General settings

Adjust AI, calendar, sales funnel, bulk messaging, reminders and follow-up in Settings, General Settings. See each tab and field in Notfy.

In Settings, General Settings, you define rules that apply to the whole company. Changes affect all users.

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When to use

When setting up Notfy and whenever the sales cycle changes: funnel stages, stale deal deadline, monthly goal, speed of bulk sends and reminders.

The screen has the tabs AI, Bulk Messaging, Reminders, Follow-up Sequences and Pipeline. For companies in the Service sector, the Bulk Messaging, Reminders, Follow-up Sequences and Pipeline tabs do not appear, and in the AI tab the Calendar and CRM / Kanban sections are hidden.

The Pipeline tab does not appear for companies in the service sector.

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AI tab

Response Delays

They simulate human timing before each automatic AI reply.

Field	Description
Minimum time	Minimum seconds before replying. Default 15, from 1 to 3600
Maximum time	Maximum seconds. Default 45. The system draws a value between the minimum and the maximum

Calendar

Field	Description
Interval between meetings	Buffer between appointments, to avoid delays
Meeting duration	Default duration of the meetings the AI schedules

CRM / Kanban

Field	Description
Generate automatic summary when moved to “Negotiating”	The AI summarizes the conversation when the lead becomes Negotiating. Consumes 1 AI credit per summary
Automatic lead scoring	The AI calculates a score from 0 to 100 for each lead after replying. Consumes 1 AI credit per analysis
Monthly revenue goal	Value and currency used in the “Monthly Goal” bar of the Pipeline
Stale Deal Alert	Days without progress to flag an open deal as stale. Empty turns it off

Choose the stale deal alert according to your sales cycle: long cycles call for longer deadlines, retail usually uses short ones.

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Bulk Messaging tab

Under Dispatch Intervals you control the speed of campaigns.

Field	Description
Minimum interval	Minimum seconds between one send and the next
Maximum interval	Maximum seconds. The system draws a value between the two for each message

Very short intervals increase the risk of Meta limiting or blocking the number.

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Reminders tab

Automatically sends the day’s agenda to users and birthday messages to customers.

Appointment Reminders. Click Add sending channel and fill in:

Field	Description
Channel	WhatsApp or Email (SMTP)
Integration	Connection that will send the reminders
Default message (Template)	Opening template sent before the agenda
Send time	Default 08:00
Recipient	Each user receives their own agenda, or everything goes to a single user
Recipient user	Appears when the recipient is a single user

The Send reminders now button triggers the send immediately with what is configured.

Birthday Reminder. Same logic, with channel, integration, template and time. The Send today’s birthdays now button sends right away.

Outside WhatsApp’s 24-hour window, Meta only allows messages through an approved template. Use an approved template in the default message.

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Follow-up Sequences tab

AI-Powered Smart Follow-up. With Automatically create follow-ups via AI on, the AI creates follow-up tasks with an approach script for the lead’s owner.

Field	When the task is created
Cold lead	Hours after a cold lead is detected
Neutral lead	Hours after a neutral lead is detected
Objection detected	Hours after an objection is detected

Sequences by WhatsApp Number. Sequences of messages and tasks triggered by a lead event, such as creation or entering a funnel stage. Use Add Sequence by Integration. Each WhatsApp number can have only one sequence.

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Pipeline tab

Under Funnel Stages you build the funnel: add, rename, reorder and remove stages. Exactly one Won stage, one Lost stage and one stage marked as initial are required.

Field	Description
Stage name	Up to 60 characters
Type	Open, Won or Lost
Color	Gray, Blue, Orange, Green or Red
Icon	Icon shown in the column
Initial stage	Where new leads enter. Only one open stage
Triggers AI summary	On entering the stage, generates the conversation summary and notifies the team
Scheduling stage	Where the AI moves the lead when it confirms an appointment
Signature stage	Where the lead goes when a signature document becomes pending

Under Card Preview choose what appears on the cards: Show AI Score, Show Days in Stage and Show Emotion Indicator.

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Where other settings are

Setting	Where
Turn on AI for a number or account	In the integration, the Enable AI on this number (WhatsApp) or Enable AI on Instagram option
Create leads automatically	In the integration, the Automatic Lead Creation option
AI name, context and rules	Company settings, AI tab
Roles and permissions	Settings, Roles & Permissions

Sales pipeline

How the funnel appears to the team.

Send lists

Campaigns that use the dispatch intervals.