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Intro to notifications

How notifications work for internal users and clients


Notifications are important and the main way that internal users and clients learn about important events or actions that they need to take.

Notification types

There are two types of notifications. In-product notifications are surfaced on the sidebar of the Copilot Dashboard (for internal users) or your portal (for clients) and show a number that represents the number of notifications. Email notifications are sent via email and include a link to the relevant page. For example, a new invoice notification to clients includes a link to the checkout page.

Notification grouping

For messaging and file upload notifications there is a 5-minute delay. The delay exists so that if many events take place in a short succession, we don’t have to send multiple emails. For example, if a client sends 15 messages within 3 minutes, as an internal user you will only receive a single notification.

Messaging email notifications

Messaging email notifications are unique because they allow the recipient to reply to the email with their response. Other notifications do not support reply via email.