Artificial intelligence in Notfy

Overview of Notfy’s AI features: an agent that serves leads, the Notorius assistant for the team, credits and follow-up sequences.

Notfy uses artificial intelligence to serve leads in the chat, help your team with queries and registrations and keep in touch with those who have not closed a deal yet. This section explains each feature and how to configure it.

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AI features

Feature	Who it is for	What it does
Service agent	Your customers and leads	Answers messages on WhatsApp and Instagram, collects data and schedules meetings.
Knowledge base	Administrators	Teaches the AI about the company from texts, files and websites.
Hand over to an agent	The whole team	Defines when the AI steps aside and how the team takes over the conversation.
Notorius assistant	Employees	Queries and creates records through the dashboard or internal WhatsApp.
AI credits	Administrators	Shows what consumes credits and where to track the balance.
Follow-up sequences	Sales team	Sends messages and creates tasks in sequence for leads who stopped replying.
Automatic AI follow-up	Sales team	Creates tasks with an approach script when the AI detects coldness or objection.

Some features only appear when the company’s plan, the segment or an active integration allows them. When something described here does not appear in your menu, check with the account administrator.

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Where to start

1. Teach the AI about your company

   Fill in the knowledge base with the context and service rules.

2. Turn on the AI on a channel

   Turn on the AI in the WhatsApp or Instagram integration, as described in Service agent.

3. Follow the conversations

   Use the tabs of the Chat to see what the AI is serving and take over when needed.

4. Monitor consumption

   Check the credits balance and the AI usage report.

Service agent

Turn on the AI on WhatsApp and Instagram.

Notorius assistant

An assistant for your team.