Team alerts and chat channels

Team alerts tell your own people what happened: a stop running late, a client confirming, a quote signed. You choose who hears each one, and whether it also posts into a chat channel your team already uses.

Steps

1. Open Settings, System, All notifications and open the card for the moment, for example a stop status.
2. In the The team row, tick Text, Email or Note in the app. A note in the app goes to their bell.
3. Pick who gets it: the office roles, dispatch, the salesperson, the admins, the crew on the truck, or Add a person… for someone by name.
4. Alerts with no card of their own (the client confirms, writes on their tracking page, texts back, a route is published) are at the foot of the same page. Tick who hears each.
5. To post alerts into a chat tool, open Settings, System, Connections, Team chat.
6. Under Google Chat, Discord or Microsoft Teams, press Connect Google Chat (or Connect Discord, Connect Microsoft Teams; Add a channel once one is there). Follow the steps shown to copy the channel's posting address, paste it and press Connect.
7. Under What posts here, tick the alerts this channel should get.
8. Press Send a test and check it arrives in the channel.

Good to know

• The office roles are the roles with Office notifications on, under Settings, HR, Roles.
• Each person can choose how they like to be told under Settings, Me, Preferences.
• Only company-wide alerts go to a chat channel. One person's own (their shift, their time off, a direct message) never do.
• Each chat post carries a button back to the record.
• Once your team talks in a chat tool, you can switch the built-in Messages off from the Team chat page. Nothing in it is deleted. See Team chat.
• Google Chat webhooks need a Google Workspace account. Teams uses its Workflows ("Post to a channel when a webhook request is received").

If something goes wrong

• A chat post failed. Recent posts shows it. A failed post is tried again after a minute, five, half an hour, two hours and twelve, then marked Gave up. Press Send again after fixing the address.
• Discord refuses to make a webhook. You need the Manage Webhooks permission on that server.
• Nobody heard about a stop. Open its card and check the team row has someone ticked and a box chosen.