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Notifications

Choose which SalesHive updates you receive, including the opt-in Daily Analytics Summary email.

Updated Sep 2, 2026 4 steps 11 questions answeredOpen this page in the platform
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Overview

Notifications lets you control individual update types without changing wider workspace settings. Categories start collapsed and show their type count plus the number of enabled delivery options. The types shown depend on your account and the updates available to it.

How to use this page

  1. Open notification preferences

    From Settings, click Notifications. The page shows a Back to Settings link, a Preferences heading, and the Notification types card.

  2. Expand a category

    Click a category header such as Meetings or Platform Updates to reveal its notification types. Click the header again to collapse it. Client accounts see only the client-relevant categories and types available to them.

  3. Review Daily Analytics Summary

    Expand Platform Updates and find Daily Analytics Summary. Its Email channel is off by default. When an eligible client user turns it on, SalesHive sends a weekday email for each active client they can access and copies that client's active assigned strategist. The summary uses the previous Eastern business day's calls, emails, human replies, meetings, and campaign activity. US holidays are skipped, and the email links to that day's Dashboard in the matching client context.

  4. Turn a channel on or off

    Click a channel toggle for the notification type. The change appears immediately while it saves. Hover a toggle to review its destination. If the save fails, the toggle returns to its previous state and an error toast appears.

What the buttons do

Back to Settings
Returns to the Settings hub.
Category header
Expands or collapses a notification category and shows its type and enabled-channel counts.
Channel toggle
Turns one delivery channel on or off for a notification type. Hover it to see whether it is on or off and where it delivers: Push goes to enabled browsers or devices, Email goes to the address on your SalesHive account, Slack sends a direct message to your matching connected-workspace account, and In-App appears in the SalesHive notification feed and Notifications bell.

Common questions

Client users see only the client-visible allowlist: meeting booked, meeting cancelled, potential meeting, resolved feedback, CRM integration disconnected, Daily Analytics Summary, and platform announcements. Internal task, team chat, agent, auction, deploy, deal-stage, and sales meeting analysis notifications are not shown to clients.
It emails the previous Eastern business day's completed Platform activity, including meetings booked, human replies, qualified conversations, calls, emails, unique contacts reached, and a campaign pulse. It is off by default and sends only to eligible active client users who turn on Email.
The eligible client user's SalesHive account email is the primary recipient. The active strategist assigned to that client is copied automatically. SalesHive does not duplicate the same address or copy an inactive strategist.
Daily Analytics Summary sends a separate deal-scoped email for each active client you can access. Each email opens the matching client's Dashboard for that reporting day and copies that client's active assigned strategist.
It is scheduled during the 8 AM Eastern hour on weekdays. It reports the previous Eastern business day and skips US holidays.
Yes. In the Meetings category, turn the Slack toggle off for Sales Meeting Analysis Ready. Turn it back on whenever you want Slack direct messages when AI sales-meeting analysis is ready to review.
Yes. A channel toggle saves as soon as you click it. While a save is in progress, the active toggle is temporarily disabled.
Yes. Each notification type has its own supported channel toggles, so you can configure them independently.
The page shows No notification preferences are available yet when the account has no active types to display.
Click Back to Settings above the page heading.
Hover a channel toggle to see its destination. Push sends to browsers or devices where SalesHive push notifications are enabled. Email sends to the email address on your SalesHive account. Slack sends a direct message to the matching Slack account in the connected SalesHive workspace; if your email is not in that workspace, Slack delivery cannot complete. In-App appears in your SalesHive notification feed and the Notifications bell.
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