Smart Notifications — Alivo
Platform Feature

Notifications at
the Right Time.
To the Right People.

The right person gets pinged when something actually needs a human — without everyone getting spammed on every text.

Leads Appointments Emergencies Reminders Documents Per-User Prefs
Notification Center
Live
🔥
Lead
AppSMS
Mike T. — Angi.com · Storm Damage
Assigned to Sarah R. · Rep notified
Just now
🚨
Emergency
AppSMSEmail
Lisa M. — Active leak, water damage
Contact owner + dispatcher alerted
2 min ago
💬
Needs Help
App
Wants to speak to someone — James K.
Rep notified · Ready to take over
5 min ago
📅
Appointment
AppSMS
Inspection confirmed — 4521 Maple Dr
Tomorrow, 10:00 AM · John M.
12 min ago
🏆
Milestone
AppEmail
Monthly close rate target reached
Notified: Owner · Sales Manager
18 min ago
14+
Distinct notification
types supported
0
Spam — users only see
what they configured
3
Delivery channels —
In-App, SMS & Email
100%
Preset & ready —
no custom setup required

Signal Over Noise.

Most tools notify everyone about everything. Alivo routes the right alert to the right person — and stays quiet for everyone else.

🧉

Owners Stay Out of the Weeds

You don't need a ping every time a lead texts back. Configure your preferences to only hear about the moments that actually need you — milestones, emergencies, and key business events.

Reps Never Miss a Hot Lead

When a hot lead replies or a new lead arrives, they get a real-time notification — in the app, by text, or both — so no opportunity falls through the cracks.

📍

Dispatch Knows the Moment a Job Moves

Appointment booked? Document signed? A photo received? The right person gets notified instantly — not after someone checks the CRM manually.

Every Notification Type, Covered.

Each user sets their own preferences by category — with optional delivery via in-app, SMS, or email. Turn each one on or off independently.

🔥
Leads & Conversations

Stay on top of every new lead the moment it arrives, get notified when a contact replies, and know instantly when a call or voicemail comes in and needs attention.

🚨
Urgent & Important

Be the first to know when an emergency needs immediate action, when someone asks to speak with a person, or when a key milestone has been reached.

📅
Appointments & Scheduling

Get notified the moment an appointment is booked and stay in sync through any changes — reschedules, cancellations, and confirmations all covered.

📁
Operations

Know when documents are signed, photos come in, and key actions move through your pipeline — without anyone having to check manually or relay the update.

The Right Person Gets the Ping.

Notifications don't blast the whole team — they route to the right person based on how your organization is structured. No configuration required on a per-notification basis.

  • 🏢
    Company access enforced — Users only see notifications relevant to their company or organization. No cross-team noise on shared accounts.
  • 👤
    Contact owner routing — A notification tied to a contact goes to that contact's assigned owner — not the entire team.
  • Task assignee routing — When a task is created, only the person it's assigned to gets notified — not every manager on the floor.
  • 📲
    Per-user delivery preferences — Each team member independently chooses in-app, SMS, email, or off for every notification category.
⚙ Notification Preferences
Sarah R. · Sales Rep
Leads & Incoming Calls
AppSMS
Appointments & Scheduling
AppSMS
Urgent & Emergencies
AppSMSEmail
Operations & Documents
Email
Conversation Replies
Off

Preset Notifications. Personalized Per Person.

Alivo comes with a complete set of built-in notification types — no custom setup required. Every user simply decides which ones they want to receive and how they want to get them.

How It Works — Appointment Booked
When an appointment is booked through Alivo, the system automatically fires a built-in notification — instantly reaching every team member who has it turned on, through whatever channel they prefer.
📅
System Event
Appointment booked via Alivo
🔔
Notification Fires
Appointment notification fires automatically
👤
Per-User Delivery
Each team member receives it based on their own settings
Delivered via: 📱 In-App 💬 SMS 💌 Email
💡
Ready the moment you go live. Every notification type in Alivo is built in from day one. There's nothing to configure at the system level — each team member simply opens their preferences, selects what they want to be notified about, and chooses how they want to receive it. That's it.

Who Gets Pinged — and When.

Here's how Alivo's notification system plays out for every role on your team, every single day.

Business Owner
"I want to know when something important happens — not every single message."
Configure your preferences to only fire for the moments that actually require your attention. Your phone stays quiet for everything else while the team runs smoothly around you.
Sales Rep
"I need to know the second a new appointment has been booked that's assigned to me."
The moment a booking is confirmed, you get notified with the full appointment details. A confirmation also goes straight to your calendar. And if you want a heads-up before it starts — configure a reminder to fire ahead of the appointment so nothing slips.
Dispatcher
"An appointment has been booked that needs to be dispatched to a sales rep."
The moment a booking is confirmed in Alivo, the right people are notified automatically — with all the details they need to assign and dispatch. No phone calls, no checking the CRM. Just a notification with everything ready to act on.

Real Results from Real Roofers

★★★★★
"We were paying an answering service and they were not taking very good notes. Alivo was able to answer much faster, text back, follow up, and set appointments much easier."
Jonathon Y.The Roofing Dudes
★★★★★
"The AI is very real and able. I love not having to do personal responses to each and every customer."
Val S.CS Roofing Company
★★★★★
"Alivo has been a huge game changer. I can jump on a call and not worry, because I know Lilly is backing me up."
Sawyer G.Roofing and More

Got Questions? We've Got Answers.

Yes. Every user in Alivo configures their own notification preferences independently. You choose which categories you want to be notified about, and for each one, whether delivery is in-app, SMS, email, or off. One person can have everything on; another can have only urgent alerts — both work on the same account at the same time.
Yes. Alivo fires an alert any time a contact asks to speak with a real person, or any time the AI encounters a situation it's not confident handling — an unusual question, a sensitive conversation, or something outside the configured script. It's Alivo's way of handing the baton to a human rep gracefully, so no lead goes cold while waiting for a response.
No. Alivo's notification system respects company-level access controls. Users only receive notifications for contacts and conversations within their company or organization. When routing is contact-owner or task-assignee based, only the relevant person is alerted — not the whole team.

The Right Alert.
Every Time.

See how Alivo's notification system keeps your team responsive without the noise. Book a personalized demo today.

Go live with your custom trained AI agents within days, not weeks.