Assign Users to Knowledge Assistant Notifications – Yext Help

Knowledge Assistant can notify you of new reviews, Google Q&As, and upcoming holidays via SMS message or Facebook Messenger.

Users can receive Knowledge Assistant notifications by getting assigned as the Primary Contact on an entity. This enables a user to be notified about updates to only the entities that are relevant to them.

Assigning a user as the Primary Contact for an entity is most useful for businesses who are working with many contacts to keep location information up to date. For example, a restaurant franchise manager might assign the general manager of each location as a primary contact to update their own restaurant hours, or monitor their location's reviews.

This article walks you through how to assign a contact to receive notifications for a certain entity, how to ensure a user is eligible to receive notifications, and what types of notifications may be sent.

Before you start

In order for a user to be able to receive notifications from Knowledge Assistant, they must have done one of the following:

Received an invite to Knowledge Assistant and accepted the invite, or
Set up Knowledge Assistant for themselves

The user must also have permissions to Edit the entity or entities that they are assigned to.

Assign a user to receive Knowledge Assistant notifications on an entity

You can assign a Primary Contact to a single entity, or if you would like one person to get notifications for multiple entities, you can assign a Primary Contact in bulk.

Note: Only one primary contact can be set per entity.

Navigate to Content > Entities.
Select the desired entity or entities.
- If you want to assign a Primary Contact to one entity: click on the entity to edit it.
- If you want to assign the same Primary Contact to multiple entities: select the checkboxes next to the entities you want to edit, click the More Actions button at the top of the screen, and select Edit.
Click the Knowledge Assistant section in the left sidebar, or scroll down to the Knowledge Assistant field section on the entity.
Click into the Primary Contact field and enter the desired user's email address.
Click Save.
After saving, you will see icons next to the user's name to indicate whether they are Registered and Permissioned. Both of these need to have green checkmarks in order for the user to receive notifications.
- If the user is Not Registered: click the Invite link next to the icon to send them an invite. If the user has already been invited, the icon will display "Invited (date the user was invited)."
- If the user is Not Permissioned: click the Update Permissions link next to the icon to ensure they have access to Edit the entity you are assigning them to. See Edit User Permissions for more.

Set notification types

After assigning the primary contact, you can then specify which types of Knowledge Assistant notifications the contact should receive for that entity.

Note: In order for the primary contact to receive a certain type of notification for an entity, they will also need to ensure that that notification type is enabled as an Allowed Interaction in their personal Knowledge Assistant settings. By default, users have all notification types enabled. If a user needs to change their Allowed Interaction settings, see Set your allowed interactions.

To specify which notifications the primary contact should receive on an entity:

Click into the notification type you'd like to enable for the primary contact:
- Holiday Hours Confirmation: notify the primary contact when a national holiday is coming up and the entity does not have holiday hours set.
- Review Response: notify the primary contact when a new review comes in for that entity and prompt them to respond.
- Knowledge Nudge: allow Knowledge Nudge notifications to be sent to the primary contact. For more, see Create a Knowledge Nudge.
- Google Q&A: notify the primary contact when a new Google Q&A comes in for that entity and prompt them to respond.
To enable a notification type, choose Yes from the dropdown.
Click Save.