Notifications

What the page is for

Notifications is the customer's own message list: what the platform has drawn attention to, in the order it happened. New inquiries, leads who want a call back, accepted quotes, new bookings, reminders and missed calls all sit here, newest at the top. The customer uses the page to catch up on what happened while the phone was in their pocket, and to jump straight into the conversation a message is about.

There are two versions of the same list: on the web it is reached through the bell in the top bar, and in the mobile app through the bell at the top. The content is the same. Only the mobile app has the settings for which messages the customer wants, because they are about the phone.

What it looks like

The customer gets in by tapping the bell. The bell has a small dot when there are unread messages. On the web the bell first opens a small list of the most recent ones, and at the end of it is "See all", which leads to the full page.

The page itself is the heading "Notifications" and below it the list. Each row has: a round icon showing which group the message belongs to (inquiries, bookings or calls), the title on the left, the time on the far right, and under the title up to two lines with the text itself. If the row is unread, the title is bold with a small blue dot next to it.

The time is deliberately short: "now" for the first minute, the clock time today, "yesterday" yesterday, the weekday within a week, otherwise the date.

If there are no messages, it says "No notifications yet" and under that "When something new happens, such as an inquiry or a booking, it shows up here."

In the mobile app there are two differences. At the top right sits a cog that opens the settings. And if the customer has said no to messages on the phone, neither the list nor the cog is shown: instead it says "Get notified about new leads" with the explanation, a line "Notifications are turned off" and the button "Turn on notifications".

Buttons and fields

The bell

Sits in the top bar on the web and at the top of the mobile app. The dot means there are unread messages. On the web it opens a small list with the eight most recent, and opening it also marks the unread ones as read; in the app it goes straight to the page. In the app the bell also turns yellow if the customer has said no to messages on the phone. On the web the dot appears as soon as a new message lands, without reloading the page.

Ready for you (pop-up on the web)

When your AI assistant has qualified a lead and hands it on, the person responsible and the main account get the message "Ready for you" with the lead's name. On the web it also pops up as a small box on the screen for 15 seconds, with the button "Open inquiry", which opens the conversation with the lead. The message also sits in the bell, and the person responsible gets an email saying the inquiry has been assigned. If a direct customer has the app, it also arrives as a message on the phone; agencies' customers get the email and the bell, but no message on the phone. Only applies to accounts with the goal Qualification.

See all

Sits at the end of the bell's small list on the web. It closes the list and opens the full /notifikationer.

A row in the list

A tap opens the conversation with the lead the message is about, on the web under Conversations. If the message is not linked to a lead, nothing happens on the tap. The row does not disappear because it is tapped.

The cog (mobile app)

Opens "Notification settings" as a tray at the foot of the screen, with the text "Choose which notifications you want." It only exists in the app, not on the web, and only when the phone has given permission for messages.

Open iOS settings

Sits at the top of the settings tray with the line "Turn off all notifications at phone level." It opens the phone's own settings for the app, where everything can be turned off at once. It does not turn anything off itself, and it does not touch the switches underneath.

Turn on notifications

Appears instead of the list when the customer has said no to messages on the phone. It opens the phone's settings for the app. Under the button it says "You can turn notifications on or off at any time in your phone settings." The button cannot grant the permission itself: that has to happen in the phone's settings.

New lead

A switch in the settings, the Leads group. The message arrives when a new inquiry lands on the account. This one is switched OFF by default: the customer has to turn it on themselves. The others are switched on.

Lead wants a call back

A switch in the Leads group. The message arrives when a lead in the conversation asks to be called back. The same message becomes a task on Overview with the button "Call now".

Quote accepted

A switch in the Leads group. The message arrives when a lead has accepted a quote.

New phone appointment

A switch in the Bookings group. The message arrives when a new appointment has been booked. It is called "New video meeting" if the account's goal is video meetings, and "New appointment" if the goal is booking appointments. It is only shown in the settings for the goals it fits. Appointment booking deliberately has no reminder switch: the customer gets no reminder before a booked appointment.

Phone appointment reminder

A switch in the Bookings group. The reminder before a phone appointment. It is called "Video meeting reminder" for video meetings. Only shown for phone and video meetings.

New inspection

A switch in the Bookings group. The message arrives when a new inspection has been booked. Only shown when the account's goal is inspections.

Inspections tomorrow

A switch in the Bookings group. The heads-up about the day's inspections. Only shown when the account's goal is inspections.

Missed call

A switch in the Calls group. The message arrives when a call to the customer's number was not answered. It also becomes a task on Overview. If the customer has a Swedish number from the platform, it cannot receive calls, so the whole switch disappears from the list.

What the customer sees afterwards

Opening the page marks all unread messages as read, once, just after the list has been loaded. The dot on the bell therefore disappears by itself, and the titles are no longer bold next time. The messages stay on the list, only the read marking changes. If the list is read on the phone, it is read on the computer too.

If the customer switches a type off in the settings, they get neither a message on the phone nor an SMS for that particular type from then on. This only concerns messages to the customer: the lead notices no difference, and your AI assistant replies as before. The change is saved straight away and applies on all of the customer's devices.

Booking cancellations are always sent, whatever the switches say.

Typical questions from the customer

"Why do I not get a message about new inquiries?"

"New lead" is the one switch that is off from the start. Turn it on in the settings behind the cog in the app. The inquiry itself is under Conversations whatever the switch says.

"I get no messages on my phone at all"

Open Notifications in the app. If it says "Notifications are turned off", the phone's permission is missing: tap "Turn on notifications" and say yes in the phone's settings. The list can be read whatever happens.

"Where do I turn the messages off?"

Behind the cog at the top of Notifications in the mobile app. Each type has its own switch. If everything should go at once, use "Open iOS settings".

"Does the switch turn the SMS messages off too?"

Yes. A type that is switched off gives neither a message in the app nor an SMS for that particular type. The list on /notifikationer is unaffected: the row is still there.

"Why are my messages gone from the bell?"

They are marked as read because the list has been opened. They are still on /notifikationer, just without a dot.

"I cannot tap my way into a message"

The message is not linked to a conversation, for example a missed call from a number that does not exist as a lead. The number is in the text, so the customer can call back manually.

Limitations and errors

The list shows the 100 most recent messages. Older ones cannot be brought up, and there is no search, no filter and no sorting: newest first only.

Messages cannot be deleted, and a read message cannot be set back to unread from this page. The customer cannot mark a single one as read from here either: opening the list marks them all.

On the web there is no cog, no per type switches and no explanation about permission. They belong to the phone and only exist in the mobile app.

The switches only control messages to the customer. They do not switch anything off in the flow itself: your AI assistant follows up, and bookings are created, whether or not the customer gets a message.

The switches are filtered by the account's goal. If none of a group's types fits the goal, the whole group disappears: an account that only gets called has no Bookings group. If the customer has not set a goal at all yet, all types are shown.

If the customer has a Swedish number from the platform, the Calls group disappears entirely: a Swedish number cannot receive calls, so a missed call can never happen.

If a message the customer expected does not arrive, there are three things to check, in order: is the type switched on behind the cog, has the phone's permission been given, and does the type fit the account's goal (an inspection message does not exist on an account that books phone meetings).