Why it matters
Notification settings help you stay informed without being overwhelmed. Each user can customize their own alerts to match their workflow, ensuring important updates are never missed while reducing unnecessary noise.
Key Concepts
Notification settings: User-level preferences that control how alerts are delivered.
Notification channels: The methods Whippy uses to notify you, including email, SMS, mobile push, web, and voice.
Categories: Groups of notifications such as Inbox, Contacts, Usage, Imports, Links, Forms, and Integrations.
Step-by-Step: Access Notification Settings
Click the gear icon in the top-right corner of your screen to open Settings.
In the left-hand menu, select Notifications.
Review the list of available notification types.
Toggle all notifications on or off, or expand categories to enable or disable specific alerts.
Notification Types and Categories
Email Notifications
Inbox
You are assigned to a conversation.
A conversation you are assigned to receives a message.
Any new message, regardless of assignee.
Any new message in a conversation with no assignee.
An open conversation you are assigned to is waiting 30 minutes.
An open conversation you are assigned to is waiting hours.
A keyword you are following has been triggered.
You are mentioned in a conversation.
A call has started in a location you have access to.
A call has ended in a location you have access to.
A call was missed in a channel you have access to.
Contacts
An inbound lead from an external source.
Imports
An import you uploaded has been processed.
Usage
Organization billing usage exceeds 75%, 100%, or 150%.
Links
A contact clicked on a link from one of your messages.
A contact clicked on a link from any message.
Forms
A form response is submitted.
Integrations
Issue detected with your Meta page connection.
SMS Notifications
Includes the same categories and event types as email notifications, except limited to SMS delivery capability.
Mobile Push Notifications
Includes the same categories and event types as email notifications.
Delivered via the Whippy mobile app.
Web Notifications
Includes the same categories and event types as email notifications.
Displayed through the bell icon in the top-right corner of Whippy.
Voice Notifications
Calls
Incoming VoIP call to a channel you have access to.
Tips and Best Practices
Start with essential channels such as email and web notifications.
Use mobile push notifications to stay updated when away from your desktop.
Review notification preferences occasionally to keep them aligned with your role.
Avoid turning on every category to reduce unnecessary alerts.
Troubleshooting
Issue | Possible Cause | Fix |
Notifications not appearing | Notification channel is turned off | Revisit your notification toggles to ensure the channel is enabled |
Receiving too many notifications | Too many categories enabled | Disable categories that are not relevant to your workflow |
Missing mobile notifications | Device settings blocking push notifications | Enable push notifications for the Whippy app in your phone settings |
Web notifications not showing | Browser blocking notifications | Allow notifications in your browser permissions |
Related Guides
Managing Your Account Settings
Understanding Roles and Permissions
Navigating the Omnichannel Inbox