Your WhatsApp AI agent dashboard, day one

Right after sign-up, the dashboard leaves you on Inicio (“Home”), the screen you are going to look at every day. To the side, the copilot opens by itself so you can build your first funnel through conversation. This guide names each piece of Home and tells you what to do with it. You can come back to Home whenever you like from the logo, top left, or from Inicio, the first item in the menu. The dashboard interface is in Spanish, so buttons and menus are named here in Spanish with the English meaning in parentheses.

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The first thing you see: the copilot building your funnel

On the right, the copilot opens by itself, with Kipu, the octopus, in its header. On a wide screen it takes up a column next to Home; on a narrower screen or on the phone it comes in as a drawer from the side. You do not have to write the first message: the dashboard sends it for you, “Quiero crear mi embudo de ventas” (“I want to create my sales funnel”), and you see it in the thread as yours. The copilot answers by asking what you sell and, below its reply, leaves you three one-tap answers:

• “Vendo por WhatsApp y cierro en el chat” (“I sell on WhatsApp and close in the chat”)
• “Agendo visitas o citas” (“I book visits or appointments”)
• “Filtro postulantes o solicitudes” (“I screen applicants or requests”)

You answer in your own words or with a tap, it asks you a few more questions if needed and proposes creating the funnel. Nothing is created until you press Aprobar (“Approve”). While it lasts, above the text box you will see the label “Estamos armando tu embudo.” (“We’re building your funnel.”) The conversation spends balance, like everything the AI does: that is why your account is born with US$ 10 advanced. The full step by step is in Your first funnel. With the copilot open, Home is still there beside it. That is what comes next.

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Home, from top to bottom

The order is the same on every visit:

1. The greeting. “Hola” (“Hello”) and your name, with the line “Lo que pasa hoy en tu negocio: conversaciones, ventas y avance por capítulo, en vivo.” (“What is happening in your business today: conversations, sales and progress by chapter, live.”) Just below, on the right: Cómo funciona (“How it works”), the text “Actualizado hace …” (“Updated … ago”) and a refresh button (Actualizar datos, “Refresh data”).
2. Notices and start-up. The banner for your trial or your balance, a funnel someone shared with you, and the start-up list.
3. Pendientes (“Pending”). What is waiting for an action from you.
4. Ventas (“Sales”). Your funnels, their figures and the charts.
5. Calendario (“Calendar”). The pulse of today’s appointments.
6. At the bottom. Ver con datos de ejemplo (“View with sample data”), when most of the charts are empty, and the Vota las próximas funciones (“Vote on upcoming features”) bar.

The charts, your funnels and their figures refresh themselves every minute while the tab is in view, and new people, sales and appointments also arrive live. The refresh button fetches them instantly. Esperan respuesta (“Waiting for a reply”) is read when you open Home: to see it up to date, go back into Home or reload the page.

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The banner at the top: your trial

Under the greeting a banner may appear with the status of your trial or your balance. What it says depends on the moment: Conectar WhatsApp takes you to Personalizar → Canales (“Customize → Channels”). It is explained in Connect your WhatsApp. The figure in “Tienes…” is your balance at that moment: it goes down as you build and test your funnel. If you have already spent it, the headline changes to “Tus US$ 10 de arranque se gastaron en armar tu embudo” (“Your US$ 10 starter credit was spent building your funnel”). While the banner is inviting you to connect, spending the balance does not turn it red, unless it goes negative. (If the dashboard could not read your balance, the headline just says “Tu prueba está lista”, “Your trial is ready”.) If you run out of balance before you have your funnel, or with the setup open, you will see the red balance notice. The three red balance notices mean the same thing for your agent — it stops answering new messages — and they differ by the figure:

• Saldo agotado (“Balance exhausted”): you reached zero.
• Saldo insuficiente (“Insufficient balance”): you have a few cents left, less than it costs to answer a message.
• Saldo en deuda (“Balance in debt”): you went negative; your next top-up deducts that debt.

In all three, your apps and background jobs stay active. It is covered in Credits and top-ups.

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If someone shares a funnel with you

When another account shares its funnel with you, in this same area you see “Nombre de la cuenta te compartió el embudo «Nombre del embudo»” (“Account name shared the funnel “Funnel name” with you”), with Revisar (“Review”) and Rechazar (“Decline”). If you opened the link and have not approved it yet, you will see “Tienes un embudo compartido por aprobar” (“You have a shared funnel waiting for approval”) with Revisar. What gets copied and how it is accepted is in Your funnels.

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The start-up list: “Pon tu empresa a operar”

It is the card with the progress ring and the label “N de 4 pasos completados” (“N of 4 steps completed”). Its name means “Get your business running”, and these are the four steps that take your account from empty to selling, in order. It is seen by whoever manages the business. Next to the button for the step that is up is Guíame (“Guide me”): the helper points out on screen where to click. It is covered in “Guíame”, further down. Below the four steps there is a discreet queue, “Cuando quieras” (“Whenever you like”), with two optional improvements that do not count towards the ring:

• “Carga tu catálogo para que dé precios exactos” (“Load your catalog so it quotes exact prices”), with Añadir producto → (“Add product”). It is covered in the catalog.
• “Conecta tu asistente de IA y pregúntale por tus ventas” (“Connect your AI assistant and ask it about your sales”), with Ver cómo → (“See how”). That is the connection with your assistant.

Once you have at least one step done, the card starts collapsed into a single row: the ring, the “N de 4” (“N of 4”), the “Siguiente: …” (“Next: …”) with the step that is up — or “Esperando: …” (“Waiting: …”) if it is one of the two that tick themselves — and two buttons, Ver pasos (“View steps”) and Ocultar (“Hide”). With your first sale your business is up and running and the card goes away, on your other devices too. It does not come back even if you later disconnect the number.

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”Pendientes” (Pending): what is waiting for your answer

Below the notices, the Pendientes card appears when something is waiting for an action from you. If there is nothing, the card does not appear. For example, a copilot proposal waiting for your approval: a change to the playbook that you asked for, or an action that asks for your confirmation, such as creating your funnel. Each row shows the title, the detail, which app it comes from and how long ago it arrived. Tapping a row takes you straight to resolving it. If it is a proposal, the copilot opens in the conversation where it is waiting, with its Aprobar (“Approve”) and Rechazar (“Reject”) buttons.

• Five are shown at a time; the rest, with Ver N más (“View N more”). The number in the header is the total.
• A proposal leaves the list when you approve or reject it. If you do not answer it, it leaves the list in about 7 days, but it is not lost: it stays in its copilot conversation, where you can still approve or reject it. And if the agent’s playbook has changed since it was made, it withdraws itself, because it can no longer be applied.
• Each person sees only their own. The copilot reads this same list: if you ask it what you have pending, it tells you the same as the card.

The card refreshes itself every minute and when you come back to the tab.

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Your funnels: “Personas que venden por ti.” (People who sell for you.)

This is the Ventas section. On the left is a headline and on the right the period selector. If you do not have any funnel yet, you will see “Crea tu primer embudo” (“Create your first funnel”) — “Su agente conversa y vende por ti en WhatsApp. Lo configuras en un par de minutos.” (“Its agent talks and sells for you on WhatsApp. You set it up in a couple of minutes.”) — with the Crear embudo button, which opens the same copilot from the beginning. That is what whoever manages the business sees; the rest of your team sees “Aún no hay embudos” (“No funnels yet”). Once you have funnels, the headline counts their agents’ work in the chosen period: “Tu agente atendió 12 conversaciones.” (“Your agent handled 12 conversations.”) or “Tus agentes atendieron 54 conversaciones.” (“Your agents handled 54 conversations.”). If there were no conversations in the period, it says “Personas que venden por ti.”. The period starts on Hoy (“Today”). Tapping it lets you choose another (Últimos 7 días “Last 7 days”, Este mes “This month”, Mes anterior “Previous month”, Rango personalizado “Custom range”…), and the arrows on either side move you to the previous or next period. Your browser remembers the last one you chose.

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The strip of figures

The first figure is the only one that asks for action: Esperan respuesta (“Waiting for a reply”), the conversations from the last 30 days whose last message is from the customer. It does not depend on the period.

• In amber, with the number, “la más antigua hace …” (“the oldest one … ago”) and Responder (“Reply”), which takes you to the inbox of the funnel on the first card. The figure adds up the chats of all your funnels: if you have several and do not see the one that is waiting, switch funnel above the menu.
• In green, “Todo al día” (“All caught up”), when nobody is waiting.
• If it says “No se pudo leer · reintentar” (“Could not be read · retry”), tap it to try again.

Next to it go five figures to look at, all for the chosen period: If the dashboard could not read the figures of some funnel, “Faltan las métricas de N de M embudos: las cifras son un mínimo” (“Metrics are missing for N of M funnels: the figures are a minimum”) appears, with Reintentar (“Retry”).

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Your funnels’ cards

Each funnel has its card, with its name, its WhatsApp number if it is connected and switched on, and its own figures for the period. Tapping the name takes you to its Conversaciones (“Conversations”).

• The switch turns the funnel on or pauses it; the badge says Activo (“Active”) or Pausado (“Paused”). When paused, its agent stops answering and the funnel frees up its slot.
• The ⋯ menu has Duplicar embudo (“Duplicate funnel”), Compartir embudo… (“Share funnel…”) and Eliminar embudo… (“Delete funnel…”). All three are explained in Your funnels.
• The dotted Crear embudo card opens the copilot to add another one.

If you want to switch a funnel on and you already have as many switched on as your plan allows, the dashboard asks you which one to switch off: “Para encender «Nombre» hay que apagar otro” (“To switch on “Name” you need to switch off another one”), with Apagar y encender (“Switch off and switch on”). If there is nobody to switch off, it explains your limit — during the trial, “Tu prueba incluye 5 embudos activos” (“Your trial includes 5 active funnels”) — with Suscribirse (“Subscribe”) or Contratar un cupo más (“Buy one more slot”). The slots are in Pricing.

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The Home charts

Below the cards, “Gráficas de” (“Charts for”) has one button per funnel: you choose which funnel the charts are for. By default it is the one that brought the most new people.

• Personas nuevas (“New people”). How many new people wrote to that funnel in the period, compared with the previous period. A person who writes through two channels counts once.
• Facturación (“Revenue”). How much that funnel’s agent sold in the period, in the currency of each sale. It does not convert currencies: if you sold in two, you choose which one to see inside the chart.
• Avance por capítulo (“Progress by chapter”). Of the new people in the period, how many reached each chapter of that funnel’s playbook and how many bought. It marks the step where the most people drop off.
• Pulso de citas (“Appointment pulse”) (if you have Calendario), in its own section, below the Ventas charts. Today’s appointments hour by hour, compared with yesterday. It does not follow the period or the funnel button: it adds up all your calendars and shows today.

Each chart has Ver todo (“View all”), which takes you to its screen: Clientes (“Customers”), Resultados (“Results”) or Calendario. To read the numbers more calmly, see Orders and metrics.

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The top bar: funnels and balance

The strip at the top goes with you as you move around the dashboard. On its right-hand side, in this order: Switching company and giving your team permissions is covered in Invite your team. The Saldo chip changes color once you have connected WhatsApp: it turns amber when less than US$ 5 is left and red when it is no longer enough to answer and your agent stops replying. Before connecting it does not change color even if you spend the balance (unless it goes negative): look at the figure. In the middle of the bar, on wide screens, your agents’ live activity goes by: a customer’s latest message, a reply, a chapter change or a closed sale. Tap it and you go to that conversation.

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”Guíame” (Guide me): it shows you where to click

Guíame is Kipu, the helper that shows you, on the screen itself, where to click to get something done. It is the most direct help when you cannot find a button. It only takes you to screens of the apps your account has active and that you are allowed to open. Like everything the AI does, it spends a few cents of your balance. If Kipu gets in your way, hide it with the octopus in the top bar or in Ayuda → Ocultar el ayudante (“Hide the helper”).

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The “Cómo funciona” (How it works) tour

It is a one-minute guided tour, with four stops anchored to the screen itself and a closing. It opens by itself once per browser, while your WhatsApp is not connected and the copilot’s setup is not open. That is why, on day one, it usually appears when you close the copilot or when you come back to Home after building your funnel. In demo mode it does not open by itself. Before you connect WhatsApp, this is what each stop says: If you open it after connecting, the WhatsApp stop reminds you that, if it disconnects, you link it again in Personalizar → Canales, and the balance stop adds the red: the chip turns red when the agent stops answering. You move forward with Siguiente (“Next”), go back with Atrás (“Back”) and leave whenever you want with Saltar el recorrido (“Skip the tour”) or the Escape key. The closing has Escribir a soporte (“Write to support”) and Listo (“Done”). A click outside the bubble also closes it, and that click reaches whatever you tapped.

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”Ver con datos de ejemplo” (View with sample data)

On day one the dashboard is almost empty, and an empty screen teaches you nothing. That is why, when most of the charts have no data, a discreet button appears at the bottom, Ver con datos de ejemplo: it paints Home with a fictional business so you can see what it looks like working. While it is on, at the top you see the strip “Datos de demostración — los cambios no se guardan” (“Demo data — changes are not saved”). Nothing you see there is yours. You exit with Salir del modo demo (“Exit demo mode”), in that same strip. You can also turn it on and off from the ⌘K search: Activar modo demo (“Turn on demo mode”) and Salir del modo demo. Demo mode stays on in that browser until you turn it off.

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At the bottom: “Vota las próximas funciones” (Vote on upcoming features)

At the end of Home there is a bar, Vota las próximas funciones. When you open it you see a list of proposed features, each with its status (Planeado “Planned”, En progreso “In progress” or Listo “Done”) and a thumbs-up button to vote. If something is missing for you, Sugerir una función → (“Suggest a feature”) opens a conversation with us on WhatsApp. The bar appears when there are features to vote on.

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On the phone

Home is the same, but a few things change:

• At the bottom there is a bar with Inicio, three main shortcuts and Más (“More”), which opens the rest. With the apps your account is born with, they are usually Chats, Agenda (“Schedule”) and Pedidos (“Orders”).
• The copilot comes in as a drawer from the side.
• Not everything fits in the top bar. “Embudos contratados”, the ⌘K magnifying glass and the helper’s octopus are hidden; the helper is still in Ayuda. On a phone, the Saldo chip shows only the colored dot and the figure.
• “Cómo funciona” becomes a ▶ icon, and the live activity in the middle is not shown.

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Common problems

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And now