Notifications and reminders
Tell the right person at the right moment.
Work waits when nobody knows it is waiting. HelioLattice alerts people about assignments, approvals and due tasks, sets reminders on enquiries and jobs, and supports notification bots that reach staff where they already look.
What notifications does HelioLattice send? In-app alerts for assignments, approvals and stock, reminders tied to leads, tasks, projects and flows, and notification bots for staff and customers that are set up during implementation.
How it works
Event, alert, action.
Something happens
An enquiry is assigned, a quotation needs approval, a stage is handed over or stock runs low.
The right person is told
The person responsible receives an in-app notification, and a bot can reach them elsewhere.
A reminder is set
Reminders are set against enquiries, tasks, projects and checklists for a later date.
The queue shows it
The personal work queue lists what is due, so the person starts the day with the right list.
What is included
Alerts that cut the waiting.
In-app notifications
Alerts for assignments and approvals inside HelioLattice.
- Per-user notifications
- Linked to the record
Reminders
Contextual reminders on enquiries, tasks, projects and checklist stages.
- Set on the record
- Due dates
Low stock alerts
Users are alerted when available stock reaches an item's reorder level.
- Reorder level per item
- Reserved stock excluded
Notification bots
Internal bots reach staff outside the app, configured with you during implementation.
- Events you choose
- Set up during implementation
Work queue
A personal list of open jobs, idle days, due tasks and follow-ups.
- Per user
- Role-scoped
Customer messaging
Customer bots send the messages you decide at the points you choose.
- Your wording
- Set up during implementation
Keep exploring
Connected pages.
Questions
Common questions.
How are people notified?
Can reminders be set on a job?
Do customers receive messages?
See how your team would be told.
Bring your handover points and we will show where alerts fire.