How to choose which alerts to receive
Choose, by type, which alerts Cognizy sends you: customer messages, approvals, tasks, sales, and billing.
1 min readBasicUpdated on November 12, 2026
Video lesson coming soon. For now, follow the steps below.
You decide what deserves an alert. You can keep on only what needs your action, like a customer waiting or an approval, and turn off the rest.
Before you start
- The choice applies to your account, on every device where you use Cognizy.
Step by step
- Step 1:
On the Today tab, tap the circle with your company's initials, in the top corner.
- Step 2:
In Profile, tap Alerts.
- Step 3:
In What to alert, each row is a type of alert, with an explanation of when it arrives. Tap the switch on the right to turn it on or off.
- Step 4:
Scroll down to see the other types, like Sales and Billing and credits, and keep on only what you want to receive. The change takes effect right away.
How to check it worked
The switches stay the way you left them, and alerts for the types you turned off stop arriving.
If something goes wrong
I turned on the types, but no alert arrives on the phone.
Alerts need to be turned on on this device. Check the On this phone block, at the top of the same screen.
Next step
Turn on alerts on this phone, if you haven't already.
Sign in with your Cognizy account to save your progress.
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