Send org activity to a team inbox
Email bookings, deals, leads and missed calls to a shared inbox or teammates, instantly or as a daily or weekly digest.
Org notification emails send what is happening across your organization to email addresses you choose: a shared inbox like [email protected], or individual members. They cover new, rescheduled and cancelled bookings, deals won and lost (with amount and owner), leads your AI agents capture, escalations, missed calls, voicemails and new conversations.
Each address picks, per event, instant emails, a daily digest, a weekly digest, or any mix. A digest summarizes the period by person, for example “4 bookings (Crissy 2, Jason 2), 1 deal won $12,000 (Adam)”, and links each line back into the app.
How to
- 1
Open Settings → Notifications and scroll to “Email recipients & digests”.
- 2
Add an email address or pick a team member.
A member is active right away. An outside address gets a confirmation email, and nothing else is sent to it until someone opens the link and presses Confirm. The link works for 7 days; use “Resend confirmation” if it expires.
- 3
Tick Instant, Daily or Weekly for each event.
New recipients start on the daily digest for every event. Instant emails arrive within a few minutes of the event.
- 4
Set the digest schedule: your time zone, the hour the daily digest goes out, and the day and hour for the weekly one.
A digest covers the day (or week) up to its send time. An empty digest is not sent. Quiet hours hold instant emails until the window ends.
- 5
Press “Send test” on an active recipient to see what the emails look like.
If something goes wrong
- An address shows “Pending confirmation”.
- Someone at that address has to open the confirmation email and press Confirm. Check spam, then use “Resend confirmation” (once every 10 minutes).
- An address shows “Unsubscribed by recipient”.
- Every email has an unsubscribe link, and only the person at that address can undo it. Remove the recipient and add it again; they will get a new confirmation email.
- I can see the recipients but cannot change them.
- Changing them needs the “Manage org notification emails” permission, which admins have. Other members see the setup with outside addresses partly hidden.