When to use
Use these pages when setting up Notfy, when connecting a new channel or when the team changes.What appears in the menu depends on the permissions of each user’s role. Whoever does not have permission for a screen simply does not see it.
What is in Settings
Available integrations
Each integration is a record in the Integrations list. The types you can create depend on the plan and on the company’s sector.
Company settings
The Company settings screen gathers company data and plan usage, in tabs:Setup checklist
1
Connect a channel
Create the WhatsApp or Instagram integration and confirm with Verify Connection.
2
Adjust the settings
Review the funnel, the stale deal alert and the AI timings in General Settings.
3
Register the team
Create departments, choose the roles and register the users.
4
Test with a real lead
Send a test message or a test lead and see the result in the funnel.
Official WhatsApp
Connect the company number through the official Meta API.
Email integration
Send messages via SMTP, Gmail or Outlook.
Flow Editor
Build a rule-based service for WhatsApp or Instagram.
General settings
Global rules for AI, funnel and bulk sends.
Teams and permissions
Users, roles and access.
Privacy and LGPD
Consents and data subject rights.