Notifications

Your Shadow tells you when something needs you: a draft is ready to approve, a buyer asked for a human, a deal is slipping. Settings → My Shadow → Notifications decides which of those reach you outside Shadows, and where. These preferences are personal; changing them never affects a teammate.

Screenshot coming soonThe Notifications card with six groups and their channel chips

How it’s organised

Events are sorted into groups, most urgent first. You set channels per group, and you can switch individual events on or off inside a group.

Group	What it covers	Examples
Approvals & asks	Someone is waiting on your decision.	Draft ready to approve, Buyer requested a human, Buyer named their price, Discount needs your approval
Deal risk	A deal is slipping, but nobody is blocked on you.	Competitor named, Champion went quiet / at risk, Close date passed, Stalled / slip risk
Buyer activity	A buyer did something; nothing is required of you.	New stakeholder in the room, Buyer booked a meeting, Invite link still unopened
Wins & losses	A deal reached its end.	Deal signed — Closed-Won, Checkout completed in the Deal Room, Deal lost — Closed-Lost
You & your team	People and deliveries rather than one deal’s progress.	@mention on a deal, Task assigned to you, Outbound email bounced
Insights	Something new in your Revenue dashboard insights queue.	New finding in your Insights queue

You only see events that apply to your role. Events meant for Managers and Admins, such as Discount needs your approval or A rep escalated a deal at risk, carry an ADMIN tag.

Channels

Each group has a row of channel chips:

• Email — on by default for every group. Click the chip to switch email off for that group.
• Slack, Teams, WhatsApp — on by default for every group except Insights, which is opt-in. They only deliver once you’ve connected that app (see Profile). A dashed chip means the app isn’t connected yet; hover it to see whether it will start delivering as soon as you connect.

Everything also shows up inside Shadows regardless of these choices: in the deal’s Activity tab, the Flags rail, the sidebar badges and the approval queue. If you switch email and every app off for a group, the row says so: that group only shows up inside Shadows.

Caution

Lost deals are the one exception. If you’ve switched email off for Wins & losses and none of your other channels reaches you, a lost deal still emails you. The card says so beside the group.

Change your preferences

1. Go to Settings → My Shadow and scroll to Notifications.
2. Click the channel chips on a group to turn each channel on or off.
3. Click the event count on a group (for example “6 events”) to expand it, then click On or Off beside any event you don’t want at all. An event that’s off sends nothing on any channel.
4. Click Save preferences.

To go back to the standard settings, click Reset to defaults, then save.

Not covered here

• Your Daily Shadow Digest has its own settings on the same page. See My Shadow.
• Account emails such as password resets, team invites and sign-in codes are always sent; they aren’t notifications.