watsi tells you about what needs your attention — a new prospect assigned to you, a booked appointment, a conversation that needs a human — in three places: the bell on the web, the notifications screen in the mobile app and, depending on settings, by push or email. Admins decide under Settings → Notifications which alert reaches whom and on which channel.
The bell
The bell sits in watsi's top bar. Open it to see the Notifications panel with the latest alerts; each one shows whether it was also Sent to phone or Sent by email. Messages from the same contact are grouped into a single row.
- Seen: opening the panel resets the bell's counter.
- Read: clicking an alert marks that alert as read and takes you to the right place.
Both marks are stored on your account, not on the device: what you saw on the web shows as seen in the app and vice versa.
While you work, new alerts also pop up as live notifications in the top-right corner.
In the mobile app
In the watsi app alerts arrive as push notifications on your phone and are also on the notifications screen (the bell on the Assistant tab). A push only arrives if the person has the app installed and is signed in on their phone.
Choose which alert reaches whom
The Notifications settings tab is only visible to owners and admins (whoever can edit workspace settings).
Under Settings → Notifications you'll find:
- Team notifications — "Choose how each notification reaches your team". For each alert you check Email and Push separately for Admins and for Members.
- Funnel alerts — notifies when a prospect enters a funnel stage where the agent turns off, the moment your team must take over the conversation. You pick the stages that trigger the alert.
- Conversations & billing — Balance alerts: which channel we use to warn you when conversations run low.
- Push devices — who on the team has the app installed (Registered) and who doesn't (No device), so you know who won't get a push.
For Appointment reminders you also choose how far ahead the reminder goes out ("Send the reminder … before the appointment").
Alerts you can receive
Some of the most used alerts:
| Alert | When it arrives |
|---|---|
| New prospect assigned | A contact is assigned to you |
| New message in manual chat | A customer writes in a chat assigned to you that the AI won't answer |
| Funnel stage entered | A prospect reaches a stage you configured |
| Appointment booked / Appointment cancelled or moved | The schedule changes |
| Appointment reminders | Before each appointment |
| Your morning agenda | At 8:30, with your appointments, tasks and follow-ups for the day |
| How did the appointment go? | When an appointment ends and nobody marked whether the customer showed up |
| Your tasks | Ten minutes before and at the time of a task you scheduled |
| Time to follow up | The day a prospect said they'd get back to you arrives |
| Review this conversation | watsi needs you to review a chat (Coexistence numbers) |
| Few conversations left | Your conversation balance is running low |
| Failed plan payment | Your plan couldn't be charged |