Message Notifications

Notification Types Overview

Text Request provides multiple layers of notifications to alert you the moment a contact texts your dashboard. You can customize your audio and visual preferences to fit your daily workflow.

Notification Type	Alert Method	Where It Appears	Best For
Notification Center	Visual & Audio	Bell icon, top-header feed, and orange alert arrows	Centralized monitoring of active conversations, reviews, and payments.
Sound Alerts	Audio chime / repeating reminder chimes	Computer speaker audio chime	Hearing incoming messages while working in other tabs or applications.
Visual Alerts	Browser tab flash and red dot on bell icon	Browser tab	Seeing notifications while working outside of Text Request
Desktop Notifications	Pop-up banner in the corner of your screen	Operating system desktop notification bubble	Multi-tasking on a PC or Mac while working in other apps
Email Notifications	Direct email sent to designated team inboxes	External email inbox	Team members who keep email open all day
Escalation SMS	Automated SMS alert	Mobile phone	Urgent unanswered texts after a set timeframe

Note: Message notification settings are user-specific. Adjusting your sound or visual preferences only alters alerts for your individual user login and will not change settings for other teammates sharing your dashboard.

Setting Up Sound & Visual Alerts

Sound Alerts

Turn on audio chimes to hear an alert whenever a new text arrives on any of your enabled dashboards.

Path: Profile & Preferences (Avatar Icon) > Notifications

1. Toggle Personalized Alerts to On.

2. Under Types, check the box next to Messages.

3. Toggle Sound to On.

4. Select your preferred chime tone from the available sounds. Click the Speaker icon next to any tone to preview its volume.

5. (Optional) Select a frequency timer if you want the chime to repeat at set intervals until the conversation is opened or resolved.

Note: Audio chimes play for incoming texts across all your enabled dashboards, regardless of which dashboard or tab you are actively viewing. Your computer system volume must be turned on to hear sound notifications.

Visual Alerts

Set up visual alerts to quickly monitor unread inbound texts across multiple phone lines.

Path: Profile & Preferences (Avatar Icon) > Notifications

1. Toggle Personalized Alerts to On.

2. Under Types, check the box next to Messages.

Enabling Desktop Notifications

Receive pop-up banners in the bottom corner of your computer screen whenever a text arrives, even if your web browser is minimized.

Path: Profile & Preferences (Avatar Icon) > Notifications

1. Toggle Desktop Notifications to On.

2. When prompted by your web browser, click Allow to give Text Request permission to display notifications.

3. Ensure your computer's system settings (such as Focus Assist on Windows or Do Not Disturb on Mac) are turned off so alerts aren't blocked.

Configuring Email Notifications

Route incoming message alerts to up to five email addresses so team members stay informed from their inbox.

Path: Settings > Email Notifications

1. Enter the desired email address into the Add Recipient field.

2. Click Add.

3. Repeat for up to five total recipient email addresses per dashboard.

If an assigned recipient is not receiving email alerts, verify that the email address was entered correctly and ask them to check their Spam or Junk folders. For more information, see our Email Notifications guide.

Setting Up Escalation Alerts (SMS Reminders)

Ensure unanswered texts are never forgotten by automatically escalating unresolved messages to a manager's mobile phone after a set number of minutes.

Path: Settings > Escalation

1. Toggle Escalation Status to Enabled.

2. Enter the designated mobile phone number into the Forwarding Number field.

3. Enter the wait time (in minutes) into the Escalation Timeout field.

4. Click Save.

Escalation alerts are sent as outbound text messages from your dashboard to the designated phone number, which will count toward your monthly plan message usage. For more information, see our Escalation guide.