Notifications

Settings → Notifications controls what BeRocker tells you about. It is per-user: your settings do not affect anyone else on your team.

The Notifications settings page with delivery details and the event list

Notifications only fire for leads assigned to you. No assigned leads, no notifications.

The page has two tabs: Overview (the settings below) and Templates — edit the email & SMS messages your team receives for internal events (new lead, new offer, payments, orders…). Changes apply to your organization. The Templates tab works like Templates → Events: pick an event, switch Email / SMS, edit and Save changes.

Step 1 — where they go

Under Notifications channels there are two fields: an SMS number and an Email address. Fill them in and click Save. Then use Send test SMS and Send test email (send yourself a test to confirm a channel works) to confirm the destination actually receives something.

Until you save both, a yellow banner sits at the top of the page:

Add your SMS and email to start receiving notifications. Notification events only get delivered to a saved phone number and email address. Until you add and save your SMS and email, turning on the channels below won’t reach you.

Ticking event boxes before saving your contact details does nothing.

You cannot use the same number or email you already use as a customer-facing contact in Profile → User Contacts. The page refuses it — “This number is already used as a contact. Pick a different one or leave it empty.” — because your own notifications would otherwise arrive as messages from an unrecognised number and pile up in Interactions.

SMS notifications are sent through your own phone number, so they count toward usage and charges on your VoIP provider account.

Step 2 — which events

Below that is Notifications events, split into five tabs: Leads, Chats, Payments, Orders and Email Parsing. Each row is one event (its name and description under Options), and each has a tick box per channel — Email, SMS and Slack. Tick the combinations you want; each tick is saved immediately. A channel whose contact detail is not saved yet shows a greyed box — hovering says why, and clicking it offers to jump to the fields above.

Leads
Chats
Payments
Orders
Email Parsing

Event	Fires when
New Lead	A new lead enters the system. Contains basic contact information and shipping route details.
New Hot Lead	A high-priority lead is created. These require immediate attention and faster response times.
Price Issue	There is a problem with pricing in the BeRocker AI Pricing system. Manual price entry is required for this lead.
Lead Status Trigger	A lead’s status changes — for example from New to Order to Signed.

Custom Vehicle Lead (a lead with an off-dictionary vehicle, which gets no automatic quote) is an in-app alert only; it does not appear in this table.

Event	Fires when
New Message	A lead sends a new message through the chat system.
User Agree	A client confirms agreement to proceed with the service or accepts terms.
User Opt Out	A client opts out of the conversation — declines the service or asks to stop being contacted.
Reminder	A scheduled time arrives to remind staff to follow up with a specific lead.
User Wants Call	A customer requests a phone call.
Empty AI Response	The AI chat assistant cannot generate an appropriate response and needs manual intervention.
AI Final Price Request	The AI needs manual approval to give a customer a final price.

Event	Fires when
Payment Success	A payment is successfully processed and funds are received.
Payment Failed	A payment attempt fails — insufficient funds, card issues or otherwise.
Payment Refund	A refund is processed and funds are returned to the customer.
Payment Dispute	A customer opens a dispute or chargeback on a payment.
Payment Dispute Won	A dispute is resolved and the company receives the funds back.
Payment Dispute Lost	A dispute is resolved and the customer receives their money back.

Event	Fires when
New Order	A customer completes the booking process and creates a confirmed order.
New Offer	A carrier sends a new offer on a Super Dispatch / Central Dispatch load.
Offer Accepted	A carrier accepts your Super Dispatch offer — the load is now covered.
Offer Declined	A carrier declines your Super Dispatch offer. Declining a carrier’s request yourself does not fire it — that is your own action, not news.
Offer Cancelled	A carrier cancels their offer or withdraws the request it sent you.
Lb Order Cancelled	An order posted to a load board is cancelled, affecting carrier assignments.
Contract Cancelled	A signed contract is cancelled on the load board.
Picked Up Sys Notification	The vehicle has been picked up from the origin location by the carrier.
Delivered Sys Notification	The vehicle has been successfully delivered to the destination.

Event	Fires when
Email Parsed Successfully	An inbound email matches a filter and is successfully parsed into a lead.
Email Parsing Failed	An inbound email matched a filter but parsing failed and no lead could be created.

Only useful if you have email parsing switched on.

There is no Save button for events — a tick applies as soon as you make it.

What to turn on

Start narrow and add rather than starting wide and drowning:

If you are	Turn on
A broker working leads	New Lead, New Hot Lead, New Message, User Wants Call, User Agree
Handling money	Payment Failed, Payment Dispute, Payment Refund
Doing dispatch	New Offer, Offer Accepted, Picked Up Sys Notification, Delivered Sys Notification
Watching the AI	Empty AI Response, AI Final Price Request, Price Issue

If you find yourself ignoring notifications, that is the signal to turn some off — not to try harder. An alert you ignore is worse than no alert.

Troubleshooting

Symptom	Fix
Nothing arrives	Did you Save your SMS number and email address? Ticking events alone does nothing. Then use Send test SMS / Send test email.
A channel box is greyed out	That channel’s number or email is not saved yet. Hover it for the reason; click it to jump to the fields.
Too many	Untick event types. Payments and Orders are usually the noisy ones for a broker.
Only some events arrive	Those events are unticked on that channel, or the lead is not assigned to you.
Slack column does nothing	Slack has to be connected for your organization first.

Personal

Account

CRM settings

Step 1 — where they go

Step 2 — which events

What to turn on

Troubleshooting

Video walkthrough

Profile

Templates

​Step 1 — where they go

​Step 2 — which events

​What to turn on

​Troubleshooting

​Video walkthrough

​Related

Profile

Templates

Step 1 — where they go

Step 2 — which events

What to turn on

Troubleshooting

Video walkthrough

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