> ## 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. # 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. ## 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. > [!NOTE] > > The **Pipeline** tab does not appear for companies in the service sector. ## AI tab > [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 | > [tab] Calendar > > | Field | Description | > | :- | :- | > | **Interval between meetings** | Buffer between appointments, to avoid delays | > | **Meeting duration** | Default duration of the meetings the AI schedules | > [tab] 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 | > [!TIP] > > Choose the stale deal alert according to your sales cycle: long cycles call for longer deadlines, retail usually uses short ones. ## 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 | > [!WARNING] > > Very short intervals increase the risk of Meta limiting or blocking the number. ## 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. > [!NOTE] > > Outside WhatsApp's 24-hour window, Meta only allows messages through an approved template. Use an approved template in the default message. ## 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. ## 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**. ## 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** | > [card] [Sales pipeline](https://docs.notfy.ai/en/atendimento/kanban.md) > > How the funnel appears to the team. > [card] [Send lists](https://docs.notfy.ai/en/atendimento/listas-envio.md) > > Campaigns that use the dispatch intervals. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.