Settings

Manage your Agent Hub setup, connections, preferences, permissions, and operational readiness.

Team LeadPortal setup source

Notifications

Control how Agent Hub alerts you while respecting required operational and security rules.

Settings loaded from local prototype data.

Notification Rule Matrix

EventCategoryIn-appEmailSMSBrowserQuiet hoursDigestPriority
New assigned leadLead Inbox
SLA breachLead Inbox
Duplicate lead conflictLead Inbox
Contact assignedContacts
Data quality issueContacts
Client email replyEmail
Scheduled email failedEmail
Mailbox disconnectedEmail
Inbound SMSSMS
High-priority SMS replySMS
SMS failedSMS
Opt-out receivedSMS
Missed callCalling
Voicemail receivedCalling
Recording readyCalling
Task dueTasks
Overdue taskTasks
Appointment reminderAppointments
Campaign approvedMarketing
Campaign compliance issueMarketing
Missing deal documentDeal Hub
Signature completeDeal Hub
OAuth token expiredIntegrations
Webhook failedIntegrations
AI draft readyAI
AI review requiredAI
New loginSecurity
Session revokedSecurity
Suspicious loginSecurity
Data export requestedPrivacy & Data