Dedicated infrastructure: request an installation of your own and migrate your portfolio

"Solicitar infraestrutura dedicada" (Request dedicated infrastructure)

The four-step wizard. Nothing is charged before the approval and the acceptance of the addendum.

Fields and filters

"Região" (Region)

The city where the installation will be, with the estimated latency to Brazil and the price of the "Padrão" (Standard) size. The closest one carries the "Mais perto" (Closest) badge.

"Tamanho" (Size)

How many accounts and messages per month the installation holds. The size that fits your portfolio carries the "Recomendado para você" (Recommended for you) badge.

"IA dos clientes" (Clients' AI)

On the dedicated installation the platform's AI does not exist. You choose between each client adding their own key, one default key of yours for everyone, or the default key with switching allowed for whoever has their own.

"Quanto vai custar" (How much it will cost)

The annual license, the installation and capacity fee, the active accounts and the estimated monthly fee. The final values come in the addendum.

Buttons and actions

"Continuar" (Continue)

Goes to the next step.

"Voltar" (Back)

Goes back to the previous step without losing your choices.

"Cancelar" (Cancel)

Leaves the wizard and goes back to the "Visão geral" (Overview).

"Enviar pedido" (Send request)

Sends the request. First, you must check that you understood that the clients will use their own AI and that the final values come in the addendum.

"Enviar de novo" (Send again)

Appears when the connection drops during sending: your choices stay on the screen and nothing was charged.

"Andamento" (Progress)

The six stages of the request, with what to do in each one. Every update arrives right away, with the "Ao vivo" (Live) badge, and by email.

Buttons and actions

"Aceitar" (Accept)

Opens the text of the addendum. With the full name and the job title filled in, "Aceitar" (Accept) records the acceptance and the PDF arrives by email.

"Pagar" (Pay)

Unlocks after the acceptance. Opens the license payment in a new tab; the setup starts on its own when the payment is confirmed.

"Abrir o pagamento" (Open the payment)

Opens the license payment page again, if the tab was closed.

"Testar" (Test)

Tests the configuration item for real. Tested and working, the item shows OK.

"Testar de novo" (Test again)

Repeats the test of an item that did not pass, after fixing what the screen pointed out.

"Agendar a migração" (Schedule the migration)

Unlocks when the four configuration items are tested. Opens the choice of day and time.

"Ver checklist da migração" (See the migration checklist)

Opens the "Migração" (Migration) screen.

• "Pedido em análise" (Request under review): requests within the policy are approved right away; the others, within 1 business day.
• "Aditivo e licença" (Addendum and license): the electronic acceptance of the addendum in the dashboard and the payment of the license by Pix, boleto or card.
• "Criação da instalação" (Installation setup): on its own, in about 12 minutes, with every step on the screen. If something goes wrong, everything is undone and no infrastructure is charged.
• "Configuração" (Configuration): AI, email, client payments and brand, each with its own test.
• "Migração da carteira" (Portfolio migration): the scheduled night, followed on the "Migração" (Migration) screen.
• "Concluído" (Completed): the portfolio served on the dedicated installation.

"Aditivo do contrato" (Contract addendum)

The electronic acceptance in the dashboard: the full text of the addendum and who accepts it.

Fields and filters

"Nome completo" (Full name)required

The name of the person accepting on behalf of the company.

"Cargo" (Job title)required

That person's job title at the company.

"Resumo do pedido" (Request summary)

Region, size, the clients' AI, the license per year and the monthly fee, plus how the installation is created.

• Until the migration, nothing changes: the clients keep being served on the current installation, with today's AI.

Screen states

Loading

The numbers and the cards appear as placeholders.

If something goes wrong

"Não conseguimos carregar o seu pedido" (We couldn't load your request): the screen makes sure nothing was lost or charged and offers "Tentar de novo" (Try again).

Migration numbers

Fields and filters

"Quando" (When)

The agreed day and time, in Brasília time.

"Duração estimada" (Estimated duration)

How long the migration should take. Service pauses for about 10 minutes at the end.

"Volta possível até" (Rollback possible until)

Until when you can go back to the old installation: it keeps everything for 7 days.

Buttons and actions

"Mudar data" (Change date)

While the migration is scheduled, changes the day and the time, always overnight. The clients are notified of the new date.

"Como funciona" (How it works)

Opens the portfolio migration guide on the side.

"Agendar a migração" (Schedule the migration)

The choice of day and time, starting the day after tomorrow and always overnight.

Fields and filters

"Dia" (Day)

The day of the migration.

"Horário" (Time)

From 00:00 to 05:00, in Brasília time.

Buttons and actions

"Agendar" (Schedule)

Schedules the migration on the chosen date.

"Salvar data" (Save date)

Saves the new date of a migration that is already scheduled.

Checklist

Checked on its own: the notice to clients about the window, the AI keys checked, the WhatsApp numbers (they stay the same), the dashboard domain pointed and the full backup before starting. Each item is "Pronto" (Done) or "No dia" (On the day).

"No dia" (On the day) and "Migrando agora" (Migrating now)

Before the day, the overnight plan: backup, copy of the data, check of the counts, switchover and the email notice with the result. During the migration, the progress bar and the current step, live.

"Migração concluída" (Migration completed)

The counts checked one by one: "Antes" (Before) and "Depois" (After) of accounts, contacts, conversations, messages, files, message templates and WhatsApp numbers.

Fields and filters

"Antes" (Before)

How many there were on the shared installation.

"Depois" (After)

How many ended up on the dedicated installation. "Igual" (Equal) when it matches; a difference always comes explained on the row.

Buttons and actions

"Voltar para a instalação antiga" (Go back to the old installation)

Asks for the rollback within the 7 days. The screen confirms first: messages start arriving on the shared installation again in about 10 minutes and whatever came into the dedicated one is copied back.

"Ficar na instalação dedicada" (Stay on the dedicated installation)

Closes the confirmation without asking for the rollback.

Screen states

Loading

The numbers and the cards appear as placeholders.

Nothing here yet

"Ainda não há migração agendada" (No migration scheduled yet): the screen explains that the migration comes after the setup and the configuration and offers "Ver o pedido" (See the request).

If something goes wrong

"Não conseguimos carregar a migração" (We couldn't load the migration): the screen makes sure the portfolio keeps being served and offers "Tentar de novo" (Try again).

"A migração foi desfeita" (The migration was undone)

The reason and the assurance that the clients stay on the shared installation, with everything as it was.

"A equipe da plataforma está cuidando" (The platform team is on it)

Something did not go as expected; the clients keep being served and the notice arrives by email.

"Na instalação dedicada" (On the dedicated installation)

"Precisa de chave" (Needs a key) when the account uses the platform's AI today and has neither its own key nor your default key; "Pronto" (Done) when it already has one. The tooltip shows today's AI.