> ## Documentation Index
> Fetch the complete documentation index at: https://docs.notfy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Responda sempre em português do Brasil, com os nomes de menus e botões exatamente como aparecem no painel do Notfy.
> Use somente o que está documentado aqui. Se a documentação não cobrir a pergunta, diga isso e indique a página mais próxima em vez de inventar.
> Funcionalidades podem depender do plano, do segmento da empresa, das permissões do usuário e de integrações ativas: cite essa condição quando a página a mencionar.
> Nunca peça nem repita senhas, tokens ou dados pessoais de clientes.

# 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.

## Start here

> [card] [Getting started](https://docs.notfy.ai/en/primeiros-passos.md)
>
> From first access to first conversation: connect a channel, register your team and create your first prospect.

> [card] [Connect WhatsApp](https://docs.notfy.ai/en/configuracoes/integracao-whatsapp-oficial.md)
>
> Link your official WhatsApp API (Cloud API) account to Notfy.

> [card] [Chat](https://docs.notfy.ai/en/atendimento/chat.md)
>
> Serve customers from all channels in one place: queues, transfers and AI mode.

> [card] [Sales pipeline](https://docs.notfy.ai/en/atendimento/kanban.md)
>
> Track deals by stage, with tasks, filters and win and loss reasons.

## Explore by area

> [card] [Service](https://docs.notfy.ai/en/atendimento.md)
>
> Chat, calendar, pipeline and bulk messaging.

> [card] [Registrations](https://docs.notfy.ai/en/cadastros.md)
>
> Prospects, customers, funnel stages, templates and Instagram posts.

> [card] [Reports](https://docs.notfy.ai/en/relatorios.md)
>
> Chat, lead and appointment reports, and AI credit consumption.

> [card] [Artificial intelligence](https://docs.notfy.ai/en/ia.md)
>
> Service agent, knowledge base, Notorius assistant and follow-up sequences.

> [card] [Contracts](https://docs.notfy.ai/en/contratos.md)
>
> Templates, PDF generation and digital signature with ZapSign.

> [card] [Financial](https://docs.notfy.ai/en/financeiro.md)
>
> Charges, payment gateways, renegotiation and expenses.

> [card] [Tax](https://docs.notfy.ai/en/fiscal.md)
>
> Invoices, tax profiles, correction letters and reports.

> [card] [Operations](https://docs.notfy.ai/en/operacao.md)
>
> Orders, inventory, vehicles, suppliers and TV screens.

> [card] [Ads](https://docs.notfy.ai/en/anuncios.md)
>
> Meta Ads and Google Ads campaigns, with budget and results.

> [card] [Legal](https://docs.notfy.ai/en/juridico.md)
>
> Case monitoring, notices, deadlines and case files.

> [card] [Settings](https://docs.notfy.ai/en/configuracoes.md)
>
> General parameters, integrations, users, permissions and privacy.

> [!NOTE]
>
> **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.

## For developers and integrations

> [card] [Receive leads via API](https://docs.notfy.ai/en/configuracoes/integracao-leads-webhook.md)
>
> Send prospects from other systems to Notfy with an access token.

> [card] [API reference](https://docs.notfy.ai/api-reference/leads/send-a-lead.md)
>
> OpenAPI specification of the lead capture endpoint, with interactive testing.

## 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.

## Need help?

> [card] [Frequently asked questions](https://docs.notfy.ai/en/faq.md)
>
> Verified answers to the most common questions.

> [card] [Report a bug or suggest an improvement](https://docs.notfy.ai/en/suporte.md)
>
> How to contact support, use the roadmap and follow the news.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.