The Alerts tab in Roopi helps you stay on top of important activity — without digging through every invoice or message thread. It’s your real-time command center for anything that needs your attention.
🔔 What You’ll See in the Alerts Tab
Roopi will post alerts for things like:
Client replies that need your input
Overdue invoice escalation.
Each alert includes a quick summary, the affected invoice or client. You'll see different tabs for pending and resolved alerts.
💬 Click to Respond via Roopi Chat
When you click on an alert, the Roopi chat assistant will automatically open and ask how you’d like to respond.
No digging through menus — just quick actions with smart support.
✅ Manage Your Alerts
Click into any alert to take action or view details
Mark alerts as resolved once you’ve addressed them
Roopi clears alerts automatically when no action is needed
🔒 Nothing Slips Through
Even if you miss an email or dashboard notification, everything that needs your attention lives in Alerts until you resolve it. Think of it as your smart to-do list — powered by Roopi.
