Notifications

How the toggles work

Everything defaults ON. Some alerts are live today and some are built but not yet sending; the ones that are not are badged "Coming soon". Setting one of those now is not wasted — the preference is stored and takes effect automatically the day that alert ships, so you do not have to come back.

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   Open Settings, then under the You group open Notifications. It sits under You because these are your own preferences — teammates in your book control theirs from their own account.

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   Flip any toggle. It saves immediately; there is no save button.

   

Client Activity

The moments that deserve a same-day follow-up.

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   First workspace open (live) — the moment a client signs in for the first time. This is the single best follow-up window you get; if you only keep one notification, keep this one.

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   Scenario & address requests (live) — a client asked for numbers on a new address from inside their workspace.

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   Published report viewed (coming soon) — a client opened a strategy report you published.

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   AI chat questions (coming soon) — what a client asked the workspace AI, which tells you what they are actually worried about.

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   Client re-engages after going quiet (coming soon) — a client comes back after 14+ days away, often a sign they are active again.

Email & Invites

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   CC me on workspace invites (live) — a copy of every invite sent to your clients and agent partners, so you know exactly when and what they received. Useful when a client says they never got it.

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   Invite not opened after 3 days (coming soon) — a nudge to follow up by phone when an invited client still has not opened their workspace.

Digests

Summaries instead of one-off pings, for advisors who would rather read one email than ten.

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   Weekly engagement summary (coming soon) — one Monday email: who visited, what they viewed, which clients went quiet.

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   Daily activity roll-up (coming soon) — an end-of-day summary instead of individual alerts.