All topics
How it works / Communication and phone calls

How Beverly reaches you

A colleague tapping you on the shoulder, not a system alert. A notification on your phone first, and an email when that did not land. Beverly stopped texting you in September 2026.

LiveWorking today on every Beverly account.

You should hear from Beverly when something needs you and not otherwise. A notification says who it is about, what happened, and gives you one thing to do about it.

What Beverly tells you about
EventHow it reaches you
Something needs your approvalA notification on your phone, and an email if that did not land. Deliberately never a text: an approval you cannot act on from the notification is just noise.
A question you asked needs a person to look at itA notification on your phone, and an email if that did not land. The question is on your Ask Human list. Tapping the notification opens the chat, because that list is on the website for now.
A lead is waiting on a humanA notification on your phone, then an email if that did not land.
A lead has gone quiet for longer than you setA notification on your phone, then an email if that did not land.
Beverly booked an appointment, a lead turned down the value report, a report is waiting on your numbers, a lead is ready to talk or asked for a video callA notification on your phone that opens the lead, and an email if that did not land. Beverly does not text you any of these.
A lead may still be waiting on something Beverly said was comingA notification on your phone that says what is missing and opens the lead, and an email if that did not land. Beverly does not tell the lead it is missing or late.
A date on a file is about to slipA notification on your phone, and an email if that did not land, while there is still time to do something. Never a text.
You ask for a lead's live conversation linkThe link is on the lead's page to copy, and Send to the Beverly app puts a notification on the phones of the people who can see that lead, which opens the conversation in the app. Never a text.
A review that takes a while has finishedA notification on your phone, so you can start an inspection report reading and put the phone down. Nothing else, because the answer is already saved and waiting on the tool when you come back.
A reminder you asked Beverly to setA nudge on your phone and a note in the app. Deliberately no text and no email, because a reminder that arrives three ways is a reminder you start ignoring.
Your coaching check-in, as often as you asked for oneThe app or the website. Weekly, daily, monthly or never, and it stopped being a text or an email in September 2026.
Your morning brief, on weekdaysA notification on your phone at about 7:30 your time, or at the time you pick between 5:00 and 11:00 (say morning brief at 6:30 in the chat), and the same brief waits as Beverly's first message in the chat that day, on the website and in the app. Three things that need you, most urgent first, then a word from your coach. Say stop the morning brief in the chat and it stops.
  • You choose how much you want: everything, only the things that matter, or nothing.
  • You set how long a lead can sit untouched before Beverly nudges you about it.
  • Beverly does not text you alerts any more. Without the app, most of them come by email instead, and a few, like a first message waiting for your yes, only show in the app, as a notification, and on the website, where they wait for you.
  • A reminder and a coaching check-in are already there: both reach you in the app and nowhere else. If you have not installed it, a reminder still shows on your list in the website and nothing is sent to your phone.

Checked against the product on 11 September 2026. What the labels mean

Language