Nedzo - How Notifications Work
This article outlines the steps for managing notifications for team members in the Nedzo platform, ensuring effective communication and alert management.
Key Steps
1. Accessing Team Member Notifications 0:35
Team members must log in to their Nedzo account.
Click on the upper right corner to access the profile settings.
2. Default Notification Settings 0:50
By default, notifications are turned on for all users.
Users will receive email notifications for:
Booked appointments
Transferred calls
Positive outcomes.
3. Customizing Email Branding 1:02
Notifications will have Nedzo branding unless white label is enabled.
To change branding, users must adjust settings in their profile.
4. Additional Notifications for Integrations 1:23
Users will receive notifications if integrations break:
Via email
A banner will appear at the top of the interface.
5. Admin and Owner Notifications 1:50
Only admins and account owners can manage billing notifications.
Navigate to Billing > Usage to set notifications for:
Usage above 80%
Usage above 95%
VIP overages.
6. Usage Alerts 2:16
If usage hits 100% without overages enabled, a notification will alert the user to take action.
7. Creating Custom Notifications 2:40
Custom notifications can be created via flows.
Choose a trigger (e.g., end of call report) and set conditions for notifications.
Cautionary Notes
Ensure that all team members are aware of their notification settings to avoid missing important alerts.
Admins should regularly check billing notifications to manage account usage effectively.
Tips for Efficiency
Encourage team members to customize their notification settings to suit their workflow.
Regularly review and update notification preferences to align with team needs.