Smart notifier - Setup guide
Receive WhatsApp alerts when customers need attention
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Smart WhatsApp notifier
Alerts for sales, orders, appointments and opportunities.
Smart notifier monitors conversations and alerts your personal WhatsApp when something needs attention, such as a Pix request, a complaint or another situation you define.
How to configure the notifier
Open Tools > Smart notifier
The notifier screen has an activation switch, alert recipient number and detection modes. Include the country code in the number, for example 5511999888777.
✓ The screen shows Notifier Status and the editable number field.
Set the Notification number, such as your personal WhatsApp
Enter the alert recipient in international format. For Brazil, use 55 + area code + number, such as 5517991956944. Use your own number or that of the person responsible for customer service.
✓ The number is entered in the field.
Choose a Detection mode
Three modes are available: AI (recommended) analyzes context and decides when to notify; Manual keywords detects specified words; Both combines AI and keywords for broader coverage.
✓ The mode is selected. Choosing AI or Both displays the 'AI trigger' field.
Describe the AI trigger in natural language
Describe what to monitor in Portuguese. For example: 'Notify me when a customer asks for Pix details', 'Tell me when someone complains about delivery', or 'Alert me when a customer asks for a manager'. AI interprets the intent.
✓ The trigger is saved. AI uses it to decide when to send an alert.
Turn on Notifier Status
With the green switch enabled, conversations are monitored in real time. When a trigger occurs, your personal WhatsApp receives an alert with conversation context.
✓ The notifier is active. You will receive alerts automatically.
Tip: Use 'Both (AI + Manual)' for broad coverage. Describe complex situations in the AI trigger and use keywords for direct terms such as 'pix', 'cancel' and 'complaint'. Consider the trade-off between extra alerts and missed sales opportunities.
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