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This is the step that switches everything on. Up to here you have a funnel with a script; from here on it has a phone. You connect the number you already use by scanning a QR from the dashboard, just like when you link WhatsApp Web. It does not go through the WhatsApp Business API (Meta’s Cloud API): there is no application to get approved, no message templates to send and no per-conversation fee from Meta.
The dashboard is in Spanish. On this page every button and label appears in Spanish, as you will see it on screen, with its English translation in parentheses the first time.

Before you scan: the three things to know

1. Use the number your customers already write to. Regular WhatsApp or WhatsApp Business works, on whatever phone. You don’t need a new number or a separate line. It can be different from the number you signed up with: by default, that other number is where your sales notices and your funnel’s reports reach you on WhatsApp.2. Your agent will answer the chats that arrive at that number. It is not a test list: while it is active and has balance, it replies to whoever writes to it in a one-to-one chat. It does not answer groups or statuses, or the contacts you unsubscribed, and it may not answer your own team’s numbers (And now tells you where to test from). You can take over any conversation whenever you want: every chat has a «Piloto automático» (Autopilot) switch that you turn off to reply yourself.3. Connecting starts the 7-day clock and your agent starts answering that number. You already have your welcome credits: the US$ 10 are advanced in full when you sign up, so you can build and test the funnel without running out halfway. Connecting brings no balance: what starts is the 7-day clock. If you used a referral code, your US$ 25 arrive later, the day you activate your subscription — Pricing explains it.
Did you spend those US$ 10 building the funnel? Then connecting brings you no more balance, and your agent won’t reply until you have credits again. Before you connect, the balance notice on «Inicio» (Home) warns you: «Tus US$ 10 de arranque se gastaron en armar tu embudo» (Your US$ 10 starter credit was spent building your funnel). How to top up: Credits and top-ups.

The QR, step by step

1

Open «Canales» (Channels)

In the left-hand menu, inside «Ventas» (Sales), click «Personalizar» (Customize) (it is under «Ajustes» — Settings). In that screen’s list of sections («Comercio», «Medios IA», «Herramientas», «Canales»… — Commerce, AI media, Tools, Channels…), choose «Canales». Until your company has connected its first number, «Personalizar» opens right there. (If you prefer to go straight there, type optimind.darkfunnels.ai/customize?panel=canales in the browser’s address bar.)You can also get there from other places in the dashboard:
  • The balance notice on «Inicio»: until you have connected your first number, it carries the «Conectar WhatsApp» (Connect WhatsApp) link.
  • The playbook («Manual»): when your funnel already has a script and is only missing WhatsApp, «Tu agente está listo» (Your agent is ready) may appear at the top, with the «Conectar WhatsApp →» button. It leaves you in «Canales» with that funnel’s QR already being prepared.
  • The copilot: if you build your funnel by talking with it, once the playbook is finished it takes you to «Canales» by itself, also with the QR being prepared.
You will see one card per funnel, with its name at the top and one tab per channel. Today only the WhatsApp tab is active; the others say «(Pronto)» (Soon).
Personalizar (Customize) screen with the Canales (Channels) section selected and the card of the funnel «Sofía - Venta de Polos de algodón pima»: the WhatsApp tab and the others marked «(Pronto)» (Soon), «Sin número conectado» (No number connected), the «Sin conexión» (No connection) badge, three reminders and the «Conectar / Escanear» (Connect / Scan) button

Canales (Channels): one card per funnel, with the WhatsApp tab, its status badge (here, «Sin conexión», No connection) and the «Conectar / Escanear» (Connect / Scan) button.

2

Press «Conectar / Escanear» (Connect / Scan)

Before the button, the card reminds you of the essentials: use the number your customers write to, and your agent will answer the chats that arrive there.When you press it you will see «Preparando el código QR…» (Preparing the QR code…) for a few seconds, and then the code. The codes renew themselves. If the first one goes by without you scanning it, «Intento N de 10» (Attempt N of 10) appears under the code: if ten attempts go by without anyone scanning, they stop being generated (Common problems explains it). Below you have «Actualizar QR» (Refresh QR), «No puedo escanear mi QR» (I can’t scan my QR) — it opens the problems section of this guide, in its Spanish version — and «Escribir al equipo» (Write to the team), which opens a WhatsApp chat with us.
The funnel has to be active. If it is paused, the card does not show the code: it says «Este embudo está en pausa: no puede conectar su WhatsApp y su agente no responde a nadie» (This funnel is paused: it can’t connect its WhatsApp and its agent doesn’t reply to anyone) and offers you «Activar embudo» (Activate funnel) right there. If your trial has already ended, the button is «Ver planes» (See plans).
3

On your phone, link the device

On the phone of the line you are connecting, open WhatsApp → Linked devices → Link a device (on a phone set to Spanish: Dispositivos vinculados → Vincular un dispositivo) and point the camera at the code on the screen.It is the same mechanism as WhatsApp Web: your phone remains the owner of the number and you can keep using it as normal.Did you open the dashboard on that same phone, and you have no way to scan your own screen? See «I only have my phone with me» in Common problems.
4

Wait for «Conectado» (Connected)

The badge goes through «Conectando…» (Connecting…) and ends at «Conectado» (Connected), with the number in view.The first time your company connects a number, «¡Tu agente está en línea!» (Your agent is online!) opens. It suggests «Pruébalo ahora» (Try it now) — texting “hola” to that number from another phone — and, if your browser allows it, offers you «Activar avisos» (Turn on notifications) so you get a notification as soon as someone writes to your agent. «Ir al chat» (Go to the chat) takes you to the inbox; «Seguir configurando» (Keep setting up) closes the window. Later connections only show the «WhatsApp conectado» (WhatsApp connected) notice.
Have the line’s phone in your hand before you press «Conectar / Escanear»: each code lives only a few seconds, and it is nice not to have to ask for another one.

If your funnel was born from the Ecommerce template or from scratch

If you created your sales funnel with the copilot — with the Ecommerce template or building your flow from scratch — or you loaded the template into it with «Cargar plantilla de Ecommerce» (Load Ecommerce template), the QR does not show up until its playbook is complete. Instead, the card shows «Antes de conectar:» (Before connecting:) with what is missing, and each item comes with its link:
  • «N datos por completar (ver)» (N details to complete (see)): what only you know about your business (the brand, the prices…). «ver» (see) shows them to you in the playbook.
  • «Capítulo N sin pasos (ver)» (Chapter N has no steps (see)): a chapter that was left empty. If you chose to start from scratch, the three chapters are born with no steps: write them before connecting. «ver» opens the playbook.
  • «Datos de pago y envío sin confirmar (confirmar)» (Payment and shipping details not confirmed (confirm)): your playbook comes with typical payment, location and shipping details. «confirmar» (confirm) shows them to you just as your seller is going to use them — «Así va a responder tu vendedor sobre pago, ubicación y envío. ¿Son correctos?» (This is how your seller will answer about payment, location and shipping. Are they correct?) — with two ways out: «Sí, son correctos» (Yes, they’re correct) or «Cambiarlos en el manual» (Change them in the playbook).
The card of the funnel «Sofía - Venta de Polos de algodón pima» in Canales (Channels), «Sin número conectado» (No number connected) and «Todavía no podemos generar tu código QR.» (We can't generate your QR code yet.), with the «Antes de conectar:» (Before connecting:) block: «20 datos por completar (ver)» (20 details to complete, see) and «Datos de pago y envío sin confirmar (confirmar)» (Payment and shipping details unconfirmed, confirm)

With the playbook incomplete, the card says what is missing instead of showing the QR: here, 20 placeholders and the payment and shipping details still unconfirmed.

Once you confirm the details, the card tries to connect again by itself. If what was missing were placeholders or chapters, complete them in the playbook, go back to «Canales» and press «Conectar / Escanear». The same list appears at the top of the playbook while it is missing something. How to fill in placeholders: The sales playbook.

What each status tells you

Changing number or leaving a funnel without WhatsApp

Each funnel has its own card and a single WhatsApp line. If you have two funnels, each one connects with its own number. With the line connected, the card gives you three buttons, and they do not do the same thing: Removing it asks for confirmation in «¿Retirar esta línea?» (Remove this line?): your agent stops handling that number and you stop receiving notices and summaries from that line. The conversations are kept. The card is left on «Retirada», with the text «Este embudo no tiene línea de WhatsApp» (This funnel has no WhatsApp line). To give it one back, press «Agregar línea de WhatsApp» → «Agregar línea» (Add line), and follow the QR as the first time, with the number you want to use.
If you only changed number, do not remove the line: disconnect it and scan the QR with the new one. It is what the dashboard itself reminds you before you remove it.
Reconnecting, changing number or adding a line does not give you welcome credits again or restart the trial clock: that happens only once per company. Disconnecting does not take away the balance you have either.
Linking, restarting, disconnecting or removing a line is up to whoever manages your company’s apps (by default, the person who created the account). If you do not have that permission, the card tells you so instead of showing the QR. Who can do what: Invite your team.

Common problems

That is normal: each WhatsApp code expires in seconds and renews itself; the screen shows you the new one. Press «Actualizar QR» (Refresh QR) and scan the one that appears. If ten attempts go by without your phone getting linked, they stop being generated: that is the case below.
After ten attempts without a scan, the line stops asking WhatsApp for codes. That way it does not spend the night generating codes nobody is looking at. To pick up again, press the button on the card. What you see depends on the line:
  • If it is the first time you connect it, the card goes back to «Desconectado» (Disconnected). Press «Conectar / Escanear» and start again.
  • If the line was already connected before, the badge says «El código caducó» (The code expired) and the message reads «El código QR caducó sin escanearse y dejó de renovarse. Pulsa «Conectar» para generar uno nuevo.» (The QR code expired without being scanned and stopped renewing. Press «Conectar» to generate a new one.) The button says «Conectar» (Connect), not «Reintentar» (Retry): press it and the cycle starts again.
The simplest way out: open the dashboard on a computer, or on another phone, and scan from the line’s phone.If you see the «Vincular con código» (Link with a code) button on the card, you can link from that same phone, without scanning anything:
  1. Press «Vincular con código». If the line has not been connected yet, type in the «Número de WhatsApp de tu negocio» (Your business’s WhatsApp number) and press «Pedir código» (Request code); the dashboard asks you to confirm it in «¿Vincular este número?» (Link this number?) → «Sí, pedir código» (Yes, request code).
  2. An 8-character code appears. «Copiar código» (Copy code) copies it.
  3. On the line’s phone: WhatsApp → Linked devices → Link a device → Link with phone number instead (Vincular con el número de teléfono), and type in the code.
The card switches to «Conectado» by itself as soon as WhatsApp accepts it. The code expires within a few minutes; «Pedir otro código» (Request another code) gives you a new one (at most one per minute) and «Usar QR» (Use QR) takes you back to the QR. It only works with Peruvian mobile numbers, and on a line that was already connected it only works for that same number: to link a different one, use the QR. If you do not see the button, linking with a code is not available for your account or for that line.
If about 20 seconds go by with no change, the badge switches to «Acción requerida» (Action required) with the message «La conexión está tardando más de lo normal. Reintenta o reinicia.» (The connection is taking longer than usual. Retry or restart.) The card gives you two buttons:
  1. «Reintentar» (Retry): asks for the connection again.
  2. «Reiniciar» (Restart): does the same as «Reintentar» and also lifts the safety pause on sending, if there was one. It does not unlink your number.
If it is still the same, it is usually the service and not your account: wait a few minutes and come back, or «Escribir al equipo».
We let you know. If a line that was connected drops and its funnel is active, we email the account owner within a few minutes — and you get a browser notification, if you turned on notifications. If it is still down, we remind you after an hour, after 12 hours and after 3 days; after a week, once a week if you have a subscription or your trial is still running.To recover it, look at the card’s badge and message:
  • «Conectando…», or «Acción requerida» with «La conexión está tardando más de lo normal. Reintenta o reinicia.»: it is trying to reconnect by itself, without you having to scan. Wait a few minutes; if it does not come back, press «Reintentar».
  • «Escanea el QR» (Scan the QR): the line lost its link with the phone. Scan the new code with that line’s phone.
  • «Acción requerida» with «La sesión se cerró (otro dispositivo tomó el número, o las credenciales dejaron de servir)…» (The session closed (another device took the number, or the credentials stopped working)…): press «Conectar» and, if a code appears, scan it with that line’s phone. If it closes again, «Escribir al equipo».
  • «Acción requerida» with «La sesión se detuvo desde el panel de soporte…» (The session was stopped from the support panel…): press «Conectar» to resume it.
Recovering the line does not delete your conversations, your playbook or your catalog: what gets rebuilt is the link with the phone.What came in while it was down. The messages your customers wrote during the outage may show up in their conversations when you reconnect, but they may be left unanswered. Check «Conversaciones» (Conversations) with the «Esperando respuesta» (Waiting for a reply) filter and answer them yourself. If your inbox has the «Seleccionar» (Select) button, you can pick those chats and press «Responder con IA» (Reply with AI). Before it starts, the window tells you who it is going to answer and who it skips — for example, whoever wrote more than 7 days ago or has autopilot off — and asks you to accept the risk of WhatsApp banning your number. The AI answers one chat per minute, between 8:00 and 21:00 in your agent’s time zone, up to 100 per batch. Wait about 10 minutes after reconnecting; before that, the AI skips them. Conversations explains it.
A paused funnel cannot connect its WhatsApp and its agent does not reply to anyone. Press «Activar embudo» (Activate funnel) on the same card.If it answers «Tienes N de M embudos activos. Para relevar un embudo hazlo desde Inicio.» (You have N of M active funnels. To swap a funnel, do it from Home.), you are already using all your active funnels: pause another one from «Inicio» (Home) to make room. If your trial has ended, the card says «Tu prueba terminó: los embudos quedan en pausa hasta que elijas un plan» (Your trial has ended: funnels stay paused until you choose a plan) and the button is «Ver planes» (See plans): Pricing explains it.
(Only whoever manages your organization can link a number to this line.) Your user does not have permission to connect WhatsApp lines. Ask whoever manages your company in the dashboard to connect it from «Canales» (Channels), or to give you that permission. The same happens when you press «Reiniciar» (Restart) or «Desconectar» (Disconnect): the dashboard tells you that only whoever manages it can do that.
If the number you linked is not the one you signed up with, the card asks you: «Conectaste …4321, que no es el número con el que te registraste. ¿Es el número al que te escriben tus clientes?» (You connected …4321, which is not the number you signed up with. Is it the number your customers write to?). That is normal: lots of people sign up with their personal phone and connect the business line.
  • «Sí, es este» (Yes, it’s this one): nothing changes and the dashboard stops asking you in that browser.
  • «Desconectar y usar otro» (Disconnect and use another): unlinks that number. Then press «Conectar / Escanear» and scan with the right phone.
If you noticed it on your own, it is the same: «Desconectar» and connect again with the right number. Neither the credits nor the trial clock change.
The simplest thing is to wait before connecting. Your trial already has a date from sign-up: if you do not connect, it expires 7 days after you signed up. The day you connect, the clock counts 7 days again from that day. Connect when you want your agent to start, within those 7 days.If you need the number linked right now, connect and pause your funnel right after you see «Conectado»: on «Inicio» (Home), your funnel’s card has a switch that goes from «Activo» (Active) to «Pausado» (Paused). Until you pause it, your agent already replies to whoever writes. While it is paused, its agent does not reply to anyone and the messages to that number do not come into the dashboard, but the number stays linked: when you activate it again, the line usually comes back without you having to scan again.Do it in that order: a paused funnel cannot link its number. And the 7-day clock keeps running even while the funnel is paused.Turning off «Piloto automático» (Autopilot) chat by chat does not work for this: every new conversation is born with autopilot on, so the agent would answer each new customer’s first message.
Go through these, in this order:
  1. The card’s badge says «Conectado».
  2. You have balance: if the balance notice on «Inicio» is red, your agent does not reply to new messages until you sort it out.
  3. The funnel is «Activo» (Active) on «Inicio».
  4. That chat has «Piloto automático» switched on.
  5. You wrote from a personal phone. Your business’s WhatsApp lines do not work as a test number.
  6. If that phone also receives your «Reportes» (Reports), «Informar de las ventas» (Sale notices) or «Alertas de error» (Error alerts), add it under «Números de prueba» (Test numbers) («Ventas» → «Configuración» — Sales → Settings): that way the agent replies to it as it would to a customer. Funnel settings explains it.

And now

Write “hola” to your number from a personal phone: that is the honest test. You will see the conversation come into «Conversaciones», with «Piloto automático» on and your agent replying with the script you wrote for it.
Your own WhatsApp — the one on your dashboard user — already counts as a test number, so you can test from there even if it receives your notices, as long as it is not the number of one of your business’s WhatsApp lines.

Credits and top-ups

What consumes balance and how to top up before you run out.

Review conversations

The inbox where you see every chat and take it over yourself when needed.

Funnel settings

Your test numbers, the sales notices and the reports every morning.

The sales playbook

Fine-tune what your agent replies now that it is handling real customers.
Last modified on October 19, 2026