This screen has two clearly distinct parts: at the top, **agency-wide** alerts; below, your **personal** preferences for how you get notified. **Requirements:** Admin role for the top part; any role can adjust their own personal preferences below. 1. Go into **Settings → Notifications**. 2. Choose the **email summary**'s frequency (daily, weekly or off). 3. Turn the **new qualified lead** notice on or off. 4. Check which **channels for the tenant's critical alerts** you want those notices to arrive through: **Email** and/or **WhatsApp**. 5. Tap **Save** (or **Discard**) for this top part. **Result:** your agency starts receiving the summary and critical alerts through the channels you checked. Below, in the **"How do you want to receive alerts"** section, you adjust your personal preferences — they only affect you, not the rest of the team, and the change saves instantly, with no separate "Save" button: | Channel | How it works | | --- | --- | | **Bell** | Always on, can't be turned off. It's the bell icon in the Platform's header, with a counter of unread notices; that's where your alerts arrive — for example, when a conversation escalates on a channel you're an owner of (Manual 24 · Channels), or when a ticket is assigned to you (Manual 27 · Marketing, or Manual 28 · Support if it's a support ticket). | | **Email** | A toggle you can turn off if you don't want those same alerts to also reach you by email — the bell keeps notifying you regardless. | | **WhatsApp** | A toggle to also receive those same alerts over WhatsApp. You need a phone number saved on your profile. Your agency also needs a WhatsApp channel connected (Manual 24 · Channels) and an approved internal template for sending notices; if either is missing, the WhatsApp send is silently skipped — the bell and email, if you have them on, keep notifying you regardless. |