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1. Introduction

Definition

Notifications is an infrastructure module of Leeloo.AI located at Settings → Company → Notifications. It operates at the Manage stage of the customer lifecycle: the manager receives alerts about key platform events (new leads, orders, payments, chat messages) and never misses a critical touchpoint.

The module does not exist in isolation — it subscribes to events from LGT (new leads), Sales Tunnels (block progression), Orders & Sales (new orders and payments), Chats (new messages), and CRM / Tasks (status changes). When an event fires, the platform sends an email alert, posts an entry in the notification panel, or plays a sound signal.

The B2B operator (administrator, manager, marketer) configures notifications once: adds an email and verifies it with a code, selects event types via toggles, and enables or disables sound alerts. From then on the platform delivers notifications automatically whenever the selected events occur.

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The B2C client (subscriber) does not interact with the Notifications module directly — it is an internal tool for the B2B team. However, every client action (subscribing through an LGT, advancing through a tunnel, placing an order, paying, replying in chat) can trigger a notification for the manager.

The module writes nothing to Client's Card — Notifications operates as an outbound channel that reads events from every platform module and delivers them to the recipients (email + panel + sound).

After reading you will understand:

• what the Notifications module is and what role it plays at the Manage stage of the customer lifecycle;

• which notification types are available and which platform modules produce the events;

• how to add an email and verify it with a code to start receiving alerts;

• how the notification panel works and which filters (All / My / Company / Platform) it provides;

• how to configure sound alerts for chats and orders.

Purpose

Notifications is an outbound channel for alerts about key platform events delivered through email, the in-app panel, and sound signals. It removes the need to keep the Leeloo.AI tab open and manually check for new leads, orders, or messages. The module's role is fixed — operational support for the Manage stage of the customer lifecycle.

Manage — the manager receives an alert about a new lead, order, or payment the moment the event occurs and reacts without delay: opens the client's card, replies in chat, schedules a task. The job-to-be-done is to never miss a hot touchpoint and to cut the response time to client actions down to minutes.

2. Notifications module overview

The module sits at Settings → Company → Notifications and is built from three logical blocks: email notification settings (addresses and event types), the notification panel (incoming in-app messages), and sound settings (audio alerts for chats and orders).

2.1. Email notification settings

Open the section at Settings → Company → Notifications. The page contains the following elements:

1. Email information field — displays the email address where notifications will be sent.

2. Email input field — lets you add multiple addresses to receive notifications.

3. Platform actions — a list of events that trigger notifications to the specified email.

4. Action indicator — a toggle switch that can be enabled or disabled for each event.

5. Save and delete email button — saves changes or removes the specified email address.

2.2. Adding an email

Adding a new notification address takes four steps and requires confirmation through a code sent to the specified email:

1. Enter an email — in the Email field, type the address and click «+ Email».

2. Confirm the code — enter the code from the email in the popup that appears and click «Save».

3. Select notification types — a window opens with the list of events you can subscribe the email to.

4. Save the settings — tick the required notification types and click «Save».

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2.3. Notification panel

The panel sits in the top-left corner of the main menu. It contains system messages from Leeloo.AI divided into three categories: Important, Info, News. Notifications inside the panel are split into filters:

1. All — total number of notifications.

2. My — personal reminders for the manager.

3. Company — notifications for the company.

4. Platform — general platform notifications.

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2.4. Sound settings

In the «Sound Settings» subsection you can enable or disable audio alerts for chats and orders. The «Toggle All» button changes the setting for all notifications at once.

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Related instructions

Key terms