---
title: "Emails & notifications"
description: "Event emails, the template editor, transactional emails, and the in-app, Slack, WhatsApp, and webhook channels."
---

> Documentation Index
> Fetch the complete documentation index at: https://docs.callistocrm.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Emails & notifications

Notification Management is the hub for every channel your brokerage speaks
through: **In-App**, **Slack**, **WhatsApp**, **Email**, and **Webhooks**,
plus a cross-channel **Failed Deliveries** triage view (its badge counts
sends that could not be delivered).

## Email

### Event configurations

Each row in the event-configurations table binds an event (a deposit
completing, KYC approval, and so on) to a template, subject, from-address,
and provider, with a **"Notify Trader"** toggle and To/CC/BCC lists. Rows can
be edited, deactivated, deleted, or sent as a preview to any address.

### Templates

The template editor is a full HTML editor with live preview: variable
insertion and highlighting (`{{.Variable}}` placeholders), a live-rendered
subject line with sample data, an optional Outlook/Gmail compatibility
linter, and categories to organise the picker. New templates start from a
proven 600px email skeleton.

### Transactional & security emails

Built-in system emails (verification, password reset, OTP, and similar) are
listed with their content source and delivery state. Resolution order per
email: **your override → built-in fallback → nothing sends**. Must-have
security emails always have a built-in fallback; optional emails (like
Welcome) simply don't send until you set them up. Customizing binds a
template of yours — required variables are highlighted — and **"Reset to
built-in"** reverts.

### Sending domains & providers

Verify your own sending domains (via DNS records you publish) and configure
the email transport — Callisto-managed or your own SMTP.

## Other channels

- **In-App** — per-event preferences for the notification tray, with editable
  title/body overrides. Some system-mandatory events are locked on.
- **WhatsApp** — connects your Meta WhatsApp Business account (test the
  connection before saving). Only **Meta-approved templates** can be used;
  the **Automations** tab maps events to approved templates and their
  variables (with a warning when a template changes under an existing
  mapping). Includes a live agent **Conversations** inbox with the 24-hour
  session window timer, plus analytics and phone-number management.
- **Slack** — routes events to channels in your workspace, mirroring the
  email event-configuration pattern.
- **Webhooks** — per-event HTTP endpoints with a test-send action, for
  feeding your own systems.

Source: https://docs.callistocrm.io/emails-and-notifications/index.mdx