How do I set up an alert?
Updated 4 October 2026
The Short Answer
Open Extensions then Alerts, press New Alert and pick a type. It arrives switched off, with every door, Everyone and every channel it offers already ticked, except New Message's email. Untick what you do not want, then flip its switch and press Turn On. Nothing reaches you until you do.
Start to finish. The only step people miss is the last one.
Where do I start?
- Open Extensions → Alerts.
- Press New Alert and pick a type — New Message, New Lead, No Reply or Template Update.
The new alert appears as the last row, switched off, with its settings open in the panel on the right. As an agent you also start with one of each of those 4, all switched off — so you may find you can just turn one of those on instead.
What should it watch for?
The type you picked sits at the top of the panel under Alert Me When. It cannot be changed — for a different type, press New Alert again.
Below it, most types list doors, all ticked to start: On for New Message (My WhatsApp Line, My Mailbox, My Chat Link, My Facebook Page, My Instagram), From for New Lead (My WhatsApp Line, My Chat Link, My Lead Ads, My Facebook Page, My Instagram, My Mailbox), and When a Template for Template Update. Untick the ones you do not use. No Reply has an After field instead, starting at 14 days.
Whose messages should it watch?
On New Message and No Reply, the From field picks people: Everyone, Groups or Individuals.
It starts on Everyone. Leave it there to begin with — narrowing is what you do later, when one alert is firing more than you want. On New Lead, From lists the doors above instead of people, and Template Update has no From field.
Where should it reach me?
Alert Me On lists the channels this type offers, all ticked: PropKaki, WhatsApp and Telegram, or fewer. New Message offers WhatsApp, Telegram and Email, and its Email starts unticked; Template Update offers PropKaki and Telegram.
PropKaki always works. The other two need connecting first — the check in the next step names any that cannot reach you yet, and if none can, it offers Connect. Email is offered on New Message and the market alerts.
How do I turn it on?
- Flip the row's switch, or press Turn It On at the bottom of the panel.
- A short check opens with the Alert Summary and anything that would stop it reaching you.
- Press Turn On.
The row's pill now reads On. This is the step people miss: an alert you set up perfectly and never turned on sends nothing. If Turn On stays grey, the check says why — usually no channel ticked, or none connected.