When to use
Use this group when the team needs to reply to customers, record opportunities or organize the calendar without leaving Notfy.Group screens
In the side menu, the group appears as Service. The screens visible to you depend on your profile’s permissions and on what is active on your account.The service channels (WhatsApp and Instagram) are connected in Integrations. Without an active channel, the Chat has no conversations to show. See Official WhatsApp and Instagram.
How the screens connect
1
A message arrives in the Chat
It lands in the Queue (waiting for someone) or stays with the AI, if automatic service is active on the channel.
2
Someone takes the conversation
The agent takes the conversation and replies. If it is a sales opportunity, they create or open the lead with the Open / Create Lead button.
3
The deal moves forward in the Pipeline
The card goes through the funnel stages. When moving to won, you choose the customer; when moving to lost, you enter the reason.
4
Meetings go to the Calendar
Scheduled appointments appear in the calendar and, if the integration is on, also in Google Calendar.
Best practices
- Reply to the first message quickly: the first response time appears in the reports.
- Move the card in the Pipeline right after each step forward, so the indicators reflect reality.
- Always record the loss reason: it feeds the Lead Report.
- Use internal notes and conversation transfer to pass context between colleagues.
Frequently asked questions
I don't see one of the Service group screens. What should I do?
I don't see one of the Service group screens. What should I do?
The screen depends on your profile’s permissions and on the modules active on the account. Ask the administrator to review your permissions in Teams and permissions.
See also
Chat
Queue, AI service and internal conversations.
Pipeline
Deals, tasks and sales indicators.
Calendar
Appointments and Google synchronization.
General settings
Goals, alerts and automation rules.