Receiving alerts when a contact needs your attention.

New contacts can start messaging you and new conversations can begin at any time, whether you are currently on or off the Platform. Using notifications, the Platform will alert you whenever there are contacts that need your attention.

The Notification Center

Notification Types

Various events on the platform can cause you to receive a notification. You will receive a notification from the Platform when one of the following occurs.

Notification Type


New Message Received

When a new message has been received from a contact, a notification will triggered. The person who has been assigned to the contact will receive the notification. If the contact has not yet been assigned to anyone, everyone will get the notification.

Contact Assigned

When a new contact has been assigned to you by someone else on the Platform or through automations, you will receive a notification.

Comment Mention

When someone on the platform leaves a comment under a contact that mentions you, you will receive a notification.

Custom Notification

When a Custom Notification is sent via RB_Notify, everyone on the

platform will receive a notification.

You can disable notifications for new messages from unassigned contacts from User Profile.

Receiving Notifications

There are two channels in which you will receive notifications from the Platform.

Notification Center

Whenever a new notification is received, it will listed in the Notification Center. The Notification Center can be found on the top left of the platform. Look for the icon button that resembles a bell.

When there are new notifications, a badge will appear atop the Notification Center icon, displaying the number of new unread notifications.

Unread Notifications

You can press the blue "Mark All as Read" to mark all of your notifications as read.

While the Platform is open, receiving a new notification cause notification sound to be played.

You can click of any of the notifications in the Notification Center to immediately navigate to the conversation with associated contact in Messages.

Email Notification

An email will also be sent to you when you receive a new notifications.

An Email Notification

To prevent your inbox from getting spams, email alerts for new messages are heavily gated for messaging notifications. For example, you will not receive email notifications for new messages if you are currently active on the Platform. There is also a minimum buffer time between these alerts if you remain inactive on the Platform.

Note that this time-gating only applies to notifications for new messages. Other email notifications, such as Comment Mentions, Contact Assigned, and Custom Notifications, do not observe this and will always be sent out.

Notification Settings

You can choose to opt out of email notifications at any time. To do this, navigate to your User Profile.

You can navigate to the User Profile from the user dropdown menu on the top right of the platform. Click on your account name to open the user dropdown menu and select the "Profile" option.

The User Profile

Under the Email Notification field, you can change how often you will be alerted by email.

By default, you will receive email notifications for all contacts. However, you can also choose to receive notifications only for contacts that have been assigned to you. Alternatively, you can also completely opt out of receiving any email notifications at all.

Remember to press the blue "Update" button to save changes you made to your User Profile.