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Your agent closes the sale in the chat. From there on the work is yours: get paid, dispatch and know whether the month is going well. This guide is the tour of the screens where that happens, click by click.
Where everything is. Go into the dashboard at optimind.darkfunnels.ai. In the menu on the left:
The golden rule of this guide: here money is recorded, not collected. The order stores what was sold and what is still to be collected; the money comes in through your Yape, your Plin, your bank transfer or your cash, and a person records it here. Your agent does not confirm payments: someone on your team confirms them, in the order record or by approving the payment receipt.

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Orders: the screen

In the desktop menu it is called Órdenes (“Orders”); on mobile, the same entry is called Pedidos (“Orders”). The direct address is optimind.darkfunnels.ai/ordenes (if you had the old /orders link saved, it takes you there by itself). The dashboard is in Spanish, so throughout this page screens, buttons and labels are named as you will actually see them, with the English meaning in parentheses.

The brand-new Orders screen: the four tabs, the four totals, the three views and the four filters.

The title is Órdenes (“Orders”) and underneath, in small type, it says what it is: Everything the sales funnel achieves — orders, appointments, services and leads — from the “yes” to the close. That sentence explains the four tabs.
If you were looking for «Conversiones» (“Conversions”) in the menu, it is no longer there as a separate screen: it was merged in here. Sales are the Pedidos (“Orders”) tab; appointments, services and interested parties are the other three.

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Do I have to sign up for this?

No. New accounts are born with Orders switched on, without activating it from anywhere, and businesses that already existed with their sales agent active had it switched on for them. It is not a core app, so it can be switched off and back on from Administración → Apps (“Administration → Apps”) — as The apps explains. If you do not see the Órdenes entry in your menu, it is switched off — it is not a fault. Contrast that with Envíos (“Shipments”), which is optional and does have to be activated separately.

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The four tabs

At the top, in a row: Pedidos (“Orders”) · Citas (“Appointments”) · Servicios (“Services”) · Leads. They are the four kinds of outcome your agent can achieve. This guide covers the first one, which is the one that moves money.

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The four totals

The band of large figures: POR COBRAR (“AWAITING PAYMENT”) · POR DESPACHAR (“TO DISPATCH”) · EN CAMINO (“ON THEIR WAY”) · ENTREGADOS (“DELIVERED”).
They are your business’s historical total, not the month’s or the week’s. That band has no date selector: the ENTREGADOS number is everything you have delivered since you started. For “how much did I sell in August”, the screen is Resultados (“Results”).
Each total groups more than one status, and that is why the figures do not add up at first glance: Cancelled orders do not go into any of the four. If you add up the four totals and it does not match what you see in the table, that is one of the reasons: cancelled orders do appear in the list and in none of the totals.
The numbers are not buttons. Pressing a figure in that band does not filter the table. The buttons below are what you filter with.

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The three views

Three ways of looking at the same thing, with three different jobs:

Table

The list. For finding a specific order and opening it.

Pipeline

A board of cards by stage. For moving orders by dragging.

Payment receipts

The receipts your customers sent. For getting paid.
In Tabla (“Table”) there are also four quick filters: Todos (“All”), Por cobrar (“Awaiting payment” — unpaid or half paid), Pagados (“Paid”) and Cerrados (“Closed”).
«Cerrados» (“Closed”) puts cancelled orders in the same bag as delivered ones. If you are looking for a sale that fell through, it is in there. And it also shows up under Todos (“All”).

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The table columns

Out of the box, and in this order: order · customer · detail · total · balance · status, and at the end an Abrir (“Open”) button.
  • balance is the column that tells you how much they still owe you.
  • You can widen and reorder the columns by dragging; the dashboard remembers the result for each agent separately.
  • Abrir stays fixed on the right: it does not move and it does not narrow.

The table with orders in it: each row carries its number, the time, the customer, what they bought, the total, the outstanding balance and the status. At the top, the band of totals — which is historical, not for the period.

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The order number

Every order has a short number like #ORD-0012. The system assigns it, you do not choose it, and the count is your business’s own: your first order is #ORD-0001 even if other companies are running into the thousands. It is there so you can talk about the order with your team and find it in the search box at the top («Buscar cliente o #ORD…» — “Search customer or #ORD…”).
The search only looks at the orders already loaded. The table loads 50 at a time as you scroll down. If you search for an old order and it does not turn up, it has not been deleted: it just is not loaded yet. The screen itself says so when it finds nothing — «la búsqueda mira los pedidos ya cargados» (“the search looks at the orders already loaded”).The trick: filter by status first, or scroll down until it loads.
Direct link to an order. If you add ?id= and the order’s identifier to the address, that record opens on its own when you go in. It is handy for sending someone on your team the exact order they are talking about.

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How an order is born

There are two paths, and only two.

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1. On its own, from a WhatsApp sale

1

The customer closes in the chat

Your agent talks, resolves things and the customer says yes.
2

The agent records the sale

In that same turn it records the sale. Recording the sale IS opening the order: there is no second step and no button to press.
3

The order appears in Orders

With its number, its total, its balance and its status. In the record it reads creado por el agente (“created by the agent”).
Without the Orders app active, the sale is recorded all the same but no order is opened. The sale counts in Results; what you do not have is the collection queue or the dispatch queue.
And if the same customer buys again in the same chat? As long as the previous order is still open — Por cobrar (“Awaiting payment”) or Pago parcial (“Partial payment”) — the agent rewrites that order with the new lines instead of duplicating it. Careful: it rewrites it, it does not add to it. If the previous order was already Pagado (“Paid”) or beyond, the second sale opens a new order.
“I sold something and no order appeared.” Almost always it is the catalog. If the agent records a sale and cannot put a price on some line — because the product is not in the catalog and nobody said the price — the sale is in fact recorded but the order is not opened. The same happens if the sale arrives with no product line at all. Having the product loaded in your catalog removes that cause.A different case, and one that comes before this one: a sale with no amount is not even recorded. The amount is the order’s total value, even if the customer pays on delivery and has not put down a single sol.

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Where the prices come from

When the line matches a product in your catalog — by its identifier or by its name — the catalog price wins and any number the agent may have written is discarded. That is why, with the product loaded, the price is not set by the AI. Two exceptions worth knowing about:
  • A product that is not in the catalog goes into the order at the price the agent said in the chat.
  • If the product has quantity-based pricing, the unit price is recalculated according to the volume and the line comes out labelled (precio por volumen) (“volume price”).

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Where the currency comes from

Nobody declares it: it is inferred, in this order. First, what the agent understood from the chat by reading the symbol that was written (S/ or $). If not that, the currency of the catalog price it resolved. And if not that either, the agent’s Moneda de las ventas (“Sales currency”) setting (soles out of the box).
This is where periods with “several currencies” creep in. If both symbols get written in your chats, you will end up with sales in soles and in dollars in the same month, and Results will no longer be able to add them up. Mind the order: the Moneda de las ventas (“Sales currency”) setting is the last resort, not the first word — if you sell in a single currency, what really matters is that the catalog is in that currency and that the two symbols do not get mixed in the chat.

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2. By hand, with «Pedido manual»

For when you sold over the phone, at the counter or through another channel. The button is at the top right, next to Avisos automáticos (“Automatic notifications”). What it asks you for: The system calculates the total and the order number. In the record it will read creado a mano (“created by hand”).
The product dropdown only brings in what the agent you have selected sells in the bar on the left. If you cannot find a product, check the agent first.
An order carries a single currency for everything. If you mix a product in soles with another in dollars, the screen blocks it and tells you which line is the culprit. The platform does not convert currencies anywhere.

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The third path that does NOT open an order

From Clientes (“Customers”) → the customer’s record you can also Registrar (“Record”) a sale. That notes the sale in their history and counts in Results, but does not open any order. They are two different manual entries and only one creates an order:

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The three payment plans

Both in the manual entry and when your agent records it, there are three options: Pago completo (“Payment in full”), Contra entrega (“Cash on delivery”) and Adelanto + saldo (“Deposit + balance”). There are no others. Plans with freely defined instalments cannot be built from the screen, from the agent, or from your connected assistant.

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The statuses of an order

Eight labels. These are the ones you will see written on your screen:
«Facturado» (“Invoiced”) and «Cerrado» (“Closed”) are inherited labels. They exist in the system and the totals above still sum them, but today no dashboard action takes an order into those two statuses. If you see an order in “Cerrado”, it comes from an old migration of your data, not from something you did.

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The order record

It opens with the Abrir (“Open”) button in the table, with the Pipeline card, or straight from the chat (further down). It has four blocks:

Detail

What was sold and the total.

Payment plan

The collection instalments, if there are any.

Payments

What has already come in, what is missing and this order’s unreconciled payment receipts.

History

Who created the order, every status change and the notes.
Just below the order number it reads creado por el agente (“created by the agent”) or creado a mano (“created by hand”). It is the way to audit, without leaving the screen, what the AI sold and what your team sold.

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Recording a payment

The Registrar pago (“Record payment”) button, choosing between Efectivo (“Cash”), Yape, Plin, Transferencia (“Bank transfer”) and Otro (“Other”). It only appears while the order is Por cobrar (“Awaiting payment”) or on Pago parcial (“Partial payment”); as soon as it goes to Pagado (“Paid”), it is no longer there. Your agent does not confirm payments: a person confirms them, here or by approving a payment receipt.

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The other actions

Depending on where the order is, you will see Marcar despachado (“Mark dispatched”), Marcar entregado (“Mark delivered”) and Cancelar pedido (“Cancel order”). And you can leave an internal note: it stays in the History and the customer does not see it.
The «Cerrar» (“Close”) button at the bottom closes the record, not the order. There is no action that closes an order: to declare a sale dead, use Cancelar pedido (“Cancel order”).

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The trap that confuses people most

Marking an order with an outstanding balance as dispatched or delivered does NOT change its status. The dispatch is noted in the History, with what is missing written into the note, but the order stays where it was — Por cobrar (“Awaiting payment”) or Pago parcial (“Partial payment”). It is deliberate: that way the money you are owed does not disappear from your collections view.The screen tells you so in the notice: «(anotado; sigue por cobrar)» (“(recorded; still awaiting payment)”). It will move to Pagado (“Paid”) when you record the payment.

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The record also lives inside the chat

It is the same block, in two places: the Órdenes (“Orders”) drawer and the Órdenes tab in the conversation’s side rail. From the chat, with the customer right there, you can record their payment, approve their payment receipt and mark the dispatch without switching screens. For day-to-day work it is usually the most convenient route.

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Getting paid over WhatsApp: the payment receipts

Your customer sends the screenshot of their Yape, their Plin or their bank transfer. That image lands in the Vouchers (“Payment receipts”) view. The AI reads the image and pre-fills the amount, but the one who confirms the payment is always a person, with the Aprobar pago (“Approve payment”) button. You can also Descartar (“Discard”).

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The inbox tags

Each one is a decision you have to make yourself: If the image is illegible, the screen says so plainly: «El OCR no pudo leerlo — abre el comprobante y concílialo a ojo» (“OCR could not read it — open the receipt and reconcile it by eye”). There is a full-screen viewer for looking at it calmly.
The inbox goes in batches, it is not the complete list. At the bottom it reads «Se muestran los N comprobantes más antiguos. Concilia estos para ver los siguientes.» (“Showing the N oldest receipts. Reconcile these to see the next ones.”). It is a queue: the old ones first.
A receipt more than 48 hours old is not processed. If your customer forwards the screenshot of a payment from three days ago, it will not appear pre-filled in the inbox. Record it by hand from the order record with Registrar pago (“Record payment”).
You do not have to go to the inbox. The Pagos (“Payments”) block in the order record lists that order’s unreconciled receipts, with their image and their approval row. It is more direct when you already know which order you are talking about.

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When the order is paid in full, three things happen on their own

The moment the balance reaches zero:
  1. Your agent writes to the customer to say their order is now being prepared — if the order came from a conversation and that notification is still switched on, which it is out of the box.
  2. Stock is deducted from the inventory. If you later cancel the order, that deduction is offset.
  3. The shipment is born, if you have the Shipments app active and a single courier enabled (see below).

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Moving orders: the Pipeline

A board with four columns: Por cobrar (“Awaiting payment”), Por despachar (“To dispatch”), En camino (“On its way”) and Entregado (“Delivered”).
You can only drag into the last two. The collection columns will not accept anything dropped on them, because money is recorded, not dragged. To get paid, open the order and use Registrar pago (“Record payment”), or approve its payment receipt.
Three more things about the Pipeline that come as a surprise:
  • Cancelled orders do not appear in any column.
  • The board only distributes the orders already loaded (50 to start with, plus whatever you load by scrolling down). The four totals at the top do count all your orders. That is why you can see “POR COBRAR 180” at the top and a handful of cards in that column: nothing is missing, it just has not been loaded.
  • On entering the Pipeline the status filter goes back to «Todos» (“All”), on purpose.

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Automatic notifications

The other button at the top right. It opens the panel where you decide what your agent tells the customer at each rung of the order. Mind what you edit in there: you do not write the literal message, you write the task the agent carries out when notifying. It words it in its own way of speaking and with the context of that conversation. Each rung has its own switch: switching it off keeps the text for when you want to switch it back on. The rungs are born switched on, with these out-of-the-box tasks: There are two more rungs for appointments (attended / did not attend).
“Why did my agent write to the customer on its own?” Because of this. That is the answer, and it is switched off from here.

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The «Undo» button that does not undo what you think

When you move an order to En camino (“On its way”) or Entregado (“Delivered”), the notification to the customer goes out roughly a minute later. For about 55 seconds a Deshacer (“Undo”) button appears.
«Deshacer» (“Undo”) cancels the message to the customer. It does NOT revert the order’s status. The order stays moved. If you got the wrong order, you have to correct it by hand in its record.
That notification — and therefore that button — has three conditions. If any one of them is missing, there is no message and no Deshacer:
  1. The order has to come from a conversation. An order created with Pedido manual (“Manual order”) has no chat behind it: there is no notification and no button there.
  2. The order has to move forward. Marking again something that has already been notified does not notify again.
  3. The rung has to be switched on in Avisos automáticos (“Automatic notifications”).

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Customers

optimind.darkfunnels.ai/clientes. It is the CRM: every person who has talked to your agent, with what it learned about them.
It needs an agent selected. Without one the screen says «Sin agente seleccionado» (“No agent selected”) and the menu entry leads nowhere. And the list changes when you change agent in the side bar: you have not lost contacts.

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The three views

Normally you land in Cola (“Queue”). If you arrive from a link that already asks for another view or a specific chapter — from the Sales playbook, for example — you land straight there.
Dragging a card in the Embudo (“Sales funnel”) view changes that person’s chapter: your agent will talk from that chapter on its next turn. It is the quickest way to rescue someone who got stuck.

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The Table columns

Fixed and in this order: customer · status · chapter · autopilot · tags · conversions · AI cost · last activity. At the end, the Ficha (“Record”) and Chat buttons. After the fixed ones, one column appears for each piece of data your agent captures about that person — and they are editable. Left out are those that already have a column of their own (the chapter, the autopilot, the phone and the photo) and those for internal use.

The Table view of Customers (Clientes): each row is a person with their phone, their status, the chapter they are on, the autopilot switch, their tags and what you have spent on AI with them. To the right come the columns of the data the agent captured from them — the table scrolls horizontally.

The status column has three values and calculates itself, it is not editable:
“Al día” (“Up to date”) does not mean “they bought from me”. It means that conversation has nothing pending on your side.

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Three columns that do not measure what their name suggests

“conversions” are not sales. It counts all the recorded, non-voided outcomes for that person: sales, but also appointments, services and leads. And it sums their whole history with all your agents, not just the one you have open. If your sales funnel books appointments, that number is inflated relative to what you sold.“Con compra” (“With a purchase”) is not “they paid me” either. That filter marks whoever has at least one recorded, non-voided outcome in their whole history, with any agent. It does not look at whether they paid or whether the order has been collected. For the money, the place is the Por cobrar (“Awaiting payment”) filter in Orders.“AI cost” falls short. It is what the AI cost to serve that person, in dollars and summing their whole history, but it only counts what happens inside a conversation turn. Transcribing the audio the customer sent or reading an image fall outside it. If you add up the column across all your customers and compare it with your usage, it is not going to match.

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Sorting the table: careful

Sorting by a column only sorts the rows already loaded (200 per page), not your whole base. If you sort by “conversions” looking for your best customer, they may not even be on screen.When more rows are left, the screen itself says so at the bottom — «el orden se aplica solo sobre los cargados» (“sorting applies only to the ones loaded”) — and offers you Cargar 200 más (“Load 200 more”) and Quitar orden (“Clear sorting”).Filter first, sort afterwards.
While a sort is in place, the table stops loading by itself as you scroll down and live mode is switched off, so the rows you are looking at do not jump around.
The list refreshes itself every 10 seconds and moves whoever has just written to you up to first place. The screen declares this at the bottom with a green dot.

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The customer record

From the Ficha (“Record”) button you can change their chapter, switch their autopilot on or off, put tags on them, record or void a sale, unsubscribe them and delete their data.
“Notas internas” (“Internal notes”) is the dashboard’s most useful and least known feature. It is where you tell your agent “treat this one as a wholesaler” without touching the playbook: it reads them and applies them in its replies, and the customer does not see them.Write them short. Your agent receives the 5 most recent ones, trimmed to 300 characters each: piling up dozens of long notes does not help, it gets in the way.
Voiding a sale from the record also cancels the linked order — if the order is Por cobrar (“Awaiting payment”), Pago parcial (“Partial payment”) or Pagado (“Paid”), it is cancelled without further ado. If it was already on its way to delivery and left a trace (waybill issued or stock moved), the order is not cancelled and you will see «el pedido enlazado ya no admite cancelación — revísalo en /ordenes» (“the linked order no longer accepts cancellation — check it in /ordenes”). The sale is voided in both cases: the order is the part you have to review.
A person appears under a single agent, not two. Each contact is assigned the agent of their most recent conversation that had an agent assigned. If someone talked to two different sales funnels, the second one takes them and they disappear from the first one’s list. It is not a fault. And if their last conversation never got an agent, they stay with the previous one.

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Results: what each number really measures

optimind.darkfunnels.ai/resultados. It is the “how is my business doing” screen, and the only one in the dashboard with a date filter. At the top you choose the scope: the selected agent or Toda la organización (“The whole organization”). The kicker changes between “Tu agente” (“Your agent”) and “Tu organización” (“Your organization”) so you know what you are looking at.
Do not try to reconcile the two views. The sum of your agents individually does NOT give the “Toda la organización” (“The whole organization”) number, and that is on purpose: a conversation with no agent assigned and a sale with no agent recorded do not belong to any sales funnel, but they do count in the organization’s total.

Results (Resultados) with a period already worked: the 0-to-100 verdict on the left and, below it, the indicators grouped into «Resultado de venta» (Sales outcome), «Operativo» (Operational) and «Calidad» (Quality), each with its change against the previous period and its trend line.

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The date selector

It offers: Today · Last 7 days · Last 30 days · Last 90 days · This week · This month · Last month · This year · Last year · Custom range. The first time it opens on Esta semana (“This week”); after that it remembers, in that browser, the last period you chose. The most that can be asked for is a little under 400 days.
The “change against the previous period” is calculated by shape, not by days. The previous period for March is February — 28 days — not “March minus 31 days”. That is why the change percentage does not add up if you try to reproduce it with a subtraction by hand.

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The big number

A verdict from 0 to 100 with three bands: Bueno (“Good”, 75 or more), Regular (“Fair”, 50 to 74) and Malo (“Poor”, under 50). It is not a mark the AI gives: it is a weighted average of the seven indicators below, with these weights: Indicators that could not be calculated are discarded and their weight is shared out among the rest. Attributed revenue is also discarded when there were sales in more than one currency during the period, because that sum would not mean anything.
When it says “Sin datos” (“No data”) instead of grading you. Only two indicators count for that: the Conversion rate and Conversions. If neither of the two could be calculated in the period, the verdict says «Sin datos» (“No data”) even if you have a figure for the other five. It is deliberate: we do not want to grade an agent badly when it simply had nobody to talk to.

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The seven indicators, without frills

They are grouped in three blocks: Resultado de venta (“Sales outcome” — Conversion rate, Conversions, Attributed revenue), Operativo (“Operational” — Handover to a human, Tool success, Response latency) and Calidad (“Quality” — Sales quality). This table is the most important thing on this page. There are indicators whose name suggests one thing and which measure another:

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How to read a card with no data

A dash means “there is no data”. A 0 means “there is data and it is zero”. No fake 0 is painted in to fill the gap. When the data is missing, the card’s value is a dash — and where the comparison with the previous period would go it says «sin datos» (“no data”).Attributed revenue with several currencies is the case apart: the card stays on — there is data — and what it says is «sin comparar» (“no comparison”).
Your test chat does not dirty these numbers. Neither the conversations nor the conversions of the simulation go into Results: testing your agent before connecting WhatsApp does not distort the screen for you. Your balance is another matter: your agent answers the test turns, and that consumes credits like any other turn.

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Shipments (only if your business has it switched on)

It lives at optimind.darkfunnels.ai/envios, menu Envíos (“Shipments”). Unlike Orders, Shipments does not come switched on: it is activated business by business. If you do not see the entry in your menu, that is why, not an error.
The screen has three views: Envíos (“Shipments” — the parcel queue), Guías del courier (“Courier waybills” — waybills that were issued by hand in the carrier’s own dashboard and have to be matched up) and Couriers (registering carriers and rates).The columns are shipment · courier · destination · recipient · status, plus the Abrir (“Open”) button. The seven possible statuses are Por despachar (“To dispatch”), Pidiendo guía (“Requesting waybill”), Despachado (“Dispatched”), En camino (“On its way”), Entregado (“Delivered”), Fallido (“Failed”) and Cancelado (“Cancelled”).“Pidiendo guía” (“Requesting waybill”) is confusing: it means the system is waiting for the carrier, not for you.
The SHIPMENT statuses are not the same as the ORDER ones, even though they share some names. They are two different cycles that advance separately.
Filters: Todos (“All”), Por despachar (“To dispatch”), Pidiendo guía (“Requesting waybill”), En camino (“On its way”), Entregados (“Delivered”) and Incidencias (“Issues”). At the top there are five counters with those same names, and — as in Orders — they are historical totals with no date selector.Two warnings:
  • “En camino” (“On its way”) groups two statuses: the dispatched ones and the ones already travelling.
  • “Incidencias” (“Issues”) does not count the same thing it lists: the counter counts only the failed ones; the filter also lists the cancelled ones. A cancelled shipment shows up in the list and not in the number.
And the search box, just as in Orders, only looks at the shipments already loaded.
Every shipment hangs off an order. It is born on its own, without anyone asking for it, at three moments: when the order is contra entrega (“cash on delivery” — at creation), when the agreed deposit came in, or when the order was paid in full. The rule is that the parcel goes out when there is nothing left to collect before dispatching it.You can also create one by hand from the Shipments screen, pasting in the order’s identifier (you copy it from Orders).
Adding a second courier SWITCHES OFF the automatic creation of shipments. With two or more carriers enabled the system refuses to choose for you, and shipments stop being born on their own. With a single courier enabled (apart from your own delivery), the shipment is born with that one; with none declared, nothing is born either. If from one day to the next “the shipments stopped appearing”, look at this first.
The only carrier with a real integration is Shalom: it is the only one that can issue the waybill from the platform. Any other courier can be registered with its name and its rate, but the waybill is noted down by hand. The Entrega propia (“Own delivery”) option is for when you take it yourself (motorbike, counter).Requesting the waybill from the platform is born switched off and you switch it on yourself, courier by courier, because each waybill is real and gets charged to your account with the carrier.
Even switched on, the waybill is not requested on its own. The switch gives permission; it does not trigger anything. A person requests it with the Pedir la guía al courier (“Request the waybill from the courier”) button inside the shipment, and the screen warns you first: «Se crea una guía real y se cobra en tu cuenta del courier» (“A real waybill is created and charged to your account with the courier”).
Before letting you request it, the record shows you a Para pedir la guía (“To request the waybill”) block with a Listo (“Ready”) or Faltan datos (“Missing details”) tag and the list of what is missing. The origin branch is chosen once only, in the Couriers tab, and applies to all your shipments.If the request is left half done, a block appears warning that the waybill needs you to look at it: that does not resolve itself, and it has to be looked at, because two waybills would be charged to the customer.
It shows Destino (“Destination”), Destinatario (“Recipient”), Envío (“Shipment” — order, courier, cost, waybill number) and a Línea de tiempo (“Timeline”) with every movement of the parcel. Depending on where it is, the blocks for requesting the waybill, dispatching or noting down the waybill also appear.Why it asks you for so many details: when the recipient is a person, the courier requires an ID document and the two surnames separately — Apellido paterno (“paternal surname”) and Apellido materno (“maternal surname”); without that it does not deliver. If the recipient is a company, Razón social (“company name”) is asked for instead.The recipient’s details can be edited until you dispatch. After that they are read-only, because they are the ones that travelled printed on the waybill.
Shalom’s freight is paid by the recipient. If you do the sums on the shipment’s Costo (“Cost”) field as if you were paying it, you get it the wrong way round.
You can dispatch without having the waybill number. The screen tells you so: «La guía es opcional: si el courier todavía no te la dio, despacha ahora y anótala cuando llegue» (“The waybill is optional: if the courier has not given it to you yet, dispatch now and note it down when it arrives”). Noting it down afterwards does not change the shipment’s status.The «Rastrear» (“Track”) link only appears if someone pasted in a tracking link by hand (it has to start with https). A waybill issued from the platform stores the waybill number, not the link: that is why you can have a number and not have a tracking button.And the Guías del courier (“Courier waybills”) view is the safety net for when someone issued the waybill outside: a mirror of your Shalom account arrives, each row with a proposal of which shipment it belongs to, which you have to confirm by hand. Linking it wrongly dispatches someone else’s order with that waybill.

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If something does not work

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What cannot be done today

Said once and plainly, so you do not go looking for it:
  • There is no export to Excel or to CSV in Orders, Customers, Shipments or Results. The only screen in the dashboard that downloads a CSV is the Catalog.
  • Only Results filters by dates. Orders filters by status and by text, Customers by chapter, autopilot, tag, text and “Con compra” (“With a purchase”), and Shipments by status and by text. For “how much did I sell in August”, Results.
  • Closing an order does not exist. To declare a sale dead, Cancelar pedido (“Cancel order”).
  • There are no payment plans with freely defined instalments from any screen: only the three plans above.

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The same thing, from your assistant

This section is optional and only applies if you connected Claude, ChatGPT or Codex to your business. If you work in the dashboard, you have already finished.
Your assistant looks at orders; it does not operate them. It cannot create an order, record a payment, approve a payment receipt, dispatch, request a waybill or register a courier. Of shipments it has nothing. Everything operational is done from the screen, or done by your agent when it sells.
What it can do: read. And for that it is very convenient, because it cross-references things the screen does not cross-reference. Orders and metrics are groups that have to be enabled when connecting. The convenient thing is to connect with the URL that already brings everything — it is ready to copy in The connection URL — and not touch it again. If you have just enabled a group, open a new chat: the tool catalog is fixed per conversation. And the same apps apply as in the dashboard: to read orders you need the Órdenes (“Orders”) app active, and for stock, the Inventario (“Inventory”) app. If they are not, your assistant gets a clear notice saying so. Phrases that work:
  • “Show me the orders awaiting payment and tell me how much money they add up to in outstanding balance.”
  • “Bring the last 50 orders and group them by status, with the total for each group.”
  • “Of the orders delivered this week, which came out of a chat and which were opened by a person by hand?”
  • “Open the order for me and tell me what is missing for it to count as collected.”
  • “Compare the catalog stock against the inventory stock and tell me which variants do not match.”
  • “How much did the AI cost me over the last 30 days and which agent took the biggest share?”
  • “How is my balance doing and for how many days will it last at this week’s rate?”
Details that avoid misunderstandings when you ask it for numbers:
The list comes from the most recent to the oldest, 25 at a time (50 at most). By date there is only an upper bound: for a window with a beginning and an end — “this week”, “July” — your assistant asks for pages going backwards and trims off what is left over itself. There is no filter by customer or by amount.
A conversion rate of 0.057 is 5.7 %, not 0.057 %. If your assistant reads it to you just as it is, that is what it is.
The indicators that could not be measured arrive set aside in a list of their own, precisely so that your assistant does not read them as zeros. In a just-switched-on agent or a dead week, they can all arrive: that means a period with no activity, not a breakdown.
The field name is historical. The amount goes in the currency of your sales and travels accompanied by a code that states it. If the period crossed currencies, it arrives marked as mixed: that sum cannot be read as a single number. And if the period had no sale at all, no currency arrives: it comes blank on purpose, because there is nothing to infer it from.
You will see something like 51•••••4321. It is on purpose. To see it in full, either you look at it in the dashboard, or the account owner reconnects the assistant asking for it explicitly. The why of it is in Security.
If you need to name the statuses in English because your assistant gives them back to you that way, this is the equivalence with what you see on screen:

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And now

The catalog

Where each order’s prices come from. If it is incomplete, orders do not get opened.

Conversations

The chat each sale was born from, and where the ones that do not close get lost.

Credits and top-ups

What consumes balance and how to top up.
Last modified on September 4, 2026