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Managing Notification Preferences

Control when and how you receive alerts about conversations, AI agent activity, and system events.

Christopher Boerger avatar
Written by Christopher Boerger
Updated over a week ago

Overview

Notifications keep you informed without overwhelming your inbox. This guide covers:

  • Personal notification settings (for individual team members)

  • Team-level alerts (for managers and admins)

  • AI agent notifications (Fin activity alerts)


Personal Notification Settings

Each team member can customize their own notifications in Settings → Your preferences → Notifications.

Notification Channels

Choose how you want to receive alerts:

Channel

Best For

In-app

Real-time alerts while working in Intercom

Email

Catch-up when away from the dashboard

Mobile push

Urgent items when on the go

Slack

Teams using Slack as their hub

Tip: Use in-app for real-time work, email for daily digests, and mobile push only for urgent escalations.

Conversation Notifications

Configure alerts for customer conversations:

  • New conversations assigned to you — Recommended: On

  • New replies in your conversations — Recommended: On

  • Mentions (@you) — Recommended: On

  • Conversation reassigned — Optional

  • Conversation closed — Optional (useful for tracking)

Notification Schedule

Avoid after-hours alerts by setting a notification schedule:

  1. Enable "Only notify me during work hours"

  2. Set your working days and times

  3. Choose your timezone

Notifications outside these hours are held and delivered when you're back online.


Team-Level Notifications

Admins can configure alerts for the entire workspace in Settings → Workspace → Notifications.

Unassigned Conversation Alerts

Get notified when conversations are waiting too long:

Alert

Trigger

New unassigned conversation

Immediately or after X minutes

Conversation waiting

After 5, 15, or 30 minutes unassigned

SLA at risk

When response time approaches your target

Team Inbox Notifications

  • High volume alert — Triggers when queue exceeds threshold

  • No agents online — Alerts when conversations arrive with no one available

  • VIP customer contact — Immediate alert for tagged high-value accounts


AI Agent Notifications

Stay informed about Fin's activity without micromanaging.

Recommended Alerts

Notification

Why It Matters

Handoff completed

Know when AI escalated to your team

Low confidence answer

Review responses the AI wasn't sure about

Customer requested human

Immediate attention needed

Negative sentiment detected

Potential issue requiring intervention

Optional Alerts

  • Daily AI summary — Overview of AI resolution rate, top questions, handoffs

  • Knowledge gap detected — AI couldn't answer; may need new article

  • Unusual volume — Spike in AI conversations (could indicate an issue)

Configuring AI Alerts

Navigate to Fin AI Agent → Settings → Notifications to enable:

  1. Select which events trigger alerts

  2. Choose recipients (you, specific teammates, or a channel)

  3. Set thresholds (e.g., only alert if confidence below 50%)


Slack Integration

If your team uses Slack, connect it for real-time alerts:

  1. Go to Settings → Integrations → Slack

  2. Connect your Slack workspace

  3. Choose a channel for notifications

  4. Select which events post to Slack

Popular Slack alert setups:

  • #support-urgent — Handoffs, negative sentiment, VIP contacts

  • #support-general — Daily summaries, volume updates

  • #ai-monitoring — Low confidence answers, knowledge gaps


Email Digest Options

Reduce inbox noise with digest emails instead of individual alerts:

Digest

Frequency

Contains

Activity summary

Daily

Conversations handled, resolution rate, open items

AI performance

Weekly

Fin stats, top questions, suggested improvements

Team report

Weekly

Response times, CSAT, workload distribution

Configure digests in Settings → Your preferences → Email notifications → Digest settings.


Reducing Notification Fatigue

Getting too many alerts? Try these strategies:

  • Batch low-priority alerts — Use digests for informational updates

  • Tighten your filters — Only get notified for conversations assigned to you or your team

  • Use priority levels — Enable push notifications only for urgent items

  • Trust the AI — If Fin is handling queries well, reduce monitoring alerts

  • Review monthly — Audit which notifications you actually act on; disable the rest


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