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Navigation Bar Notifications

The top navigation bar displays real-time notification icons that alert you to new messages, activities, and tasks. Each icon uses specific colors and behaviors to help you quickly understand and respond to important updates.

Overview​

The notification system provides instant visual alerts for:

  • New SMS messages
  • Email messages
  • Voicemails (new and incomplete)
  • New leads
  • Assigned tasks
  • WhatsApp messages
  • Phone system status

Color Indicators​

🟢 Green Icons​

  • Meaning: New or unread items requiring attention
  • Action Required: Click to view and process new items

🟠 Orange Icons​

  • Meaning: Incomplete or pending items
  • Action Required: Complete unfinished tasks

🔴 Red Icons​

  • Meaning: System disconnected or error state
  • Action Required: Check connection or contact support

Notification Icons​

SMS Messages​

SMS Icon
  • Color: Green when new SMS messages arrive
  • Click Action: Opens the Inbox to view SMS conversations
  • When Displayed: You have unread text messages
  • Purpose: Alert agents to new text message conversations

Email Messages​

Email Icon
  • Color: Green when new emails arrive
  • Click Action: Opens the Inbox to view email conversations
  • When Displayed: You have unread email messages
  • Purpose: Alert agents to new email conversations

Voicemail​

Voicemail Icon Green Voicemail Icon Orange
  • Colors:
    • Green: You have new voicemails (and no incomplete ones)
    • Orange: You have incomplete voicemails that need attention
  • Click Action: Opens the Voicemail section
  • When Displayed: You have new voice messages or incomplete voicemails
  • Purpose: Alert agents to voice messages requiring attention
  • Note: If you have both new and incomplete voicemails, the icon will be orange

New Leads​

Lead Icon
  • Color: Green when new leads arrive
  • Click Action: Opens the Leads section filtered to show follow-up items
  • When Displayed: New sales opportunities have arrived
  • Purpose: Alert sales team to new potential customers

Tasks​

Task Icon
  • Color: Green when new tasks are assigned to you
  • Click Action: Opens your personal task list
  • When Displayed: You have new work assignments
  • Purpose: Alert users to new tasks that need completion

WhatsApp Messages​

WhatsApp Icon
  • Color: Green when new WhatsApp messages arrive
  • Click Action: Opens the Inbox to view WhatsApp conversations
  • When Displayed: You have unread WhatsApp messages
  • Purpose: Alert agents to WhatsApp customer conversations

Phone System​

Phone Icon Gray Phone Icon Red
  • Colors:
    • Gray: Connected and ready to make/receive calls
    • Red: Disconnected from phone system
  • Click Action:
    • When gray: Opens call control panel
    • When red: Cannot be clicked (disabled)
  • When Displayed: You are logged in as a phone agent
  • Purpose: Shows your phone connection status and provides quick access to call controls

Additional Navigation Elements​

After the notification icons, you'll find:

Quick Add Contact​

Add Contact Icon
  • Click Action: Opens the form to create a new contact
  • Purpose: Quickly add new customers to your database
Search Icon
  • Click Action: Opens the search overlay
  • Purpose: Search for contacts, leads, or other information across the system

Agent Controls​

When logged in as an agent, you'll also see:

  • Agent Status: Set yourself as Available, Away, or Do Not Disturb
  • Phone Destination: Choose where calls should ring (if configured)
  • Queue Selection: Select which call queues you want to receive calls from (if configured)

Note: Phone Destination and Queue Selection options only appear if they have been configured for your account. Contact SendSquared support at support@sendsquared.com to have these features enabled and configured for your team.

Call Control Panel (Active Calls Only)​

Active Call Required

The Call Control Panel only appears when you have an active call in progress. It is not visible during normal navigation.

Call Control Bar

When you're on an active call and click the phone icon, the Call Control Panel appears with these call management functions:

Hold/Un-Hold​

Hold Icon
Un-Hold Icon
  • Hold: Temporarily pause the conversation
  • Un-Hold: Resume the paused conversation

Mute/Un-Mute​

Mute Icon
Un-Mute Icon
  • Mute: Turn off your microphone
  • Un-Mute: Turn your microphone back on

Transfer​

Transfer Icon
  • Action: Transfer the call to another agent or number
  • Use Case: Route calls to specialized departments

Park​

Park Icon
  • Action: Place call in a parking slot
  • Use Case: Temporarily store calls for retrieval

Record/Pause Recording​

Record Icon
Pause Recording Icon
  • Record: Start recording the conversation
  • Pause: Temporarily pause recording (auto-resumes after 5 minutes)

Keypad​

Keypad Icon
  • Action: Open dial pad for entering numbers
  • Use Case: Navigate IVR systems or enter extensions

End Call​

End Call Icon
  • Action: Hang up and end the current call
  • Color: Red to indicate call termination

Segments​

Segments Icon
  • Action: View and manage call segments
  • Use Case: Handle multiple calls or transfer segments

Connection Status Indicator​

WebSocket Connection Loss​

Connection Error Indicator
👤
!
← Connection Error Indicator

When you're logged in as an agent but lose connection to the real-time system, you'll see:

  • Red exclamation mark (!) next to your profile picture
  • Location: Appears immediately to the right of your profile avatar
  • Meaning: Your WebSocket connection has been lost
  • Impact: You won't receive real-time updates for:
    • New messages or notifications
    • Incoming calls
    • Status changes
    • Live updates

Connection Error in Profile Menu​

When you click on your profile while disconnected, you'll also see:

  • **⚡ *** Connection Error ***** message in red text
  • Location: Top of the profile dropdown menu
  • Action Required: Log out and log back in to restore connection

Troubleshooting Connection Issues​

If you see the connection error indicator:

  1. Check your internet connection
  2. Try refreshing the page (F5 or Cmd+R)
  3. Log out and log back in to re-establish the connection
  4. Contact your IT department if the issue persists
  5. Check with SendSquared support at support@sendsquared.com if multiple agents are affected

Best Practices​

Check Notifications Regularly​

  1. Look for green badges throughout your workday
  2. Click on green icons to view new items
  3. Address orange (incomplete) items as soon as possible
  4. Make sure your phone icon is gray (connected) when taking calls

Priority Guidelines​

  1. Orange Voicemail: Process these first - customers are waiting
  2. Green Leads: Time-sensitive sales opportunities
  3. Green Tasks: Complete assigned work promptly
  4. Messages: Respond to customer communications quickly

Troubleshooting​

No Icons Showing​

  • Make sure you're logged in as an agent
  • Refresh your browser
  • Check with your administrator about permissions

Phone Icon is Red​

  • Check your internet connection
  • Try logging out and back in
  • Contact your system administrator

Notifications Won't Go Away​

  • Make sure you've viewed all new items
  • Check if there are items on other pages
  • Some notifications require you to take action (not just view)

Tips for Success​

Stay on Top of Notifications​

  • Check for new notifications every 30 minutes
  • Clear all green badges before taking breaks
  • Set aside time to handle orange (incomplete) items

Manage Your Workload​

  • Use notifications to prioritize your work
  • Handle time-sensitive items (leads, voicemails) first
  • Don't let notifications pile up

Phone System Best Practices​

  • Keep your phone icon gray (connected) during work hours
  • If the icon turns red, address it immediately
  • Use the call control panel for efficient call handling