Optni AIHelp guides

Mobile app and notifications

Notifications: what you're alerted about

Optni sends push notifications to the Optni app on your phone. You choose which kinds you get. The choices are yours alone and follow you to every device you sign in on.

Who can do this: Everyone (new-lead alerts: owners and admins).

Steps

  1. Step 1: Go to Settings → Notifications.

    In the app: More → Notifications.

    Settings → Notifications listing the alert types with switches.

  2. Step 2: Switch each kind of alert on or off.

    The notification switches ringed.

  3. Step 3: On your phone, allow notifications for the Optni app.

    The app asks the first time you sign in. If you said no, turn them on in your phone's settings.

    The app's Notifications screen with the same switches.

The alerts

  • AI hands a conversation to you — Ava or Max needs a person.
  • Appointments to confirm — the AI made a booking that needs staff confirmation.
  • Missed calls — a missed call is still not returned after 15 minutes.
  • New leads — someone new called, texted or filled in your website form (owners and admins).

Privacy on the lock screen

Alerts never include the customer's name or message. Open the app to see who it is.