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Notifications

For: Everyone in a customer company; the company channels part is for its AdminsRequires: Signing in to the portal; the company channels need the Admin role in your company and a provider that shows themScreenshots show sample data

Some work the assistant does runs in the background: a scheduled workflow, or a chat you closed before the answer arrived. When such a job needs your approval or an answer, or fails, the Notifications page decides where you hear about it: by email, or in Telegram, Slack or Microsoft Teams. Everyone signed in to the portal sees My notifications. Admins of your company also see your company’s own channels and the limit for approvals from chat apps, when your provider shows them. Open the page from ConfigureNotifications.

The Customer Portal's "Notifications" page as a Customer Admin. The intro reads "Connect the channels the AI agent delivers through — email, Telegram, Slack or Microsoft Teams. Everyone in your company then picks where they are notified under My notifications, below." Two channel cards follow: "Sample & Partners billing mail" (Email (SMTP), smtp.example.com:587) and "Sample & Partners bot" (Telegram, @sample_partners_bot), each with "Test", "Edit" and "Remove". At the top right are the highlighted "Setup guide" button, which opens the setup steps in a side panel, and "Refresh".The Customer Portal's "Notifications" page as a Customer Admin. The intro reads "Connect the channels the AI agent delivers through — email, Telegram, Slack or Microsoft Teams. Everyone in your company then picks where they are notified under My notifications, below." Two channel cards follow: "Sample & Partners billing mail" (Email (SMTP), smtp.example.com:587) and "Sample & Partners bot" (Telegram, @sample_partners_bot), each with "Test", "Edit" and "Remove". At the top right are the highlighted "Setup guide" button, which opens the setup steps in a side panel, and "Refresh".
Customer Admins connect their company's own channels; everyone then chooses under My notifications.
What this screenshot shows
Screen
Notifications (/?mode=portal)
Highlighted
button “Setup guide”, header-right, enabled. opens the Notification Channels setup guide in a side panel
Also visible
Channel cards: Sample & Partners billing mail (Email (SMTP)), Sample & Partners bot (Telegram); Per card: portal.notifications.test, portal.notifications.edit, portal.notifications.remove
Purpose
the company's channels
RegionWhat it showsWhat you do there
Company channels (Admins)Connect the channels the AI agent delivers through — email, Telegram, Slack or Microsoft Teams. Everyone in your company then picks where they are notified under My notifications, below., one card per channel with Test, Edit and Remove, and Add buttons for the providers without a channelSet up your company’s channels
Header buttons (Admins)Setup guide and RefreshOpen the setup steps in a side panel, reload
Approvals from chat apps (Admins)The approval limit, once your company has a chat-app channelChange the limit
My notificationsOne card per way you can be reached, the outcome switches and Save preferencesChoose your channels and outcomes
The Notifications page as a Member, who sees only "My notifications": "Where we reach you when a background job needs your approval or an answer and you are not in the chat — and, if you like, when one fails or finishes." Three cards: "Email (SMTP)" switched on with "Send test", "Telegram" with "Linked", "✓ Buttons and replies work here" and "Send test", and "Slack" switched off. Under "Also tell me when", only "A background job, or a chat you left, fails or pauses" is on. The highlighted "Save preferences" button at the bottom becomes active once a switch changes.The Notifications page as a Member, who sees only "My notifications": "Where we reach you when a background job needs your approval or an answer and you are not in the chat — and, if you like, when one fails or finishes." Three cards: "Email (SMTP)" switched on with "Send test", "Telegram" with "Linked", "✓ Buttons and replies work here" and "Send test", and "Slack" switched off. Under "Also tell me when", only "A background job, or a chat you left, fails or pauses" is on. The highlighted "Save preferences" button at the bottom becomes active once a switch changes.
Everyone chooses their own channels and which outcomes reach them; approvals and questions always do.
What this screenshot shows
Screen
My notifications (/?mode=portal)
Highlighted
button “Save preferences”, footer, enabled. saves the switches
Also visible
Email (SMTP) on; Telegram Linked and verified; Slack off; Also tell me when: starts off, fails or pauses on, finishes off
Purpose
a person's own notification settings
  1. Open ConfigureNotifications and scroll to My notifications.
  2. Switch on each card you want. You only see the ways your company can actually deliver.
  3. Select Save preferences. The message Preferences saved. appears.
  4. Optional: select Send test on a switched-on card. Test notification sent. confirms that the test went out.

Email goes to the address on your profile; without one, the card reads Add an email to your profile first.. If no channel is available at all, the section reads Your company administrator has not connected any notification channel yet..

AppHow you connect
TelegramSelect Connect Telegram. Telegram opens on your company’s bot; press Start there. Back here, select I've pressed Start. The card changes from Not linked yet to Linked. If the link did not open, send the shown /start message to the bot yourself
SlackSwitch Slack on. You are found by your email; if not, paste your Slack member ID (it starts with U). For buttons and replies, select Send confirmation to Slack, press Confirm in the message you get in Slack, then select I've confirmed
Microsoft TeamsSelect Connect Microsoft Teams. Send the shown message, such as link 3f9a1c07b2d4, to the bot in Teams, or use Open in Teams. The card turns to Linked on its own; I've sent it checks at once
My notifications with a fourth card, "Microsoft Teams", marked "Not linked yet" after "Connect Microsoft Teams" was pressed. The card reads "Send this message to the bot in Teams. This page updates on its own once it arrives:" above the message "link 3f9a1c07b2d4", with "Open in Teams" and the highlighted "I've sent it" button, and the hint "Can't find the bot? Your Teams admin has to add the app for you first." The email, Telegram and Slack cards are above it.My notifications with a fourth card, "Microsoft Teams", marked "Not linked yet" after "Connect Microsoft Teams" was pressed. The card reads "Send this message to the bot in Teams. This page updates on its own once it arrives:" above the message "link 3f9a1c07b2d4", with "Open in Teams" and the highlighted "I've sent it" button, and the hint "Can't find the bot? Your Teams admin has to add the app for you first." The email, Telegram and Slack cards are above it.
To connect Teams, send the shown link message to the bot; the card turns to Linked on its own.
What this screenshot shows
Screen
My notifications (/?mode=portal)
Highlighted
button “I've sent it”, teams-card, enabled, code shown. checks at once whether the bot received the code
Also visible
Microsoft Teams: Not linked yet, message link 3f9a1c07b2d4, Open in Teams
Purpose
connecting Microsoft Teams

A connected Telegram, Slack or Teams card shows ✓ Buttons and replies work here when you can also approve and reply there. The codes for Telegram and Teams work for 10 minutes; when one expires, press Connect again. If you cannot find the Teams bot, Can't find the bot? Your Teams admin has to add the app for you first.

Under Also tell me when:

SwitchDefaultWhat it adds
A background job startsOffA message when a background job begins; in Slack and Telegram the job’s later messages reply under it
A background job, or a chat you left, fails or pausesOnA message when a job fails, or pauses because the AI allowance for the period is used up
A background job finishes, or a chat you left gets its replyOffA message when a job finishes, or when a chat you left gets its reply

Approvals and questions always reach you, whatever these switches say. A reply you watch arrive in the chat is not sent again, and you get no message about a job while you are looking at it.

  1. On the Notifications page, select the Add button of a provider, or one of the buttons in the empty state.
  2. Enter a Channel name and the provider’s details. Where do I find these? opens the matching steps in a side panel.
  3. Select Save.
  4. Select Test on the new card.
The Telegram channel "Sample & Partners bot" opened for editing in the Customer Portal, with "Where do I find these?" at the top right. The highlighted panel "Buttons, replies and commands" reads "On. The bot's webhook and command menu are set up for you when you save or test this channel." and shows the "Webhook URL" with "Copy". Below are "Channel name" "Sample & Partners bot", "Bot token" (empty: "Leave blank to keep the stored token.") and "Bot username" "sample_partners_bot", then "Cancel" and "Save".The Telegram channel "Sample & Partners bot" opened for editing in the Customer Portal, with "Where do I find these?" at the top right. The highlighted panel "Buttons, replies and commands" reads "On. The bot's webhook and command menu are set up for you when you save or test this channel." and shows the "Webhook URL" with "Copy". Below are "Channel name" "Sample & Partners bot", "Bot token" (empty: "Leave blank to keep the stored token.") and "Bot username" "sample_partners_bot", then "Cancel" and "Save".
StrikeUp connects the Telegram bot's webhook and commands itself when you save or test.
What this screenshot shows
Screen
Notifications (/?mode=portal)
Highlighted
“Buttons, replies and commands”, inbound-setup-panel, on. none (information)
Also visible
Webhook URL with Copy; Channel name, Bot token (blank keeps), Bot username
Purpose
a company Telegram bot

Your company can have one channel per provider. A company channel replaces your provider’s channel for everyone in your company. For Telegram the bot’s webhook and commands are set up for you; for Slack the editor shows a ready-made app manifest; for Teams it shows the steps, the messaging endpoint and an app package to download for your Teams admin. A bot test checks the credentials and sends no message; an email test sends a message to the channel’s sender address.

The Customer Portal's Notifications page as a Customer Admin whose company has no channel of its own. In a dashed box labelled "Empty" the highlighted text reads "No notification channel configured yet." with four buttons, "+ Email (SMTP)", "+ Telegram", "+ Slack" and "+ Microsoft Teams". "Setup guide" and "Refresh" are at the top right. Without its own channels the company's notifications still go out through the provider's channels, so My notifications below still offers choices.The Customer Portal's Notifications page as a Customer Admin whose company has no channel of its own. In a dashed box labelled "Empty" the highlighted text reads "No notification channel configured yet." with four buttons, "+ Email (SMTP)", "+ Telegram", "+ Slack" and "+ Microsoft Teams". "Setup guide" and "Refresh" are at the top right. Without its own channels the company's notifications still go out through the provider's channels, so My notifications below still offers choices.
A company does not need its own channels; without them, the provider's channels deliver.
What this screenshot shows
Screen
Notifications (/?mode=portal)
Highlighted
“No notification channel configured yet.”, empty-state, shown. none
Also visible
+ Email (SMTP), + Telegram, + Slack, + Microsoft Teams
Purpose
a company without channels of its own
The middle of the Customer Portal's Notifications page. Below the two channel cards, "One channel per provider." and the buttons "Add Slack" and "Add Microsoft Teams" is the highlighted card "Approvals from chat apps": "The highest risk anyone in your company may approve with a button in Slack, Telegram or Microsoft Teams. Above it, messages show only Deny and Open, and the approval is made in the app." The list "Allowed from chat apps" reads "Up to medium risk". Below starts "My notifications".The middle of the Customer Portal's Notifications page. Below the two channel cards, "One channel per provider." and the buttons "Add Slack" and "Add Microsoft Teams" is the highlighted card "Approvals from chat apps": "The highest risk anyone in your company may approve with a button in Slack, Telegram or Microsoft Teams. Above it, messages show only Deny and Open, and the approval is made in the app." The list "Allowed from chat apps" reads "Up to medium risk". Below starts "My notifications".
The approval limit decides which requests can be approved straight from a chat app.
What this screenshot shows
Screen
Notifications (/?mode=portal)
Highlighted
“Approvals from chat apps”, approval-limit-card, Up to medium risk. choosing a value saves it at once
Also visible
Add Slack, Add Microsoft Teams; Allowed from chat apps: Up to medium risk
Purpose
limiting approvals from chat apps

Once your company has a Telegram, Slack or Teams channel, the card Approvals from chat apps appears. In Allowed from chat apps, choose Everything (default), Up to medium risk, Low risk only or Deny only. Above the limit, messages show only Deny and Open, and the approval is made in the app. The choice saves at once.

Where

Under My notifications, one card per way you can be reached.

What

A switch and, when on and connected, Send test. Telegram and Teams show Linked or Not linked yet; Slack shows your member ID or Member ID not resolved.

Why

You decide which interruptions are worth it, per channel.

Where

Under Also tell me when.

What

Three switches: starts (off), fails or pauses (on), finishes (off). Saved with Save preferences, which becomes active once something changes.

Why

A job that runs every hour would otherwise message you every hour.

Where

Setup guide at the top right, and Where do I find these? in each channel form. Admins only.

What

Opens the setup steps in a side panel next to the form. From a form it shows only that provider’s steps, with Show full guide for the rest. If your provider has not published the guide, the panel says so.

Why

You can follow the steps while you fill in the form.

Where

At the top of the page, for Admins.

What

One card per channel with the provider and details, Test, Edit and Remove. Add buttons appear for providers without a channel, under One channel per provider..

Why

Messages to your company can come from your own address or your own bot.

Where

The card below the company channels, for Admins, once a chat-app channel exists.

What

The highest risk anyone in your company may approve with a button in a chat app. A change saves at once.

Why

Destructive actions can require the full view in the app.

PartWho
My notificationsEveryone signed in to the portal
Company channels, the setup guide and the approval limitAdmins of your company, when your provider shows the notification channels page
TopicFact
DefaultsEvery channel starts off; failures and pauses are on, starts and finishes are off.
Always sentApprovals and questions from a background job always reach you on your switched-on channels.
WatchingYou get no message about a job you are looking at.
One per providerYour company can have one channel per provider.
SlackSlack reaches you only in the Slack workspace your company’s app is installed in.
TeamsThe Teams bot works in its 1:1 chat and only for its own organisation.

Every channel starts switched off. On ConfigureNotifications, switch on at least one card under My notifications and select Save preferences. Telegram, Slack and Teams also need your account connected.

You only see the ways your company can deliver. If your company and your provider have no Slack or Teams channel, the card is not shown on ConfigureNotifications. Ask your company’s Admin.

Will I get a message for every scheduled run?

Section titled “Will I get a message for every scheduled run?”

Only if you switch on A background job finishes, or a chat you left gets its reply under Also tell me when on ConfigureNotifications. It is off by default. Approvals and questions reach you regardless.

No. You get no message about a job you are looking at, and a reply you watch arrive in the chat is not sent again. If you close the chat first, the reply reaches you on your channels when you switched on finishes.

On ConfigureNotifications, select Connect Telegram, press Start in Telegram, then select I've pressed Start. The code works for 10 minutes; press Connect again for a new one.

The ID Slack gives your account, starting with U. In Slack, click your profile picture, choose Profile, click the ⋮ button and choose Copy member ID, then paste it into Slack member ID on ConfigureNotifications.

Why can’t I approve from Telegram although messages arrive?

Section titled “Why can’t I approve from Telegram although messages arrive?”

The account was not connected through the bot, for example by pasting a chat ID. On ConfigureNotifications, select Connect Telegram and press Start in the bot; the card then shows ✓ Buttons and replies work here.

No. Without them your provider’s channels deliver for your company. Add a company channel on ConfigureNotifications when messages must come from your own address or bot, or when your people use their own Microsoft 365 organisation for Teams.

Why can’t we add a second email channel?

Section titled “Why can’t we add a second email channel?”

Your company can have one channel per provider, and a second one is refused. On ConfigureNotifications, edit the existing channel instead of adding another.

SymptomWhat to check
Saving your company’s email channel says “Enter the SMTP password again: the host, port or username changed, or SSL was turned off.”Type the password again and save. The stored password is kept only for the server it was entered for.
The email channel test says the SMTP port is not allowed, or the host is not a public internet addressUse port 25, 465, 587, 2465, 2525 or 2587 and a mail server reachable from the internet.
Your company administrator has not connected any notification channel yet.Neither your company nor your provider has a channel yet. Ask your company’s Admin.
No Start message found yet — press Start in the bot, then try again.Press Start in the Telegram bot first, then select I've pressed Start again.
The code has expired. Press Connect again.Select Connect Microsoft Teams again and send the new message.
Slack shows Member ID not resolvedYour Slack email differs from your profile email; paste your member ID.
A test failsRead the message under the card; for a company channel, check its credentials with the setup guide.