Notifications, Emails & In-App Announcements
Understand what alerts clients receive across onboarding, low balance, billing, and suspensions, how sub-org bell inheritance works, and how scheduled digests and announcements operate.
Notifications, Emails & In-App Announcements
Talkar separates automated client alerts, customizable low-balance preferences, scheduled performance digests, and platform-wide fleet announcements so client stakeholders stay informed without getting flooded during setup.
1. In-App Notification Bell & Sub-Org Inheritance
Authenticated dashboard users see an in-app Notification Bell polling every 60s, capping the unread badge at 9+, and fetching up to limit=50 items (no backend offset pagination) across all 10 notification categories:
success, warning, critical, update, maintenance, info, billing, support, general, and error.
Master & Sub-Organization Fleet Rules
- Critical Alert Inheritance: Sub-organizations automatically see their Master Organization's shared
warning,critical, andbillingalerts alongside their own workspace alerts (deduplicated cleanly in the feed). - Isolated Dismissal: Sub-organizations can mark their own notifications as read or delete them, but cannot clear or delete inherited Master Organization alerts.
- Cascaded Critical Pushes: High-priority wallet events—low balance, service paused at
<= ₹500, auto-recharge failures, and account suspensions—explicitly push copies to both the master account and all sub-orgs in that fleet.
2. Pre-Live Suppression ("Building Stage" Guard)
While a client's workspace is still being built or reviewed, automated billing or tier notifications can confuse stakeholders who haven't launched an agent yet.
During any pre-live building stage (pending_approval, under_review, info_requested, approved, agent_building), Talkar automatically suppresses:
- Tier upgrade notifications
- Promotional / manual credit granted notifications
- External Automation API
/notifydispatches
(Once the client transitions to pending_deposit or active, normal alerting resumes.)
3. Customer Notification & Scheduled Report Preferences
Inside Organization Settings, each client configures notification thresholds and scheduled reports:
Notification Preferences vs. Post-Call Thresholds
| Trigger Path | Threshold & Channels | Behavior |
|---|---|---|
| Post-Call Low-Balance Check | Hardcoded < ₹1,500 -> Email (+CC) + In-App (or In-App only if muted) | Runs after billable call deductions and warns immediately if balance drops under ₹1,500. |
| Hourly Wallet Scan | Customer-configured Low-Balance Alert Threshold (₹500 – ₹50,000, default ₹1,500) -> Email (+CC) (or In-App only if muted) | Scans master wallets hourly against the client's custom threshold. |
| Finance / Ops CC Email | Optional email (must differ from primary contact) | Automatically CC'd on low-balance warnings and top-up confirmation receipts. |
| Email Notifications Toggle | Default: On | Muting emails suppresses low-balance warning emails (switching them to in-app bell alerts). Critical alerts (service paused, suspended, top-up receipts) still deliver. |
| 24-Hour Anti-Spam Cooldown | Enforced per Master Org | Both low-balance and service-paused (<= ₹500) alerts enforce a strict 24-hour cooldown so concurrent calls never flood client inboxes. |
Scheduled Performance Reports & PATCH Gotcha
- Cadence & Delivery: Clients can enable Daily, Weekly (Monday), or Monthly (1st of month) analytics digests sent at
08:00 AM IST, plus an immediate[PREVIEW]test report. - Important Settings Overwrite Caution:
PATCH /customers/by-org/{org_id}/report-settings(proxied in the UI BFF at/api/talkar/customers/by-org/{org_id}/report-settings) writes the fullreport_settingsJSON object using only the 5 report keys (enabled, cadence, recipients, etc.). If an integration or admin panel calls/report-settingsdirectly, preserve or re-save notification threshold preferences so custom alert settings aren't wiped by partial updates.
4. Complete Client Alert & Fleet Announcement Catalog
| Alert / Event | Channels Sent | Trigger & Notes |
|---|---|---|
| Onboarding Review Outcomes | Email (+ In-App on Rejected) | Covers Application Approved (Email), Info Requested (Email), and Application Rejected (Email + In-App warning, 30-day reapply cooldown). |
| Agent Ready / Deposit Activation | Fires when agents launch (Your Talkar Agent is Live! / pending_deposit prompt) and upon deposit completion. | |
| Wallet Top-Up Succeeded | Email (+CC) + In-App | Includes direct link to the generated GST invoice (INV-YYYY-XXXXXX). |
| Low Balance Warning | Email (+CC) / In-App | < ₹1,500 post-call or < custom threshold hourly; 24h cooldown. |
Service Paused (<= ₹500) | Email + In-App | Alerts master + sub-orgs immediately when calls block; 24h cooldown. |
| Day-7 Onboarding Reminder & Day-45 Churned Closure | Email (Email only) | Day-7 email ("Complete your Talkar Setup") reminds pending_approval signups who haven't submitted their onboarding form; Day-45 email ("Account Closed") fires when 45+ days suspended transitions to churned + DID release. |
| Auto-Recharge Failed | Email + In-App | Alerts on attempt 1 & 2 failures, plus distinct deactivation notice when disabled after 3 failures. |
| Tier Upgrade Approved / Denied | Email / In-App | Confirms tier upgrades (active/pending_deposit only) or communicates denial reasons. |
| DID Request Approved / Denied / Billed | Email + In-App | Fired on number assignment, initial charge beyond free quota, and 30-day renewal. |
| Account Suspended | Email + In-App | Reason-aware copy (zero_balance shows Top-Up CTA; policy_violation / fraud shows appeal path). |
| Support Ticket Replied & Admin Test Alert | Email / In-App | Notifies client when support replies; admins can fire diagnostic test alerts via /admin / Automation API. |
| Fleet Announcements | In-App and/or Email | Uses commit-before-SMTP safety (committed before mass mail), supports immediate or UTC-scheduled delivery to active, agent_building, and approved orgs, uses category subject prefixes, and supports cancellation via POST /admin/announcements/{id}/cancel. |
Workflow Versions, Publishing & Call Logs
Manage draft vs. published agent versions safely, manage Custom Recordings, test via WebRTC, text chat, or phone/SIP, configure Public Web Embeds, and inspect transcripts and dispositions.
Wallet, DID Leases & Razorpay Billing
Understand prepaid shared fleet wallets, pre-call reserve math, whole-minute ceiling billing, Razorpay auto-recharge mandates, GST invoices, and DID 30-day lease cycles.