Agency Notifications
Configure internal alerts for billing events, intake milestones, and delivery problems
What Agency Notifications Are For
Agency notifications are internal alerts for your team. They help operators know when something important happens without needing to constantly refresh the portal.
Good notifications surface events that need attention. Bad notifications create noise. The goal is to keep the signal high.
Common Event Types
| Event key | What it means |
|---|---|
billing.money_received | A payment was received |
website_day.intake_submitted | A Website-Day client finished intake |
website_day.human_review | A workflow reached a point where a person should review it |
website_day.build_failed | A Website-Day build or delivery step failed |
Basic Setup
Go to Settings -> Notifications and choose how your team should hear about important events.
Email alerts
Use email when:
- multiple team members need the same notice
- the event is important but not urgent to the minute
- you want a cleaner searchable record in inboxes
SMS alerts
Use SMS when:
- the issue is time-sensitive
- one main operator needs to know quickly
- the workflow should not wait for someone to check email
SMS alerts should be used carefully. If too many low-value events trigger texts, people start ignoring them.
Good Notification Hygiene
A strong setup usually looks like this:
- only important event types are enabled
- the right people are attached to the right channel
- test messages are run after changes
- the team agrees on who owns each alert type
Testing the Setup
Use the test action in the notifications area after you:
- add new recipients
- change the sending number
- update provider credentials
- change deployment environment settings
You want to verify both delivery and ownership, not just whether one message can be sent.
Behind the Scenes
At a high level:
- A platform event happens.
- The notification system checks whether that event is enabled.
- The system sends the alert through email, SMS, or both.
- Delivery attempts are recorded for review.
Troubleshooting
| Problem | What to check |
|---|---|
| No email arrives | Verify the provider setup, sender details, and recipient list. |
| No SMS arrives | Confirm the sending number can send messages and the destination number is correct. |
| Too many alerts | Trim the event list and remove low-value notification types. |
| Alerts arrive but nobody acts on them | The ownership model is unclear, not the sending system. |
Operator Advice
The best notification setup is the one your team actually trusts. If an alert matters, someone should know what they are expected to do when it lands.