Notification Settings

Choose which events reach you, and where. Settings → Notifications groups every alert by channel: email, mobile push, and opportunity alerts.

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.

The three groups

Visit Settings → Notifications (or the notifications card on the Settings hub). Controls are grouped by where the alert lands, not by which event fired it — because your recipient list is shared across every email, and because some events only have a push and some only have an email.

Low wallet balance emails can't be turned off. Below the wallet floor the dialer stops placing calls; without that email you'd have no way to know why the product went quiet.

Email settings

Configure email behavior under Email me about.

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.

One list, every email. Recipients apply to all the email alerts on this page — qualified leads, the AVA digest, and opportunity alerts — not just the qualified-lead card they sit under.

Push to my phone

Four categories, each independent, all on by default. They require the Volume Reach mobile app and are the same toggles the app itself shows — change one in either place and the other follows.

About missed calls. Most inbound calls go unanswered, so this is usually the loudest alert on the list. It's the newest toggle — before it existed, missed-call pushes could not be silenced at all. Turning it off does not affect the Calls tab or the in-app record; you simply stop getting the buzz.

Muting "a new lead texts you" and "reply on an existing thread" together silences all inbound-SMS pushes while leaving escalations and missed calls alone.

Opportunity alerts

Off by default. Turn it on to be told the moment a contact already in your pipeline reaches out — kept separate from the cold-lead alerts above, because a reply from an active deal deserves a different reaction.

• Alert me when they — Call, Text, or both.
• Send via — an in-app toast, an email, or both. The email has its own realtime/digest cadence, independent of the qualified-lead setting.
• Scope — every opportunity is included. Narrowing to specific pipeline stages or tags isn't self-serve yet; contact support if you need it.

Realtime opportunity emails have their own safety caps so a busy day can't flood your inbox; anything over the cap rolls into the next hourly digest rather than being dropped.

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.
• Not getting mobile pushes — check the Push to my phone group here first, then confirm the app is installed and signed in on that device. A toggle you changed in the app shows up here too; they're the same setting.
• Turned something off and still receiving it — a save only sends what you changed, so check you actually pressed Save settings. The bar above the button reads "Unsaved changes" until you do.
• 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

• Lead Detail Page — what you land on after clicking the toast
• Lead Arrived Trigger — what fires qualifications in the first place
• Speed-to-Lead Trigger — the SMS-reply qualification path