Notorius assistant

Use Notorius, the team’s AI assistant, to look up customers, leads, vehicles and orders, create records with confirmation and use internal WhatsApp.

Notorius is the AI assistant for your team, not for the end customer. You ask or request in natural language, and it queries the system and, with your confirmation, creates records.

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When to use

• Find a customer, lead, vehicle or order without browsing the screens.
• Register a customer, lead, vehicle or order from a photo or document.
• Store received files in the right record.
• Ask for business numbers, such as sales and amounts received in the period.

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Before you start

• Your user must be active and have Notorius access enabled. The administrator controls this in Users, Information tab, in the Notorius (AI) Access switch.
• Notorius respects your permissions: it only queries and creates what your access profile allows. It also respects the company’s plan and segment. For example, vehicles only exist for auto repair shops and car dealerships.
• Each reply consumes AI credits. See AI credits.

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How to open it on the dashboard

Notorius appears as a floating button at the edge of the screen, on any dashboard page except the Chat, which has its own interface. You can drag the button to another place on the edge.

1. Open the assistant

   Click the Notorius AI button.

2. Write the request

   Type in the “Ask the AI…” field. Use Shift+Enter to break a line.

3. Attach files if needed

   Use the paperclip to attach an image, PDF or audio, or the microphone to record an audio. The limit is 12 MB per file.

4. Follow the conversation

   The Conversations button lists the histories and New conversation starts from scratch. Conversations and attachments are kept for a few days.

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What Notorius queries and creates

You can ask	What it does
Search for a customer, lead or vehicle	Searches by name, document, phone or plate.
Search for orders	Searches by customer, plate or number and shows the details.
Ask for business numbers	Answers with totals and averages of sales, receipts, expenses and orders, for the period and grouping you request. Depends on your financial permissions.
Query issued tax invoices	Lists tax documents already issued and checks whether the company is ready to issue. It never issues or cancels invoices.
Create a customer, lead, vehicle or order	Builds a preview and only creates after your confirmation.
Store files	Attaches the photos and PDFs sent to the chosen customer, lead, vehicle or order.

Notorius does not edit or delete anything. It only queries and creates.

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The confirmation step

Every new record goes through two steps, to avoid mistakes:

1. Preview

   Notorius shows the data it will create, for example “Company: …” and the customer fields.

2. Confirmation

   Reply “yes”, “ok”, “go ahead” or “I confirm”. Only then is the record created.

Important rules:

• A customer requires a valid CPF or CNPJ, and the system warns if a record with the same document, phone or email already exists.
• A lead requires a name and phone or email, enters the first stage of the pipeline and you are the owner.
• Order: if the plate already has an owner, the customer is identified by it. If the unit price is not provided, the item is added with a zero value.
• If Notorius says it created something but nothing was actually created, the system corrects the reply. When in doubt, check the record on the corresponding screen.
• The preview is valid for about 30 minutes. After that, ask again.

Actions performed by Notorius are recorded in the audit history in your colleague’s name, with an indication that they came from Notorius.

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Use it on WhatsApp

When the company configures a WhatsApp number for Notorius, each employee can chat with it by message.

1. Register your WhatsApp

   In Users, Information tab, fill in WhatsApp Number with country and area codes, numbers only.

2. Confirm access

   Keep Notorius (AI) Access on. If it is off, the number gets no reply.

3. Send the message

   Write to the Notorius number provided by the company. You can send text, photo, PDF or audio.

If you work in more than one company, Notorius asks which one to use, with numbered options. Reply with the number. To switch later, write “switch company”. If you mention the company in the request itself, it does not ask.

Notorius on WhatsApp is a platform configuration feature. If you write and there is no reply, check with the administrator whether the feature is enabled for your company.

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Frequently asked questions

The Notorius button does not appear for me.

Access may be turned off for your user, or you are on the Chat screen, where the button is hidden. Ask the administrator to check Notorius (AI) Access.

It said it cannot create a record.

Your access profile, the plan or the company’s segment does not allow that module. Ask the administrator for help.

I replied yes and it created more than one thing.

This is expected when there is more than one pending preview, for example customer, vehicle and order together. It creates them in the right order and stops if any step is refused.

Are attachments kept?

Conversation files expire in a few days. Those you ask to be stored in a record stay attached to it.

AI credits

How much each reply consumes.

Teams and permissions

Control what each person can access.