> ## Documentation Index
> Fetch the complete documentation index at: https://terrascout.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Notifications

> Stay informed with in-app and email notifications

<Frame>
  <img src="https://cdn.ploti.ai/static/notifications.webp" alt="Notifications" />
</Frame>

Ploti keeps you informed about activity on your deals without overwhelming you. Get notified when things change on leads and projects you care about—in the app and via email.

## How Notifications Work

When something happens on a lead or project you're subscribed to, Ploti:

1. Creates an **in-app notification** visible in your Inbox
2. Batches activity over 5 minutes, then sends a single **email digest** (if enabled)

This approach keeps you informed without flooding your inbox with individual emails for every change.

## What Triggers Notifications

You'll get notified about:

* **Assignments** — When you're assigned to a lead or added to a project
* **Status changes** — When a lead or project status updates
* **Comments** — New comments, replies, and mentions
* **Field updates** — Changes to priority, dates, financials, etc.

## Subscriptions

You only receive notifications for leads and projects you're **subscribed** to. This keeps your inbox focused on what matters to you.

### Automatic Subscriptions

You're automatically subscribed when you:

* **Create** a lead or project
* **Are assigned** to a lead
* **Are added** as a project member
* **Are mentioned** in a comment

### Manual Subscriptions

Subscribe to any lead or project you want to follow:

1. Open the lead or project
2. Click the **Subscribe** button or find the subscribers dropdown
3. Toggle your subscription on

To unsubscribe, toggle it off. You'll stop receiving notifications for that entity.

### Managing Subscribers

If you have permission, you can manage who's subscribed:

1. Open the subscribers dropdown
2. See all current subscribers
3. Add or remove team members
4. Assigned users cannot be unsubscribed (they're always notified)

## In-App Notifications

### The Inbox

Access your notifications from the **Inbox** in the main navigation. The Inbox shows:

* All notifications from the last 30 days
* Unread notifications highlighted with a blue indicator
* Who triggered the notification (with avatar)
* What happened (status change, comment, etc.)
* Preview of the content
* When it happened

Click any notification to:

* Mark it as read
* Navigate directly to the lead or project

### Filtering Notifications

Filter your Inbox by type (mentions, assignments, comments), by team or project, or by priority. You can also show/hide read notifications and change the sort order.

### Mark as Read

* **Individual**: Click a notification to mark it as read
* **Bulk**: Use "Mark all as read" to clear your unread count

## Email Notifications

<Frame>
  <img src="https://cdn.ploti.ai/static/notification-email.webp" alt="Email Notification" />
</Frame>

### Smart Batching

Ploti batches notifications to avoid email overload:

1. Activity happens on a lead or project
2. System waits 5 minutes to collect related notifications
3. One email is sent with all updates bundled together

This means if there's a flurry of activity—multiple comments, status changes, etc.—you get one organized email instead of ten separate ones.

### Email Content

Each email includes:

* **Subject**: Clear indication of the entity and number of updates
* **Entity header**: Lead or project name
* **Activity list**: Each notification with who, what, and when
* **Action buttons**: Direct links to view the lead or project
* **Preferences link**: Quick access to manage your notification settings

## Email Preferences

Control which notifications you receive via email from **Settings → Preferences**. You can toggle each notification type on or off:

* Assignments
* Status changes
* Comments
* Field updates

These settings only affect emails—you'll still see all notifications in your Inbox.

## Best Practices

<CardGroup cols={2}>
  <Card title="Subscribe Strategically" icon="bell">
    Subscribe to deals you need to monitor, even if you're not assigned. Unsubscribe from deals you no longer need to follow.
  </Card>

  <Card title="Use Mentions" icon="at">
    Mention team members in comments to notify them directly and auto-subscribe them to the conversation.
  </Card>

  <Card title="Configure Preferences" icon="gear">
    Turn off notification types you don't need via email. You'll still see them in-app.
  </Card>

  <Card title="Check Your Inbox" icon="inbox">
    Make a habit of reviewing your Inbox to stay on top of deal activity.
  </Card>
</CardGroup>

Notifications ensure you never miss important updates while respecting your attention. Subscribe to what matters, configure your preferences, and let Ploti keep you informed.
