Notification Settings
Choose the alerts that help you follow up with customers and keep business activity moving.
In the CRM: Settings → My Profile → Notifications
Get the right prompt to act
Notifications help you notice new work and conversations that need attention. Choose whether each event should appear in Mango9, arrive by email, or use both channels. These are alerts to you; customer-facing texts and emails are configured through the conversation, template and workflow tools.
A sales agent can use assigned-lead and unread-message alerts to respond promptly. A campaign owner can follow buyer handoffs, failed workflow steps or a low wallet balance before those issues interrupt the planned follow-up.
Choose alerts by business activity
| Category | Events available |
|---|---|
| Leads & clients | New records, assignment, reassignment, unassignment, sharing and overdue follow-up. |
| Conversations | Unread texts, unread direct messages and a customer waiting for a reply. |
| Appointments | Bookings, rescheduling, cancellations and reminders. |
| AI agents | A booking that needs attention or a follow-up required after an AI interaction. |
| Workflows & delivery | Failed or paused workflow steps and failed email or text delivery. |
| Account health | Low wallet balance, payment failure and a connector needing attention. |
| Security | New sign-in, password change and account-access change. Essential security notices stay enabled. |
Set useful timing
Timing & thresholds lets you choose the default appointment reminder, how long an unread conversation can wait, how long a customer waits for a reply, and the wallet amount that triggers a low-balance alert.
An appointment’s own reminder times take precedence over the default. Conversation alerts stop after a reply; unread alerts also stop once the conversation is read.
Save or discard the choices
The Incoming texts selector offers Never, When Offline and Always for email alerts. When Offline follows the CRM’s active-session status. Account setup emails cover agent creation, extensions, purchased numbers and number or destination assignment.
- Wait for your saved preferences to load. If loading fails, use Retry loading before editing.
- Choose In-app and Email for the events you need.
- Adjust the timing and threshold fields for your working routine.
- Select Save preferences and check the confirmation.
- Use Cancel to restore the previous choices when you do not want to save.
Keep phone alerts and delivery information in view
Your missed-call & voicemail emails lets you review the notification destinations for your assigned phone extension. Use its separate Save PBX notifications action when changing those phone settings.
Connector health reports the latest observations from connected services. Recent notification delivery helps you review what happened to alerts already generated. These areas provide useful context when an expected alert needs investigation.