Notifications

Trama reaches you through three channels: email, WhatsApp and the dashboard bell. Settings → Notifications is where you pick which ones you want, notice by notice and channel by channel.

The rule behind all of it

If a WhatsApp reaches you, so does an email, and it lands in the bell. That isn't redundancy: a WhatsApp depends on three things that can fail without anyone noticing — your number being linked, it being your hours, and Meta not having changed its mind about the template. Email is the channel that depends on none of that.

That's why you can turn channels off with confidence: there's always another way to find out.

Picking notice by notice

Every notice has its own row and a switch per channel. They're grouped by topic: sales activity, my day and reminders, incidents, and account and channels.

The ones with no switch are the ones that can't be turned off, and there are few: payments, security, and anything you asked for yourself — an access code, an invitation, an export you requested. Turning those off isn't a preference, it's not finding out your card was declined.

Turning off a whole channel

At the top there's Your WhatsApp, with the number we message you on, and then three switches that beat all the others: "no more emails", "stop messaging me on WhatsApp", "don't fill up my bell".

It's the quick exit when you don't want to walk through twenty rows. With a channel off, its fine-grained switches grey out: the channel's silence wins.

Payment and security notices still arrive by email even with it off. That's on purpose.

If you turn off the last channel

If you have no WhatsApp linked and turn off email (or the other way around), no notice reaches you outside the app: not your My day, not new opportunities, not handoffs. That's why Trama asks before turning it off, and tells you what stops arriving and how to keep getting it. While you're in that state, the screen says so above the switches, and the Owner sees you flagged in Team.

If notices are centralized on one number, WhatsApp still goes there even when you have no number of your own. In that case, turning off email does not leave you without notices outside the app.

Hours apply to WhatsApp only

Your notification hours decide when we message you on WhatsApp. Outside your hours the notice isn't lost: it waits and goes out on its own when you open.

Email and the bell never wait. They arrive instantly, whatever the hour.

Two notices skip the hours on purpose: a reminder you scheduled yourself for a specific time, and the last step of a question escalated to the account owner — which exists precisely because nobody answered earlier.

The dashboard bell

Every notice that goes out on WhatsApp also lands in the bell, with a link to where it gets resolved: the conversation, the opportunity, your day.

It's the safety net for when you missed both the email and the WhatsApp. What it does not do is count as you having found out: Trama never treats someone as notified just because an unopened notification is sitting there.

Changing it by talking

You don't have to open the dashboard. Message Tramy and ask for whatever you want:

• "Stop sending me emails"
• "I don't want assigned-lead notices on WhatsApp any more"
• "How are my notifications set up?"

Anyone on the team can do this for their own notices, without asking an admin. If you don't say which channel, it will ask rather than guess.

Hours and absences are still changed from the dashboard, in Availability.

An Owner or Admin can also ask on someone else's behalf: "stop sending Juan WhatsApp notices".

One number for the whole team

If several people work the same agency phone, the Owner or an Admin can send every WhatsApp notice for the team to that number. It's under Settings → General, in WhatsApp notices. The selector is Notice number. The default is Each person: everyone gets them on the phone linked to them.

The number has to be an Assisted WhatsApp, and it has to be connected. Saving it leaves that number with no seller and no Tramy. The other numbers stay as they are: each person keeps talking to Tramy from their own, and from there they can ask about their opportunities. You can't message Tramy from the shared number.

Email and the bell stay with each person. Each person's WhatsApp mute, the per-notice switches, their hours and their absences still apply: what changes is the phone the WhatsApp goes to, not who is being notified. While you are away, your notice does not go out, not even to the shared number. Someone with no number of their own still gets the WhatsApp on the shared number, as long as they haven't turned WhatsApp off.

If that number disconnects, notices go back to each person's phone until it reconnects. Choosing Each person again only clears the destination: it does not put the seller back or turn Tramy on for that number.

My day stays one digest per person. If two people have it on, two WhatsApps land on the same phone. If the same notice about an opportunity would go to several owners or admins, only one goes out. The notice to the seller and the notice to the owner are different: both go out.

Template buttons that reply with a text don't open the opportunity from that number. The notice itself still arrives, and buttons that open a link keep working.

Who can change what

Everyone manages their own notices. The Owner or an Admin links or changes each person's own number, from Team or from Channels. The shared number, if there is one, is chosen by the Owner or an Admin under Settings → General. With no number of your own and no shared number, WhatsApp notices don't go out and they reach you by email, if you have it on.