Getting started with Notfy

From first access to first conversation: sign in, complete the Company settings, register users and record your first lead.

This guide takes your team from first access to the first conversation handled and the first prospect in the funnel. Menu names follow exactly what appears on screen.

The top menu brings together Dashboard, Service, Management, Registrations, Reports and Settings. The items displayed depend on the plan, the segment and each user’s permissions.

Each company has its own address, in the format /admin/company-identifier. Anyone who accesses more than one company switches between them using the company selector in the panel.

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Setup path

1. Access the panel

   Open your company’s panel address and sign in with your Email and Password. If you forget your password, use the recovery link on the login screen.

2. Protect your account (recommended)

   In your profile, enable two-factor authentication with an authenticator app, such as Google Authenticator. In the same profile you set your photo, bio and the System language.

3. Complete the Company settings

   Open Company settings from the company selector at the top. In the General tab, check the Company logo, the Sector, the Contact Email and the WhatsApp Contact. In the AI tab, set the AI Name, the Main AI Goal, About the company and Service rules so the AI answers in your company’s tone.

4. Register your team

   In Settings → Users, click Create. Fill in Full Name and Email in the Information tab, set the password in the Access tab and choose the Main team in the Team tab. In the Permissions tab, select the Access Group. Groups are created in Settings → Roles & Permissions. Then pass the initial password to the team member through a secure channel.

5. Adjust the funnel

   In Settings → General Settings, Pipeline tab, review the Funnel Stages so they reflect your company’s sales process.

6. Record the first lead

   In Registrations → Prospects, click Create and fill in Name, Document and WhatsApp. See Create a prospect.

7. Handle the first conversation

   In Service → Chat, open a conversation in the Queue tab and click Take Conversation. Reply using the message field. Then follow it in Mine and, when finished, in Finished.

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Where each profile starts

Administrator

Complete the path above. Then review the team and permissions, the General Settings and the privacy and LGPD options.

Agent

Start with the Chat: take conversations from the Queue, use the Calendar to schedule appointments and check the message templates to talk to customers outside the 24-hour window.

Salesperson or manager

Follow your opportunities in the Pipeline, move the cards as the deal progresses and check the reports.

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Concepts that get mixed up

Term	Meaning
Prospect	A sales opportunity in progress, which appears as a card in the Pipeline.
Customer	A contact who closed a deal or was registered directly.
Calendar	Appointment calendar, with optional synchronization with Google Calendar.
Social Posts	Posts scheduled on Instagram, separate from the Calendar.

Multichannel chat

How to handle and transfer conversations.

Sales pipeline

Track and move your opportunities.

Registrations

Customers, prospects and templates.

Frequently asked questions

Quick answers by topic.