Notifications.
When a lead comes in, you can route alerts to wherever your team actually monitors — Slack, Microsoft Teams, or email.
The two events
| Event | When |
|---|---|
p05.high_score_lead | Every captured lead, after it’s been scored (regardless of score — the subject line includes the score and a 🔥/✅/📋 badge so you can triage) |
p05.hot_lead_booked | Lead actually booked a meeting via Calendly |
Adding a channel
Top nav → Settings → Notifications. The Channels section already shows an Email entry — auto-configured to your account owner address, there’s no Add Email button.
To add a webhook channel, click + Add Slack channel or + Add Teams channel:
| Channel | What to paste |
|---|---|
| Slack | Incoming Webhook URL from your Slack app |
| Microsoft Teams | Classic Incoming Webhook URL or Power Automate Workflow webhook URL |
After the channel is added, click the Test button on its row to verify wiring.
Subscribing to events
Once a channel is connected, find the p05.high_score_lead and p05.hot_lead_booked rows in the toggle grid and flip them on for the channels you want.
What the alerts contain
- Slack/Teams — Block Kit / MessageCard with lead name, email, score, score reasoning, and a link to the Sales Assistant dashboard, where you can click the lead row to read the transcript.
- Email — same content as the legacy lead-alert email format.
Default email behaviour
The Email channel is auto-created against your account owner address the first time you open Settings → Notifications (or the first time any alert dispatches), with default-on subscriptions for both events.
Webhook channels you add layer on top — they don’t replace the email default. If you want to silence email alerts, toggle off the email row in the subscription grid; deleting the email channel itself isn’t supported.
Auto-revoke
If a webhook URL becomes invalid (channel deleted, app removed, returns 404/410), the system auto-marks it inactive and emails you. Re-add it whenever convenient.