Before you start
Steps
Open "Settings"
On a computer, Settings is in the main menu. On a phone, tap "More" in the bottom bar, then Settings.
You should see: The Settings page, with a row of tabs.
Open SettingsChoose the "Outreach" tab
Settings here save on their own. There's no save button.
You should see: Two sections: "Check-in channels" and "My outreach notifications".
Go straight to Outreach settingsSet "Check-in channels" for your business
Under "Send check-ins by", switch "Email" and "Push (PWA)" on or off as you like. Leave "In-app" on. These apply to everyone on your account. "Push (PWA)" means notifications on a phone or computer. You'll also see an "SMS" switch, but check-ins don't go out by text, so it does nothing yet.
You should see: Each switch you turned on stays on after you leave the page.
Set "My outreach notifications" for you
Switch "In-app outreach", "Email outreach" and "Push outreach" on or off. These apply only to you. Email goes to the address on your account. Skip the two "SMS" switches, because check-ins don't go out by text.
You should see: Your choices save on their own.
Tap "Enable push on this device"
Do this on each phone or computer where you want push. Your browser asks for permission, so tap Allow.
You should see: A message says "Push notifications enabled for this device."
Send yourself a test from "Inbox"
On the check-in's row, tap the button with three dots ("Check-in actions"), then "Send me a test". Only you get it, using the ways you turned on for yourself and your business. It also shows up in your inbox within a minute.
You should see: A message tells you what was sent to you, such as an email or a push notification. If none went out, it says the test is in your inbox only.
Open your inbox
Email and push need both switches on
| Way to reach you | Business switch | Your switch | Also needed |
|---|---|---|---|
| Your inbox | Always on | Always on | Nothing else. Every check-in lands in your inbox |
| Email outreach | An email address on your account | ||
| Push notification | Push (PWA) | Push outreach | "Enable push on this device" on each device |
What happens next
- Autopilot sends check-ins on the schedule you set. See how to schedule a recurring check-in.
- When one arrives, here's how to answer a check-in.
- Want a break from check-ins? Here's how to pause or delete a check-in.
If something's not right
No email came
Check your spam folder, then make sure "Email" and "Email outreach" are both on. If both are on, send yourself a test with "Send me a test" (see how to schedule a recurring check-in). Its message says what went out.
The link in a check-in email asks you to sign in
Check-in links open inside your account, so sign in with the email you use for Autopilot. Then open the check-in from your inbox, under "Waiting for you". If you can't sign in, see what to do when you can't log in.
Push doesn't arrive on a device
Tap "Enable push on this device" on that device and allow notifications when your browser asks. Then tap "Send me a test" (see how to schedule a recurring check-in) to check it. A check-in always shows in your inbox, even when push doesn't arrive.
Still stuck?
Email us what you were trying to do and what you saw. A person on the team will write back.
support@ampere-autopilot.com