Company settings

Update company data, AI context, resource usage, public pages and your Notfy subscription.

Company settings is the administrative center of the account. On this screen, administrators update the profile, define the AI context, track usage and access subscription information.

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Open the screen

In the company selector at the top of the panel, open the company settings. The tabs and actions available depend on your access role.

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Screen tabs

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General

In the General tab, update:

• Company logo;
• Active company;
• Company name;
• Tax ID (CPF/CNPJ);
• Sector;
• Contact Email;
• Country;
• WhatsApp Contact.

The sector influences the modules and screens that appear in the panel. Review it before connecting integrations or configuring industry-specific features.

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AI

In the AI tab, the Knowledge Base receives Company URLs and Company files. Use Generate fields with AI to fill in a first draft and review the result before saving.

In AI configuration, set AI Name, Main AI Objective, About the company and Service rules. When Apply this configuration to all channels is on, the context applies to WhatsApp, Instagram and other compatible channels.

When you turn off Apply this configuration to all channels, the context and rules are defined in each integration, in the channel’s behavior tab. See also AI knowledge base.

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Consumption

The Consumption tab shows the usage and availability of the account’s resources, including:

Section	What it tracks
Artificial Intelligence Resources	Credits used by the AI.
Legal Resources	Available usage for legal cases.
Electronic Signature (ZapSign)	Use of digital signatures.
WhatsApp (Slots)	Connected official numbers.
Instagram (Slots)	Connected Instagram accounts.
Traffic Management (Ads)	Ad accounts and resources.
Issuing companies (Tax)	Configured tax-issuing companies.
Financial accounts	Active financial integrations.
Electronic Invoice (NF-e)	Tax resources related to NF-e.

The numbers and limits shown are those of the current account. To understand AI usage by action, see AI credit consumption.

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Public Pages

In the Public Pages tab, copy the company’s public links, such as the institutional page, the terms of use and the privacy policy. Share these links only after the company has reviewed the content shown.

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Billing

In the Billing tab, check:

• Current plan;
• subscription Status;
• Renewal / End date;
• features included in the plan;
• subscription and invoice management;
• add-on requests available for the account.

Use Manage Subscription and Invoices to open the management flow. The items shown depend on the subscription status and the company’s commercial setup.

Do not share links, billing documents or contact data of other people. The screen is administrative and must be accessed only by authorized users.

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Initial checklist

1. Complete the General tab

   Check the name, document, sector, country and contacts.

2. Prepare the AI

   Add the company’s materials and review the rules before enabling automatic service.

3. Check Consumption

   Verify that the necessary resources, such as channels and integrations, are available for the account.

4. Review the public links and billing

   Confirm the shareable links and the subscription status.

AI knowledge base

Fill in context, rules, files and URLs.

Integrations

Connect the account’s channels and services.

Privacy and LGPD

See privacy rights and actions.