Overview

Configure your notifications to strike the right balance between being notified about important events and minimizing noise.

Notification settings

Each internal user can configure their notifications on the Settings > Notifications page.

• Whether to be notified only about client activity only when the internal user is the lead or when the internal user is the lead or assignee of a client.

• Whether to receive product notifications.

• Whether to receive email notifications with options Always, Never, and When app is not active. The last option is the default option because it means that you will not receive email notifications if you are active in the Copilot Dashboard (and are therefore likely to see in-product notifications already).