🔔 Notifications Settings

The Notifications page lets you control when and how Piper keeps you informed about meetings, agent activity, and important CRM events. It’s designed to ensure you get the right insights at the right time—without unnecessary noise.

📅 Per Meetings

Configure notifications related to your calls and meetings:

• Prep Call

  Get notified before a meeting with a short summary and suggested actions.

• Post Call

  Receive a recap after the meeting with key insights and next steps.

• Upcoming features (Coming Soon)

  • Deals with pending actions
  • External sharing (notes, transcripts, recordings)
  • Errors or recording alerts

You can choose where to receive each notification (in-app, email, or chat) and who it’s sent to.

🤖 Per Agent Executions

Manage alerts related to Piper’s AI Agents:

• Any agent scheduled for you

  Get notified when an Agent is scheduled and a chat becomes available.

• Your agent scheduled for another team member

  Stay informed when your Agent supports someone else on your team.

(Some options may be locked depending on permissions or plan.)

🎯 Why this matters

These settings help you:

• Stay prepared before meetings