Notfy Help Center

Notfy guides: customer service, sales, registrations, finance, tax, operations, legal, marketing and AI on a single platform. Learn how to use each module.

This is the official help center for Notfy: a business management platform that brings together multichannel customer service, sales, registrations, finance, tax, operations, legal, marketing and artificial intelligence in a single panel.

Each guide describes what exists in the panel today, with the exact names of menus, buttons and fields, and warns you when a feature depends on the plan, the company segment, an active integration or the user’s permission.

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Start here

Getting started

From first access to first conversation: connect a channel, register your team and create your first prospect.

Connect WhatsApp

Link your official WhatsApp API (Cloud API) account to Notfy.

Chat

Serve customers from all channels in one place: queues, transfers and AI mode.

Sales pipeline

Track deals by stage, with tasks, filters and win and loss reasons.

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Explore by area

Service

Chat, calendar, pipeline and bulk messaging.

Registrations

Prospects, customers, funnel stages, templates and Instagram posts.

Reports

Chat, lead and appointment reports, and AI credit consumption.

Artificial intelligence

Service agent, knowledge base, Notorius assistant and follow-up sequences.

Contracts

Templates, PDF generation and digital signature with ZapSign.

Financial

Charges, payment gateways, renegotiation and expenses.

Tax

Invoices, tax profiles, correction letters and reports.

Operations

Orders, inventory, vehicles, suppliers and TV screens.

Ads

Meta Ads and Google Ads campaigns, with budget and results.

Legal

Case monitoring, notices, deadlines and case files.

Settings

General parameters, integrations, users, permissions and privacy.

Not every module appears for every company. Financial, Tax, Orders, Inventory, Ads and others depend on the contracted plan. Vehicles and Legal depend on the segment. Some items require an active integration, and all of them require the permission of the user’s role. Each page states the condition when there is one.

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For developers and integrations

Receive leads via API

Send prospects from other systems to Notfy with an access token.

API reference

OpenAPI specification of the lead capture endpoint, with interactive testing.

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Use this documentation with AI

Each page has a menu at the top to copy the content, open it in ChatGPT or Claude, or connect the documentation to your assistant (Cursor, VS Code and MCP). The help center also publishes an AI-readable index at /llms.txt, and any page can be read as Markdown by appending .md to its address.

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Need help?

Frequently asked questions

Verified answers to the most common questions.

Report a bug or suggest an improvement

How to contact support, use the roadmap and follow the news.