Smart Notifications
Real-time alerts for every event that matters. Your team stays informed, your clients stay engaged.
Try it yourself
What it does
The Ai Engine notification system keeps your team and your clients in the loop without drowning them in noise. Every event — a new lead, a signed contract, a completed workflow, a missed call — triggers a notification routed to the right person at the right time.
Notifications flow through multiple channels: in-app badges, browser push, email digests, and SMS alerts. You control which events trigger which channels, so high-priority items get immediate attention while routine updates batch into a daily summary.
For your clients, notifications power the portal experience. Course progress updates, new community posts, document requests, and appointment reminders all surface inside their branded portal and optionally via email or SMS.
Every notification is logged and searchable. Your team can filter by type, date, and status. Mark items as read, snooze them, or escalate to a teammate. The notification center is the heartbeat of your operation — a single feed that tells you what happened, what needs attention, and what can wait.
Key capabilities
Multi-Channel Delivery
In-app, browser push, email, and SMS. Route each event type to the channel that makes sense for its urgency.
Configurable Rules
Define which events trigger notifications and who receives them. Filter by event type, contact tag, pipeline stage, or team role.
Client Portal Alerts
Surface course updates, community activity, document requests, and appointment reminders inside your branded client portal.
Digest Batching
Group low-priority notifications into daily or weekly email digests to keep inboxes clean and attention focused.
Searchable History
Every notification is logged. Search, filter, and audit the full history of alerts across your organization.
Snooze and Escalation
Snooze a notification for later or escalate it to a teammate. Nothing falls through the cracks.
Ready to get started?
See how Smart Notifications fits into the full Ai Engine platform.
Enable notifications