Notifications
Choose what Terry emails you about, and what reaches your team's Slack channel. Open Settings, then Notifications, and press Edit.
Terry tells you when something needs you: a reply, a draft waiting for approval, something that stopped working. Each person picks what Terry emails them. An admin picks what goes to the team's shared Slack channel. Open Settings, then Notifications, under You. You can also choose Notifications in your menu at the top right (your initials).
Choose what you hear about
The card Where alerts go sums up what reaches Your email and Team Slack. Press Edit. A short guide walks through it one step at a time:
- Your email: tick what Terry should email you about.
- Team Slack: tick what goes to the team's channel. Only admins change this step.
- New senders: only when your workspace has message requests (see below).
- Check and save.
Every person sees this page, members included. There is one row for each kind of event:
| Row | What it covers |
|---|---|
| Someone replied | A prospect answered. |
| A draft is waiting for you | A draft needs your approval before it sends. |
| A draft was rejected | Someone rejected a draft. |
| Every message that goes out | Each message Terry sends. |
| Work waiting for someone | A meeting booked, flow events, and a member enrolling people in a flow. |
| Something stopped working | A mailbox or account needs reconnecting, or Terry stopped sending to protect a mailbox. |
| Money and limits | An AI allowance running low, a flow near its budget, all seats in use, a change to your invoice or your billing. |
| Opt-outs and erasures | Someone unsubscribed or asked to be deleted. |
| Account security | Two-factor changes and recovery codes. |
| Signups and console requests | New sign-ups and answers to requests you made to us. |
Every row starts on, except Every message that goes out for your email, which starts off because on a busy day that is hundreds of emails. For Team Slack every row starts on.
Email is yours, Slack is shared
- Your email is your own choice. What you tick changes only what reaches your inbox.
- Team Slack goes to the one channel the whole team shares, so only an admin can change it.
Nothing reaches Slack until someone connects it on Integrations: Slack is a tile under Data and alerts. Until then the card says "Slack is not connected".
Where else you see alerts
Every alert also appears in Terry. Press the bell at the top of any page to open Alerts. Admins see every alert. Members see the alerts meant for them or for everyone.
Many alert emails carry a button that takes you straight to the work, such as Approve & send for a draft or Grab this conversation for a reply.
New senders and Muted people
- When someone new messages you: the New senders step of Edit. For each channel, choose Ask me first or Let them straight in. Ask me first holds a new person as a message request until you let them in, hide them or mute them. Let them straight in treats them like any other conversation. Until you choose, the workspace default applies.
- Workspace default for new senders (admins only): its own card on the same page. The choice everyone gets until they pick their own.
- Muted people: its own card, with everyone you muted and Unmute. An admin can also see everyone's lists.
Muting is personal. It changes what you hear about, not what your team sees.
Related
In Classic
- Open Settings, then Notifications. The table Pick what you hear about has a row for each event and two columns, Email you and Slack. Tick or untick a box to change it. Members see the Slack column greyed out.
- The badge at the top right of the table says Slack connected or Slack not connected. Slack connects under Integrations, Slack.
- To see alerts, open Inbox and choose the Alerts tab at the top, or press the bell in the header.
- New senders, the workspace default and Muted people are cards on the same page.