Notifications and alerts

AI Ready separates things you owe someone an answer on from things worth knowing about. The first is Alerts; the second is Notifications. Reports being generated get a panel of their own between the two. Your dashboard shows all three, and Dashboard → Notifications shows the same picture, except the two review alerts, which appear on the dashboard only. Alerts and Reports appear only when they have something to say; the grouped notifications stay put either way, so there is always one place on the dashboard that answers “is anything waiting for me?”.

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Alerts

Alerts, “Things that need your attention.”, appears whenever someone is waiting on you, and disappears entirely when nobody is. A caught-up dashboard stays quiet. An alert means a decision is yours to make:

• Review your organisation profile and Review advisor permissions, see Review requests below.
• Complete your organisation profile — evaluations stay locked until it is done. Select Get started to open the getting-started checklist.
• An advisor asking to advise your organisation, or asking for more access on an engagement you already have.
• For an advisor organisation: a company that has invited your firm to advise them.
• Request an advisor match once your report is ready.

Alerts carry no dismiss control. They clear by being acted on, and an alert you could hide is an action that could be lost. The one exception is the advisor-match prompt, whose Dismiss records a real decision (“no thanks”) rather than hiding the row. The box shows five alerts at a time; See [n] more expands the rest and See less folds them back.

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Reports

After you submit an evaluation, its analysis appears in the Reports panel and stays there until you open it. One row per submission, which changes as the analysis moves: The panel updates itself while something is generating, so you can leave it on screen — no refreshing, and nothing to hunt for. Pending and processing rows have no dismiss, because the report is still coming. Once a report is Ready, opening it clears the row; a Failed row has its own dismiss. The panel shows the five most recent rows, with See more to open the rest and See less to fold them away again, and a View all link to the full Notifications page. On an advisor dashboard the rows are headed by client wherever more than one client is involved, so a firm can tell whose analysis is whose. Older reports live under Reports in the menu. When a report becomes Ready, an email goes out with the subject Your AI readiness report is ready and a button that opens it. It reaches the person who started the evaluation and the person who submitted it, which is usually one and the same; when a colleague picks up someone else’s draft and submits it, both are told. Nobody else in the organisation is emailed. Two things stop it reaching you: switching off report notifications (see Choosing what reaches you), which silences the email and the on-screen row together, and no longer having access to that organisation by the time the report lands.

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Review requests

When an advisor sets up your organisation on the platform, the details they entered and the access they hold are yours to confirm. AI Ready shows this as review alerts with a single Review action each:

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Notifications

Everything else arrives grouped under Continue assessments, Requests & invitations, and Follow-ups, with the most actionable groups leading and the rows inside each group ordered by priority, what to do next first; switch Sort by to Most recent for newest first. Each row has its own action and dismiss control. When there is nothing new, the feed reads “You’re all caught up; nothing new right now.” Typical notifications: an evaluation you started and can continue, invitations you sent that nobody has accepted yet, a request for more access that a client hasn’t answered, and a composed meeting-prep brief. If your organisation is an advisor organisation, rows are grouped by client wherever more than one client is involved, so a firm’s feed reads client by client. The full Notifications page adds three controls above the groups (the dashboard’s capped preview does not, since it has its own page to open):

• Category, to show one group at a time. All categories is the default.
• Client, on an advisor feed carrying more than one client. All clients is the default.
• Sort by, either Priority (what to do next, the default) or Most recent (what just happened).

The controls only change what you are looking at; nothing is dismissed or marked by filtering. The sidebar carries the same signal twice, at two levels of detail. Dashboard — the summary row — shows a plain dot whenever anything is waiting, and keeps showing it when the sidebar is collapsed to icons. The Notifications entry beneath it shows the actual number, up to 99+, counting alerts, reports and notifications together. The count is re-read every time you change page, so it always matches what the dashboard shows. Following an item’s link dismisses it.

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Choosing what reaches you

My Settings → Notifications lists every kind of notification that applies to your type of organisation, each with a one-line description of what it covers. Clear a checkbox and that kind stops appearing anywhere: the dashboard, the Notifications page, the sidebar count, and any email that kind would have sent. Select all switches the whole list back on, and Save Preferences stores it against your own account, so the choice follows you to any device. Alert kinds are listed too, marked Always on, and cannot be switched off. An alert means someone is waiting on a decision from you, so it clears by being acted on rather than by being hidden.

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