Volume Reach/Docs

Notification Settings

Three notification surfaces tell you a lead just qualified. Configure email cadence and recipients at /settings/notifications.

Overview

When an AI call ends with an INTERESTED outcome, Volume Reach marks the lead as qualified and fires three notification channels simultaneously:

  1. Bell badge in the sidebar header — in-app, persistent unread count
  2. Toast on the dashboard — ephemeral, real-time visual alert
  3. Email — configurable cadence (realtime or hourly digest)

Each surface answers a different operator question:

  • "What changed since I last opened the app?" → bell badge
  • "What just happened right now?" → toast
  • "What should I follow up on tomorrow morning?" → email

Bell badge

A bell icon in the sidebar header shows the unread count of qualified leads.

  • The count increments instantly when a LEAD_QUALIFIED event fires (websocket push).
  • Click the bell → opens /leads?status=qualified filtered to your qualified subset (with a violet "Showing qualified leads" chip in the filter bar so you know you're in a filtered view).
  • The unread count resets when you click the bell.

"Unread" is per-tenant. Multiple team members on the same account each see the same count until anyone clicks. There's no per-user unread tracking in v1.

The bell appears in both the desktop sidebar (expanded view) and the mobile header.

Toast

A small notification banner that slides in from the top-right of the dashboard when a lead qualifies in real-time. The toast:

  • Shows the lead's name + source (e.g., "Jane Doe qualified · GHL")
  • Displays for 8 seconds, then auto-dismisses
  • Pulses briefly on arrival to draw your eye
  • Click to deep-link to the lead's detail page at /leads/[id]

The toast only appears when the dashboard is open. If you're away from your computer or on a different page, the bell badge + email pick up the slack.

Email settings

Visit Settings → Notifications (or click the bell of the notifications card from the Settings hub) to configure email behavior.

Enable / disable

Master switch. When off, the toast + bell badge still fire — only the email channel is suppressed.

Mode: realtime vs digest

  • Realtime (default) — send an email the moment a lead qualifies, up to your hourly cap. When over the cap, overflow alerts queue and ship in the hourly digest.
  • Digest — never send realtime emails. Always batch qualifications and ship one summary email at the top of every hour. Quiet during slow hours; one email instead of ten during a spike.

Most operators leave this on realtime. Switch to digest if:

  • You're getting too many emails during peak times
  • You'd rather review qualifications in batches (e.g., team standup at 9am sees the prior-hour digest)

Hourly cap

Default 10 emails per hour. Range: 10–100.

The cap prevents inbox flooding during a campaign spike. When you exceed the cap in realtime mode, the cap'd-over alerts queue for the next hourly digest — you never lose visibility, you just see them batched.

When to raise: high-volume tenants who want every alert immediately (e.g., one-person shops where the operator handles every lead). When to lower: teams where one person triages and doesn't want 50+ emails per hour during a peak.

Recipients

Defaults to your account email. Override to add multiple recipients (e.g., a shared sales inbox + your personal email). Leave empty to use the account default.

Hourly digest

When you exceed your realtime hourly cap (or set mode to "digest"), Volume Reach batches qualifications and sends one summary email at the top of every hour. The digest email shows:

  • Total count for the hour
  • List of qualified lead names with source attribution
  • Link back to /leads?status=qualified for full triage

The digest is sent once per hour per tenant. Empty hours don't send a digest.

Common pitfalls

  • Emails not arriving — check spam. Volume Reach sends from noreply@volumereach.com. Whitelist the domain in your email provider.
  • Cap too low, missing real-time visibility — if you're consistently getting overage notifications in the digest, raise the cap. The digest is fine for a backstop but the realtime email lands faster.
  • Shared inbox setup — use multiple recipients (e.g., ops@yourcompany.com AND your personal address). The digest goes to the same recipient list as realtime.
  • No toast on the dashboard — toast only fires when the dashboard tab is open and the websocket is connected. The status dot next to your avatar in the sidebar shows connection state (green = connected, red = retrying).
  • Bell badge not clearing — clicking the bell triggers a "seen" POST to Volume Reach. If you have multiple tabs open, only one tab's click updates the badge for all tabs. The count refreshes on the next 60-second poll.

Related

Account SettingsAPI Keys