Notifications
Notifications
Control in-app and email alerts for your brand, and review unread updates in the sidebar.
What is Notifications?
Notifications let each team member choose which brand events they want to hear about — in SWAI, by email, or both. Open Settings → Notifications at app.swai.ai/setting/notifications.
You use it to:
- Turn In-App and Email on or off per alert type
- See unread alerts in the sidebar Notifications panel
- Mark items read one at a time or clear the whole list
This Settings page is labeled BETA. Preferences cover the categories listed below — not every alert that may appear elsewhere in SWAI.
Main screens
| Screen | What it’s for |
|---|---|
| Settings → Notifications (open) | In-App and Email choices for you on this brand |
| Sidebar Notifications panel | Unread alerts, badge count, mark read / mark all read |
Note: In Settings under Personal, the page is labeled Notifications (with a BETA badge).
Before you start
- Sign in for the correct brand.
- Confirm a brand is selected if you manage more than one.
- Know that preferences are per person, per brand — your choices do not change teammates’ settings.
Warning: If you are on the wrong brand, you will configure or miss alerts for that brand only.
Tip: By default, both In-App and Email are on for every category until you change them.
Quick start
- Open Settings → Notifications (or go to app.swai.ai/setting/notifications).
- For each category, set In-App and Email the way you want. Changes save when you toggle.
- Open Notifications in the sidebar to review unread alerts.
- Use the check icon on an item to mark it read, or Mark all read to clear the list.
Settings → Notifications
Table columns: Notification | In-App | Email.
Categories
| Category | When you are notified |
|---|---|
| Calendar | New bookings, cancellations, and reschedules |
| Contacts | When a new contact is created for your brand |
| Webinar registered | When a contact registers for a webinar |
| Quiz taken | When a contact completes a quiz |
| Email responded | When a contact replies to an email |
| Message responded | When a contact replies to a message |
Channels
| Channel | Meaning |
|---|---|
| In-App | Shows in the sidebar Notifications panel |
| Sends a notification email to your SWAI user email |
- Turn a channel off for a category to stop that channel for you.
- Turn both off for a category to silence that category completely for you on this brand.
- Switches may pause briefly while your choice is saving.
Note: Teammates on the same brand each have their own toggles.
If something fails
| Situation | What you see |
|---|---|
| Preferences won’t load | Unable to load notification preferences. Please try again. |
| A toggle won’t save | Error / Failed to update notification preference |
Reload the page or try the toggle again after checking your connection and brand.
Notification panel
Open Notifications in the main sidebar (bell icon).
| Behavior | What to expect |
|---|---|
| Header | Notifications or Notifications (N) with unread count |
| Badge | Unread count (shows 9+ when there are many) |
| List | Unread items only — title, short message, relative time |
| Refresh | Reloads when you open the panel |
| Mark as read | Check icon removes that item; Success / Notification marked as read |
| Mark all read | Clears all unread; Success / All notifications marked as read |
| Empty state | No notifications — Notifications such as mentions and important updates will be displayed here. |
Close the panel with X, Escape, or by clicking outside.
Tip: Marking an item read removes it from the panel. There is no separate history list in the main panel.
What you will and won’t get
Controlled by Settings → Notifications
When the matching category and channel are on:
- Calendar bookings, cancellations, and reschedules
- New contacts (when that flow sends a contact notification)
- Webinar registration, quiz taken, email reply, and message reply
Related apps: Calendar, CRM, Quizzes, Webinar.
Not controlled by these toggles (or limited)
| Situation | What happens |
|---|---|
| Bulk import / prospecting summary | In-app summary only — not a Settings row and typically no email |
| Some chat / WhatsApp-style contact creates | May create an in-app contact alert without email even if Contacts email is on |
| Weekly report email | Separate weekly email — not in the Notifications panel and not listed on this page |
Warning: Preferences only cover the six categories above. Other product alerts may still appear or email outside this BETA page.
Common warnings and troubleshooting
I’m not getting alerts
- Confirm you are on the correct brand.
- Open Settings → Notifications (or go to app.swai.ai/setting/notifications) and check In-App / Email for that category.
- For email: check spam/junk and that your SWAI user email is correct under Settings → User (or go to app.swai.ai/setting/user).
- Ask whether a teammate’s alert is expected for them only — choices are personal.
- If the page shows Unable to load notification preferences, reload and try again.
I turned Email off but still see the panel
In-App can still be on. Turn In-App off for that category if you want the sidebar quiet too.
Toggle won’t stick
Wait until the switch finishes saving. If you see Failed to update notification preference, try once more; confirm you are still signed in.
I see alerts that aren’t mine / duplicates
Refresh or reopen the panel after marking read. Unread items are for you. If something still looks wrong, note the brand, category, and time, then contact support.
Contact created but no email
Some flows intentionally skip email (imports, certain channel creates). Check Contacts In-App / Email, and confirm the contact was created for this brand in CRM.
Calendar booking but no dashboard alert
Confirm Calendar In-App and/or Email are on. Guest confirmation emails from Calendar are separate from your notification preferences — see Calendar.
Glossary
| Term | Meaning |
|---|---|
| Notifications (Settings) | Page to set In-App and Email per category (BETA) |
| In-App | Alert in the sidebar Notifications panel |
| Notification email to your user address | |
| Category | Type of event (Calendar, Contacts, Quiz taken, and so on) |
| Notification panel | Sidebar list of unread alerts |
| Mark as read | Clears one unread item for you |
| Mark all read | Clears all unread items for you on this brand |
| Per person, per brand | Your toggles apply only to you on the selected brand |
| BETA | Feature labeled beta in Settings |
Need more help?
- Confirm you are on the correct brand.
- Confirm Settings → Notifications toggles for the category and channel you expect.
- Note whether the issue is missing in-app, missing email, or both — and the approximate time of the event.
- Contact your SWAI admin or support with the brand, category, and what you expected.
Related Help: Getting Started, User, Calendar, CRM, Quizzes, Webinar.