> ## 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.

# Service

> See where your team talks to customers, tracks deals, schedules meetings and sends bulk messages in the Notfy Service group.

The **Service** group brings together the day-to-day sales screens: talking to customers, moving deals through the funnel, scheduling appointments and sending messages to many contacts.

## When to use

Use this group when the team needs to reply to customers, record opportunities or organize the calendar without leaving Notfy.

## Group screens

In the side menu, the group appears as **Service**. The screens visible to you depend on your profile's permissions and on what is active on your account.

| Screen | Menu | What it is for |
| :- | :- | :- |
| [Chat](https://docs.notfy.ai/en/atendimento/chat.md) | Chat | WhatsApp and Instagram conversations, with queue, AI service and internal chat. |
| [Calendar](https://docs.notfy.ai/en/atendimento/agenda.md) | Calendar | Team appointments in a calendar, with optional synchronization with Google Calendar. |
| [Pipeline](https://docs.notfy.ai/en/atendimento/kanban.md) | Pipeline | Kanban board of deals, with indicators, tasks and win or loss recording. |
| [Bulk messaging](https://docs.notfy.ai/en/atendimento/listas-envio.md) | Mailing Lists | Contact lists imported via CSV to send a message template. |

> [!NOTE]
>
> The service channels (WhatsApp and Instagram) are connected in **Integrations**. Without an active channel, the Chat has no conversations to show. See [Official WhatsApp](https://docs.notfy.ai/en/configuracoes/integracao-whatsapp-oficial.md) and [Instagram](https://docs.notfy.ai/en/configuracoes/integracao-instagram.md).

## How the screens connect

**1. A message arrives in the Chat**

It lands in the **Queue** (waiting for someone) or stays with the **AI**, if automatic service is active on the channel.

**2. Someone takes the conversation**

The agent takes the conversation and replies. If it is a sales opportunity, they create or open the lead with the **Open / Create Lead** button.

**3. The deal moves forward in the Pipeline**

The card goes through the funnel stages. When moving to won, you choose the customer; when moving to lost, you enter the reason.

**4. Meetings go to the Calendar**

Scheduled appointments appear in the calendar and, if the integration is on, also in Google Calendar.

## Best practices

* Reply to the first message quickly: the first response time appears in the [reports](https://docs.notfy.ai/en/relatorios/atendimento.md).
* Move the card in the Pipeline right after each step forward, so the indicators reflect reality.
* Always record the loss reason: it feeds the [Lead Report](https://docs.notfy.ai/en/relatorios/oportunidades.md).
* Use internal notes and conversation transfer to pass context between colleagues.

## Frequently asked questions

> [accordion] I don't see one of the Service group screens. What should I do?
>
> The screen depends on your profile's permissions and on the modules active on the account. Ask the administrator to review your permissions in [Teams and permissions](https://docs.notfy.ai/en/configuracoes/equipes-permissoes.md).

## See also

> [card] [Chat](https://docs.notfy.ai/en/atendimento/chat.md)
>
> Queue, AI service and internal conversations.

> [card] [Pipeline](https://docs.notfy.ai/en/atendimento/kanban.md)
>
> Deals, tasks and sales indicators.

> [card] [Calendar](https://docs.notfy.ai/en/atendimento/agenda.md)
>
> Appointments and Google synchronization.

> [card] [General settings](https://docs.notfy.ai/en/configuracoes/parametros-gerais.md)
>
> Goals, alerts and automation rules.


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