> ## Documentation Index
> Fetch the complete documentation index at: https://docs.notfy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Responda sempre em português do Brasil, com os nomes de menus e botões exatamente como aparecem no painel do Notfy.
> Use somente o que está documentado aqui. Se a documentação não cobrir a pergunta, diga isso e indique a página mais próxima em vez de inventar.
> Funcionalidades podem depender do plano, do segmento da empresa, das permissões do usuário e de integrações ativas: cite essa condição quando a página a mencionar.
> Nunca peça nem repita senhas, tokens ou dados pessoais de clientes.

# Settings

> Overview of the Notfy Settings group: channel integrations, general settings, users, roles, departments and privacy.

The **Settings** group in the side menu brings together everything that defines how Notfy works for your company: connecting channels, adjusting global rules and controlling who accesses what.

## When to use

Use these pages when setting up Notfy, when connecting a new channel or when the team changes.

> [!NOTE]
>
> 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

| Menu item | What it does | Guide |
| :- | :- | :- |
| **Integrations** | Connects WhatsApp, Instagram, Google Agenda, email, lead intake and other services | See the guides below |
| **Company settings** | Company data, AI, usage, public pages and subscription | [Company settings](https://docs.notfy.ai/en/configuracoes/configuracoes-da-empresa.md) |
| **General Settings** | AI timings, calendar, funnel, bulk messaging, reminders and follow-up | [General settings](https://docs.notfy.ai/en/configuracoes/parametros-gerais.md) |
| **Users** | Collaborator registration, team and access | [Teams and permissions](https://docs.notfy.ai/en/configuracoes/equipes-permissoes.md) |
| **Roles & Permissions** | Defines what each access group can do | [Teams and permissions](https://docs.notfy.ai/en/configuracoes/equipes-permissoes.md) |
| **Departments** | Organizes sectors and service queues | [Departments](https://docs.notfy.ai/en/configuracoes/criar-departamento.md) |

## Available integrations

| Integration | Guide |
| :- | :- |
| WhatsApp (Official Meta) | [Official WhatsApp](https://docs.notfy.ai/en/configuracoes/integracao-whatsapp-oficial.md) |
| Instagram (Official Meta) | [Instagram Direct](https://docs.notfy.ai/en/configuracoes/integracao-instagram.md) |
| Google Agenda | [Google Agenda](https://docs.notfy.ai/en/configuracoes/integracao-google-calendar.md) |
| Lead Webhook | [Lead intake](https://docs.notfy.ai/en/configuracoes/integracao-leads-webhook.md) |
| Email | [Email integration](https://docs.notfy.ai/en/configuracoes/integracao-email.md) |
| Notfy Processos | [Set up Notfy Processos](https://docs.notfy.ai/en/juridico/configurar-notfy-processos.md) |
| Notfy Financeiro | [Connect a gateway](https://docs.notfy.ai/en/financeiro/conectar-gateway.md) |
| Notfy Fiscal (NFS-e) | [Issuing company](https://docs.notfy.ai/en/fiscal/empresa-emissora.md) |
| ZapSign | [Set up ZapSign](https://docs.notfy.ai/en/contratos/configurar-zapsign.md) |
| Notfy Ads | [Connect ad accounts](https://docs.notfy.ai/en/anuncios/conectar-contas.md) |
| Fixed Flow | [Flow Editor](https://docs.notfy.ai/en/configuracoes/editor-de-fluxo.md) |

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:

| Tab | Content |
| :- | :- |
| **General** | Logo, active company, name, Tax ID (CPF/CNPJ), sector, contact email and WhatsApp contact |
| **AI** | Knowledge base (URLs and files), AI name, objective, about the company and service rules |
| **Consumption** | Use of AI credits, WhatsApp numbers, Instagram accounts and other plan limits |
| **Public Pages** | The company's public links, terms of use and privacy policy |
| **Billing** | Current plan, plan features and subscription and invoice management |

## 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.

> [card] [Official WhatsApp](https://docs.notfy.ai/en/configuracoes/integracao-whatsapp-oficial.md)
>
> Connect the company number through the official Meta API.

> [card] [Email integration](https://docs.notfy.ai/en/configuracoes/integracao-email.md)
>
> Send messages via SMTP, Gmail or Outlook.

> [card] [Flow Editor](https://docs.notfy.ai/en/configuracoes/editor-de-fluxo.md)
>
> Build a rule-based service for WhatsApp or Instagram.

> [card] [General settings](https://docs.notfy.ai/en/configuracoes/parametros-gerais.md)
>
> Global rules for AI, funnel and bulk sends.

> [card] [Teams and permissions](https://docs.notfy.ai/en/configuracoes/equipes-permissoes.md)
>
> Users, roles and access.

> [card] [Privacy and LGPD](https://docs.notfy.ai/en/configuracoes/privacidade-lgpd.md)
>
> Consents and data subject rights.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.