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.
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.
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.
What Notorius queries and creates
Notorius does not edit or delete anything. It only queries and creates.
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.
- 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.
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.
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.
Frequently asked questions
It said it cannot create a record.
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.
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?
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.