open the full notification history page.

What You See #

  • Unread count badge on the bell icon.
  • Recent notifications in the dropdown panel.
  • Full list with filtering on the All Notifications page.

Notification Types #

TypeWhen It Appears
New WhatsApp messageA contact sends you a WhatsApp message
New email receivedA new email arrives in your assigned Reply-To Mailbox
Campaign completedA broadcast finishes sending
Workflow failedAn automation step encountered an error
Template approved/rejectedMeta updates a WhatsApp template status
LinkedIn comment or mentionSomeone comments on, or mentions, one of your connected LinkedIn Company Pages; shown to company administrators and users who manage LinkedIn posts
Social post published / failedA queued Instagram, Facebook or LinkedIn post went live, or could not be published
Reconnect LinkedInThe LinkedIn connection stopped working, or its yearly authorization ends soon; shown to company administrators
Mailbox sync pausedA Reply-To Mailbox failed to authenticate 3 times and automatic inbox sync was paused; shown to CompanyAdmin users so they can fix the mailbox
System noticesSubscription status changes, warnings

Actions #

Mark Notifications as Read #

  1. Open the Notification Panel.
  2. Click Mark All as Read, or click an individual notification to mark it read.

Open a Notification #

  1. Click any notification to open it.
  2. You are redirected to the related resource (e.g., a WhatsApp conversation, an email thread).
  3. The notification is marked as read automatically.

Delete Notifications #

  1. Open All Notifications.
  2. Select notifications with the checkboxes.
  3. Click Delete Selected, or Delete All to clear everything.

Notification Privacy Rules #

  • You only see notifications for resources you have access to.
  • Notifications from other tenants never appear in your notification center.
  • If your access to a contact or mailbox is removed, you stop receiving notifications for it.

Errors, Messages, and Common Fixes #

IssueWhy It HappensHow to Fix
Notification bell shows no updatesNo new events or realtime connection droppedRefresh the page and check the underlying module directly
Clicked notification opens nothing usefulRelated resource was deleted or access changedOpen the target module manually and confirm access
Missing expected notificationYou do not have access to that resource, or it was filtered by roleCheck contact, mailbox, campaign, or assignment access

If notifications are missing #

  1. Refresh the page.
  2. Confirm the underlying event happened in the related module.
  3. Confirm you still have access to the related contact, mailbox, workflow, or campaign.
  4. Check the full All Notifications page before assuming delivery failed.

What happens if this fails? #

  • The original business action still exists in its own module even if the alert is delayed or missing.
  • Realtime alerts may pause temporarily, but the full notification list usually catches up after refresh.
  • If access to the related resource changes, the notification may stop appearing to protect data privacy.
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