Help Center
Customising your workspace6 min read

Choose what Exabloom notifies you about

Get pinged when a lead is handed to you, a teammate @mentions you, or WhatsApp disconnects, and nothing you don’t need. This guide shows where the switches are, where each notification lands, and how an admin can lock one on for the whole team.
Start here

What you can be notified about

Exabloom can tell you about five things. Each one has two switches, In-app and Email, and everything starts switched on. Most people never need to change anything. Come here when something is too noisy, or when you want to be sure you never miss one.

  • Channel disconnection alert - your WhatsApp number disconnected, so customers can’t reach your Inbox until it’s reconnected.
  • Lead assignment - a teammate made you the owner of a lead.
  • Contact assignment - a teammate assigned you to a contact.
  • Note mention - a teammate @mentioned you in an internal note.
  • Win-back approvals - a win-back program has messages waiting for someone to approve. You only see this row if your workspace uses Win-back.

One thing to know before you start: today, not every switch has something behind it. This is what each one actually sends:

NotificationIn-app switchEmail switch
Channel disconnection alertNothing yetEmail
Lead assignmentBellNothing yet
Contact assignmentBellNothing yet
Note mentionBellNothing yet
Win-back approvalsBellNothing yet
In-app means the bell at the top of your sidebar. Email means an email to the address you log in with.
Some switches do nothing yet
The Email switch only sends something for the Channel disconnection alert, and that alert only comes by email, never in the bell. The other combinations are there so they’re ready when those notifications are added, but switching them on sends nothing today.
Setup

Open your notification settings

Anyone on the team can do this. It takes two clicks from anywhere in the app.

1

Click Settings

app.exabloom.com/conversations
BMBright MindsOrchard
Inbox
Leads
Calendars
Contacts
Bulk Actions
Win-back
Workflows
Analytics
Forms
1
Settings
Inbox
Mei Ling Tan
Daniel Koh
Priya S.
Aaron Lim
Nurul A.
① Settings is at the very bottom of the left sidebar, below Forms.
2

Click Notifications

app.exabloom.com/settings/notifications
BMBright MindsOrchard
Inbox
Leads
Calendars
Contacts
Bulk Actions
Win-back
Workflows
Analytics
Forms
Settings
Settings
General
Profile
Workspace
User Management
Audit Logs
Communication
Social Channels
Quick Replies
Availability
1
Notifications
Logout
Notification Preferences

Control how you receive notifications. In-app banners for critical alerts are always shown.

Your Notification Preferences
These settings apply to your account only. You are viewing as Aisha Tan.
Notification typeIn-appEmail
Channel disconnection alertReceive a notification when a connected social channel (e.g. WhatsApp) is disconnected.
Lead assignmentReceive a notification when a teammate assigns you to a lead.
Contact assignmentReceive a notification when a teammate assigns you to a contact.
Note mentionReceive a notification when a teammate @mentions you in an internal note.
Win-back approvalsReceive a notification when a win-back program has messages waiting for approval.
① Notifications is the last item under Communication, in the Settings column that opens. Your own switches are at the top of the page.

Turn a notification on or off

Click a switch. That’s it: it saves the moment you click, and a small Notification setting updated message confirms it. There is no Save button on this part of the page.

app.exabloom.com/settings/notifications
BMBright MindsOrchard
Inbox
Leads
Calendars
Contacts
Bulk Actions
Win-back
Workflows
Analytics
Forms
Settings
Settings
General
Profile
Workspace
User Management
Audit Logs
Communication
Social Channels
Quick Replies
Availability
Notifications
Logout
Notification Preferences

Control how you receive notifications. In-app banners for critical alerts are always shown.

Your Notification Preferences
These settings apply to your account only. You are viewing as Aisha Tan.
Notification typeIn-appEmail
Channel disconnection alertReceive a notification when a connected social channel (e.g. WhatsApp) is disconnected.
Lead assignmentReceive a notification when a teammate assigns you to a lead.1
Contact assignmentReceive a notification when a teammate assigns you to a contact.
Note mentionReceive a notification when a teammate @mentions you in an internal note.
Win-back approvalsReceive a notification when a win-back program has messages waiting for approval.
① Each row has its own In-app and Email switch. Violet means on. Here, Lead assignment’s In-app switch is the one that turns off the bell for new leads handed to you.

Your switches only change what you receive. The card reminds you whose settings you are looking at: “You are viewing as …” with your name.

A sensible setup
Leave everything on for your first few weeks. If the bell gets noisy, turn off the one row that is causing it rather than ignoring the bell altogether. Keep the Channel disconnection alert on unless someone else on your team owns reconnecting WhatsApp.

Where notifications show up

In-app notifications collect behind the bell at the top of your left sidebar, next to your business name. A small red dot on the bell means something is unread.

app.exabloom.com/conversations
BMBright MindsOrchard
Inbox
Leads
Calendars
Contacts
Bulk Actions
Win-back
Workflows
Analytics
Forms
Settings
1
Inbox
Mei Ling Tan
Daniel Koh
Priya S.
Aaron Lim
Nurul A.
Notifications Mark all as read
DDaniel Koh assigned you to P5 Maths enquiry5m ago
PPriya S. mentioned you in a note on Mei Ling Tan3h ago
3 messages are waiting for your approval in Trial no-shows2d ago
2View all notifications
① The bell, beside your business name. The red dot means unread. ② View all notifications opens the full list on its own page.

Click a notification to go straight to the lead or conversation it is about. Mark all as read clears the dot. The full page (View all notifications) has All and Unread tabs, and tells you if a lead you were assigned has since been handed to someone else (“No longer assigned to you”) or deleted.

The Channel disconnection alert arrives as an email instead, with the subject 🚨 WhatsApp Business Disconnected - Exabloom (or 🚨 WhatsApp Disconnected - Exabloom) and a Reconnect WhatsApp button. On a regular WhatsApp number, the same switch also sends the good-news email, 🟢 WhatsApp Connected - Exabloom, once it’s back.

Some alerts can’t be switched off
The page says it plainly: “In-app banners for critical alerts are always shown.” For example, the red banner at the top of the app when WhatsApp disconnects is not controlled by any switch here.
Advanced · admins only

Enforce a setting for the team

Skip this unless you run the workspace. Sometimes a notification is too important to leave to personal choice: you may want every manager to get the WhatsApp disconnection email, whatever they chose. Workspace Admins get a second card on the same page, Organisation Notification Settings, below everyone’s own switches.

Each notification and channel can be set to one of three things:

  • No override - the default. Everyone keeps their own switch.
  • Force on - the people you choose get it, even if they switched it off.
  • Force off - the people you choose never get it, even if they switched it on.
1

Open the override for one notification

Scroll to the bottom of Settings → Notifications. Each row shows its current policy as a small pill, one per channel.

app.exabloom.com/settings/notifications
BMBright MindsOrchard
Inbox
Leads
Calendars
Contacts
Bulk Actions
Win-back
Workflows
Analytics
Forms
Settings
Settings
General
Profile
Workspace
User Management
Audit Logs
Communication
Social Channels
Quick Replies
Availability
Notifications
Logout
Win-back approvalsReceive a notification when a win-back program has messages waiting for approval.
Organisation Notification Settings
Force notifications on or off for all or selected users. This overrides their individual preferences.
Notification type In-app Email
Channel disconnection alertNo overrideForce on
Lead assignmentNo override1No override
Contact assignmentNo overrideNo override
Note mentionNo overrideNo override
Win-back approvalsNo overrideNo override
① Click the pill for the notification and channel you want to change. Here, Lead assignment’s Email pill. The violet pill on the first row shows a Force on that is already set.
2

Choose the policy and who it applies to

app.exabloom.com/settings/notifications
BMBright MindsOrchard
Inbox
Leads
Calendars
Contacts
Bulk Actions
Win-back
Workflows
Analytics
Forms
Settings
Settings
General
Profile
Workspace
User Management
Audit Logs
Communication
Social Channels
Quick Replies
Availability
Notifications
Logout
Win-back approvalsReceive a notification when a win-back program has messages waiting for approval.
Organisation Notification Settings
Force notifications on or off for all or selected users. This overrides their individual preferences.
Notification type In-app Email
Channel disconnection alertNo overrideForce on
Lead assignmentNo overrideNo override
Contact assignmentNo overrideNo override
Note mentionNo overrideNo override
Win-back approvalsNo overrideNo override
EmailLead assignment
Override
2Force on
Applies to
3All usersSpecific users
Cancel
4Save
② Pick Force on or Force off under Override. ③ Choose All users, or Specific users to name people. ④ Save. Cancel or the X leaves everything as it was.

With Specific users, a search box appears. Type a name, pick people from the list, and Save. Everyone you didn’t pick keeps their own switch. You can’t save a specific-users override with nobody in it: the page says “Select at least one user to save.”

All usersSpecific users
Select users
Daniel Koh Search users...
PSPriya Sharmapriya@brightminds.sgAgent
ALAaron Limaaron@brightminds.sgAdmin
Specific users, zoomed in. Search, then click a name to add it. The × on a name takes it off again.
3

What your team sees

On each affected person’s own card, the switch fades and can’t be clicked, and an amber note appears under the row. The switch shows what they will actually get: violet for on, grey for off.

Notification typeIn-appEmail
Channel disconnection alertReceive a notification when a connected social channel (e.g. WhatsApp) is disconnected.
Your admin has enforced one or more notification settings. Locked settings cannot be changed.
A teammate’s view of a Force on for the disconnection email. The Email switch is locked on.

Once an override names specific people, an amber reminder sits at the bottom of your admin card too: “Affected users will see their toggles as locked with a note explaining their admin has enforced this setting.”

Their own choice is remembered underneath. Set the policy back to No override and their switch goes back to exactly how they left it.

Team admins see this card but can’t use it
Only the workspace Admin role can change organisation settings. A team admin sees the card, but it shows “Failed to load workspace settings. Please refresh the page.” Refreshing won’t fix it; ask a workspace Admin.
Before you go

Good to know & pitfalls

  • Everything starts on. A new teammate gets every notification until they switch one off, so nobody misses anything on day one.
  • In-app and Email are separate switches. Turning one off never touches the other.
  • You’re never notified about yourself. Assigning a lead to yourself, or @mentioning yourself, sends nothing.
  • An @mention is its own notification. Being @mentioned in a note gives you access to that contact and sends a Note mention, not a Contact assignment. To quiet mentions, switch off Note mention.
  • Win-back approvals go to everyone who can open Win-back, not only whoever set the program up.
  • Only WhatsApp disconnections send an email. Other channels dropping don’t trigger the alert.
  • A locked switch doesn’t say which way it’s forced. Read the switch itself: violet means you’ll get it, grey means you won’t.

Need a hand?

Our Singapore-based team is one message away - happy to help you get set up.