Aptly allows each user to control the notifications they receive from AI agents.
Notifications are managed individually, meaning each team member can customize their own preferences based on their role and responsibilities.
How to Access AI Agent Notification Settings
- Open My Settings.
- Select Notifications.
- Use Select an area to choose the AI agent whose notifications you want to manage.
Customizing Notifications Per AI Agent
Notification settings are organized by individual AI agent.
For each AI agent, you can choose which notifications you want to receive.
The Notify me when... rows are:
- Notifies a user when a contact interacting with an AI agent leaves a comment or requests more information.
- Notifies a user when an AI agent handles a call.
- Notifies a user when an AI agent handles a tour request.
- Notifies a user when an AI agent creates a card from a call.
- Notifies a user when a contact talking to an AI agent requests human assistance.
- Notifies a user when an AI agent conversation is handed off to a human or hits a throttling limit.
- Notifies a user when an AI agent finishes a conversation (resolved or abandoned).
Use the available checkboxes to choose notifications for the selected agent in each delivery channel:
- Notification Center — In App Only
- Desktop / Browser — Google Chrome Only
- Mobile App — Push Notifications
Each delivery channel also has All and None controls.
What’s Included in AI Agent Email Notifications
When you enable AI agent email notifications, the email will include detailed information so you can quickly understand what occurred without needing to immediately log in.
AI agent notification emails typically include:
- Contact name
- Phone number
- Call category
- Any comments left
- Call summary
- Full conversation transcript
Depending on the situation, the email will also include:
- A link to view the related card (if one was created or updated)
- A link to view the call log to access the full conversation
This ensures you can quickly review the interaction and take action if needed.
Understanding Notification Types
The following descriptions cover common notification types:
New Comment from a Contact
You’ll receive this notification when a contact leaves a comment during or after an AI interaction. This is helpful for monitoring follow-up questions or additional information provided by the caller.
Call Handled by AI Agent
This notifies you when the AI agent fully manages a call. It allows you to stay informed about AI activity without needing to manually review logs.
Tour Request Handled by AI Agent
You’ll receive this when the AI agent processes a tour request. This ensures your leasing team stays aware of scheduled or requested tours.
Card Created by AI Agent
If the AI creates a new card during a conversation (such as a lead or work order), you’ll be notified and can quickly review the new entry.
Human Assistance Requested
This notification is triggered when the AI agent escalates a call and requests human intervention. This is especially important for ensuring timely follow-up.
Why Notification Control Matters
AI agents can handle a high volume of interactions. Customizing your notifications allows you to:
- Avoid unnecessary email noise
- Focus only on interactions relevant to your role
- Quickly respond to escalations
- Stay informed about AI performance
Because settings are managed per user, each team member can tailor their notification experience independently.
Summary
To manage AI agent notifications:
- Go to My Settings → Notifications
- Choose an AI agent under Select an area
- Choose the available event notifications for each delivery channel
Each notification provides detailed call information, transcripts, and direct links to cards or call logs—so you can stay informed and take action when needed.