Notifications
Review the site's in-dashboard lead, handoff, and booking event feed.
Review the site's in-dashboard lead, handoff, and booking event feed.
What appears here#
The site's Notifications page is an in-dashboard event feed. It currently records three owner-facing event types:
| Type | Meaning |
|---|---|
| Lead | The agent captured a visitor contact/intention record |
| Handoff | The conversation requested or triggered human follow-up |
| Booking | A booking outcome was recorded |
Each item can show the event type, creation time, visitor name/email when available, and a short excerpt. An unread item is visually highlighted and contributes to the unread count.
This page is not a notification-preferences or external-delivery screen. Marking an item read does not email a visitor, reply to a connector, change a lead, or unsubscribe anyone from an external provider.
Review and mark events#
- Open Notifications for the intended site.
- Prioritize handoffs and time-sensitive bookings.
- Open the related Conversations or Analytics context when identity and intent need confirmation.
- Select Mark read only after the responsible owner has triaged it.
- Use Mark all read only when every visible/unread event has been intentionally reviewed.
- Select Load more for older pages.
Read state is an owner workflow aid, not proof that a visitor received follow-up. Track the actual follow-up in the approved system of record.
Protect visitor data#
Names, email addresses, booking context, and excerpts can contain personal data. Limit dashboard access, avoid copying events into broadly accessible chat rooms, and do not treat the excerpt as the complete consent/context record.
Deleting or marking a notification does not automatically remove the related lead, conversation, booking, provider record, or exported copy. Use the privacy/deletion workflow for data-subject requests.
Troubleshooting#
| Symptom | Check |
|---|---|
| Expected event is absent | Correct site, actual lead/handoff/booking completion, event time, and related conversation |
| Unread count seems stale | Refresh after the mark action and verify it reported success |
| Marking read did not contact visitor | Expected; this feed does not send follow-up |
| Older item is missing | Use Load more; the first page is intentionally bounded |
| Need email/Slack preferences | Not configured from this page; use the platform's available external workflow/API/webhooks instead |
For automation, consume the supported Public API resources or signed webhook events rather than scraping this dashboard.