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Overview

Open Settings → Notifications to choose how updates reach you and your team. The Personal tab controls your own notifications. The Workspace tab routes reply alerts to shared Slack channels. An administrator must connect Slack before the workspace can deliver Slack notifications. Personal in-app and email preferences are available in the same grid.

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Choose personal notifications

On the Personal tab, use the grid under My tasks and updates to choose channels for each category. Select a checkbox to enable that category for Slack, in-app delivery, or email. Clear it to stop delivery through that channel. Changes save as you make them. For Slack delivery, choose your own account under Select your Slack profile. Personal Slack notifications go to that account’s Unify app. The Slack controls become available once both the workspace connection and your profile are set. Use the column-level checkboxes to change a channel across the available categories, or choose individual rows. For category definitions, see Notifications.

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Route replies to Slack

Use workspace routes when several teammates need visibility into matching replies. Workspace members can manage these routes after an administrator has connected Slack. Agree on the destination channels with your team before changing shared delivery.
1

Choose a channel

Open the Workspace tab and click Add channel. Select a channel available through the Slack integration, then click Add. This creates an enabled route with the default reply classifications. Review its filters immediately, or turn the route off and save while you configure it.
2

Choose the replies to include

In the channel’s card, choose at least one entry under Enabled classifications. A reply qualifies when it matches any selected classification.For example, select Positive, Willing to meet, and Needs more info for a channel focused on interested prospects.
3

Exclude unwanted responses

Use Excluded classifications to omit responses such as out-of-office messages or bounces. A reply matching any excluded classification is omitted, even if it also matches an enabled classification.
4

Save the route

Turn the channel’s switch on and click Save. Future matching replies are eligible for delivery to that channel. Each channel’s filters are configured independently.
To pause a route, turn its switch off and save. To remove a route, use Delete on its card and confirm Remove. Removing the route stops Unify alerts to that destination while leaving the Slack channel in place.

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Troubleshoot delivery

Check that an administrator has connected Slack, then select your Slack profile on the Personal tab. Confirm that the relevant category is enabled in the Slack column.
Check that the channel route is enabled and saved. Compare the reply’s classification tags with the enabled and excluded lists. Exclusions take precedence. Also confirm that the Slack connection is active and the configured channel is still accessible.
Check the task’s assignee. For sequence tasks, the ruleset selects the assignee when the person is enrolled. Correct the assignment or ruleset for the workflow involved.