#Notifications

#Overview

The Notifications panel manages how AiDial delivers per-call updates for one project at a time. The panel exposes two compact cards:

• Email transcript after each call — emails the full conversation transcript to your team when a call ends, with an option to mask personal details.
• SMS summary after each call — sends a short text summary (caller, intent, outcome) to your team's mobile numbers when a call ends, useful for owners who want quick visibility without opening email.

Both cards are off by default for a project that has never been saved and can be turned on, configured, and turned off independently. Recipients are stored encrypted at rest. Full recipient values are shown only to Client Administrators in the editable panel; read-only summaries, audit metadata, validation errors, and logs use masked values, counts, or field names instead.

The panel does NOT manage:

• Monthly summary delivery — that is on the Reports tab.
• Failed-transfer alerts — those are managed per destination on the Transfers tab.
• Legacy per-user preferences (such as instant transcript notice and monthly report preference toggles) or additional communication email recipients — those routes still exist, but the current Settings → Notifications panel does not mount those controls.

#Prerequisites

• You are signed in as a Client Administrator with at least one active in-scope project. Client Managers see a read-only summary version of the same panel.
• Navigate to Settings in the portal sidebar, then select Notifications. The direct route is /settings?section=notifications.

#Managing the Email transcript card

1. Open Settings → Notifications.
2. Toggle Email transcript after each call on. The card body opens.
3. Add one or more email recipients in the chip editor. Press Enter or click outside the input to commit a chip. Use the × on a chip to remove it. Up to ten recipients are allowed per channel.
4. Choose whether to Hide personal details in transcripts. When the toggle is on, names, phone numbers, dates of birth, addresses, and Medicare numbers are masked in the delivered transcript. Some tenants are required to keep this toggle on by their governance policy — when that is the case, the toggle reads as locked and the lock copy explains why.
5. Review the Last changed line in the footer.
6. Select Save notifications to persist the changes. Use Discard changes to revert any unsaved edits.

#Managing the SMS summary card

1. Toggle SMS summary after each call on.
2. The card body shows the SMS unit-cost copy from the backend, such as a current per-SMS rate when an active SMS billing configuration exists. When SMS is not billed on your plan, the copy reads accordingly. When the cost service is temporarily unavailable, the copy reads as a temporary advisory; recipients can still be saved.
3. Add one or more mobile recipients in E.164 format (e.g. +61400000001) or Australian local format (e.g. 0400000001). Up to ten recipients are allowed per channel.
4. Select Save notifications.

#Field Reference

#Read-only summary view (Client Manager)

Client Managers see the same two cards in a read-only mode:

• Switches indicate the current on/off state but are not interactive.
• Recipients are shown as masked summaries (e.g. an email's first character followed by bullets and the domain) rather than the full address.
• A small "Read-only — managed by your client administrator" caption replaces the Save / Discard footer.

#Security and Scope

• All reads and writes go through your signed-in portal session. You do not need to enter or send an API key.
• The panel calls the customer-safe BFF route at /api/settings/notifications/project-delivery. The browser never calls the backend directly.
• Out-of-scope projects and unavailable roles use a non-enumerating not-found response so the page cannot be used to discover other tenants' projects.
• Save requests use a section-version token to detect concurrent edits — when another administrator saves first, the panel surfaces the conflict and reloads the latest state so you can review and re-apply.
• Recipient lists never appear in URLs, validation error summaries, audit metadata, or logs. The panel masks values for the read-only summary view and only displays full values to administrators who can edit them.

#Common Issues

#Related Pages

• Settings Overview
• Reports — daily, weekly, and monthly summary schedules
• Transfer Settings — failed-transfer alerts