Deploy
Notifications
Version 2.0 · Last updated 2026-05-28
The agent does not wait for customers to ask. Notifications let it surface the right message at the right time, inside your product, without the customer lifting a finger.
What Notifications are
Notifications are proactive, in-app messages the Customer Agent delivers to end users inside your product. They are not emails, not push notifications, not Slack alerts. They appear where the customer already is. All proactively.
Three delivery surfaces:
- Dedicated inbox in the Customer Agent (beta). The customer opens the agent and sees their notifications waiting.
- Badge on the AI button (beta). A visual indicator on the AI button tells the customer the agent has something to share, before they open it.
- Snackbar banners in the customer’s product. A small, dismissible strip that appears on screen when a condition is met.
What you configure per notification
- Name. What the notification is called in the dashboard.
- When. The condition that triggers it. Tied to a Signal, a usage threshold, a tenure milestone, or a custom rule.
- Enabled/disabled toggle. Turn notifications on and off without deleting them.
All notifications are scoped to a Moment. The Expansion Moment might have “Upgrade to Pro offer”, “Add team seats”, and “Annual billing savings”. The Support Moment might have “We fixed the issue you reported”.
Team notifications
Your team also receives notifications, but those work differently. The Team Assistant surfaces alerts inside the helpdesk your team already uses, and the Inbox aggregates Signals, content gaps, and AI maturity nudges into a daily briefing. Unless fires those automatically based on what the system detects. You do not configure team notifications on this screen.
When to use it
- You want the agent to proactively reach out to customers instead of waiting for them to ask
- A Signal fires (usage ceiling, churn risk, upgrade opportunity) and the customer should know about it
- You are setting up an Expansion Moment and want to surface revenue opportunities inside the product
When not to use it
- You want to send marketing email campaigns. Use your marketing automation tool.
- You want to notify your team. That happens automatically through the Team Assistant and Inbox.
Frequently asked questions
Who sees these notifications?
End users. Notifications configured here appear inside the Customer Agent, which lives in your product. Your team receives their own notifications through the Team Assistant and the Inbox, but those are fired by Unless automatically.
Where do notifications appear?
Three places: in a dedicated inbox inside the Customer Agent (beta), as a badge on the AI button (beta), and as snackbar banners in the customer's product.
How do I create a new notification?
Open "Deploy > Notifications" for the Moment you want. Click "New notification", give it a name, write the condition (when to fire), and toggle it on.
How do I prevent notification spam?
Set frequency caps per notification. For example, show an upgrade offer at most once per session, or once per week per customer.
Can I preview a notification before going live?
Yes. Open Preview, pick the Moment, and trigger the condition. The notification renders exactly as the customer would see it.
What about team notifications?
Team members receive notifications through the Team Assistant inside their helpdesk and through the Inbox. Those are sent by Unless based on Signals and content gaps. You do not configure them here.
