Create your funnel and its WhatsApp AI sales agent by talking to the copilot: the Ecommerce template, the playbook’s placeholders and how to resume if you stop halfway.
A funnel is what you create to sell over WhatsApp: a script, a WhatsApp
number and an agent, the AI that chats with your customers like a
salesperson, with a name it introduces itself with and a way of speaking. To
get started you don’t need a blank page: you tell your copilot what you
sell and it leaves the funnel created for you. If you sell over WhatsApp with
the template, or if you book appointments, it’s born with a starting script,
which you finish in the playbook.The dashboard is in Spanish, so buttons and labels are written here as you will
see them on screen, with an English translation in parentheses the first time.
The funnel is what you create in Ventas (Sales) to sell over WhatsApp. It
isn’t a chart or a report: it has its WhatsApp number, its agent and its
script, the sales conversation written down and arranged into chapters,
like the playbook you would hand a new salesperson. Its agent follows that
script with each customer.A typical script goes like this: greet and understand what the customer is
looking for → present the product that fits them → answer their questions →
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 with the copilot is a first draft. From there on you live in
the sales playbook, which is where the script gets
corrected a thousand times.
A funnel = a script + an agent + a WhatsApp number. That’s why the creation
card says «Creando el embudo» (Creating the funnel) and asks you for the
«Título del embudo» (Funnel title). The agent is the AI that chats; the
character it introduces itself as — the salesperson’s name, their tone, their
way of speaking — the dashboard calls the persona, and it doesn’t refer to
any flesh-and-blood person.
If you sell two very different things, that’s two funnels, not two chapters.
When you finish signing up the copilot opens by itself, in the right-hand
panel (unless you arrived through the link of a funnel someone shared with you:
then it takes you to that funnel), and starts the conversation to build your
funnel. On screen it’s called the «puesta en marcha» (setup). While it
lasts, above the compose box you see this label:
«Estamos armando tu embudo.» (We’re building your funnel.)
Later on you open it with «Crear embudo» (Create funnel): it’s on the
Home screen (Inicio), in the funnel selector and in the search (⌘K;
Ctrl+K on Windows). Creating funnels is a job for whoever manages the
company: if you don’t see that button, ask that person to create the funnel or
to give you access (see
Invite your team).The conversation spends balance, like everything the AI does: that’s why your
account is born with a US$ 10 advance (see
Pricing).
The first thing the copilot asks you is what you sell. Below its question
three one-tap replies appear, and what you answer decides how your funnel is
born:
What you answer
How your funnel is born
«Vendo por WhatsApp y cierro en el chat» (I sell over WhatsApp and close in the chat)
You can also answer in your own words. If what you describe is a product
(«vendo ropa de baño» — I sell swimwear), the copilot takes it as selling over
WhatsApp and takes you to the Ecommerce template, unless you tell it that you
book appointments or screen applicants.
Would you rather talk than type? During setup, above the compose box there’s
a voice strip. Tap the microphone (when you hover over it, it says «Toca para
hablar» — Tap to speak), talk, and tap it again to send; each recording is cut
off at 2 minutes. With «Escuchar en voz alta» (Listen out loud) the copilot
reads its replies to you, and the speaker button mutes it. Voice comes switched
off, your choice is remembered in that browser and, like all the AI, it spends
balance.
When what you do is sell over WhatsApp and close in the chat, the copilot
doesn’t interview you chapter by chapter. Your funnel is born copied from a
template designed for shops that sell that way, and afterwards you fill in what
belongs to your business.
1
Choose the template or from scratch
The copilot asks you «¿Usamos una plantilla de Ecommerce o armamos tu flujo
desde 0?» (Shall we use an Ecommerce template or build your flow from
scratch?) and leaves you two buttons below it: «Usar la plantilla de
Ecommerce» (Use the Ecommerce template) and «Armar mi flujo desde 0»
(Build my flow from scratch). If you’re unsure, the template is the short
path.
Below the question, the two one-tap replies.
2
Tell it your salesperson's name
With that name the persona that serves your customers is born, and the
copilot works out whether it’s Asesora or Asesor (female or male
advisor); if it can’t work it out, it asks you. If at the start you didn’t
tell it what product you sell, it asks you that too; if you already told
it, it doesn’t.
3
Approve the card
The «Confirmar: Creando el embudo» (Confirm: Creating the funnel) card
appears with what it’s going to create: the Título del embudo (Funnel
title; for example, «Carla - Venta de Vital Colágeno»), the
Objetivo (Objective), the Forma de creación (Creation mode:
Plantilla de Ecommerce or Flujo desde 0), the Vendedor
(Salesperson) and the Producto (Product). At the bottom, the
Aprobar (Approve) and Rechazar (Reject) buttons.It asks for your approval because creating a funnel takes up a slot in
your plan. When you press Aprobar, the copilot tells you in one line
that your funnel now has its shared block and its 3 chapters, and the
dashboard takes you to your new funnel’s Manual (Playbook). That’s
where the questions end: there’s no tour and nothing more to answer. The
conversation stays saved in Sesiones (Sessions) as «Tu puesta en
marcha» (Your setup); if you later want to build another funnel, archive
it first (see If you stop halfway).
What is born when you approve. A shared block with the business data
and three chapters:
Chapter
What it does
1 · Saludo (Greeting)
Runs once: greets with the product, its benefits and the promotion, and asks where the customer is writing from.
2 · En venta (Selling)
Answers questions, asks about shipping, helps pick the promotion and takes the order details (and the deposit if the order goes to the provinces).
3 · Pedido confirmado (Order confirmed)
Confirms the order, records the sale and hands the conversation to your team.
Your funnel is born active, with its agent’s persona already active and
without a WhatsApp number: until you connect it, its agent doesn’t serve
anyone.What only you know goes in as placeholders like «PRODUCTO_MARCA» or
«ESCALERA_PRECIOS»: the brand, the presentation, the benefits, the prices,
your payment methods, the frequent objections and the follow-up messages. The
salesperson’s name, your business’s name and the product’s name come already
filled in.The SOBRE EL PAGO (About payment), UBICACIÓN DE LA TIENDA (Store
location) and SOBRE EL ENVÍO (About shipping) sections come written with
typical details of an online shop in Peru (for example, cash on delivery in Lima
and a deposit for the provinces). Read them and change them if your business
works differently: before connecting you’ll have to confirm them.
From scratch creates the same three chapters and the same shared block, but
with empty steps for you to write. The shared block’s placeholders are there
too, and they’re filled in the same way.
Filling in the placeholders is your next task, and it’s done in the Manual.
The placeholders are highlighted in the text, and above the document a notice
tells you how many are missing («Faltan N datos por completar…» — N details
left to complete…).
The notice at the top counts the placeholders that are missing (here, 20: 16 in the block and 4 in the chapters); the «Por completar» (To complete) button, with the number next to it, lists them so you can fill them in.
The «Por completar» (To complete) button in the bar lists them one by one. You
type the detail once and it goes into every place where it appears.
File placeholders (the price image, the product photo) aren’t typed: you
pick one of the files your agent can send, that is, the ones that have send
via WhatsApp (enviar por WhatsApp) switched on for that funnel in the
Library (or the ones you uploaded from the playbook’s
«Recursos» (Resources) panel). If you don’t have it, «No tengo este
archivo» (I don’t have this file) removes it from the playbook.
«Ayúdame a completarlo» (Help me complete it), next to the notice, asks the
copilot for help: it first asks you for your product’s files, asks you one
question at a time and proposes the changes for you to approve.
What you fill in by hand is saved when you press «Guardar cambios» (Save
changes).
Fill in the placeholders from a computer. On the phone the playbook lets you
touch up prices, phone numbers and links, but to fill in the placeholders or
rewrite the script it asks you to open it on the computer.
When you can test and when you can connect:
«Probar» (Test, the Manual’s test chat) turns on when chapter 1 and the
block’s PRODUCTO (Product) and PRECIOS Y PROMOCIONES (Prices and
promotions) sections no longer have placeholders. Chapters 2 and 3 can wait.
Connecting WhatsApp asks for three things: that no placeholders are left,
that the three chapters have their steps written — in From scratch, that
means writing all of them — and that you confirm the payment, location and
shipping details with «Sí, son correctos» (Yes, they’re correct). While
something is missing, when you press «Conectar / Escanear» (Connect /
Scan) in Canales (Channels) you don’t see the QR code, but «Antes de
conectar:» (Before connecting:) with what’s missing and a link to each
item.
While the playbook is incomplete, Channels tells you what's missing before showing you the QR code: here, 20 placeholders and the payment and shipping details still unconfirmed.
As long as a placeholder is still unfilled, the line that contains it doesn’t
reach your agent’s instructions: that way it doesn’t say a half-written
«PRODUCTO_MARCA» to a customer.
If you answered «Agendo visitas o citas», your funnel is born with its first
chapter written and the copilot teaches you the playbook using it. If you
answered «Filtro postulantes o solicitudes», the funnel is born with an
empty playbook: there’s nothing to test yet, so the copilot shows you the
screen and asks you to write chapter 1 (or to ask it for the whole funnel).
1
Confirm the funnel's creation
As soon as it knows what your business does, it offers to create the
funnel: the «Confirmar: Creando el embudo» card appears with the
Título del embudo (your business’s name) and the Objetivo (Citas
— Appointments — or Captación — Lead capture), and the Aprobar
and Rechazar buttons.It asks you because creating a funnel takes up a slot in your plan (the
copilot brings up the slot when the creation fails because you have none
left). Your funnel is born active, with its agent’s persona already
active — with a name and a tone — and without a WhatsApp number. If you book
appointments, it’s born with its chapter 1 already written: the
greeting, with your business’s name filled in and a sample salesperson
name, which you change in the persona (step 4). If you screen applicants,
it’s born with an empty playbook.
2
Test chapter 1 and tour the playbook (appointments)
The dashboard takes you to your agent’s Manual, and the first thing the
copilot asks you is to test it: write «hola» (hi) to your agent in the
test chat the dashboard leaves open for you, as if you were a customer.Once you’ve seen it answer, the copilot explains it to you using that same
reply and walks you through the playbook screen: the dashboard points at
each part — the chapter, its PASOS (steps) and the line that moves on to
the next one — and explains it in a box, and you move forward with
«Siguiente» (Next). If you turned voice on, it also reads it to you
out loud and the tour moves on by itself when each step ends.If you screen applicants, this step is shorter: the dashboard also takes
you to the Manual, but since it’s empty there’s no test. The copilot walks
you through the screen and asks you to write chapter 1.
3
Write the chapters that are missing
Each stage of your sale is a chapter, and you write the missing ones
yourself in the playbook, with the same shape as chapter 1: the agent’s
role, the numbered PASOS and the line that moves on to the next one.If you’d rather have the copilot write it, ask it for the whole funnel.
It interviews you first, one question at a time and in plain language. It
starts by asking you to tell it how you sell today, from the customer’s
first message until you consider the sale closed: that’s where the stages
come from. Then it follows up on whatever is missing from each stage, with
no more than a few questions per stage. What it will want to know:
Your business and your audience — who buys from you, where you sell
and how people reach your WhatsApp.
The product — what exactly you offer and what benefits you can state
with confidence. What you don’t confirm to it isn’t promised: it’s
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 and delivery — how they pay you, how long you really take and
what details you need from the customer.
Objections — what they ask you most 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 go to a person on your team.
What files you usually send (catalog, flyer, price list) and at what
point in the conversation.
With that it leaves you a proposal of the complete funnel, which you
approve or reject.
4
Review the persona and connect WhatsApp
When you consider the playbook ready, the close comes, in this order: first
you review the persona — in the Manual, press the pill with its name;
there you change its name and its tone — and then you connect your WhatsApp
at Personalizar → Canales (Customize → Channels). It’s worth reviewing
it first: when you connect, WhatsApp takes the persona’s name as the line’s
name, and it’s the first thing your customers see. If you change it later,
the dashboard tries to update that name on WhatsApp too.If you approved the whole funnel, the dashboard takes you straight to
Channels so you can scan the QR code.
Nothing is written into your funnel until you approve it. If you ask it for
the whole funnel, the proposal waits in the thread with Aprobar /
Rechazar, and until you press Aprobar your playbook stays exactly as it was.
Approving it replaces the whole playbook, including the chapter 1 your
funnel was born with.
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.
Building your funnel spends part of your advance: with the template, very
little; if you ask the copilot for the whole funnel or use voice, quite a bit
more. That’s why you can do it before connecting WhatsApp: your account is born
with US$ 10 precisely for this.
It isn’t a gift, it’s an advance. Those US$ 10 are your whole welcome
credit, brought forward so you can build your funnel and test its agent without
stopping halfway: when you connect WhatsApp no more balance arrives (the
US$ 25 bonus, if you were referred, arrives when you activate your
subscription). What happens that day is that your trial starts over with
its full 7 days (the clock had been running since you signed up), with up to 5
active funnels, and your agent starts answering the number if you have
balance left: if you spent the whole advance building your funnel, you’ll
have to top up for it to answer.
Pricing covers it.
You lose nothing. The conversation lives in your account, not in the
browser: when you press «Crear embudo» again, from this computer or from
another one, your setup reopens where you left it, with everything you already
told it.You’ll also find it in the copilot’s «Sesiones» (Sessions) tab: right below
«Nueva conversación» (New conversation) there’s «Tu puesta en marcha»
(Your setup; with your funnel’s name, if you already created it) and the
«Reanudar» (Resume) button.
The copilot in the right-hand drawer, open on the Chat tab; your setup is in the tab next to it, Sesiones (Sessions).
Closing the drawer doesn’t delete anything: your setup waits for you.
Leaving it — with the ✕ on the «Estamos armando tu embudo.» label or
with «Nueva conversación» — first asks you «¿Salir de la puesta en
marcha?» (Leave setup?). Your progress stays saved either way.
To start another one from the beginning, archive the one you have: in
Sesiones, the ⋯ menu of «Tu puesta en marcha» → «Archivar»
(Archive). The next time you press «Crear embudo» a new one starts (if
you have another setup that isn’t archived, it resumes that one). Archived
ones stay under «Otras puestas en marcha» (Other setups), with a
«Reactivar» (Reactivate) button.
Your PDF catalog, the flyer, the price list and the photos are uploaded in
the Library (Librería), and there you decide which ones it can send
over WhatsApp. If your funnel was born from the template, upload them and
switch on send via WhatsApp before choosing the template’s files: the
«Por completar» (To complete) panel only offers you the files your agent
can send.
The file library.
2
Connect your WhatsApp
Without a number, your agent talks to nobody. You connect your WhatsApp at
Personalizar → Canales (Customize → Channels), by scanning the QR
code (or, if your screen offers you «Vincular con código» — Link with
a code — with a code). It’s also what restarts your trial: when you connect, the 7 days
start over, in full. Mind you, the clock is already running from the day you
sign up: if 7 days go by without connecting, your trial shows as ended and
the copilot pauses until you connect it.
Connect your WhatsApp covers it in
full.
Redoing the playbook of a funnel that already exists
If you go into the Manual of a funnel that has no chapters, the screen
itself offers you where to start:
Button
What it does
💬 Armarlo conversando (Build it by talking)
Opens setup on that funnel, instead of creating another one. It’s the way out for the funnel that was left with an empty playbook.
🛍️ Cargar plantilla de Ecommerce (Load the Ecommerce template)
Asks you for the salesperson’s name, whether it’s Asesora or Asesor, and the product, and puts the template’s playbook into that funnel. It appears on sales funnels that weren’t born from the template, when your account has it.
📄 Cargar un manual de ejemplo (Load a sample playbook)
A sample for you to replace with your own. It appears when the template isn’t offered.
＋ Crear el primer capítulo en blanco (Create the first chapter blank)
You start writing yourself.
✦ Redactar un capítulo con IA (Draft a chapter with AI)
You give it your notes and the AI writes up a chapter for you as a draft, which you review before accepting it.
«Cargar plantilla de Ecommerce» also works on a playbook with a single
chapter, from the index: it replaces that playbook, and the previous one stays
in the History (Historial). If that funnel has ever connected its WhatsApp,
you first have to pause it.
The sales playbook covers it.Everything except Armarlo conversando is done from a computer. On the phone
you’ll also see «Enviármelo a la computadora» (Send it to my computer), to
open that playbook there.
Setup runs against the same balance as everything else. If it runs out, the
copilot leaves you a notice in the thread:
If you haven’t connected WhatsApp yet:«Tus US$ 10 de arranque se
gastaron en armar tu embudo: recarga para seguir.» (Your US$ 10 starter
credit was spent building your funnel: top up to continue.) The way out is
«Recargar créditos» (Top up credits): connecting WhatsApp doesn’t add
balance, because your welcome credit was already in the account in full.
If you’ve already connected:«Tu cuenta no tiene saldo disponible.
Recarga créditos para seguir usando el copiloto.» (Your account has no
balance available. Top up credits to keep using the copilot.), also with
«Recargar créditos».
Credits and top-ups covers it.
If your trial ended:«Tu prueba terminó: el copiloto y tus agentes
quedan en pausa hasta que elijas un plan. Tu saldo de créditos sigue
disponible.» (Your trial ended: the copilot and your agents are paused until
you choose a plan. Your credit balance is still available.) If you’ve already
connected your WhatsApp, topping up isn’t enough: you need a plan, with the
«Ver planes» (See plans) button. If you haven’t connected it yet,
connecting it starts your 7-day trial over.
If the dashboard can’t check your balance, the notice offers you both ways out:
«Conectar WhatsApp» (Connect WhatsApp) and «Recargar créditos».The «Recargar créditos» and «Ver planes» buttons are seen by whoever has
access to the company’s balance.What you already built isn’t lost: the funnel and whatever its playbook has
written are still there, and you can keep writing
in the playbook, chapter by chapter and with
versions.
I don’t see «Crear embudo» — creating funnels belongs to whoever manages
the company, because it takes up a slot in the plan. Ask that person.
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 in one message and
tell it to carry on with what it has.
I closed the copilot without finishing — press «Crear embudo», from
this computer or from another one, and it reopens where you left off. It’s
also in the copilot’s «Sesiones» tab → «Tu puesta en marcha» →
«Reanudar».
I want to build another funnel and «Crear embudo» takes me back to the
previous conversation — that’s on purpose, so you don’t lose your progress.
To start another one, archive the previous one in «Sesiones» (⋯ menu
→ «Archivar») and press «Crear embudo» again.
The card says «No se aplicó: la plantilla de Ecommerce no está disponible
en este momento…» (Not applied: the Ecommerce template isn’t available
right now…) — the funnel wasn’t created and no slot was used. Try again in a
few minutes.
«Probar» is switched off in my playbook — in a template funnel, Probar
waits until chapter 1 and the PRODUCTO and PRECIOS Y PROMOCIONES sections have
no placeholders. The notice at the top of the playbook tells you how many are
left, and «Por completar» (To complete) lists them.
Channels shows me «Antes de conectar:» instead of the QR code — your
playbook still has placeholders to fill in, steps missing in some chapter or
the payment and shipping details unconfirmed. Placeholders and chapters are
fixed in the playbook (each item on the list takes you there); the details
are confirmed right there, with «Sí, son correctos».
I approved the funnel but not the script (appointments or applicants) —
the funnel already exists: for appointments, with its chapter 1 written; for
applicants, with an empty playbook. You write what’s missing in its
Manual, or you ask the copilot for the whole funnel in your setup.
The persona doesn’t sound like my business — it’s fixed in
the playbook, by pressing 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; the hard rules,
in the playbook.
I approved the whole funnel and it wasn’t the one I wanted — approving
replaces the whole playbook, so from there on it’s corrected in
the playbook, chapter by chapter and with
versions.
Last modified on October 19, 2026
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copilot: the Ecommerce template, the playbook's placeholders and how to resume if you stop halfway.","keywords":["build a WhatsApp AI sales agent","AI sales agent setup","sales funnel script","DarkFunnels copilot","WhatsApp agent onboarding"],"href":"/en/getting-started/your-first-funnel"},"description":{"compiledSource":"\"use strict\";\nconst {jsx: _jsx} = arguments[0];\nconst {useMDXComponents: _provideComponents} = arguments[0];\nfunction _createMdxContent(props) {\n const _components = {\n p: \"p\",\n ..._provideComponents(),\n ...props.components\n };\n return _jsx(_components.p, {\n children: \"Create your funnel and its WhatsApp AI sales agent by talking to the copilot: the Ecommerce template, the playbook’s placeholders and how to resume if you stop halfway.\"\n });\n}\nfunction MDXContent(props = {}) {\n const {wrapper: MDXLayout} = {\n ..._provideComponents(),\n ...props.components\n };\n return MDXLayout ? _jsx(MDXLayout, {\n ...props,\n children: _jsx(_createMdxContent, 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_components={a:`a`,blockquote:`blockquote`,code:`code`,em:`em`,li:`li`,p:`p`,strong:`strong`,tbody:`tbody`,td:`td`,th:`th`,thead:`thead`,tr:`tr`,ul:`ul`,..._provideComponents(),...props.components},{Card,CardGroup,Frame,Heading,Note,OptimizedImage,Step,Steps,Table,Tip,Warning}=_components;if(!Card)_missingMdxReference(`Card`,true);if(!CardGroup)_missingMdxReference(`CardGroup`,true);if(!Frame)_missingMdxReference(`Frame`,true);if(!Heading)_missingMdxReference(`Heading`,true);if(!Note)_missingMdxReference(`Note`,true);if(!OptimizedImage)_missingMdxReference(`OptimizedImage`,true);if(!Step)_missingMdxReference(`Step`,true);if(!Steps)_missingMdxReference(`Steps`,true);if(!Table)_missingMdxReference(`Table`,true);if(!Tip)_missingMdxReference(`Tip`,true);if(!Warning)_missingMdxReference(`Warning`,true);return _jsxs(_Fragment,{children:[_jsxs(_components.p,{children:[`A funnel is `,_jsx(_components.strong,{children:`what you create to sell over WhatsApp`}),`: a script, a WhatsApp\nnumber and `,_jsx(_components.strong,{children:`an agent`}),`, the AI that chats with your customers like a\nsalesperson, with a name it introduces itself with and a way of speaking. To\nget started you don’t need a blank page: `,_jsx(_components.strong,{children:`you tell your copilot what you\nsell`}),` and it leaves the funnel created for you. If you sell over WhatsApp with\nthe template, or if you book appointments, it’s born with a starting script,\nwhich you finish in the playbook.`]}),`\n`,_jsx(_components.p,{children:`The dashboard is in Spanish, so buttons and labels are written here as you will\nsee them on screen, with an English translation in parentheses the first time.`}),`\n`,_jsx(Heading,{level:`2`,id:`what-a-funnel-is`,children:`What a funnel is`}),`\n`,_jsxs(_components.p,{children:[_jsxs(_components.strong,{children:[`The funnel is what you create in Ventas (`,_jsx(_components.em,{children:`Sales`}),`) to sell over WhatsApp.`]}),` It\nisn’t a chart or a report: it has its WhatsApp number, its agent and its\nscript, the sales conversation written down and arranged into `,_jsx(_components.strong,{children:`chapters`}),`,\nlike the playbook you would hand a new salesperson. Its agent follows that\nscript with each customer.`]}),`\n`,_jsx(_components.p,{children:`A typical script goes like this: greet and understand what the customer is\nlooking for → present the product that fits them → answer their questions →\nclose and take the shipping details. Each of those stretches is a chapter, with\nits rules and its examples.`}),`\n`,_jsxs(_components.p,{children:[`And the important part: `,_jsx(_components.strong,{children:`it’s yours and you edit it`}),`. What comes out of the\nconversation with the copilot is a first draft. From there on you live in\n`,_jsx(_components.a,{href:`/en/guides/sales-playbook`,children:`the sales playbook`}),`, which is where the script gets\ncorrected a thousand times.`]}),`\n`,_jsx(Note,{children:_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`A funnel = a script + an agent + a WhatsApp number.`}),` That’s why the creation\ncard says «Creando el embudo» (`,_jsx(_components.em,{children:`Creating the funnel`}),`) and asks you for the\n«Título del embudo» (`,_jsx(_components.em,{children:`Funnel title`}),`). The agent is the AI that chats; the\ncharacter it introduces itself as — the salesperson’s name, their tone, their\nway of speaking — the dashboard calls the `,_jsx(_components.strong,{children:`persona`}),`, and it doesn’t refer to\nany flesh-and-blood person.\nIf you sell two very different things, that’s two funnels, not two chapters.`]})}),`\n`,_jsx(Heading,{level:`2`,id:`building-it-by-talking-the-normal-path`,children:`Building it by talking: the normal path`}),`\n`,_jsxs(_components.p,{children:[`When you finish signing up `,_jsx(_components.strong,{children:`the copilot opens by itself`}),`, in the right-hand\npanel (unless you arrived through the link of a funnel someone shared with you:\nthen it takes you to that funnel), and starts the conversation to build your\nfunnel. On screen it’s called the `,_jsx(_components.strong,{children:`«puesta en marcha»`}),` (`,_jsx(_components.em,{children:`setup`}),`). While it\nlasts, above the compose box you see this label:`]}),`\n`,_jsxs(_components.blockquote,{children:[`\n`,_jsxs(_components.p,{children:[`«Estamos armando tu embudo.» (`,_jsx(_components.em,{children:`We’re building your funnel.`}),`)`]}),`\n`]}),`\n`,_jsxs(_components.p,{children:[`Later on you open it with `,_jsx(_components.strong,{children:`«Crear embudo»`}),` (`,_jsx(_components.em,{children:`Create funnel`}),`): it’s on the\nHome screen (`,_jsx(_components.em,{children:`Inicio`}),`), in the funnel selector and in the search (`,_jsx(_components.strong,{children:`⌘K`}),`;\n`,_jsx(_components.strong,{children:`Ctrl+K`}),` on Windows). Creating funnels is a job for whoever manages the\ncompany: if you don’t see that button, ask that person to create the funnel or\nto give you access (see\n`,_jsx(_components.a,{href:`/en/getting-started/invite-your-team#what-each-person-can-see-and-do`,children:`Invite your team`}),`).`]}),`\n`,_jsxs(_components.p,{children:[`The conversation spends balance, like everything the AI does: that’s why your\naccount is born with a `,_jsx(_components.strong,{children:`US$ 10`}),` advance (see\n`,_jsx(_components.a,{href:`/en/getting-started/pricing`,children:`Pricing`}),`).`]}),`\n`,_jsx(Heading,{level:`3`,id:`the-first-question-what-you-sell`,children:`The first question: what you sell`}),`\n`,_jsxs(_components.p,{children:[`The first thing the copilot asks you is `,_jsx(_components.strong,{children:`what you sell`}),`. Below its question\nthree one-tap replies appear, and what you answer decides how your funnel is\nborn:`]}),`\n`,_jsxs(Table,{children:[_jsx(_components.thead,{children:_jsxs(_components.tr,{children:[_jsx(_components.th,{children:`What you answer`}),_jsx(_components.th,{children:`How your funnel is born`})]})}),_jsxs(_components.tbody,{children:[_jsxs(_components.tr,{children:[_jsxs(_components.td,{children:[_jsx(_components.strong,{children:`«Vendo por WhatsApp y cierro en el chat»`}),` (`,_jsx(_components.em,{children:`I sell over WhatsApp and close in the chat`}),`)`]}),_jsxs(_components.td,{children:[`From the `,_jsx(_components.strong,{children:`Ecommerce template`}),`. Continue at `,_jsx(_components.a,{href:`#if-you-sell-over-whatsapp-the-ecommerce-template`,children:`If you sell over WhatsApp`}),`.`]})]}),_jsxs(_components.tr,{children:[_jsxs(_components.td,{children:[_jsx(_components.strong,{children:`«Agendo visitas o citas»`}),` (`,_jsx(_components.em,{children:`I book visits or appointments`}),`)`]}),_jsxs(_components.td,{children:[`With its `,_jsx(_components.strong,{children:`chapter 1`}),` already written. Continue at `,_jsx(_components.a,{href:`#if-you-book-appointments-or-screen-applicants`,children:`If you book appointments or screen applicants`}),`.`]})]}),_jsxs(_components.tr,{children:[_jsxs(_components.td,{children:[_jsx(_components.strong,{children:`«Filtro postulantes o solicitudes»`}),` (`,_jsx(_components.em,{children:`I screen applicants or requests`}),`)`]}),_jsxs(_components.td,{children:[`With an empty playbook: you write chapter 1 yourself in the playbook or ask the copilot for it. Continue at `,_jsx(_components.a,{href:`#if-you-book-appointments-or-screen-applicants`,children:`If you book appointments or screen applicants`}),`.`]})]})]})]}),`\n`,_jsxs(_components.p,{children:[`You can also answer in your own words. `,_jsxs(_components.strong,{children:[`If what you describe is a product\n(«vendo ropa de baño» — `,_jsx(_components.em,{children:`I sell swimwear`}),`), the copilot takes it as selling over\nWhatsApp`]}),` and takes you to the Ecommerce template, unless you tell it that you\nbook appointments or screen applicants.`]}),`\n`,_jsx(Tip,{children:_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Would you rather talk than type?`}),` During setup, above the compose box there’s\na voice strip. Tap the microphone (when you hover over it, it says «Toca para\nhablar» — `,_jsx(_components.em,{children:`Tap to speak`}),`), talk, and tap it again to send; each recording is cut\noff at 2 minutes. With `,_jsx(_components.strong,{children:`«Escuchar en voz alta»`}),` (`,_jsx(_components.em,{children:`Listen out loud`}),`) the copilot\nreads its replies to you, and the speaker button mutes it. Voice comes switched\noff, your choice is remembered in that browser and, like all the AI, `,_jsx(_components.strong,{children:`it spends\nbalance`}),`.`]})}),`\n`,_jsx(Heading,{level:`2`,id:`if-you-sell-over-whatsapp-the-ecommerce-template`,children:`If you sell over WhatsApp: the Ecommerce template`}),`\n`,_jsxs(_components.p,{children:[`When what you do is `,_jsx(_components.strong,{children:`sell over WhatsApp and close in the chat`}),`, the copilot\ndoesn’t interview you chapter by chapter. Your funnel is born copied from a\ntemplate designed for shops that sell that way, and afterwards you fill in what\nbelongs to your business.`]}),`\n`,_jsxs(Steps,{children:[_jsxs(Step,{title:`Choose the template or from scratch`,children:[_jsxs(_components.p,{children:[`The copilot asks you `,_jsx(_components.em,{children:`«¿Usamos una plantilla de Ecommerce o armamos tu flujo\ndesde 0?»`}),` (`,_jsx(_components.em,{children:`Shall we use an Ecommerce template or build your flow from\nscratch?`}),`) and leaves you two buttons below it: `,_jsx(_components.strong,{children:`«Usar la plantilla de\nEcommerce»`}),` (`,_jsx(_components.em,{children:`Use the Ecommerce template`}),`) and `,_jsx(_components.strong,{children:`«Armar mi flujo desde 0»`}),`\n(`,_jsx(_components.em,{children:`Build my flow from scratch`}),`). If you’re unsure, the template is the short\npath.`]}),_jsx(Frame,{caption:`Below the question, the two one-tap replies.`,children:_jsx(OptimizedImage,{src:`https://mintcdn.com/darkfunnels/fypBH9q351iR9qsC/images/agente/01-plantilla-o-desde-cero.png?fit=max\u0026auto=format\u0026n=fypBH9q351iR9qsC\u0026q=85\u0026s=2dba074ad53b9f8256ecbd3798e90bd3`,alt:`Copilot asking «¿Usamos una plantilla de Ecommerce o armamos tu flujo desde 0?» (Shall we use an Ecommerce template or build your flow from scratch?) with the buttons «Usar la plantilla de Ecommerce» and «Armar mi flujo desde 0»`,\"data-og-width\":`840`,width:`840`,\"data-og-height\":`790`,height:`790`,\"data-path\":`images/agente/01-plantilla-o-desde-cero.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/darkfunnels/fypBH9q351iR9qsC/images/agente/01-plantilla-o-desde-cero.png?w=280\u0026fit=max\u0026auto=format\u0026n=fypBH9q351iR9qsC\u0026q=85\u0026s=62549ca8aa7ca675fca4b6f72c80580b 280w, https://mintcdn.com/darkfunnels/fypBH9q351iR9qsC/images/agente/01-plantilla-o-desde-cero.png?w=560\u0026fit=max\u0026auto=format\u0026n=fypBH9q351iR9qsC\u0026q=85\u0026s=08c9cb8b448876d16a82aa3f0c5f3315 560w, https://mintcdn.com/darkfunnels/fypBH9q351iR9qsC/images/agente/01-plantilla-o-desde-cero.png?w=840\u0026fit=max\u0026auto=format\u0026n=fypBH9q351iR9qsC\u0026q=85\u0026s=1d5e061ae47b31512fb17c652b659da0 840w, https://mintcdn.com/darkfunnels/fypBH9q351iR9qsC/images/agente/01-plantilla-o-desde-cero.png?w=1100\u0026fit=max\u0026auto=format\u0026n=fypBH9q351iR9qsC\u0026q=85\u0026s=8abc681812f78b4f0597b020cd2105ce 1100w, https://mintcdn.com/darkfunnels/fypBH9q351iR9qsC/images/agente/01-plantilla-o-desde-cero.png?w=1650\u0026fit=max\u0026auto=format\u0026n=fypBH9q351iR9qsC\u0026q=85\u0026s=bab3284c1ea4eb9db7183788a34a4334 1650w, https://mintcdn.com/darkfunnels/fypBH9q351iR9qsC/images/agente/01-plantilla-o-desde-cero.png?w=2500\u0026fit=max\u0026auto=format\u0026n=fypBH9q351iR9qsC\u0026q=85\u0026s=25be22e31d9ee5fb0903dab15ca91fbd 2500w`})})]}),_jsx(Step,{title:`Tell it your salesperson's name`,children:_jsxs(_components.p,{children:[`With that name the `,_jsx(_components.strong,{children:`persona`}),` that serves your customers is born, and the\ncopilot works out whether it’s `,_jsx(_components.strong,{children:`Asesora`}),` or `,_jsx(_components.strong,{children:`Asesor`}),` (female or male\nadvisor); if it can’t work it out, it asks you. If at the start you didn’t\ntell it what product you sell, it asks you that too; if you already told\nit, it doesn’t.`]})}),_jsxs(Step,{title:`Approve the card`,children:[_jsxs(_components.p,{children:[`The `,_jsx(_components.strong,{children:`«Confirmar: Creando el embudo»`}),` (`,_jsx(_components.em,{children:`Confirm: Creating the funnel`}),`) card\nappears with what it’s going to create: the `,_jsx(_components.strong,{children:`Título del embudo`}),` (`,_jsx(_components.em,{children:`Funnel\ntitle`}),`; for example, `,_jsx(_components.em,{children:`«Carla - Venta de Vital Colágeno»`}),`), the\n`,_jsx(_components.strong,{children:`Objetivo`}),` (`,_jsx(_components.em,{children:`Objective`}),`), the `,_jsx(_components.strong,{children:`Forma de creación`}),` (`,_jsx(_components.em,{children:`Creation mode`}),`:\n`,_jsx(_components.em,{children:`Plantilla de Ecommerce`}),` or `,_jsx(_components.em,{children:`Flujo desde 0`}),`), the `,_jsx(_components.strong,{children:`Vendedor`}),`\n(`,_jsx(_components.em,{children:`Salesperson`}),`) and the `,_jsx(_components.strong,{children:`Producto`}),` (`,_jsx(_components.em,{children:`Product`}),`). At the bottom, the\n`,_jsx(_components.strong,{children:`Aprobar`}),` (`,_jsx(_components.em,{children:`Approve`}),`) and `,_jsx(_components.strong,{children:`Rechazar`}),` (`,_jsx(_components.em,{children:`Reject`}),`) buttons.`]}),_jsxs(_components.p,{children:[`It asks for your approval because `,_jsx(_components.strong,{children:`creating a funnel takes up a slot in\nyour plan`}),`. When you press `,_jsx(_components.strong,{children:`Aprobar`}),`, the copilot tells you in one line\nthat your funnel now has its shared block and its 3 chapters, and the\ndashboard takes you to your new funnel’s `,_jsx(_components.strong,{children:`Manual`}),` (`,_jsx(_components.em,{children:`Playbook`}),`). That’s\nwhere the questions end: there’s no tour and nothing more to answer. The\nconversation stays saved in `,_jsx(_components.strong,{children:`Sesiones`}),` (`,_jsx(_components.em,{children:`Sessions`}),`) as «Tu puesta en\nmarcha» (`,_jsx(_components.em,{children:`Your setup`}),`); if you later want to build another funnel, archive\nit first (see `,_jsx(_components.a,{href:`#if-you-stop-halfway`,children:`If you stop halfway`}),`).`]})]})]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`What is born when you approve.`}),` A `,_jsx(_components.strong,{children:`shared block`}),` with the business data\nand three chapters:`]}),`\n`,_jsxs(Table,{children:[_jsx(_components.thead,{children:_jsxs(_components.tr,{children:[_jsx(_components.th,{children:`Chapter`}),_jsx(_components.th,{children:`What it does`})]})}),_jsxs(_components.tbody,{children:[_jsxs(_components.tr,{children:[_jsxs(_components.td,{children:[_jsx(_components.strong,{children:`1 · Saludo`}),` (`,_jsx(_components.em,{children:`Greeting`}),`)`]}),_jsx(_components.td,{children:`Runs once: greets with the product, its benefits and the promotion, and asks where the customer is writing from.`})]}),_jsxs(_components.tr,{children:[_jsxs(_components.td,{children:[_jsx(_components.strong,{children:`2 · En venta`}),` (`,_jsx(_components.em,{children:`Selling`}),`)`]}),_jsx(_components.td,{children:`Answers questions, asks about shipping, helps pick the promotion and takes the order details (and the deposit if the order goes to the provinces).`})]}),_jsxs(_components.tr,{children:[_jsxs(_components.td,{children:[_jsx(_components.strong,{children:`3 · Pedido confirmado`}),` (`,_jsx(_components.em,{children:`Order confirmed`}),`)`]}),_jsx(_components.td,{children:`Confirms the order, records the sale and hands the conversation to your team.`})]})]})]}),`\n`,_jsxs(_components.p,{children:[`Your funnel is born active, with its agent’s persona already active and\n`,_jsx(_components.strong,{children:`without a WhatsApp number`}),`: until you connect it, its agent doesn’t serve\nanyone.`]}),`\n`,_jsxs(_components.p,{children:[`What only you know goes in as `,_jsx(_components.strong,{children:`placeholders`}),` like `,_jsx(_components.code,{children:`«PRODUCTO_MARCA»`}),` or\n`,_jsx(_components.code,{children:`«ESCALERA_PRECIOS»`}),`: the brand, the presentation, the benefits, the prices,\nyour payment methods, the frequent objections and the follow-up messages. The\nsalesperson’s name, your business’s name and the product’s name come already\nfilled in.`]}),`\n`,_jsxs(_components.p,{children:[`The `,_jsx(_components.strong,{children:`SOBRE EL PAGO`}),` (`,_jsx(_components.em,{children:`About payment`}),`), `,_jsx(_components.strong,{children:`UBICACIÓN DE LA TIENDA`}),` (`,_jsx(_components.em,{children:`Store\nlocation`}),`) and `,_jsx(_components.strong,{children:`SOBRE EL ENVÍO`}),` (`,_jsx(_components.em,{children:`About shipping`}),`) sections come written with\ntypical details of an online shop in Peru (for example, cash on delivery in Lima\nand a deposit for the provinces). Read them and change them if your business\nworks differently: before connecting you’ll have to confirm them.`]}),`\n`,_jsx(Note,{children:_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`From scratch`}),` creates the same three chapters and the same shared block, but\nwith `,_jsx(_components.strong,{children:`empty steps`}),` for you to write. The shared block’s placeholders are there\ntoo, and they’re filled in the same way.`]})}),`\n`,_jsx(Heading,{level:`3`,id:`then-in-the-playbook`,children:`Then, in the playbook`}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Filling in the placeholders is your next task`}),`, and it’s done in the Manual.\nThe placeholders are highlighted in the text, and above the document a notice\ntells you how many are missing (`,_jsx(_components.em,{children:`«Faltan N datos por completar…»`}),` — `,_jsx(_components.em,{children:`N details\nleft to complete…`}),`).`]}),`\n`,_jsx(Frame,{caption:`The notice at the top counts the placeholders that are missing (here, 20: 16 in the block and 4 in the chapters); the «Por completar» (To complete) button, with the number next to it, lists them so you can fill them in.`,children:_jsx(OptimizedImage,{src:`https://mintcdn.com/darkfunnels/gnmgaq1z5cVO0HcJ/images/agente/02-manual-con-huecos.png?fit=max\u0026auto=format\u0026n=gnmgaq1z5cVO0HcJ\u0026q=85\u0026s=a344038480eb30e9f19484e459155485`,alt:`Playbook of a funnel born from the template, with the notice «Faltan 20 datos por completar: 16 en el bloque y 4 en los capítulos» (20 details left to complete: 16 in the block and 4 in the chapters) and the «Ayúdame a completarlo» (Help me complete it) button, placeholders such as «HORAS_SEGUIMIENTO_1» highlighted in the text, the index with each chapter's placeholders, the Por completar (To complete) button with the 20 in the bar, and the Recursos (Resources) panel open on the right with an unused PDF`,\"data-og-width\":`1600`,width:`1600`,\"data-og-height\":`900`,height:`900`,\"data-path\":`images/agente/02-manual-con-huecos.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/darkfunnels/gnmgaq1z5cVO0HcJ/images/agente/02-manual-con-huecos.png?w=280\u0026fit=max\u0026auto=format\u0026n=gnmgaq1z5cVO0HcJ\u0026q=85\u0026s=7fdfd4932b18984088346904fe1e17c1 280w, https://mintcdn.com/darkfunnels/gnmgaq1z5cVO0HcJ/images/agente/02-manual-con-huecos.png?w=560\u0026fit=max\u0026auto=format\u0026n=gnmgaq1z5cVO0HcJ\u0026q=85\u0026s=16a4dd1441426c6b2a8e5be52d19f5e5 560w, https://mintcdn.com/darkfunnels/gnmgaq1z5cVO0HcJ/images/agente/02-manual-con-huecos.png?w=840\u0026fit=max\u0026auto=format\u0026n=gnmgaq1z5cVO0HcJ\u0026q=85\u0026s=6f76c75b34200f9a2ccb44ca615daff1 840w, https://mintcdn.com/darkfunnels/gnmgaq1z5cVO0HcJ/images/agente/02-manual-con-huecos.png?w=1100\u0026fit=max\u0026auto=format\u0026n=gnmgaq1z5cVO0HcJ\u0026q=85\u0026s=7f2db3e0e421dc1a416a19c8a6024b53 1100w, https://mintcdn.com/darkfunnels/gnmgaq1z5cVO0HcJ/images/agente/02-manual-con-huecos.png?w=1650\u0026fit=max\u0026auto=format\u0026n=gnmgaq1z5cVO0HcJ\u0026q=85\u0026s=4f3977eb0aff556ac06e9297942c055e 1650w, https://mintcdn.com/darkfunnels/gnmgaq1z5cVO0HcJ/images/agente/02-manual-con-huecos.png?w=2500\u0026fit=max\u0026auto=format\u0026n=gnmgaq1z5cVO0HcJ\u0026q=85\u0026s=eb8e4cb22d36edc186d3ac0025182f18 2500w`})}),`\n`,_jsxs(_components.ul,{children:[`\n`,_jsxs(_components.li,{children:[_jsxs(_components.strong,{children:[`The «Por completar» (`,_jsx(_components.em,{children:`To complete`}),`) button`]}),` in the bar lists them one by one. You\ntype the detail once and it goes into every place where it appears.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`File placeholders`}),` (the price image, the product photo) aren’t typed: you\npick one of the files your agent can send, that is, the ones that have `,_jsx(_components.strong,{children:`send\nvia WhatsApp`}),` (`,_jsx(_components.em,{children:`enviar por WhatsApp`}),`) switched on for that funnel in the\n`,_jsx(_components.a,{href:`/en/guides/library`,children:`Library`}),` (or the ones you uploaded from the playbook’s\n`,_jsx(_components.strong,{children:`«Recursos»`}),` (`,_jsx(_components.em,{children:`Resources`}),`) panel). If you don’t have it, `,_jsx(_components.strong,{children:`«No tengo este\narchivo»`}),` (`,_jsx(_components.em,{children:`I don’t have this file`}),`) removes it from the playbook.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`«Ayúdame a completarlo»`}),` (`,_jsx(_components.em,{children:`Help me complete it`}),`), next to the notice, asks the\ncopilot for help: it first asks you for your product’s files, asks you one\nquestion at a time and proposes the changes for you to approve.`]}),`\n`,_jsxs(_components.li,{children:[`What you fill in by hand is saved when you press `,_jsx(_components.strong,{children:`«Guardar cambios»`}),` (`,_jsx(_components.em,{children:`Save\nchanges`}),`).`]}),`\n`]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.a,{href:`/en/guides/sales-playbook`,children:`The sales playbook`}),` covers it in detail.`]}),`\n`,_jsx(Tip,{children:_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Fill in the placeholders from a computer.`}),` On the phone the playbook lets you\ntouch up prices, phone numbers and links, but to fill in the placeholders or\nrewrite the script it asks you to open it on the computer.`]})}),`\n`,_jsx(_components.p,{children:_jsx(_components.strong,{children:`When you can test and when you can connect:`})}),`\n`,_jsxs(_components.ul,{children:[`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`«Probar»`}),` (`,_jsx(_components.em,{children:`Test`}),`, the Manual’s test chat) turns on when chapter 1 and the\nblock’s `,_jsx(_components.strong,{children:`PRODUCTO`}),` (`,_jsx(_components.em,{children:`Product`}),`) and `,_jsx(_components.strong,{children:`PRECIOS Y PROMOCIONES`}),` (`,_jsx(_components.em,{children:`Prices and\npromotions`}),`) sections no longer have placeholders. Chapters 2 and 3 can wait.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Connecting WhatsApp`}),` asks for three things: that no placeholders are left,\nthat the three chapters have their steps written — in `,_jsx(_components.strong,{children:`From scratch`}),`, that\nmeans writing all of them — and that you confirm the payment, location and\nshipping details with `,_jsx(_components.strong,{children:`«Sí, son correctos»`}),` (`,_jsx(_components.em,{children:`Yes, they’re correct`}),`). While\nsomething is missing, when you press `,_jsx(_components.strong,{children:`«Conectar / Escanear»`}),` (`,_jsx(_components.em,{children:`Connect /\nScan`}),`) in Canales (`,_jsx(_components.em,{children:`Channels`}),`) you don’t see the QR code, but `,_jsx(_components.strong,{children:`«Antes de\nconectar:»`}),` (`,_jsx(_components.em,{children:`Before connecting:`}),`) with what’s missing and a link to each\nitem.`]}),`\n`]}),`\n`,_jsx(Frame,{caption:`While the playbook is incomplete, Channels tells you what's missing before showing you the QR code: here, 20 placeholders and the payment and shipping details still unconfirmed.`,children:_jsx(OptimizedImage,{src:`https://mintcdn.com/darkfunnels/gnmgaq1z5cVO0HcJ/images/agente/03-antes-de-conectar.png?fit=max\u0026auto=format\u0026n=gnmgaq1z5cVO0HcJ\u0026q=85\u0026s=f66ab94a1de1e100aaf66c55c60a0376`,alt:`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)`,\"data-og-width\":`1600`,width:`1600`,\"data-og-height\":`692`,height:`692`,\"data-path\":`images/agente/03-antes-de-conectar.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/darkfunnels/gnmgaq1z5cVO0HcJ/images/agente/03-antes-de-conectar.png?w=280\u0026fit=max\u0026auto=format\u0026n=gnmgaq1z5cVO0HcJ\u0026q=85\u0026s=1189fcdd8eced418f4f6d4c2313d3b7c 280w, https://mintcdn.com/darkfunnels/gnmgaq1z5cVO0HcJ/images/agente/03-antes-de-conectar.png?w=560\u0026fit=max\u0026auto=format\u0026n=gnmgaq1z5cVO0HcJ\u0026q=85\u0026s=947de0410c27a15889326187acfe98af 560w, https://mintcdn.com/darkfunnels/gnmgaq1z5cVO0HcJ/images/agente/03-antes-de-conectar.png?w=840\u0026fit=max\u0026auto=format\u0026n=gnmgaq1z5cVO0HcJ\u0026q=85\u0026s=48dacccd961785ff790a1bd775bdeafe 840w, https://mintcdn.com/darkfunnels/gnmgaq1z5cVO0HcJ/images/agente/03-antes-de-conectar.png?w=1100\u0026fit=max\u0026auto=format\u0026n=gnmgaq1z5cVO0HcJ\u0026q=85\u0026s=06fa5dee5daaf66dd1086d86cee28be2 1100w, https://mintcdn.com/darkfunnels/gnmgaq1z5cVO0HcJ/images/agente/03-antes-de-conectar.png?w=1650\u0026fit=max\u0026auto=format\u0026n=gnmgaq1z5cVO0HcJ\u0026q=85\u0026s=0e6b1cd24a78f2c20bd2e7b58b4e4b78 1650w, https://mintcdn.com/darkfunnels/gnmgaq1z5cVO0HcJ/images/agente/03-antes-de-conectar.png?w=2500\u0026fit=max\u0026auto=format\u0026n=gnmgaq1z5cVO0HcJ\u0026q=85\u0026s=186079e40859f167979e549b5a73bd4f 2500w`})}),`\n`,_jsxs(_components.p,{children:[`As long as a placeholder is still unfilled, the line that contains it `,_jsx(_components.strong,{children:`doesn’t\nreach your agent’s instructions`}),`: that way it doesn’t say a half-written\n`,_jsx(_components.code,{children:`«PRODUCTO_MARCA»`}),` to a customer.`]}),`\n`,_jsx(Heading,{level:`2`,id:`if-you-book-appointments-or-screen-applicants`,children:`If you book appointments or screen applicants`}),`\n`,_jsxs(_components.p,{children:[`If you answered `,_jsx(_components.strong,{children:`«Agendo visitas o citas»`}),`, your funnel is born with its first\nchapter written and the copilot teaches you the playbook using it. If you\nanswered `,_jsx(_components.strong,{children:`«Filtro postulantes o solicitudes»`}),`, the funnel is born with an\nempty playbook: there’s nothing to test yet, so the copilot shows you the\nscreen and asks you to write chapter 1 (or to ask it for the whole funnel).`]}),`\n`,_jsxs(Steps,{children:[_jsxs(Step,{title:`Confirm the funnel's creation`,children:[_jsxs(_components.p,{children:[`As soon as it knows what your business does, it offers to create the\nfunnel: the `,_jsx(_components.strong,{children:`«Confirmar: Creando el embudo»`}),` card appears with the\n`,_jsx(_components.strong,{children:`Título del embudo`}),` (your business’s name) and the `,_jsx(_components.strong,{children:`Objetivo`}),` (`,_jsx(_components.em,{children:`Citas`}),`\n— `,_jsx(_components.em,{children:`Appointments`}),` — or `,_jsx(_components.em,{children:`Captación`}),` — `,_jsx(_components.em,{children:`Lead capture`}),`), and the `,_jsx(_components.strong,{children:`Aprobar`}),`\nand `,_jsx(_components.strong,{children:`Rechazar`}),` buttons.`]}),_jsxs(_components.p,{children:[`It asks you because `,_jsx(_components.strong,{children:`creating a funnel takes up a slot in your plan`}),` (the\ncopilot brings up the slot when the creation fails because you have none\nleft). Your funnel is born active, with its agent’s `,_jsx(_components.strong,{children:`persona`}),` already\nactive — with a name and a tone — and without a WhatsApp number. If you book\nappointments, it’s born with its `,_jsx(_components.strong,{children:`chapter 1 already written`}),`: the\ngreeting, with your business’s name filled in and a sample salesperson\nname, which you change in the persona (step 4). If you screen applicants,\nit’s born with an empty playbook.`]})]}),_jsxs(Step,{title:`Test chapter 1 and tour the playbook (appointments)`,children:[_jsxs(_components.p,{children:[`The dashboard takes you to your agent’s `,_jsx(_components.strong,{children:`Manual`}),`, and the first thing the\ncopilot asks you is to `,_jsx(_components.strong,{children:`test it`}),`: write «hola» (`,_jsx(_components.em,{children:`hi`}),`) to your agent in the\ntest chat the dashboard leaves open for you, as if you were a customer.`]}),_jsxs(_components.p,{children:[`Once you’ve seen it answer, the copilot explains it to you using that same\nreply and walks you through the playbook screen: the dashboard points at\neach part — the chapter, its PASOS (`,_jsx(_components.em,{children:`steps`}),`) and the line that moves on to\nthe next one — and explains it in a box, and you move forward with\n`,_jsx(_components.strong,{children:`«Siguiente»`}),` (`,_jsx(_components.em,{children:`Next`}),`). If you turned voice on, it also reads it to you\nout loud and the tour moves on by itself when each step ends.`]}),_jsx(_components.p,{children:`If you screen applicants, this step is shorter: the dashboard also takes\nyou to the Manual, but since it’s empty there’s no test. The copilot walks\nyou through the screen and asks you to write chapter 1.`})]}),_jsxs(Step,{title:`Write the chapters that are missing`,children:[_jsxs(_components.p,{children:[`Each stage of your sale is a chapter, and `,_jsx(_components.strong,{children:`you write the missing ones\nyourself`}),` in the playbook, with the same shape as chapter 1: the agent’s\nrole, the numbered PASOS and the line that moves on to the next one.`]}),_jsxs(_components.p,{children:[`If you’d rather have the copilot write it, `,_jsx(_components.strong,{children:`ask it for the whole funnel`}),`.\nIt interviews you first, one question at a time and in plain language. It\nstarts by asking you to tell it how you sell today, from the customer’s\nfirst message until you consider the sale closed: that’s where the stages\ncome from. Then it follows up on whatever is missing from each stage, with\nno more than a few questions per stage. What it will want to know:`]}),_jsxs(_components.ul,{children:[`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Your business and your audience`}),` — who buys from you, where you sell\nand how people reach your WhatsApp.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`The product`}),` — what exactly you offer and what benefits you can state\nwith confidence. What you don’t confirm to it `,_jsx(_components.strong,{children:`isn’t promised`}),`: it’s\nhanded off to someone on your team.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Prices and promotions`}),` — each variant or bundle with its price, and the\ndiscount rules currently in force.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Payment and delivery`}),` — how they pay you, how long you really take and\nwhat details you need from the customer.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Objections`}),` — what they ask you most and `,_jsx(_components.strong,{children:`the answer you give`}),`. That\nanswer, exactly as it is, is the one the agent will use.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`What name and what tone`}),` it should introduce itself with.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Which cases go to a person`}),` on your team.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`What files you usually send`}),` (catalog, flyer, price list) and at what\npoint in the conversation.`]}),`\n`]}),_jsxs(_components.p,{children:[`With that it leaves you `,_jsx(_components.strong,{children:`a proposal of the complete funnel`}),`, which you\napprove or reject.`]})]}),_jsxs(Step,{title:`Review the persona and connect WhatsApp`,children:[_jsxs(_components.p,{children:[`When you consider the playbook ready, the close comes, in this order: first\nyou review the `,_jsx(_components.strong,{children:`persona`}),` — in the Manual, press the pill with its name;\nthere you change its name and its tone — and then you connect your WhatsApp\nat `,_jsx(_components.strong,{children:`Personalizar → Canales`}),` (`,_jsx(_components.em,{children:`Customize → Channels`}),`). It’s worth reviewing\nit first: when you connect, WhatsApp takes the persona’s name as the line’s\nname, and it’s the first thing your customers see. If you change it later,\nthe dashboard tries to update that name on WhatsApp too.`]}),_jsx(_components.p,{children:`If you approved the whole funnel, the dashboard takes you straight to\nChannels so you can scan the QR code.`})]})]}),`\n`,_jsx(Warning,{children:_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Nothing is written into your funnel until you approve it.`}),` If you ask it for\nthe whole funnel, the proposal waits in the thread with `,_jsx(_components.strong,{children:`Aprobar`}),` /\n`,_jsx(_components.strong,{children:`Rechazar`}),`, and until you press Aprobar your playbook stays exactly as it was.\nApproving it `,_jsx(_components.strong,{children:`replaces the whole playbook`}),`, including the chapter 1 your\nfunnel was born with.`]})}),`\n`,_jsx(Tip,{children:_jsx(_components.p,{children:`Answer in your own words and with concrete data: real prices, real delivery\nareas, the phrases you already use when you sell yourself. A generic answer\nproduces a generic salesperson, and that gets fixed afterwards by hand in the\nplaybook.`})}),`\n`,_jsx(Heading,{level:`2`,id:`the-welcome-advance`,children:`The welcome advance`}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Building your funnel spends part of your advance`}),`: with the template, very\nlittle; if you ask the copilot for the whole funnel or use voice, quite a bit\nmore. That’s why you can do it before connecting WhatsApp: your account is born\nwith `,_jsx(_components.strong,{children:`US$ 10`}),` precisely for this.`]}),`\n`,_jsx(Note,{children:_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`It isn’t a gift, it’s an advance.`}),` Those US$ 10 are your `,_jsx(_components.strong,{children:`whole`}),` welcome\ncredit, brought forward so you can build your funnel and test its agent without\nstopping halfway: when you connect WhatsApp no more balance arrives (the\nUS$ 25 bonus, if you were referred, arrives when you activate your\nsubscription). What happens that day is that `,_jsx(_components.strong,{children:`your trial starts over`}),` with\nits full 7 days (the clock had been running since you signed up), with up to 5\nactive funnels, and your agent starts answering the number `,_jsx(_components.strong,{children:`if you have\nbalance left`}),`: if you spent the whole advance building your funnel, you’ll\nhave to top up for it to answer.\n`,_jsx(_components.a,{href:`/en/getting-started/pricing`,children:`Pricing`}),` covers it.`]})}),`\n`,_jsx(Heading,{level:`2`,id:`if-you-stop-halfway`,children:`If you stop halfway`}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`You lose nothing.`}),` The conversation lives in your account, not in the\nbrowser: when you press `,_jsx(_components.strong,{children:`«Crear embudo»`}),` again, from this computer or from\nanother one, your setup reopens where you left it, with everything you already\ntold it.`]}),`\n`,_jsxs(_components.p,{children:[`You’ll also find it in the copilot’s `,_jsx(_components.strong,{children:`«Sesiones»`}),` (`,_jsx(_components.em,{children:`Sessions`}),`) tab: right below\n`,_jsx(_components.strong,{children:`«Nueva conversación»`}),` (`,_jsx(_components.em,{children:`New conversation`}),`) there’s `,_jsx(_components.strong,{children:`«Tu puesta en marcha»`}),`\n(`,_jsx(_components.em,{children:`Your setup`}),`; with your funnel’s name, if you already created it) and the\n`,_jsx(_components.strong,{children:`«Reanudar»`}),` (`,_jsx(_components.em,{children:`Resume`}),`) button.`]}),`\n`,_jsx(Frame,{caption:`The copilot in the right-hand drawer, open on the Chat tab; your setup is in the tab next to it, Sesiones (Sessions).`,children:_jsx(OptimizedImage,{src:`https://mintcdn.com/darkfunnels/XkH8mByKtqe96U1C/images/inicio/04-copiloto-abierto.png?fit=max\u0026auto=format\u0026n=XkH8mByKtqe96U1C\u0026q=85\u0026s=18c7b417c19956baea7bc22092dc2eba`,alt:`Copilot open to the right of the Home screen (Inicio) on the Chat tab, next to Sesiones (Sessions) and Memoria (Memory), with «¿En qué te ayudo hoy?» (How can I help you today?), four suggested questions and its compose box`,\"data-og-width\":`1600`,width:`1600`,\"data-og-height\":`900`,height:`900`,\"data-path\":`images/inicio/04-copiloto-abierto.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/darkfunnels/XkH8mByKtqe96U1C/images/inicio/04-copiloto-abierto.png?w=280\u0026fit=max\u0026auto=format\u0026n=XkH8mByKtqe96U1C\u0026q=85\u0026s=0d57d471617d3d7c1a7f21e8f4c2ad77 280w, https://mintcdn.com/darkfunnels/XkH8mByKtqe96U1C/images/inicio/04-copiloto-abierto.png?w=560\u0026fit=max\u0026auto=format\u0026n=XkH8mByKtqe96U1C\u0026q=85\u0026s=912c44b64d62fb1599e3822432e8382e 560w, https://mintcdn.com/darkfunnels/XkH8mByKtqe96U1C/images/inicio/04-copiloto-abierto.png?w=840\u0026fit=max\u0026auto=format\u0026n=XkH8mByKtqe96U1C\u0026q=85\u0026s=065241e41fdc48eb259ebe4222de5f35 840w, https://mintcdn.com/darkfunnels/XkH8mByKtqe96U1C/images/inicio/04-copiloto-abierto.png?w=1100\u0026fit=max\u0026auto=format\u0026n=XkH8mByKtqe96U1C\u0026q=85\u0026s=238f130949456cceae4608b70e40a650 1100w, https://mintcdn.com/darkfunnels/XkH8mByKtqe96U1C/images/inicio/04-copiloto-abierto.png?w=1650\u0026fit=max\u0026auto=format\u0026n=XkH8mByKtqe96U1C\u0026q=85\u0026s=851fa51f0cde7f880e27674f40d0bc75 1650w, https://mintcdn.com/darkfunnels/XkH8mByKtqe96U1C/images/inicio/04-copiloto-abierto.png?w=2500\u0026fit=max\u0026auto=format\u0026n=XkH8mByKtqe96U1C\u0026q=85\u0026s=efc0dd3a13a949dfff2d4fdc8407fe9d 2500w`})}),`\n`,_jsxs(_components.ul,{children:[`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Closing the drawer`}),` doesn’t delete anything: your setup waits for you.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Leaving it`}),` — with the ✕ on the `,_jsx(_components.em,{children:`«Estamos armando tu embudo.»`}),` label or\nwith `,_jsx(_components.strong,{children:`«Nueva conversación»`}),` — first asks you `,_jsx(_components.em,{children:`«¿Salir de la puesta en\nmarcha?»`}),` (`,_jsx(_components.em,{children:`Leave setup?`}),`). Your progress stays saved either way.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`To start another one from the beginning`}),`, archive the one you have: in\nSesiones, the `,_jsx(_components.strong,{children:`⋯`}),` menu of «Tu puesta en marcha» → `,_jsx(_components.strong,{children:`«Archivar»`}),`\n(`,_jsx(_components.em,{children:`Archive`}),`). The next time you press `,_jsx(_components.strong,{children:`«Crear embudo»`}),` a new one starts (if\nyou have another setup that isn’t archived, it resumes that one). Archived\nones stay under `,_jsx(_components.strong,{children:`«Otras puestas en marcha»`}),` (`,_jsx(_components.em,{children:`Other setups`}),`), with a\n`,_jsx(_components.strong,{children:`«Reactivar»`}),` (`,_jsx(_components.em,{children:`Reactivate`}),`) button.`]}),`\n`]}),`\n`,_jsx(Heading,{level:`2`,id:`right-after-approving-it`,children:`Right after approving it`}),`\n`,_jsxs(Steps,{children:[_jsx(Step,{title:`Upload what the agent sends`,children:_jsxs(_components.p,{children:[`Your PDF catalog, the flyer, the price list and the photos are uploaded in\nthe `,_jsx(_components.strong,{children:`Library`}),` (`,_jsx(_components.em,{children:`Librería`}),`), and there you decide which ones it can send\nover WhatsApp. If your funnel was born from the template, upload them and\nswitch on `,_jsx(_components.strong,{children:`send via WhatsApp`}),` before choosing the template’s files: the\n«Por completar» (`,_jsx(_components.em,{children:`To complete`}),`) panel only offers you the files your agent\ncan send.\n`,_jsx(_components.a,{href:`/en/guides/library`,children:`The file library`}),`.`]})}),_jsx(Step,{title:`Connect your WhatsApp`,children:_jsxs(_components.p,{children:[`Without a number, your agent talks to nobody. You connect your WhatsApp at\n`,_jsx(_components.strong,{children:`Personalizar → Canales`}),` (`,_jsx(_components.em,{children:`Customize → Channels`}),`), by scanning the QR\ncode (or, if your screen offers you `,_jsx(_components.strong,{children:`«Vincular con código»`}),` — `,_jsx(_components.em,{children:`Link with\na code`}),` — with a code). It’s also what `,_jsx(_components.strong,{children:`restarts your trial`}),`: when you connect, the 7 days\nstart over, in full. Mind you, the clock is already running from the day you\nsign up: if 7 days go by without connecting, your trial shows as ended and\nthe copilot pauses until you connect it.\n`,_jsx(_components.a,{href:`/en/getting-started/connect-whatsapp`,children:`Connect your WhatsApp`}),` covers it in\nfull.`]})})]}),`\n`,_jsx(Heading,{level:`2`,id:`redoing-the-playbook-of-a-funnel-that-already-exists`,children:`Redoing the playbook of a funnel that already exists`}),`\n`,_jsxs(_components.p,{children:[`If you go into the `,_jsx(_components.strong,{children:`Manual`}),` of a funnel that has no chapters, the screen\nitself offers you where to start:`]}),`\n`,_jsxs(Table,{children:[_jsx(_components.thead,{children:_jsxs(_components.tr,{children:[_jsx(_components.th,{children:`Button`}),_jsx(_components.th,{children:`What it does`})]})}),_jsxs(_components.tbody,{children:[_jsxs(_components.tr,{children:[_jsxs(_components.td,{children:[_jsx(_components.strong,{children:`💬 Armarlo conversando`}),` (`,_jsx(_components.em,{children:`Build it by talking`}),`)`]}),_jsxs(_components.td,{children:[`Opens setup on `,_jsx(_components.strong,{children:`that`}),` funnel, instead of creating another one. It’s the way out for the funnel that was left with an empty playbook.`]})]}),_jsxs(_components.tr,{children:[_jsxs(_components.td,{children:[_jsx(_components.strong,{children:`🛍️ Cargar plantilla de Ecommerce`}),` (`,_jsx(_components.em,{children:`Load the Ecommerce template`}),`)`]}),_jsx(_components.td,{children:`Asks you for the salesperson’s name, whether it’s Asesora or Asesor, and the product, and puts the template’s playbook into that funnel. It appears on sales funnels that weren’t born from the template, when your account has it.`})]}),_jsxs(_components.tr,{children:[_jsxs(_components.td,{children:[_jsx(_components.strong,{children:`📄 Cargar un manual de ejemplo`}),` (`,_jsx(_components.em,{children:`Load a sample playbook`}),`)`]}),_jsx(_components.td,{children:`A sample for you to replace with your own. It appears when the template isn’t offered.`})]}),_jsxs(_components.tr,{children:[_jsxs(_components.td,{children:[_jsx(_components.strong,{children:`＋ Crear el primer capítulo en blanco`}),` (`,_jsx(_components.em,{children:`Create the first chapter blank`}),`)`]}),_jsx(_components.td,{children:`You start writing yourself.`})]}),_jsxs(_components.tr,{children:[_jsxs(_components.td,{children:[_jsx(_components.strong,{children:`✦ Redactar un capítulo con IA`}),` (`,_jsx(_components.em,{children:`Draft a chapter with AI`}),`)`]}),_jsx(_components.td,{children:`You give it your notes and the AI writes up a chapter for you as a draft, which you review before accepting it.`})]})]})]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`«Cargar plantilla de Ecommerce»`}),` also works on a playbook with a single\nchapter, from the index: it replaces that playbook, and the previous one stays\nin the History (`,_jsx(_components.em,{children:`Historial`}),`). If that funnel has ever connected its WhatsApp,\nyou first have to pause it.\n`,_jsx(_components.a,{href:`/en/guides/sales-playbook`,children:`The sales playbook`}),` covers it.`]}),`\n`,_jsxs(_components.p,{children:[`Everything except `,_jsx(_components.strong,{children:`Armarlo conversando`}),` is done from a computer. On the phone\nyou’ll also see `,_jsx(_components.strong,{children:`«Enviármelo a la computadora»`}),` (`,_jsx(_components.em,{children:`Send it to my computer`}),`), to\nopen that playbook there.`]}),`\n`,_jsx(Heading,{level:`2`,id:`if-the-copilot-says-you-have-no-balance`,children:`If the copilot says you have no balance`}),`\n`,_jsx(_components.p,{children:`Setup runs against the same balance as everything else. If it runs out, the\ncopilot leaves you a notice in the thread:`}),`\n`,_jsxs(_components.ul,{children:[`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`If you haven’t connected WhatsApp yet:`}),` `,_jsx(_components.em,{children:`«Tus US$ 10 de arranque se\ngastaron en armar tu embudo: recarga para seguir.»`}),` (`,_jsx(_components.em,{children:`Your US$ 10 starter\ncredit was spent building your funnel: top up to continue.`}),`) The way out is\n`,_jsx(_components.strong,{children:`«Recargar créditos»`}),` (`,_jsx(_components.em,{children:`Top up credits`}),`): connecting WhatsApp doesn’t add\nbalance, because your welcome credit was already in the account in full.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`If you’ve already connected:`}),` `,_jsx(_components.em,{children:`«Tu cuenta no tiene saldo disponible.\nRecarga créditos para seguir usando el copiloto.»`}),` (`,_jsx(_components.em,{children:`Your account has no\nbalance available. Top up credits to keep using the copilot.`}),`), also with\n`,_jsx(_components.strong,{children:`«Recargar créditos»`}),`.\n`,_jsx(_components.a,{href:`/en/getting-started/credits-and-top-ups`,children:`Credits and top-ups`}),` covers it.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`If your trial ended:`}),` `,_jsx(_components.em,{children:`«Tu prueba terminó: el copiloto y tus agentes\nquedan en pausa hasta que elijas un plan. Tu saldo de créditos sigue\ndisponible.»`}),` (`,_jsx(_components.em,{children:`Your trial ended: the copilot and your agents are paused until\nyou choose a plan. Your credit balance is still available.`}),`) If you’ve already\nconnected your WhatsApp, topping up isn’t enough: you need a plan, with the\n`,_jsx(_components.strong,{children:`«Ver planes»`}),` (`,_jsx(_components.em,{children:`See plans`}),`) button. If you haven’t connected it yet,\nconnecting it starts your 7-day trial over.`]}),`\n`]}),`\n`,_jsxs(_components.p,{children:[`If the dashboard can’t check your balance, the notice offers you both ways out:\n`,_jsx(_components.strong,{children:`«Conectar WhatsApp»`}),` (`,_jsx(_components.em,{children:`Connect WhatsApp`}),`) and `,_jsx(_components.strong,{children:`«Recargar créditos»`}),`.`]}),`\n`,_jsxs(_components.p,{children:[`The `,_jsx(_components.strong,{children:`«Recargar créditos»`}),` and `,_jsx(_components.strong,{children:`«Ver planes»`}),` buttons are seen by whoever has\naccess to the company’s balance.`]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`What you already built isn’t lost`}),`: the funnel and whatever its playbook has\nwritten are still there, and you can keep writing\n`,_jsx(_components.a,{href:`/en/guides/sales-playbook`,children:`in the playbook`}),`, chapter by chapter and with\nversions.`]}),`\n`,_jsx(Heading,{level:`2`,id:`after-creating-it`,children:`After creating it`}),`\n`,_jsxs(CardGroup,{cols:2,children:[_jsx(Card,{title:`Connect your WhatsApp`,icon:`whatsapp`,href:`/en/getting-started/connect-whatsapp`,children:_jsx(_components.p,{children:`Without a number, your agent talks to nobody. It’s the step that switches\neverything on.`})}),_jsx(Card,{title:`Fine-tune the playbook`,icon:`book`,href:`/en/guides/sales-playbook`,children:_jsx(_components.p,{children:`What came out of the conversation is a draft. Here it becomes your script.`})}),_jsx(Card,{title:`Load the catalog`,icon:`tag`,href:`/en/guides/catalog`,children:_jsx(_components.p,{children:`Prices, variants and stock the agent checks while selling.`})}),_jsx(Card,{title:`Upload what it sends`,icon:`paperclip`,href:`/en/guides/library`,children:_jsx(_components.p,{children:`Photos, spec sheets and PDFs the agent sends over WhatsApp.`})})]}),`\n`,_jsx(Heading,{level:`2`,id:`common-problems`,children:`Common problems`}),`\n`,_jsxs(_components.ul,{children:[`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`I don’t see «Crear embudo»`}),` — creating funnels belongs to whoever manages\nthe company, because it takes up a slot in the plan. Ask that person.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`I don’t know how much detail to give it`}),` — all you have. It’s better to\ntell it too much and let it discard, than to leave it gaps: what you don’t give\nit doesn’t show up in the script.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`It’s asking me things I already told it`}),` — sum it up in one message and\ntell it to carry on with what it has.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`I closed the copilot without finishing`}),` — press `,_jsx(_components.strong,{children:`«Crear embudo»`}),`, from\nthis computer or from another one, and it reopens where you left off. It’s\nalso in the copilot’s `,_jsx(_components.strong,{children:`«Sesiones»`}),` tab → `,_jsx(_components.strong,{children:`«Tu puesta en marcha»`}),` →\n`,_jsx(_components.strong,{children:`«Reanudar»`}),`.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`I want to build another funnel and «Crear embudo» takes me back to the\nprevious conversation`}),` — that’s on purpose, so you don’t lose your progress.\nTo start another one, archive the previous one in `,_jsx(_components.strong,{children:`«Sesiones»`}),` (`,_jsx(_components.strong,{children:`⋯`}),` menu\n→ `,_jsx(_components.strong,{children:`«Archivar»`}),`) and press `,_jsx(_components.strong,{children:`«Crear embudo»`}),` again.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`The card says «No se aplicó: la plantilla de Ecommerce no está disponible\nen este momento…»`}),` (`,_jsx(_components.em,{children:`Not applied: the Ecommerce template isn’t available\nright now…`}),`) — the funnel wasn’t created and no slot was used. Try again in a\nfew minutes.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`«Probar» is switched off in my playbook`}),` — in a template funnel, Probar\nwaits until chapter 1 and the PRODUCTO and PRECIOS Y PROMOCIONES sections have\nno placeholders. The notice at the top of the playbook tells you how many are\nleft, and `,_jsx(_components.strong,{children:`«Por completar»`}),` (`,_jsx(_components.em,{children:`To complete`}),`) lists them.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Channels shows me «Antes de conectar:» instead of the QR code`}),` — your\nplaybook still has placeholders to fill in, steps missing in some chapter or\nthe payment and shipping details unconfirmed. Placeholders and chapters are\nfixed in the playbook (each item on the list takes you there); the details\nare confirmed right there, with `,_jsx(_components.strong,{children:`«Sí, son correctos»`}),`.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`I approved the funnel but not the script`}),` (appointments or applicants) —\nthe funnel already exists: for appointments, with its chapter 1 written; for\napplicants, with an empty playbook. You write what’s missing in its\n`,_jsx(_components.strong,{children:`Manual`}),`, or you ask the copilot for the whole funnel in your setup.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`The persona doesn’t sound like my business`}),` — it’s fixed in\n`,_jsx(_components.a,{href:`/en/guides/sales-playbook`,children:`the playbook`}),`, by pressing the active persona.\nNothing has to be generated again.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`It makes up prices or conditions`}),` — what you didn’t give it, it imagines.\nPrices and variants live in `,_jsx(_components.a,{href:`/en/guides/catalog`,children:`the catalog`}),`; the hard rules,\nin `,_jsx(_components.a,{href:`/en/guides/sales-playbook`,children:`the playbook`}),`.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`I approved the whole funnel and it wasn’t the one I wanted`}),` — approving\n`,_jsx(_components.strong,{children:`replaces the whole playbook`}),`, so from there on it’s corrected in\n`,_jsx(_components.a,{href:`/en/guides/sales-playbook`,children:`the playbook`}),`, chapter by chapter and with\nversions.`]}),`\n`]})]})}function MDXContent(props={}){const{wrapper:MDXLayout}={..._provideComponents(),...props.components};return MDXLayout?_jsx(MDXLayout,{...props,children:_jsx(_createMdxContent,{...props})}):_createMdxContent(props)}return{default:MDXContent};function _missingMdxReference(id,component){throw new Error(`Expected `+(component?`component`:`object`)+\" `\"+id+\"` to be defined: you likely forgot to import, pass, or provide it.\")}","frontmatter":{},"scope":{"config":{},"pageMetadata":{"title":"Your first funnel and its WhatsApp AI sales agent","sidebarTitle":"Your first funnel","description":"Create your funnel and its WhatsApp AI sales agent by talking to the copilot: the Ecommerce template, the playbook's placeholders and how to resume if you stop halfway.","keywords":["build a WhatsApp AI sales 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stop halfway","slug":"if-you-stop-halfway","depth":2,"children":[]},{"title":"Right after approving it","slug":"right-after-approving-it","depth":2,"children":[]},{"title":"Redoing the playbook of a funnel that already exists","slug":"redoing-the-playbook-of-a-funnel-that-already-exists","depth":2,"children":[]},{"title":"If the copilot says you have no balance","slug":"if-the-copilot-says-you-have-no-balance","depth":2,"children":[]},{"title":"After creating it","slug":"after-creating-it","depth":2,"children":[]},{"title":"Common problems","slug":"common-problems","depth":2,"children":[]}],"codeExamples":{}},"jsLinks":[],"subdomain":"darkfunnels","siteName":"DarkFunnels","title":"Your first funnel and its WhatsApp AI sales agent - 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