> ## 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.

# Getting started with Notfy

> From first access to first conversation: sign in, complete the Company settings, register users and record your first lead.

This guide takes your team from first access to the first conversation handled and the first prospect in the funnel. Menu names follow exactly what appears on screen.

The top menu brings together **Dashboard**, **Service**, **Management**, **Registrations**, **Reports** and **Settings**. The items displayed depend on the plan, the segment and each user's permissions.

> [!NOTE]
>
> 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](https://docs.notfy.ai/en/cadastros/criar-prospeccao.md).

**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

> [tab] Administrator
>
> Complete the path above. Then review the [team and permissions](https://docs.notfy.ai/en/configuracoes/equipes-permissoes.md), the [General Settings](https://docs.notfy.ai/en/configuracoes/parametros-gerais.md) and the [privacy and LGPD](https://docs.notfy.ai/en/configuracoes/privacidade-lgpd.md) options.

> [tab] Agent
>
> Start with the [Chat](https://docs.notfy.ai/en/atendimento/chat.md): take conversations from the **Queue**, use the **Calendar** to schedule appointments and check the [message templates](https://docs.notfy.ai/en/cadastros/modelos-mensagem.md) to talk to customers outside the 24-hour window.

> [tab] Salesperson or manager
>
> Follow your opportunities in the [Pipeline](https://docs.notfy.ai/en/atendimento/kanban.md), move the cards as the deal progresses and check the [reports](https://docs.notfy.ai/en/relatorios.md).

## Concepts that get mixed up

| Term | Meaning |
| :- | :- |
| **Prospect** | A sales opportunity in progress, which appears as a card in the Pipeline. |
| **Customer** | A contact who closed a deal or was registered directly. |
| **Calendar** | Appointment calendar, with optional synchronization with Google Calendar. |
| **Social Posts** | Posts scheduled on Instagram, separate from the Calendar. |

> [card] [Multichannel chat](https://docs.notfy.ai/en/atendimento/chat.md)
>
> How to handle and transfer conversations.

> [card] [Sales pipeline](https://docs.notfy.ai/en/atendimento/kanban.md)
>
> Track and move your opportunities.

> [card] [Registrations](https://docs.notfy.ai/en/cadastros.md)
>
> Customers, prospects and templates.

> [card] [Frequently asked questions](https://docs.notfy.ai/en/faq.md)
>
> Quick answers by topic.


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