💬 Leads & Engagement

Includes:

• Daily Inbox Digest - an AI summary of all unread messages in the AiSDR Inbox. By default, each user receives them every day. You can configure what types of events to summarise.

  

• Lead Replies - notifications about individual replies in your campaigns, which are triggered the moment they are received. By default, these are only received by the campaign owner and the sender involved in the conversation with the lead. If the campaign has multiple senders, only the one in contact will be notified. You can configure what types of events to be notified about.

  

• LinkedIn Requests - notifications when connection requests are sent or accepted. By default, these are only received by the campaign owner and the sender involved in the conversation with the lead. If the campaign has multiple senders, only the one in contact will be notified.

  

• Calls Events - notifies you when the batch of leads reaches the call step in the sequence, and they are added to your to-do list. This notification is sent to the campaign owner.

  

• Call Analysis - sends a transcript of each call after it finishes. This notification is sent to the campaign owner.

  

🔌 Integrations & Mailboxes

Includes:

• Mailbox Disconnected

• LinkedIn Disconnected

• Integration Disconnected

• Mailbox Request Submitted

💳 Billing & Credits

Includes:

• Message Credits Exhausted (always ON)

• Payment-related alerts

• Website visitor limits (Grow/Enterprise plans)

🧠 Capabilities

Includes:

• Persona ready

• CRM sync completed

• Suppression list updates

• AI scored companies

🎯 I only want to be notified about positive replies (or booked meetings)

Stay focused on real opportunities without distractions.

How to set it up:

• Go to Preferences

• Enable Lead Replied

• Open settings (sliders icon)

• Select:

  • Positive response

  • Meeting booked

Repeat the same for the Daily Inbox Digest.

✅ You’ll only be notified about high-quality engagement.

🧍 I want to configure how my team receives the notifications

You can do that, if you are the Notification admin.

If the settings below are not visible, reach out to your account manager to request said role.

How to set it up:

• In Settings for, switch to the teammate whose settings you want to change

• Update their notification preferences directly

• Save changes

If multiple team members' notifications need to be configured:

Use “Apply to team members”:

• In Settings for, switch to the first teammate whose settings you want to change

• Configure their notification preferences

• Select multiple users (up to 50)

• Apply your configuration in one click

💡 Good to know:
If you are viewing your own settings and use Apply to team members, your own settings remain the source that gets copied to others.

📊 I want to get notifications only about particular campaigns

Perfect if you’re running multiple campaigns but only tracking one closely.

How to set it up:

• Enable a notification (Lead Replied )

• Open settings

• Select your campaign in Campaign(s)

✅ You’ll only receive updates for that campaign.

Note: If additional campaigns are created in the future that you want to be notified about, you will need to add them here manually in the same way.

🔕 I don't want to get any notifications

If you prefer to fully disconnect from notifications and check AiSDR only when needed, you can easily turn everything off.

How to set it up:

• Go to Settings → Notifications → Preferences

• Turn OFF all notification toggles

• Click Save changes

✅ You will no longer receive any email notifications from AiSDR.

🚫 I don’t want any of my teammates to receive notifications (except me)

If you want to disable notifications for multiple team members, you can do this by updating one user’s notification settings first and then applying the same setup to others.

How to set it up

1. Click Settings for and select one user whose notification settings you want to update.

2. In Preferences, disable all notifications you want to stop for that user.

3. Click Save changes.

4. Click Apply to team members.

5. Select the other users who should have the same notification settings.

6. Confirm the action.

You’ll then see confirmation showing which team members the settings were copied to.

If needed, also check Forwarding

If you want to fully stop notifications, open Forwarding and remove any additional recipients or custom routing rules.

✅ This applies the same notification setup to all selected team members.

💡 Important:
When you use Apply to team members, AiSDR copies the full current notification setup of the selected user — not just one recent change.

📬 I want to get a daily digest, but only with meaningful conversations

Reduce noise and focus on valuable interactions.

How to set it up:

• Enable Daily Inbox Digest

• In settings:

  • Select Positive and/or Meeting booked

✅ Your digest becomes short, relevant, and actionable.

👥 I want to be notified only about specific senders in my campaign

Useful if you manage multiple inboxes.

How to set it up:

• Open Daily Inbox Digest

• Select specific senders

✅ You’ll only see activity from selected mailboxes.

👤 I want my teammate to receive notifications too

Keep everyone aligned without forwarding emails manually.

How to set it up:

• Go to Channel routing

• Click Add email

• Enter teammate’s email

• Save changes

✅ They’ll start receiving notifications automatically.

👀 📞 I want to focus only on important call outcomes and have visibility into call activity

Avoid noise and only track meaningful call results.

How to set it up:

Enable:

• Calls Notification

• Call Transcript Classified and select "Positive response"

✅ You’ll see both when action is needed and how calls are performing

🧑‍⚖ Regular user

Regular users can manage their own notification settings.

🦸 Notification Admin

Users with the right permissions can:

• view settings for other teammates

• configure notifications for other users

• use Apply to team members

This is especially useful for admins managing notification setup

RevOps / Campaign Admins

Focus on:

• Mailbox & integration health

• Billing notifications

• Routing setup for the team

• Mailbox issues

Founders/ Campaign Viewers

Focus on:

• Positive replies

• Meetings booked

• Billing alerts

Sales reps

Focus on ( Filter by campaigns):

• Lead replies

• Daily digest

• LinkedIn activity