"Infraestrutura dedicada" (Dedicated infrastructure)
The "Infraestrutura dedicada" (Dedicated infrastructure) screen is for requesting the dedicated installation in five steps and, after sending, following the request through six stages until the portfolio is served on the new installation.
Address in the dashboard: /revenda/infraestrutura-dedicada
How to get there: Through the "Solicitar" (Request) or "Acompanhar" (Follow) button on the "Infraestrutura dedicada" (Dedicated infrastructure) card on the "Visão geral" (Overview), or through the "Pedido" (Request) item in the menu.
"Solicitar infraestrutura dedicada" (Request dedicated infrastructure)
The five-step wizard. Nothing is charged before 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.
- "E-mail da plataforma" (Platform email)
- Your company's email provider, through which your clients get the sign-in code, password resets and team invites. The step is explained right below.
- "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.
"E-mail da plataforma" (Platform email)
The fourth step of the wizard. The installation is only delivered after the email passes the test. The key or password is stored in the installation's secrets and is never shown again, not even to you.
Fields and filters
- "Provedor por API" (API provider)
- You paste the API key from your email provider and the API address, which is in its docs, under sending.
- SMTP
- An email server with host, port, user and password.
- "Endereço da API" (API address)required
- The provider's sending address, starting with https://.
- Host
- The SMTP server address.
- "Porta" (Port)
- 587 with STARTTLS, the recommended one, or 465 with SSL.
- "Usuário" (User)
- The SMTP server user.
- "Chave de API" (API key)required
- The provider's key. When one is already stored, leave it blank to keep the current one.
- "Senha" (Password)
- The SMTP server password, instead of the key.
- "Nome do remetente" (Sender name)required
- It's what your client sees in the inbox.
- "Endereço do remetente" (Sender address)required
- An address on your domain. The screen warns you when you leave the field if it isn't valid.
- "Enviar o teste para" (Send the test to)
- Any address you like to receive the test email.
Buttons and actions
- "Mostrar chave" (Show key)
- Shows the key while you type; the button hides it again.
- "Verificar de novo" (Check again)
- Checks the domain records again. DNS changes take from minutes to a few hours.
- "Enviar e-mail de teste" (Send test email)
- Saves the email and sends a test to the address you entered.
- "Salvar e testar depois" (Save and test later)
- Saves without testing and moves on to "Custos e envio" (Costs and submit). The installation stays "Aguardando e-mail" (Waiting for email) until the test passes.
- "Continuar" (Continue)
- Unlocks after the test is delivered and moves on to "Custos e envio" (Costs and submit).
- To stay out of spam: the screen really checks the SPF and DKIM records on your domain, and DMARC, which is optional. You can go on without DKIM, but some emails may land in spam.
- Changing any field after the test resets the test: you need to send another one.
- If the test fails, the screen shows the reason and what to do under "Como corrigir" (How to fix).
"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.
- "Testar e-mail" (Test email)
- Shows up with "Aguardando e-mail" (Waiting for email). Opens the platform email screen to send the test.
- "E-mail da plataforma" (Platform email)
- Opens the platform email screen, with the current setup, the key or provider replacement and the history.
- "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.
- "Aguardando e-mail" (Waiting for email): the installation is ready, but it's only delivered, and only starts being billed, after the platform email passes the test.
- "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).