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.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.
Where each profile starts
- Administrator
- Agent
- Salesperson or manager
Complete the path above. Then review the team and permissions, the General Settings and the privacy and LGPD options.
Concepts that get mixed up
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.