Conversation alerts are personal emails about processed conversations. Each alert is a set of conversation criteria with one or more frequencies, and each user manages their own under My Profile > Notifications. For notifications to a team, a Slack channel or a group address, use workflows instead (see "Workflows (Automation)").

If nothing matched in a period, no digest is sent. Digest times are fixed. If a conversation matches more than one of your alerts, you are emailed about it once.

Open My Profile > Notifications (select your name at the bottom of the left-hand menu) and tick the frequencies for each alert under Conversation alerts. Changes save as you tick them.

Every user starts with one alert, for conversations they took part in, set to Immediately. You can change its frequencies but not its criteria, and you can't delete it. Clear every frequency to stop receiving it.

Select Add new alert, then the pencil icon to set criteria, such as conversation details, participants and their roles, CRM account fields and CRM lists. A new alert has no frequency ticked and sends nothing until you choose one.

To remove an alert you added, select the bin icon and confirm Delete conversation segment.

If you aren't receiving alerts, check that a frequency is ticked on My Profile > Notifications, that the alert's criteria aren't too narrow, and your spam folder or email filters. Alert emails include a link to manage your notification settings.

Alerts only cover conversations you have permission to view.