Getting started: how to log in to the panel, activate the account and prepare the first day of AI-powered service

Log-in form

The title is "Bem-vindo de volta" (Welcome back); below come the fields and the button.

Fields and filters

"E-mail" (Email)required

The email you were registered or invited with.

"Senha" (Password)required

Your password. The eye icon next to it shows or hides what you typed.

"Código de verificação" (Verification code)

Appears only when you log in from a new device: the platform sends a 6-digit code to your email and asks you to type it here.

"Código do autenticador (2FA)" (Authenticator code (2FA))

Appears only when the account has two-step verification turned on: type the current code from the authenticator app on your phone.

Buttons and actions

"Mostrar senha" (Show password)

Shows the typed password; the same button then becomes "Ocultar senha" (Hide password).

"Esqueci minha senha" (Forgot my password)

Opens password recovery by code sent by email. Always visible, including on a partner's own address.

"Entrar" (Log in)

Checks the details and opens the "Painel" (Dashboard). While checking, the button shows "Entrando..." (Logging in...)

"Fale com um especialista" (Talk to a specialist)

Appears on the line "Ainda não é cliente?" (Not a customer yet?) and leads to the contact form with a specialist, who builds the account proposal.

"Criar conta" (Create account)

Only on the own address of a partner that has opened registration: opens the "Criar conta" (Create account) screen, on the line "Ainda não tem conta?" (Don't have an account yet?).

• On desktop, the left side shows an illustrative preview of the AI qualifying a contact; on mobile, a compact header plays that role. It is decoration: the form is the same.
• On the own address, the screen carries the company's or partner's brand and a line about consent and LGPD in the footer.

Screen states

Loading

On the own address, the screen stays blank for a moment while it finds out whose brand it is, to avoid showing another identity by mistake.

If something goes wrong

Wrong details show "Não foi possível entrar. Verifique suas credenciais." (Could not log in. Check your credentials.) If the service hiccups, a notice appears asking you to try again in a moment, and you can use the same code.

Unknown device

"Enviamos um código para o seu e-mail — digite-o abaixo." (We sent a code to your email — type it below.) The "Código de verificação" (Verification code) field appears in the form.

Account with two-step verification

"Digite o código do seu app autenticador para concluir." (Type the code from your authenticator app to finish.) The authenticator field appears in the form.

Wrong or expired code

"Código inválido ou expirado. Confira o e-mail ou reenvie (ou, no autenticador, confira o app e tente de novo)." (Invalid or expired code. Check your email or resend it (or, with the authenticator, check the app and try again).)

Step 1: request the code

Enter the account email to receive the code.

Fields and filters

"E-mail da conta" (Account email)required

Use the same email you use to log in to the panel.

Buttons and actions

"Enviar código" (Send code)

Sends the 6-digit code to the email entered and leads to the next step.

"Voltar para o login" (Back to login)

Goes back to the "Entrar" (Log in) screen (line "Lembrou a senha?" — Remembered your password?).

• The answer is the same for a registered and an unregistered email: the screen does not reveal who has an account.

Step 2: type the code and the new password

The code is valid for a few minutes and can only be used once; the deadline appears on the screen itself.

Fields and filters

"Código de 6 dígitos" (6-digit code)required

The code that arrived by email. Accepts digits only.

"Senha nova" (New password)required

At least 8 characters.

"Confirme a senha nova" (Confirm the new password)required

Repeat the new password; both must match.

Buttons and actions

"Redefinir senha" (Reset password)

Changes the password and ends all open sessions of the account.

"Usar outro e-mail" (Use another email)

Goes back to step 1 to request the code at another email.

"Reenviar código" (Resend code)

Requests a new code; the previous one stops being valid. Right after sending, the button shows a countdown.

"Reenviar em ‹n›s" (Resend in ‹n›s)

The countdown until you can request another code.

Step 3: password reset

Confirms the change and explains what changed.

Buttons and actions

"Entrar com a senha nova" (Log in with the new password)

Leads to the "Entrar" (Log in) screen.

• Anyone using the account on another device has to log in again, including someone who had the old password.
• Two-step verification remains in force: the authenticator app is still requested at login.

Screen states

If something goes wrong

A wrong or expired code shows "Código inválido ou expirado. Confira o e-mail ou peça um código novo." (Invalid or expired code. Check your email or request a new code.) Different passwords show "As duas senhas não coincidem." (The two passwords do not match.) Too many attempts from the same network ask you to wait a few minutes or switch connections (mobile data works).

No connection

"Não consegui falar com o servidor. Verifique sua conexão e tente de novo." (Could not reach the server. Check your connection and try again.)

Who invited and for what

A board shows the name of the company that invited, and the invitee's name, email and role.

• "‹Empresa› convidou você para a equipe." (‹Company› invited you to the team.)
• Name · email · role (Owner, Admin or Agent).
• On the company's own address, the top carries its logo.

Create the password

Fields and filters

"Crie uma senha" (Create a password)required

At least 8 characters.

"Confirme a senha" (Confirm password)required

Repeat the password; both must match.

Buttons and actions

"Criar conta e entrar" (Create account and log in)

Creates the access and opens the "Painel" (Dashboard) already signed in.

Screen states

Loading

A spinning indicator while the invitation is checked.

If something goes wrong

A nonexistent, expired or already used invitation shows the sentence that explains the case, in place of the form. If the email already has an account, "Este e-mail já tem uma conta — entre pela tela de login" (This email already has an account — log in through the login screen) appears.

Activation header

Common to all activation steps.

Buttons and actions

"Falar com o especialista" (Talk to the specialist)

Opens the contact form with the specialist who built the proposal.

• "Ativação da conta · ‹empresa›" (Account activation · ‹company›).
• The 4-step track: "Criar senha" (Create password), "Aceitar os Termos" (Accept the Terms), "Pagar" (Pay) and "Ativar" (Activate). On mobile it becomes the bar "Passo ‹n› de 4" (Step ‹n› of 4).

Create the password

"Olá, ‹nome›. Sua proposta chegou." (Hello, ‹name›. Your proposal has arrived.) The password creates the account and signs you in.

Fields and filters

"E-mail de acesso" (Access email)

It is the proposal email and cannot be edited here. To change it, talk to the specialist.

"Senha" (Password)required

At least 8 characters, with letters and numbers. Both rules get checked off as you type.

"Repita a senha" (Repeat password)required

The same password again.

Buttons and actions

"Mostrar senha" (Show password)

Shows both passwords; the button then becomes "Esconder senha" (Hide password).

"Criar senha e continuar" (Create password and continue)

Creates the account and leads to step 2, the "Termos de Uso" (Terms of Use), on the "Ativação da conta" (Account activation) screen.

• Visible rules: "Pelo menos 8 caracteres" (At least 8 characters) and "Letras e números" (Letters and numbers).

Your proposal

The summary of what was agreed with the specialist, next to the form.

• The date until which the proposal is valid.
• The subscription and, if any, the loyalty discount.
• The monthly message allowance and how the overage is charged (when the account uses your own models).
• The setup fee, charged once with the first subscription, when there is one.
• Advanced knowledge base included, when it is part of the proposal.
• Your AI, your models: you connect the models you already subscribe to (conversation, search and transcription) and pay your provider directly. Or, if the proposal uses the platform's AI, the AI credits included per month.
• The loyalty term, when there is one, and the early exit rule.
• Today you pay: the first subscription (and the setup fee, if any). The amounts appear on the screen before any payment.

Screen states

Loading

Gray lines in place of the content while the proposal opens.

If something goes wrong

Could not open the proposal, with the "Tentar de novo" (Try again) button.

Expired proposal

"Esta proposta venceu em ‹data›." (This proposal expired on ‹date›.) Each proposal is valid for 15 days. The buttons "Pedir uma proposta nova" (Request a new proposal) (the specialist receives the request and replies on your WhatsApp during business hours, and the screen shows "Pedido enviado" (Request sent)) and "Falar com o especialista" (Talk to the specialist).

Link already used or incomplete

"Este link não abre uma proposta" (This link does not open a proposal), with "Entrar na minha conta" (Log in to my account) (for those who already created the password) and "Falar com o especialista" (Talk to the specialist).

Create the password

Welcome, ‹name›. The ‹company› account is ready; you log in with the email shown.

Fields and filters

"Sua senha" (Your password)required

At least 8 characters. The warning stays red until the requirement is met.

"Repita a senha" (Repeat password)required

The two passwords must match.

Buttons and actions

"Mostrar senha" (Show password)

Shows the password you typed.

"Termos de Uso" (Terms of Use)

Opens the "Termos de Uso" (Terms of Use) in another tab.

"Política de Privacidade" (Privacy Policy)

Opens the "Política de Privacidade" (Privacy Policy) in another tab.

"Criar senha e entrar" (Create password and log in)

Only becomes active with a valid, repeated password and the acceptance box checked. Creates the access, records the acceptance and opens the "Painel" (Dashboard).

• Acceptance box: "Li e aceito os Termos de Uso e a Política de Privacidade da plataforma que opera este atendimento, em nome desta conta" (I have read and accept the Terms of Use and the Privacy Policy of the platform that operates this service, on behalf of this account). Acceptance comes before using the account.

Screen states

Loading

Gray blocks while the invitation is being checked.

If something goes wrong

This link no longer works, with an explanation of why (or a request to try again in a moment).

Step 2: Company details

They go on the invoice for each monthly payment and identify the contracting party in the "Termos de Uso" (Terms of Use), in the next step. Beside them, "Onde estes dados aparecem" (Where this data appears): invoice, "Termos de Uso" (Terms of Use) and "Só para isso" (Only for that).

Fields and filters

CNPJrequired

The 14 digits. Once they are complete and valid, the lookup in the Receita Federal public registry runs on its own; a CNPJ that fails the check-digit calculation shows "Este CNPJ não é válido" (This CNPJ is not valid) and is not looked up.

CPFrequired

Only without a CNPJ, through "Não tenho CNPJ — usar CPF" (I don't have a CNPJ — use CPF): the invoice is issued under your CPF, as an individual. The check digits are verified.

"Razão social" (Legal name)required

As it appears on the CNPJ registration card (with a CPF, the full name). Filled in by the lookup.

"Nome fantasia" (Trade name)

Only with a CNPJ. Filled in by the lookup.

CEP

The address is optional, but the invoice comes out more complete. Filled in by the lookup.

"Rua" (Street)

Optional, like the rest of the address.

"Número" (Number)

Optional.

"Complemento" (Address detail)

Optional: suite, floor.

"Bairro" (Neighborhood)

Optional.

"Cidade" (City)

Optional.

"UF" (State)

Optional: the state abbreviation, chosen from the list.

Buttons and actions

"Não tenho CNPJ — usar CPF" (I don't have a CNPJ — use CPF)

Switches the document to CPF and the "Empresa" (Company) block to "Pessoa física" (Individual).

"Tenho CNPJ — usar CNPJ" (I have a CNPJ — use CNPJ)

Goes back to the CNPJ.

"Buscar de novo" (Search again)

Appears when the public lookup did not respond: tries again.

"Salvar e continuar" (Save and continue)

Saves the details to the account and takes you to the "Termos de Uso" (Terms of Use).

"Está certo" (That's correct)

When the specialist has already filled this in on the proposal: confirms the details and takes you to the "Termos de Uso" (Terms of Use).

"Corrigir" (Fix)

Opens the form already filled in; "Cancelar" (Cancel) goes back to the review.

• A Receita tag on each field the lookup filled in; everything remains editable.
• "Achamos a empresa: situação cadastral ativa" (We found the company: registration status active). If the Receita shows the company as deregistered or ineligible, the screen only warns and lets you continue.
• "Não achamos este CNPJ na consulta pública" (We could not find this CNPJ in the public lookup), or "A consulta pública não respondeu agora" (The public lookup did not respond just now): fill in by hand and continue; activation is not blocked.
• The specialist has already filled in these details on the proposal: the step opens as a review, with CNPJ, legal name, trade name and address.

Step 3: Terms of Use

The version of the Terms specific to the proposal's account, with the contracting party at the top and the section about your own AI highlighted (marked "Novo" (New)).

Buttons and actions

"Corrigir dados" (Fix details)

Next to the "Contratante" (Contracting party) row: goes back to step 2 with the details already filled in.

"Baixar PDF" (Download PDF)

Opens the proposal's Terms ready to print or save as PDF, in another tab.

"Li e aceito os Termos de Uso, versão de ‹data›" (I have read and accept the Terms of Use, version dated ‹date›)

The acceptance box. The acceptance is recorded with the date, time and the proposal's email.

"Aceitar e continuar" (Accept and continue)

Only becomes active with the box checked. Records the acceptance and takes you to payment.

Step 4: Paying the first monthly payment

Choose the payment method; the screen updates on its own when the bank confirms.

Buttons and actions

Pix

Confirms instantly. Shows the QR code and the copy-and-paste code on the screen itself.

Boleto

Up to 2 business days for the bank to notify.

"Cartão" (Card)

Credit, paid in full.

"Copiar o código Pix" (Copy the Pix code)

Copies the Pix copy-and-paste code. The code is valid for 30 minutes; after that, the screen generates another.

"Gerar boleto" (Generate boleto)

Opens the boleto on the payment page, in another tab.

"Pagar ‹valor› com cartão" (Pay ‹amount› by card)

Opens the card payment in another tab; this screen updates on its own when the bank confirms.

• What you pay today: 1st monthly payment, setup fee (if any) and the total.
• Next charge: the amount and the date, plus the overage if you exceed the message allowance.
• You can withdraw within 7 days after payment, with the amount refunded.
• Live badge: "Aguardando o pagamento" (Awaiting payment). This screen updates on its own when the bank confirms.

Step 5: To activate

Payment confirmed. These steps remain for the AI to start answering your leads; the bar shows ‹n› of ‹total› ready.

Buttons and actions

"Conectar ‹tipo de modelo›" (Connect ‹model type›)

Opens the drawer to connect your own AI model, already on the missing type (chat, search or transcription). Use your account's key with the provider.

"Abrir Configurações → Segurança" (Open Settings → Security)

Appears when two-step verification is missing, which is required to connect and test models. After enabling it, come back through the "Painel" (Dashboard) at "Continuar a ativação" (Continue activation).

"Conectar o WhatsApp" (Connect WhatsApp)

Opens the Meta window to sign in with the Facebook account that manages the company's WhatsApp and choose the number (takes about 3 minutes).

• Tags for each model: ready (with a checkmark) or missing. Audio reply is optional and does not hold up activation.
• With "A IA da plataforma" (The platform's AI) on the proposal, the models item appears as skipped.
• You can close this screen: the panel remembers where you stopped.

Your account is active

Appears when the required items are ready.

Buttons and actions

"Ir para o painel" (Go to the dashboard)

Opens the "Painel" (Dashboard); the AI already answers the leads who arrive on WhatsApp.

• "IA respondendo" (AI replying) with your own models: chat, search and transcription (or with the platform's AI credits).
• The monthly message allowance and the date the cycle renews.
• "Base de conhecimento avançada" (Advanced knowledge base) included, when it is part of the proposal: start by uploading your documents.

Screen states

Loading

Gray rows while the activation loads.

If something goes wrong

Could not load the activation (or the company details), with the "Tentar de novo" (Try again) button.

Error saving the company details

Could not save the details. Check your connection and try again. Nothing was lost.

Account without activation through a proposal

This account has no activation through a proposal. The account panel is at the usual address, with the "Ir para o painel" (Go to the dashboard) button.

Card payment declined

The payment did not go through. The bank declined the charge; no amount was charged. Try another card or pay with Pix.

Completion refused because of an open invoice

The message with the reason and the "Ir para a Carteira" (Go to Wallet) button, where the invoice is paid.

Sign-up form

Create your account on ‹product name›. It takes a minute; the AI starts answering as soon as you log in.

Fields and filters

"Nome da sua empresa" (Your company name)required

How the company will appear in the panel.

"Seu nome" (Your name)required

The name of the person responsible for the account.

"Seu e-mail" (Your email)required

This is what you will use to log in.

"Crie uma senha" (Create a password)required

At least 8 characters. Use something only you know.

"Repita a senha" (Repeat password)required

The two passwords must match.

Buttons and actions

"Termos de Uso" (Terms of Use)

Opens the "Termos de Uso" (Terms of Use).

"Política de Privacidade" (Privacy Policy)

Opens the "Política de Privacidade" (Privacy Policy).

"Criar conta e entrar" (Create account and log in)

Only becomes active with all fields valid and the acceptance box checked. Creates the account, records the acceptance and opens the "Painel" (Dashboard).

"Entrar" (Log in)

For those who already have an account ("Já tem conta?" (Already have an account?) row): goes back to the "Entrar" (Log in) screen.

• Plan card: the product name and the monthly price set by the partner.
• You pay nothing now: the account goes live as soon as you create the password, and the partner arranges with you how and when the monthly payment starts.
• The panel on the left is the same as on the partner's login screen.

Screen states

Loading

The fields appear in gray, already in their final place, while the form loads.

If something goes wrong

Could not create the account right now. Try again in a moment (or the explanation of the problem, such as email already in use).

Sign-up closed or address unavailable

This page is not available. You cannot create an account here at the moment, with the "Ir para a entrada" (Go to login) button.