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Getting Started with BoldDesk Notifications

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In the agent portal, notifications keep users informed about important events as they occur, ensuring they are promptly aware of updates, changes, or activities and can respond or take necessary actions on time.

To enable this feature, follow the given steps:

  1. Navigate to View Profile & Settings > Notifications.
  2. Enable the Notifications.

Notification_settings_with_toggle_option.png

Notification configurations

Users can configure notifications by:

  1. Enabling/disabling notifications for any specific event.
  2. Configuring type for any specific event.

Ticket_event_settings_with_delivery_options.png

Notification types

There are two types of notifications they include:

  1. Focused
  2. Others
Type Description
Focused Notifications in the ‘Focused’ category will automatically appear in the notification dialog as high priority by default.
Others Notifications in the ‘Others’ category will not be shown as high priority

View notifications

Users can manage notifications in the notification dialog, where the notification count appears only for unread notifications in the ‘Focused’ category, while a notification dot indicates unread notifications in the ‘Others’ category.

Bell_icon_with_unread_notifications.png

Notification_bell_with_unread_indicator.png

Manage notifications

Clicking the notification icon opens the notification dialog, which displays focused notifications by default.

Focused_tab_with_unread_chat_assignment.png

Notification categories

The following are different notification categories and their descriptions:

Type Description
All Displays all notifications, including both read and unread, across all categories.
Focused Displays all notifications, including both read and unread, from the ‘Focused’ category.
Others Display all notifications, both read and unread, from the ‘Others’ category.
Mentioned Displays notifications where you are specially mentioned.
Watching Displays all notifications where you are added as a watcher.

Notification_panel_with_categorized_tabs_and_unread_filter.png

Mark as read/unread

Notifications can be marked as read/unread by selecting the respective option or by clicking on the notification itself.

Chat_conversation_with_mark_as_read_option.png

Chat_conversation_with_mark_as_unread_option.png

Delete notification

Notifications can be deleted by selecting the delete notification option.

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Unread option

Clicking this option displays a list of all unread notifications.

Focused_tab_with_unread_filter_notification.png

Mark all as read

This option marks all notifications in the selected category as read.

Focused_tab_with_mark_all_as_read_option.png

Notifications clear options

  • Clear All - Deletes all the notifications from the selected category.
  • Clear All (Read)- Deletes only the read notifications from the selected category.

Notification_panel_with_clear_options.png

Mark all as read (All Categories)

Marks all notifications from all categories as read.

Marking_all_the_email_notifications_as_read.png

Notifications list refresh

Updates the notifications list according to the existing filters.

Notification_panel_with_refresh_option.png

Browser notifications

Browser notifications are messages delivered by websites or web applications through web browsers, even when the user is not actively browsing the site. These notifications appear as pop-ups or alerts on the user’s desktop.

To enable this feature, follow the given steps:

  1. Navigate to the personal account.
  2. Click View Profile & Settings > Notifications.
  3. Toggle the Enable Browser Notifications option.

You need to turn on the notifications toggle in the system and browser settings.

Browser_notifications_enabled_in_settings.png

Notification sound

The notification sound can be enabled and disabled in the notification settings in the agent portal.
To enable this feature, follow the below steps:

  1. Navigate to the personal account.
  2. Click View Profile & Settings > Notifications.
  3. Toggle the Enable the Sound for Browser Notification option.

Notification_settings_with_sound_enabled.png

Notification display

When the specified settings are activated, browser notifications will appear. Clicking on a notification will redirect the user to the corresponding update in a new browser tab.

Browser_push_notification_for_visitor_chat.png

For more information related to browser notification settings, refer to this link .

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