> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salestools.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Customize Notification Preferences and Slack Routing

> Choose which Salestools events interrupt your day, pick where each one lands — in-app bell, email, or Slack — and configure a daily or weekly brief.

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**.

## 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:

| Category      | What it covers                                                       | In-app | Email | Slack |
| ------------- | -------------------------------------------------------------------- | :----: | :---: | :---: |
| **Replies**   | New email replies, LinkedIn replies, and reply routing events        |    ✓   |   ✓   |   ✓   |
| **Leads**     | New leads created, lead status changes, and deep research completion |    ✓   |   ✓   |   ✓   |
| **Calendar**  | Meeting booked, meeting canceled, and booking rule alerts            |    ✓   |   ✓   |   ✓   |
| **Approvals** | CoPilot approval requests and reply approval events                  |    ✓   |   ✓   |   ✓   |
| **System**    | Mailbox issues, agent pauses, credit low alerts, and billing events  |    ✓   |   ✓   |   ✓   |

<Note>
  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.
</Note>

## How to configure your notification preferences

<Steps>
  <Step title="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).
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Tip>
  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.
</Tip>

## 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.

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Warning>
  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.
</Warning>

## How to set up a daily or weekly brief

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

<Steps>
  <Step title="Open the brief settings">
    In **Integrations → Communication → Slack → Advanced settings**, find the **Daily & weekly brief** card.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Note>
  **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.
</Note>

## 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.

## Related

<CardGroup cols={2}>
  <Card title="Integrations" icon="plug" href="/setup/integrations">
    Connect Slack, your CRM, and other tools that power notifications and routing.
  </Card>

  <Card title="Settings" icon="gear" href="/setup/settings">
    Manage your full account, email signature, and workspace preferences.
  </Card>

  <Card title="Subscription & Billing" icon="credit-card" href="/setup/subscription-billing">
    Track credits — and stay ahead of the low-credit system alert.
  </Card>

  <Card title="AI Setup" icon="robot" href="/setup/ai-setup">
    Configure the agents whose approvals and outcomes trigger the notifications you receive.
  </Card>
</CardGroup>