> ## 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.

# 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.

## 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.

## Screen tabs

### 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.

### 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.

> [!NOTE]
>
> 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](https://docs.notfy.ai/en/ia/base-conhecimento.md).

### 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](https://docs.notfy.ai/en/relatorios/ia-uso.md).

### 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.

### 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.

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

## 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.

> [card] [AI knowledge base](https://docs.notfy.ai/en/ia/base-conhecimento.md)
>
> Fill in context, rules, files and URLs.

> [card] [Integrations](https://docs.notfy.ai/en/configuracoes.md)
>
> Connect the account's channels and services.

> [card] [Privacy and LGPD](https://docs.notfy.ai/en/configuracoes/privacidade-lgpd.md)
>
> See privacy rights and actions.


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