> ## 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.

# Build a WhatsApp AI sales agent

> Build a WhatsApp AI sales agent by talking to the copilot: you explain how you sell, it drafts the funnel — the sales script — and nothing is written until you approve.

An agent is **a salesperson**: it has a name it introduces itself with, a way of
speaking and a script. To build it you don't have to write anything from scratch
or fill in a form: **you tell your copilot how you sell today** and it turns that
into the script.

## What a funnel is

**The funnel is the sales conversation, written down.** It isn't a chart or a
report: it's what your agent does, arranged into **chapters**, like the playbook
you would hand a new salesperson.

A typical funnel goes like this: greet and understand what the customer is
looking for → present the product that fits them → handle the price objection →
close and take the shipping details. Each of those stretches is a chapter, with
its rules and its examples.

And the important part: **it's yours and you edit it**. What comes out of the
conversation is a first draft so you don't start from a blank page. From there
on you live in [the seller's playbook](/en/guides/sales-playbook), which is where
the funnel gets corrected a thousand times.

<Note>
  **An agent = a script + a character + a WhatsApp number.** The dashboard calls
  the script the **funnel**; the character — the salesperson's name, their tone,
  their way of speaking — it calls the **persona**, and it doesn't refer to anyone
  made of flesh and blood. If you sell two very different things, that's two
  agents, not two chapters.
</Note>

## Building it by talking: the normal path

When you finish signing up **the copilot opens by itself** — the right-hand
panel; on the phone, a drawer that comes in from the side — and the onboarding
conversation starts. After that you always have it at **Home → Create agent**.

While it lasts, below the compose box there's a label to remind you:

> We're building your agent. This doesn't spend your balance.

<Steps>
  <Step title="Tell it how you sell today">
    The first thing it asks you for is the part only you know: **your sales
    process, in your own words**, from the customer's first message until you
    call the sale closed.

    You don't have to put it in order or give it technical names: write it the
    way you would tell a new salesperson. If you don't know where to start, the
    first screen offers you three phrases to get going in one tap — *"I sell
    over WhatsApp and close in the chat"*, *"I book visits or appointments"*,
    *"I screen applicants or requests"* — and from there it asks the questions.
  </Step>

  <Step title="Answer what it asks you">
    It isn't a form: it asks you **in blocks and in plain language**, and it
    doesn't repeat back something you already told it. What it will want to know:

    * **Your business and your audience** — what it's called, who buys from you,
      where you sell and how people reach your WhatsApp.
    * **The product** — what exactly you sell and what benefits you can state
      with confidence. What you don't confirm to it **doesn't get promised**: it
      is handed off to someone on your team.
    * **Prices and promotions** — each variant or bundle with its price, and the
      discount rules currently in force.
    * **Payment, shipping and delivery** — how they pay you, how long you really
      take and what details you need in order to dispatch.
    * **Objections** — what they ask you most before buying and **the answer you
      give**. That answer, exactly as it is, is the one the agent will use.
    * **What name and what tone** it should introduce itself with.
    * **Which cases always go to a person** on your team.
    * **What files you usually send** (catalog, flyer, price list) and at what
      point in the conversation.
  </Step>

  <Step title="Confirm the agent's creation">
    Once it has your process, it asks your permission to create the agent: a
    card **"Confirm: Creating the funnel"** appears with the proposed **name**
    and **objective**, and the **Approve** and **Reject** buttons.

    It asks you because **creating an agent takes up a slot in your plan**, and
    that is your money. It's born active, with an empty playbook and no WhatsApp
    number: it exists, and it doesn't sell anything yet.
  </Step>

  <Step title="Review the proposed script and approve it yourself">
    At the end it shows you **the complete proposal on a card**: the
    salesperson's **personality** and **the chapters**, each one collapsed with
    its label and its first lines. You open them one by one and read the whole
    script before deciding.

    With **Approve** it's written into your agent; with **Reject** nothing is
    written and you can ask it for changes in the same chat. Once applied, the
    card leaves you the **View the playbook** button to go straight to the
    script.
  </Step>
</Steps>

<Warning>
  **Nothing is written into your agent until you approve it.** The copilot
  proposes; the proposal waits in the thread with **Approve** / **Reject**, and
  until you press Approve your playbook stays exactly as it was.
</Warning>

<Tip>
  Answer in your own words and with concrete data: real prices, real delivery
  areas, the phrases you already use when you sell yourself. A generic answer
  produces a generic salesperson, and that gets fixed afterwards by hand in the
  playbook.
</Tip>

**Building your agent this way doesn't cost you balance today**, and that's why
it's the normal path when your balance still says **US\$ 0** and you haven't
connected WhatsApp yet.

<Note>
  **It isn't a gift, it's an advance.** So that you can put your agent together
  with no balance, DarkFunnels advances you up to **US\$ 2** — spread over 4 build
  attempts — and up to **US\$ 0.50** to try it out in the test chat. That
  consumption is deducted from your **US\$ 10** welcome credit the day you connect
  WhatsApp. If you built your agent two or three times before connecting, you'll
  see slightly less than US\$ 10 credited: it isn't an error.

  Every attempt counts, whether it goes well or badly.
</Note>

<Note>
  **If you close halfway through you lose nothing.** The conversation lives in
  your account, not in a browser draft: going back to **Home → Create agent** from
  the same machine reopens your thread just as it was, with everything you already
  told it. And if you come in from another device and it starts from scratch, the
  first thing it does is look at which agents you have: if one was left without a
  script, it picks up on that one instead of creating another.
</Note>

## Right after approving it

<Steps>
  <Step title="Scan the QR code">
    An agent with no number talks to nobody. The QR code is at **Customize →
    Channels**, and it's also what credits your trial credits.
    [Connect your WhatsApp](/en/getting-started/connect-whatsapp) covers it in
    full.
  </Step>

  <Step title="Upload what the agent sends">
    The catalog, the flyer, the price list and the photos are uploaded
    **afterwards**, from the **Library**, and there you decide which ones it can
    send over WhatsApp. The script already has a note of when they come up.
    [The file library](/en/guides/library).
  </Step>
</Steps>

## Redoing the funnel of an agent that already exists

If you go into an agent's **Playbook** and it still has no chapters, the screen
itself offers you **"Build it by talking"**: it opens the same onboarding, but
with that agent already in focus — it doesn't create a new one or take up
another slot. It's the way out for the agent you created "with no funnel" and
left half-done.

Talking is the only assisted route to the whole funnel, and that's on purpose: it's the one that
checks the script has its numbered steps, its shared context block and its
personality before proposing anything to you. There used to be a button that
wrote the funnel in a single pass, without those checks, and it was retired: the
scripts it produced were worse.

## If the free assistance runs out

Building the funnel by talking is on the house, and that's why it has a
per-account limit: it's enough for several complete attempts, plenty to put your
agent together and redo it a couple of times if you change your mind.

If you use it up, **the onboarding doesn't shut down**: it keeps working exactly
the same, only from then on the conversation runs against your balance, like any
other copilot conversation. You lose nothing of what's done — the agent and the
chapters you already approved are still there — and you can also carry on [in the
playbook](/en/guides/sales-playbook), chapter by chapter, with versions and
without spending anything.

## After creating it

<CardGroup cols={2}>
  <Card title="Connect your WhatsApp" icon="whatsapp" href="/en/getting-started/connect-whatsapp">
    An agent with no number talks to nobody. It's the step that switches
    everything on.
  </Card>

  <Card title="Fine-tune the playbook" icon="book" href="/en/guides/sales-playbook">
    The proposed chapters are a draft. Here they become your script.
  </Card>

  <Card title="Load the catalog" icon="tag" href="/en/guides/catalog">
    Prices, variants and stock the agent consults while selling.
  </Card>

  <Card title="Upload what it sends" icon="paperclip" href="/en/guides/library">
    Photos, spec sheets and PDFs the agent sends over WhatsApp.
  </Card>
</CardGroup>

## Common problems

* **I don't know how much detail to give it** — all you have. It's better to
  tell it too much and let it discard, than to leave it gaps: what you don't
  give it doesn't show up in the script.
* **It's asking me things I already told it** — sum it up for it in one message
  and carry on; you can also ask it to "move on to the script" when you feel it
  already has enough.
* **I closed the copilot without finishing** — go back to **Home → Create
  agent** on the same machine and the thread reopens where you left off. From
  another device it starts from scratch, but it recognizes the agent you left
  without a script and picks up on it.
* **I approved the agent but not the script** — the agent already exists with an
  empty playbook. Go into its **Playbook** and press **"Build it by talking"**:
  it picks up on that same agent, without taking up another slot.
* **The persona doesn't sound like my business** — it's fixed in [the
  playbook](/en/guides/sales-playbook), by clicking the active persona. Nothing
  has to be generated again.
* **It makes up prices or conditions** — what you didn't give it, it imagines.
  Prices and variants live in [the catalog](/en/guides/catalog); the hard rules,
  in [the playbook](/en/guides/sales-playbook).
* **I approved the funnel and it wasn't the one I wanted** — approving
  **replaces the whole playbook**, so from there on it's corrected in [the
  playbook](/en/guides/sales-playbook), chapter by chapter and with versions.
