> ## Documentation Index
> Fetch the complete documentation index at: https://docs.darkfunnels.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> DarkFunnels is a WhatsApp AI sales-agent platform used mainly in Peru and Latin America. The product interface and most of this documentation are in Spanish; the /en tree is the English mirror.
> A business connects the WhatsApp number it already uses by scanning a QR code from the dashboard, the same linked-device mechanism as WhatsApp Web. It does not go through the Meta Cloud API (WhatsApp Business Platform), so there is no application to get approved and no message templates to submit. DarkFunnels is not a Meta product and is not affiliated with Meta.
> DarkFunnels also publishes a remote MCP server at https://mcp.darkfunnels.ai/mcp so an assistant such as Claude, ChatGPT or Codex can operate the workspace on the owner's behalf. The tool reference is at /referencia/tools and the connection parameters at /referencia/url-de-conexion.
> The dashboard is https://optimind.darkfunnels.ai, the marketing site is https://darkfunnels.ai and the page written for AI agents is https://darkfunnels.ai/agents.

# Your WhatsApp AI agent dashboard, day one

> Every piece of the WhatsApp AI agent dashboard on day one: the copilot that opens by itself, the trial banner, the start-up list, your agents and the balance chip.

Right after sign-up, the dashboard leaves you on **Inicio** ("Home"). To the
side, the copilot opens by itself to build your agent through conversation; next
to it is the screen you are going to look at every day. This guide names each
piece and tells you what to do with it.

The dashboard interface is in Spanish, so buttons and menus are named here in
Spanish with the English meaning in parentheses.

## The first thing you see: the copilot building your agent

To the right of Home the **copilot** opens by itself — on the phone, a drawer
that comes in from the side — and starts with **"Armemos tu agente"** ("Let's
build your agent"):

> I'll ask you a few questions about how you sell, I'll show you the script and
> you approve it. It doesn't spend your balance.

It is the normal path for creating your first agent: you tell it your sales
process in your own words, it asks for whatever is missing, and at the end it
proposes the complete script for **you to approve**. Nothing is written until
then, and it does not use your credits.

The whole story is in [Your first agent](/en/getting-started/your-first-agent).

<Tip>
  You can close it and come back later: the thread lives in your account, so when
  you reopen sign-up from the same machine it resumes where you left off, with
  everything you have already told it.
</Tip>

With the copilot open, Home is still there beside it. That is what comes next.

## The banner at the top: your trial

Before connecting WhatsApp, right at the top there is an informational line:

> **Tu prueba está lista** ("Your trial is ready") — Connect your WhatsApp and
> we credit your trial credits instantly.

With the **Conectar WhatsApp** ("Connect WhatsApp") button, which takes you to
**Personalizar → Canales** ("Customize → Channels").

It is not an error notice: it is the reminder that your credits and the trial
clock are waiting for you to link the number. It is explained in
[Connect your WhatsApp](/en/getting-started/connect-whatsapp).

That same banner turns **red** the day you run out of balance, and then it
offers **Recargar créditos** ("Top up credits").

## 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 you from an empty account to a
business that sells, in order:

<Steps>
  <Step title="Create your agent">
    **Crear agente** ("Create agent") button. It is the salesperson: their
    script, their way of speaking and their name.
  </Step>

  <Step title="Connect WhatsApp">
    **Conectar WhatsApp** button. The step that switches everything on and the
    one that credits your credits.
  </Step>

  <Step title="Have your first conversation">
    It has no button: it ticks itself. The row tells you what it is waiting for
    — *"Your agent is online — this ticks itself with your first
    conversation"*.
  </Step>

  <Step title="Record your first sale">
    It has no button either: *"When your agent closes the first sale, it shows
    up here on its own"*.
  </Step>
</Steps>

Below the four there is a discreet queue, **"Cuando quieras"** ("Whenever you
like"), with two optional improvements that do **not** count towards the ring:

* **Load your catalog so it gives exact prices** — **Añadir producto** ("Add
  product") button. It is covered by [the catalog](/en/guides/catalog).
* **Connect your AI assistant and ask it about your sales** — **Ver cómo** ("See
  how") button. That is [the MCP bridge](/en/reference/connection-url).

<Note>
  **There are no boxes to tick by hand here.** Each step is verified against your
  real data, and the card refreshes itself when you come back to the tab. If you
  have just connected the number or received your first message and still see it
  pending, go back to Home and wait a few seconds.
</Note>

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").

<Warning>
  **Ocultar** ("Hide") hides the card in that browser only. It does not cancel
  anything or tick steps: the four still count the same, and the progress is the
  same if you sign in from another device.
</Warning>

With all four done the card does not fade away: it says goodbye with **"Tu
empresa está operando 🎉"** ("Your business is running 🎉") and a **Listo**
("Done") button.

## Your agents: "Personas que venden por ti." (People who sell for you.)

Under the greeting — **"Hola"** ("Hello") and your name — is the Ventas
("Sales") section.

If you do not have any agent yet, you will see **"Crea tu primera persona"**
("Create your first persona") — *"A virtual persona that talks and sells for you
on WhatsApp. You set it up in a couple of minutes."* — with the **Crear agente**
("Create agent") button, which opens the same copilot from the beginning.

Once you have them, in its place appear the cards for your agents and a dotted
**Crear agente** card for adding another.

## The top bar: agents and balance

Top right, always in view:

* **Agentes contratados** ("Contracted agents") — how many agents your plan
  covers.
* The **Saldo** ("Balance") chip — your credit dollars. It says **US\$ 0** until
  you connect WhatsApp, turns **amber** when little is left and **red** when the
  agent no longer answers. Tapping it takes you to **Saldo y facturación**
  ("Balance and billing"), which is where you top up.

The numbers and how they are spent are in
[Credits and top-ups](/en/getting-started/credits-and-top-ups).

## The "Cómo funciona" (How it works) tour

The first time you see Home without WhatsApp connected, a one-minute guided tour
opens by itself. It is four stops anchored to the screen itself, plus a closing:

<AccordionGroup>
  <Accordion title="Your start-up list">
    Four steps, in order: create your agent, connect your WhatsApp, and the last
    two tick themselves when your agent talks and sells. It always tells you
    which one is next.
  </Accordion>

  <Accordion title="Your agent is a virtual salesperson">
    It answers on WhatsApp with a script you build here by answering a few
    questions about your business. It takes two minutes and does not spend
    balance.
  </Accordion>

  <Accordion title="The step that switches everything on">
    Your agent serves customers on your WhatsApp number: you scan a QR, like in
    WhatsApp Web. On connecting, your US\$ 10 of trial credit is credited — minus
    whatever was advanced to you for building and testing the agent — and your
    free trial starts.
  </Accordion>

  <Accordion title="Your balance is dollars that the AI spends">
    Today it says US\$ 0 and that is fine: it fills up when you connect WhatsApp.
    Each reply from your agent takes off cents; the chip turns amber when little
    is left and tapping it is how you top up.
  </Accordion>

  <Accordion title="That's it">
    When your agent is online, write to it yourself from another phone: that is
    the honest test. And if you get stuck, we are on WhatsApp.
  </Accordion>
</AccordionGroup>

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.

<Tip>
  The tour is not lost: repeat it whenever you like with the **Cómo funciona**
  ("How it works") button in the Home header, top right, next to **Actualizar
  datos** ("Refresh data").
</Tip>

## "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 a discreet button appears below, **Ver con datos de
ejemplo** ("View with sample data"): it paints Home with a fictional business so
you can see what it looks like working.

Nothing you see there is yours and nothing is saved. You exit through the bar
that appears at the top, with **Salir del modo demo** ("Exit demo mode").

## Common problems

<AccordionGroup>
  <Accordion title="My balance says US\$ 0">
    That is what is expected before connecting. The trial credits are credited
    **when you connect your WhatsApp**, not when you sign up, and the 15-day
    clock starts at that moment. In the meantime you can build your agent all
    the same.
  </Accordion>

  <Accordion title="The steps card disappeared">
    You hid it with **Ocultar** ("Hide"), which hides it in that browser. You
    have not lost progress: the steps still count and the card is still there if
    you sign in from another browser or from the phone. And if you do not get it
    back, you are not missing anything: what is left is always the same four
    steps from above.
  </Accordion>

  <Accordion title="The tour didn't open for me">
    It opens by itself once per browser. Open it whenever you like with the
    **Cómo funciona** ("How it works") button, in the Home header.
  </Accordion>

  <Accordion title="I tested my agent and 'Have your first conversation' is still pending">
    The test conversations you launch from the dashboard do not count: that step
    is waiting for a **real** conversation, from someone writing to your WhatsApp
    number. Write to it yourself from another phone and it ticks itself.
  </Accordion>

  <Accordion title="I connected WhatsApp and the banner is still there">
    Go back to Home: the screen refreshes itself when you come back to the tab.
    If the channel was left on **Conectando…** ("Connecting…") or on **Acción
    requerida** ("Action required"), the connection did not finish — it is
    resolved by
    [Connect your WhatsApp](/en/getting-started/connect-whatsapp).
  </Accordion>
</AccordionGroup>

## And now

<CardGroup cols={2}>
  <Card title="Your first agent" icon="user" href="/en/getting-started/your-first-agent">
    Conversational sign-up, step by step: what it asks you and what you approve.
  </Card>

  <Card title="Connect your WhatsApp" icon="whatsapp" href="/en/getting-started/connect-whatsapp">
    The QR, your credits and the start of the trial.
  </Card>

  <Card title="Credits and top-ups" icon="wallet" href="/en/getting-started/credits-and-top-ups">
    What spends balance, how long it lasts and how to top up.
  </Card>

  <Card title="The sales playbook" icon="book" href="/en/guides/sales-playbook">
    Where your agent's script gets corrected a thousand times.
  </Card>
</CardGroup>