Guides: Notifications and emails

Notifications and emails. What SimplyBoost sends you, and how to change it.

The emails that tell you about leads, handovers, questions to answer, your plan and your setup, and the switches that control them.

Notifications
Settings → Notifications
New leadsOn
Missing answersOn · Mondays
Product updatesOn
Tips and offersOn

Your switches

In Settings → Notifications each switch saves straight away and is on by default:

SwitchControls
New leadsAn email the first time a website visitor leaves an email address or phone number.
Missing answersA weekly email on Monday morning with questions your agent could not answer.
Product updatesSetup tips and reminders about your account.
Tips and offersOccasional tips and offers.

Emails without a switch

EmailWhen
A customer needs youEach handover, to the escalation email set in Optimize (or the billing email for billing issues). Leave the escalation email empty to stop these.
SLA overdueA handover is still open at its response target.
Usage at 80% and 100%Once each per period.
Assistant pausedThe trial ended, the plan was cancelled or a payment failed (at most once a day).
Knowledge at 80%Your knowledge reaches 80% of your plan's size.
Trial ending, payment problemsSo your agent does not stop unexpectedly.
Invitations, sign-in and password emailsWhen you or a teammate act on the account.

Visitors who book a meeting receive a confirmation (and a cancellation if they cancel); you see the booking in your Google Calendar.

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