How Notifications Work

Summary

Overview: Pippify tells you when something needs your attention: a new lead, a new message, something waiting in the Review Queue, a quote your team needs to prepare, a booked appointment or an SMS that wasn't delivered. Notifications appear on the bell at the top of the screen, and some also pop up with a sound.

Prerequisites:

• You're signed in to Pippify. Notifications appear in the app; keep a Pippify tab open to see pop-ups as they happen.

How Pippin Decides

1. New lead: saved to the workspace's first active user (usually the person who created the workspace).
2. New message from an existing lead, and an opted-out lead writing in: saved to the teammate the lead is assigned to, or to the first active user if the lead is unassigned.
3. Waiting for review for a reply Pippin drafted under Review every reply: saved to the teammate the lead is assigned to, or to the first active user if the lead is unassigned.
4. Waiting for review for a quote, booking link or follow-up, approved item sent, appointment booked and SMS not delivered: saved to the workspace's first active user.
5. Quote needed: when Pippin quotes from your catalog and your knowledge has no price for a clear request, Pippify tells your team that the quote needs a person, so a Sales Manager or Admin can prepare it. It isn't repeated for the same lead while your team is preparing that quote.
6. Billing notifications (outcome usage, outcome packs, auto top-up): saved to every Admin.
7. Gmail is disconnected: when Google stops accepting the workspace's Gmail connection, saved to every Admin. Each Admin also gets an email. A Zoho Mail inbox that stops working gives no bell notification or email; the Admin sees the red Zoho Mail is disconnected. bar instead.
8. Pop-ups for a new lead, a booked appointment, an item waiting for review, a quote needed and an opted-out lead writing in appear for everyone in the workspace who has Pippify open at that moment.

Limits

• You can't choose which notifications you get.

Step-by-Step Instructions

Step 1: Check the bell

1. Look at the bell at the top right of any page. A red number shows your unread notifications (99+ for more than 99).
2. Click the bell to open the Notifications panel.

Step 2: Read and open notifications

1. Each notification shows a short message and how long ago it happened. Unread ones have a dot. Examples:
   • New lead: <name> from <company>
   • New message from <name>
   • Pippin drafted a catalog quote for <name> — review it (or a costed quote, a booking link)
   • Pippin couldn't price <name>'s request from your catalog — draft the quote (in a Travel Agency workspace it adds (or switch to Costed in AI Studio → Quotes); only the Admin can make that switch)
   • Appointment booked: <name>
   • Your SMS to <name> was not delivered — <reason>
   • <name> sent a message but has opted out — the AI won't reply; respond manually if needed
   • Gmail (<address>) is disconnected — emails are not going out. Reconnect it in Settings → Channels. (Admins only)
2. Click a notification to mark it read and go to the right place:
   • New lead, appointment and quote needed: the lead's page.
   • New message, undelivered SMS and opted-out lead: the conversation in the Inbox.
   • Waiting for review and approved items: the Review Queue.
   • Billing: Settings › Billing.
   • Gmail is disconnected: Settings › Channels. See How to Disconnect or Reconnect Gmail.

Step 3: Filter and tidy up

1. Turn on Unread only to hide notifications you've read.
2. Click Mark all read to clear the unread count.
3. Scroll to the bottom and click Load more to see older notifications.
4. Close the panel with the X.

Step 4: Use the pop-ups

1. When a new lead arrives, an appointment is booked, Pippin drafts something for review, Pippin hands a quote to your team, or an opted-out lead writes in, a pop-up appears with a bell sound. Its title is New Lead, Appointment Booked, Waiting for Review, Quote Needed or Opted-Out Lead Replied.
2. Click View Lead to go to the lead (or to the Review Queue for Waiting for Review).
3. To close the pop-up without going anywhere, click outside it or press Esc.

Verify It Worked

Success criteria:

• The bell shows a number when you have unread notifications, and the number goes down as you open them.
• Clicking a notification takes you to the lead, conversation or page it's about.

Troubleshooting

Common errors

• "No notifications yet" or "No unread notifications": there is nothing to show for the current filter.

Limitations & considerations

• If you lose your connection, the bell catches up when you reconnect, and at least every few minutes.
• Turn on your computer's sound to hear the pop-up bell.
• Only Admins can open Settings, so billing and Gmail notifications go to Admins only.

Next Steps & Related Resources

• Next steps:
  • How to Approve or Reject Items in the Review Queue
• Related articles:
  • How to Find a Lead in the Inbox
  • How to Reply to a Lead From the Inbox
  • Why Wasn't My SMS Delivered?
  • How to Track Usage and Overage
  • How Pippin Drafts a Quote

Need more help? For more information and assistance, please send an email to support@pippify.ai.

Last Updated: 10/19/2026