How to Set HealthdeskAI Alert Preferences

Overview

You can easily manage your notification preferences in HealthdeskAI. Whether you want to receive updates via email and/or SMS, get weekly reports, or limit alerts during specific times, all settings are available under your profile.

Managing these alerts helps you stay informed without getting overwhelmed, ensuring that you only receive notifications that matter most to your work.

Step-by-Step Instructions

1. From the left sidebar, click Profile to open your account settings.

Turn Alerts On or Off

Scroll down to the Alerts section to control which types of notifications you want to receive.

1. Use Email
   Choose this option to receive notifications through email.

2. Use SMS
   Enable this if you prefer receiving alerts by text message.

3. Email me weekly report
   Receive a summary of your activity every Sunday morning directly to your email inbox.

4. Alert me when new lead created
   Get notified instantly when a new lead is added to the system. A new lead is defined as any new profile created in Mindbody that’s marked as a Prospect.

5. Alert me when first class booked
   Receive a message whenever a client books their first class.

6. New Activity Alert
   Stay informed whenever your AI Agent is engaging in a new conversation. Don’t worry, you won’t receive more than one alert per hour for the same conversation.

7. Handoff alerts
   Get notified when a conversation is handed off from your AI Agent to you and your team.

8. Notes mention alerts
   Be alerted when someone mentions you in a note or task comment.

9. Assigned conversation alerts
   Receive notifications when a conversation is assigned to you by one of your teammates.

Use Do Not Disturb

Under Do Not Disturb, you can temporarily stop receiving SMS text notifications. When this setting is on, Healthdesk will pause SMS alerts, but your email notifications will still be sent, and your messages will still be available when you log back in.

To customize your quiet hours:

• Check Automatically disable notifications from

• Choose your preferred Starting Time and Ending Time

• Example: Start at 10:00 AM and end at 12:00 PM

Click Save when finished to apply your preferences.

Pro Tip

• Use email alerts for detailed summaries and SMS alerts for urgent updates.

• If you are in a busy period or hosting classes, set Do Not Disturb to automatically pause SMS text notifications. This helps you stay focused while keeping all messages available for review later.

FAQs

Q: Where do I find the alert settings?
A: Go to Profile from the left sidebar and scroll down to the Alerts section.

Q: Can I choose which alerts to receive?
A: Yes. You can turn on or off individual alert types, such as lead creation or first-class booking. You can also decide if you want email alerts, SMS alerts, or both.

Q: What does Do Not Disturb do?
A: When enabled, HealthdeskAI temporarily stops sending SMS text notifications, but your email notifications will still be sent, and your messages will still be available when you log back in.

Q: Can I schedule Do Not Disturb hours automatically?
A: Yes. You can select a start and end time to automatically disable SMS text notifications during that period.

Q: Do I need to save changes after adjusting alert settings?
A: Yes. Always click Save to ensure your new preferences are applied.

Q: Will turning off alerts affect other teammates?
A: No. Your settings only apply to your personal notifications.