What is Activity in IQ Agents, and how do I use it?

Activity is the notification center for IQ Agents. It gathers everything your agents need from you or want to tell you, such as approvals, questions, alerts, and scheduled-run updates, so you can act in one place instead of hunting through conversations.

Note: Activity is part of IQ Agents. Only managers and admins can open it, and it only collects notifications for teams on a plan that includes IQ Agents.

How to open Activity

Activity sits in the left side navigation and is reachable from anywhere in the app.

Step 1. In the left side navigation, click Activity. A badge shows how many unread notifications you have.

Step 2. To check in without leaving your page, hover over Activity. A preview lists your latest unread notifications, and clicking one opens the corresponding conversation.

clicking Activity feature in the left side navigation of the platform

What's in your feed

Your feed is the running record of what your agents have done and still need from you.

Use the "Unread" tab (the default) to see only what you haven't dealt with, or the "All" tab to see everything.

in Activity being able to choose from Unread, All, and Sent

On the "All" tab, you can click "Load more" to bring in older notifications. Notifications are grouped by date, newest first. New ones that arrive while you're reading wait behind a divider at the top, so the list doesn't jump. Click on the notification to see further details.

in Activity shows the divider for when new notifications pop-up, show needs to be clicked to see that new notification

Note: You can also ask the agent to send you a notification, for example, a reminder in a few hours. It doesn't need to be based specifically on when the agent finished the scheduled run, when it needs approval, or when a question needs to be answered.

Acting on a notification

What happens when you open a notification depends on its type.

Step 1. Click a notification to open what it's about. An approval opens a review window, a question or scheduled run opens its conversation.

in Activity shows how Approval status shows up, and that View can be clicked on

Step 2. For approval, approve to let the run continue or deny to stop it. You can also always allow an action so the agent stops asking.

In Activity when clicking on a notification that has Approval status, a pop-up window shows where where the approval can be allowed once, denied, or always allowed

Step 3. Open a notification's "More actions" menu for the rest. Depending on the item, you can mark it as read or unread, open its conversation, or turn off future notifications for that schedule or agent.

clicking on 3 dots next to a notification in the Activity, options show up such as viewing the conversation, marking it as read, and turning off notifications for that schedule or agent

Step 4. Click "Mark all read" at the top right to clear everything at once.

Important: Only the person who started a run can approve its requests. Anyone who can see the request can deny it.

Pausing notifications

When you need quiet, you can pause delivery for a set time without losing anything, since your feed keeps filling up in the background.

Step 1. At the top of the Activity page, next to the tabs, click "Pause notifications".

in Activity clicking Pause notifications, to be able to pause notifications for a specific time

Step 2. Choose how long: "For 1 hour", "Until tomorrow, 8:00", or "Until next Monday, 8:00".

While a pause is active, Slack, desktop, and email alerts are held, including approvals, but new items still appear in your feed. To turn delivery back on sooner, click "Unsnooze" in the banner at the top of the page.

Choosing how you're notified

Activity in the app is always on and holds the full record. You can also have notifications delivered to email, Slack, or your desktop from the "Channels" tab.

First, on the Activity page, open the "Channels" tab.

Activity Channels, where you can choose how want to be notified, be it email, slack or desktop

To get notifications by email:

Step 1. Turn on the Email toggle. Emails go to your account email address.

Step 2. Set Delivery to "Instantly", where each notification is its own email, or "Daily digest," and pick a time. Approvals and questions always arrive right away, even on a digest.

In Activity enabling email channel allows you to choose how you get notifications, either Instantly or Daily Digest

To get notifications in Slack:

Step 1. Next to Slack, click "Connect Whatagraph IQ to Slack" to connect your team's workspace. This is a one-time setup for the team.

Step 2. Click "Send to my Slack DM" to link your own account. Notifications then arrive as a direct message.

Step 3. Use the toggle to turn Slack delivery on or off, and "Send test" to check it.

how activity slack notifications show up on slack app

To get notifications on your desktop:

Step 1. Next to Desktop, turn on the toggle and allow notifications when your browser asks. These reach you while Whatagraph is open in a background tab.

Step 2. Use "Send test" to check it.

how activity notifications show up as a desktop notification

Note: If Desktop shows as blocked, allow notifications for Whatagraph in your browser's site settings, then reload the page.

Choosing which notifications reach each channel

The "Preferences" tab lets you decide for each notification type which channels alert you. This is how you keep, say, approvals in Slack but routine run updates in the feed only.

Step 1. On the Activity page, open the "Preferences" tab.

Activity being able to go to preferences where you can choose how you are notified in each channel

Step 2. For each notification type, such as approvals, agent emails, scheduled runs, and mentions, turn Email, Slack, or Desktop on or off. In-product stays on for everything, so your feed always has the full record.

Step 3. Under Scheduled, tick "Only failed or flagged runs" if you want to skip routine completions.