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Notifications let you decide which moments in Salestools are worth your attention — a prospect reply, a booked meeting, a CoPilot approval request, a failed mailbox — and exactly where each one should appear. Tune your preferences once and you stay informed about what matters without being buried in noise. Open the notification settings at Settings → Account → Notifications.

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Notification categories and channels

Every notification type is grouped into one of five categories, and each type can be delivered through up to three independent channels:
The Slack column is locked until you connect a Slack workspace in Integrations → Communication. Until a workspace is connected, the Slack toggles are disabled and a banner prompts you to complete that step first.

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How to configure your notification preferences

1

Open the Notifications tab

Go to Settings → Account → Notifications. You land on a grid of notification types grouped by category. A status pill near the top shows how many types are currently active — for example, “18 of 50 active” (a type counts as active if any of its three channel toggles is on).
2

Find the notification you want to adjust

Type into the Filter notifications… box to narrow the list. It matches on notification name and category — typing “reply” surfaces every reply-related event; typing “calendar” surfaces all meeting events.
3

Toggle channels on or off

Each row has three independent toggles: In-app, Email, and Slack. Flip any of them; changes save instantly. To handle an entire category at once, click the In-app, Email, or Slack label in that category’s header row to enable or disable that channel for every notification in the category simultaneously.
4

Test a notification

Click the Test link next to any notification’s name to fire a sample through your current settings. A confirmation toast appears to indicate whether the test delivered successfully.
Use the Test button after making routing changes to confirm that a notification actually reaches your inbox or Slack channel — this catches misrouted events before they matter in production.

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How to route notifications to Slack channels

The Settings tab controls which types of notifications use Slack. To control which channel each event posts to, use the Slack advanced settings in Integrations.
1

Connect a Slack workspace

Go to Integrations → Communication and click Connect on the Slack card. Authorize Salestools in the popup. Once the connection is live, the Slack column in Settings → Notifications becomes active automatically.
2

Open Slack advanced settings

Return to the Slack card in Integrations and click Advanced settings. This opens the full notifications panel: a per-category table with a master On toggle, plus Slack and Email toggles and a channel selector for each event.
3

Set a default channel and per-event routing

Choose a Default channel for all Slack notifications, then override individual events by clicking the channel cell next to a notification and selecting a different channel from the list. Click Refresh channels if a newly created Slack channel does not appear in the picker yet.
4

Enable direct messages for approval events (optional)

Toggle DM on the CoPilot Approval Requested and Reply Approval Created rows to receive those events as a Slack direct message in addition to the channel post — useful so approval requests never get buried in a busy channel.
Sally can only post to Slack channels she has been invited to. If a channel is missing from the picker, invite the Salestools app to it in Slack, then click Refresh channels in the advanced settings.

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How to set up a daily or weekly brief

Prefer a single summary over a stream of individual pings? Enable a scheduled brief instead.
1

Open the brief settings

In Integrations → Communication → Slack → Advanced settings, find the Daily & weekly brief card.
2

Set your timezone and schedule

Choose your timezone, then enable the Daily brief (select a delivery time) and/or the Weekly brief (select a day and time). Briefs are delivered on your chosen schedule, in your chosen timezone.
Admins only: there is an optional Team channel setting — one webhook-based Slack channel where every team member’s alerts aggregate into a shared feed. Configure it by entering a Slack Incoming Webhook URL. This setting is visible only to workspace admins.

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Checking notification history

To see what was actually delivered — and troubleshoot anything that did not arrive — open Integrations → Communication → Slack → Advanced settings and click History. The log shows recent notifications with their target channel, delivery status, and any error message.

Integrations

Connect Slack, your CRM, and other tools that power notifications and routing.

Settings

Manage your full account, email signature, and workspace preferences.

Subscription & Billing

Track credits — and stay ahead of the low-credit system alert.

AI Setup

Configure the agents whose approvals and outcomes trigger the notifications you receive.
Last modified on June 20, 2026