Notify a digital agent

Notify a digital agent sends an in-app and email notification to a fulfillment agent. Use it to alert the person responsible for delivering a service when an automation reaches a point that requires human action. This action is available on account-scoped triggers.

How it works

1. The automation reaches the Notify a digital agent step with an account in scope
2. The step identifies the target fulfillment agent — either a specific person or the assigned agent
3. Both an in-app notification and an email are sent with the content you configured
4. The automation continues to the next step

Set up the action

1. Open the automation builder and add a new step
2. Under Notifications, select Notify a digital agent
3. Configure the fields:

Recipient

Field	Required	Description
Fulfillment agents	Yes	The fulfillment agent(s) to notify. Select specific team members or leave as Assigned fulfillment agent to target whoever is assigned to the account.

info

In account templates and default automations, the recipient is locked to Assigned fulfillment agent and cannot be changed. This ensures the notification always reaches the right person regardless of which account the template is applied to.

Notification content

Field	Required	Description
In-app message	Yes	The text displayed in the in-app notification.
In-app link	Yes	The URL the notification links to when clicked in-app. Defaults to the Task Manager page for the account.
Email subject	Yes	The subject line of the email notification.
Email message	Yes	The body of the email notification. Supports rich text formatting.
Email button text	Yes	The label on the email's call-to-action button.
Email link	Yes	The URL the email button links to. Defaults to the Task Manager page for the account.

tip

Use Add dynamic content in any text or link field to insert values from a previous step. You can use {{business_id}} and {{partner_id}} in link fields as placeholders that resolve at runtime.

Outputs

This action produces no outputs available to downstream steps.

Related resources

• Actions overview — Browse all available actions
• Notify a salesperson — Notify salespeople assigned to the account
• Notify a user — Notify specific users
• Logic & flow control — If/else branches, delays, and jump steps
• Creating and configuring automations — Build and configure workflows