> ## Documentation Index
> Fetch the complete documentation index at: https://docs.darkfunnels.ai/llms.txt
> Use this file to discover all available pages before exploring further.
> ## Agent Instructions
> DarkFunnels is a WhatsApp AI sales-agent platform used mainly in Peru and Latin America. The product interface and most of this documentation are in Spanish; the /en tree is the English mirror.
> A business connects the WhatsApp number it already uses by scanning a QR code from the dashboard, the same linked-device mechanism as WhatsApp Web. It does not go through the Meta Cloud API (WhatsApp Business Platform), so there is no application to get approved and no message templates to submit. DarkFunnels is not a Meta product and is not affiliated with Meta.
> DarkFunnels also publishes a remote MCP server at https://mcp.darkfunnels.ai/mcp so an assistant such as Claude, ChatGPT or Codex can operate the workspace on the owner's behalf. The tool reference is at /referencia/tools and the connection parameters at /referencia/url-de-conexion.
> The dashboard is https://optimind.darkfunnels.ai, the marketing site is https://darkfunnels.ai and the page written for AI agents is https://darkfunnels.ai/agents.
# Your funnels
> Duplicate a funnel, share it with another DarkFunnels account, accept one shared with you or delete it: what is copied, what isn't and what is lost.
Each agent is a funnel: its playbook, its persona, its files, its catalog and
its settings. **From your agent's card on Home you can duplicate it, share it
with another account or delete it.** And if someone shares one with you, you
review it and accept it from your Home or from the link you receive.
This guide covers those four things, and above all **what travels and what
doesn't** in each one.
The dashboard interface is in Spanish, so buttons and menus are named here in
Spanish with the English meaning in parentheses.
**Where it is.** Go to [optimind.darkfunnels.ai](https://optimind.darkfunnels.ai)
and stay on **Inicio** ("Home"). In the section with your agents, each agent
has its card. At the top, next to the on/off switch, is the **⋯** button
(«Opciones del agente», "Agent options"). Pressing it opens a menu with, at
most, three options: **Duplicar embudo** ("Duplicate funnel"), **Compartir
embudo…** ("Share funnel…") and **Eliminar agente…** ("Delete agent…").
**"Agent" and "funnel" are the same thing.** The menu says «Eliminar agente…»
("Delete agent…") and the window that opens says «¿Eliminar el embudo…?»
("Delete the funnel…?"). It isn't a mistake: the dashboard uses both words.
[The apps](/en/getting-started/the-apps#app-agent-and-funnel-are-not-the-same-thing)
explains it.
## What you need, in one table
| You want to… | Use | What happens |
| - | - | - |
| Try another version of the script without touching the funnel that's already selling | **Duplicar embudo** | A copy is born in your same account, with no WhatsApp connected. |
| Give your funnel to another business, to a partner or to another DarkFunnels account that signs in with a different email | **Compartir embudo…** | The other account receives a copy and puts its details in place of yours. |
| Make the funnel stop existing | **Eliminar agente…** | It's deleted along with its conversations and its contacts. If it has contacts, sales or notes, we save an Excel file for you first. |
| Have it stop answering for a while, without deleting anything | The card's **switch** | The agent is **Pausado** ("Paused") and its place among your active agents is freed up. |
## Duplicate a funnel
**Duplicating creates a copy of the funnel inside your same account.** It's for
trying a different script, another way of charging or another persona, without
touching the funnel that's already answering.
On the card of the agent you want to copy, press **⋯** and then **Duplicar
embudo**. While it works, the option says **Duplicando…** ("Duplicating…")
and can't be pressed again.
A curtain appears with the notice **«Un momento, por favor no cierres esta
página»** ("One moment, please don't close this page") and below it
*«Estamos duplicando tu embudo con todo su contenido.»* ("We're duplicating
your funnel with all its content.")
When it finishes, the notice **«Embudo duplicado como «Ventas Moda Sol
(copia)»»** ("Funnel duplicated as «Ventas Moda Sol (copia)»") appears and
the new card shows up next to the others. If you duplicate it again while
the first copy keeps that name, the next one is called **«Ventas Moda Sol
(copia 2)»**, and so on.
**The copy is born with no WhatsApp connected.** For it to answer, connect
a number to it in **Personalizar → Canales** ("Customize → Channels"), the
same as the first time. [Connect WhatsApp](/en/getting-started/connect-whatsapp)
explains it.
**The copy takes up an active agent slot.** If you've already reached the
active agent limit of your plan or your trial, the same window appears as when
you create an agent (for example, **«Llegaste a tu límite de agentes
activos»**, "You've reached your active agent limit") and the copy isn't
created. You can switch off another agent or add a slot:
[Pricing](/en/getting-started/pricing) explains it.
**The copy is made in one go.** If something fails halfway, you aren't left
with half a funnel: either it's copied whole, or nothing is created.
**From that moment on, each funnel goes its own way.** Changing the copy's
playbook, persona or settings doesn't touch the original, and vice versa. There
are two exceptions, because they belong to your whole business and not to one
agent:
* **The Library.** The copy uses the same files, with the same sending and
memory permissions. They aren't duplicated. The files the agent had in
memory are processed again for the copy, and that uses balance.
[The Library](/en/guides/library) covers it.
* **The Catalog.** The copy sells the same products as the original. If you
change a price in the Catalog, it changes for both. For a product to be sold
by only one of them, tick it in «Embudos que lo venden» ("Funnels that sell
it") (covered in [the catalog](/en/guides/catalog)).
**Duplicar embudo doesn't appear for the whole team.** It's seen by the same
people who see the **Crear agente** ("Create agent") button on Inicio. If you
don't get it, ask whoever manages your account. Who can do what:
[Invite your team](/en/getting-started/invite-your-team).
## Share a funnel with another account
**Sharing sends a full copy of your funnel to another DarkFunnels account.**
The other person reviews it, swaps your details for theirs and accepts it. On
accepting, the funnel is copied into their account and the dashboard takes them
to scan their WhatsApp QR. If they don't have an account yet, they create it
from the same link.
Two things worth being clear on before you start:
* **The funnel is copied as it is on the day the other person accepts**, not
as it was when you shared it. If you change it in the meantime, they get the
new version.
* **After accepting, the two copies are independent.** What you change in
yours doesn't reach theirs, nor the other way round.
On the agent's card, press **⋯** and then **Compartir embudo…**. The
**«Compartir «Ventas Moda Sol»»** ("Share «Ventas Moda Sol»") window
opens.
The window says it in two lines:
* **Se copia** ("Copied"): *«Manual, persona, archivos, catálogo,
variables, etiquetas, agenda y ajustes.»* ("Playbook, persona, files,
catalog, variables, tags, calendar and settings.")
* **No se copia** ("Not copied"): *«Conversaciones, contactos, pedidos,
conexiones ni tus números de aviso.»* ("Conversations, contacts, orders,
connections or your notification numbers.")
The detail is further down, in
[What travels when you duplicate and when you share](#what-travels-when-you-duplicate-and-when-you-share).
In **Correo de la otra cuenta** ("The other account's email"), type the
email that person signs in (or will sign in) to DarkFunnels with. Press
**Enviar solicitud** ("Send request").
**«Solicitud enviada a…»** ("Request sent to…") appears with the email. The
other person gets an email with your business name in the subject (for
example, *«Moda Sol te compartió su embudo «Ventas Moda Sol»»*, "Moda Sol
shared their funnel «Ventas Moda Sol» with you") and the **Ver el embudo**
("See the funnel") button. If the email couldn't go out, the window tells
you.
In both cases you have the **Copiar enlace** ("Copy link") button: paste
it into a WhatsApp chat with that person. It's the surest way for them to
see it.
**The playbook travels as is.** The window itself warns you: *«si trae tu Yape,
tu cuenta o tus números, la otra persona los verá y deberá cambiarlos por los
suyos.»* ("if it contains your Yape, your account or your numbers, the other
person will see them and will have to change them for theirs."). Whoever
receives it has a form to replace them before accepting, but **they'll see
them anyway**. If there's something you don't want another person to read,
remove it before sharing: check the playbook, its memory, the files, the
persona, the referral program messages, the product descriptions and your store
addresses.
**The link works like a key.** Whoever opens it can accept the copy into their
own account, if they're the one who manages it, and the link is good for a
single copy. Send it only to the right person. If you sent it to the wrong
person, cancel the request (we tell you how below).
### Follow your request: «Compartido con» ("Shared with")
When you open **Compartir embudo…** again on that agent, the **Compartido con**
("Shared with") list appears below: each email with its status.
| Status | What it means |
| - | - |
| **Pendiente** ("Pending") | The other person hasn't accepted or rejected it yet. Next to the status you have **Cancelar** ("Cancel"). |
| **Copiando…** ("Copying…") | The other person accepted and the funnel is being copied into their account. |
| **Aceptado** ("Accepted") | They already have their copy. |
| **Rechazado** ("Rejected") | The other person rejected it. |
| **Cancelado** ("Cancelled") | You cancelled it, or you replaced it by sharing again with the same email. |
| **Vencido** ("Expired") | 14 days went by with no answer. |
* **The request expires after 14 days.** The email the other person receives
states the date. After that, share it again.
* **Sharing again with the same email replaces the previous request.** The one
that was still pending is cancelled and its link stops working: the new one
is the one that counts.
* **If you delete the funnel before the other person accepts**, their link no
longer works.
**Sharing belongs to whoever manages your account.** The menu shows
**Compartir embudo…** to everyone who sees the card, but if you don't manage
the account, when you press **Enviar solicitud** you get *«Solo quien
administra la cuenta puede compartir embudos.»* ("Only whoever manages the
account can share funnels.")
## What travels when you duplicate and when you share
Duplicating and sharing copy almost the same things. **The big difference is in
your number lists and your Datos del negocio ("Business details"):** when you
duplicate, they keep your values, because the copy is still yours; when you
share, those values don't travel and whoever receives the funnel puts in
theirs.
Careful: whatever is written in the playbook or in the memory (your Yape, your
account, your numbers) does travel, unless whoever receives it changes it in
«Tus datos en este embudo» ("Your details in this funnel").
| What | When you duplicate (your account) | When you share (another account) |
| - | - | - |
| **Playbook** | The current version, whole. | The current version, whole, with the changes the recipient makes in «Tus datos en este embudo». |
| **Persona** | Yes. | Yes. The voice and the avatar may be left out: if that happens, the form warns you. |
| **Memory** | Yes. | Yes, already processed: it doesn't need processing again. |
| **Library files** | The same files, with the same permissions. Not the ones in the trash. | The ones that funnel uses are copied to the recipient's Library, with their permissions. |
| **Catalog** | The same products. | A copy of the products that funnel sells, **without stock control** and only for the new funnel. |
| **Variables and tags** | Yes. | Yes. Tags arrive without being assigned to anyone. |
| **Calendar** (services and schedules) | Yes. The booking page arrives switched off. | Yes, without the schedule blocks. The booking page arrives switched off. |
| **Configuración** ("Settings": model, schedules, typing slips, referral program…) | Yes. | Yes. |
| **Informar de las ventas** ("Report sales"), **Reportes** ("Reports") and **Alertas de error** ("Error alerts") | The same numbers. | **Your numbers don't travel:** they go to the WhatsApp the recipient puts in. |
| **Envío de imágenes y archivos** ("Sending images and files") | The same numbers. | If you used it, it stays on, but towards the recipient's WhatsApp. |
| **Números frecuentes** ("Frequent numbers") | The same ones. | Only the contacts named by the playbook's notifications, with the number the recipient types in. |
| **Números de prueba** ("Test numbers") | The same ones. | Empty. |
| **Datos del negocio** ("Business details": Yape, account, social media…) | With your values. | The name of each detail travels; **the value is put in by the recipient**. |
| **Conversations, contacts and orders** | No. | No. |
| **WhatsApp** | The copy is born unconnected. | The copy is born unconnected. |
The sections of the settings are explained in
[Agent settings](/en/guides/agent-settings).
## If someone shares a funnel with you
You find out in one of these three ways:
* **An email** with the subject *«… te compartió su embudo «…»»* ("… shared
their funnel «…» with you") and the **Ver el embudo** ("See the funnel")
button.
* **A link** someone sends you by WhatsApp. It's the same one as in the email.
* **A notice on your Inicio**: *«… te compartió el embudo «…»»* ("… shared the
funnel «…» with you"), with the **Revisar** ("Review") and **Rechazar**
("Reject") buttons. It appears if you sign in with the same email it was
shared to and your account already existed at that moment. If you created
your account afterwards, go in through the link.
**Accepting a funnel belongs to whoever manages the account.** If you don't
manage it, the notice on Inicio has no buttons and says *«Pídele a quien
administra tu cuenta que lo acepte desde su Inicio.»* ("Ask whoever manages
your account to accept it from their Home."). The fastest way: pass the link to
that person so they open it with their session. Next time, ask for it to be
shared straight to their email.
### If you don't have an account yet
The **«Te compartieron un embudo.»** ("A funnel was shared with you.") page
opens: who's sharing it with you, what the funnel is called and how many
chapters, files and products it brings.
The page's notice tells you which email it was shared to. Press **Crear mi
cuenta** ("Create my account"): the sign-up form already has that email
filled in. If you already have an account, press **Inicia sesión** ("Sign
in").
When you finish signing up, the copilot doesn't open to build an agent: you
return to this page to review and accept the funnel. If you close the tab
halfway, on your Inicio, from that same browser, the notice **«Tienes un
embudo compartido por aprobar»** ("You have a shared funnel to approve") is
waiting for you with the **Revisar** button.
Sign-up itself is covered in
[Create your account](/en/getting-started/create-your-account).
### Review and accept
From the notice on Inicio, press **Revisar**: the **«Te compartieron
«…»»** ("«…» was shared with you") window opens. From the link, the same
form appears on the page.
At the top you have the summary: **Embudo** ("Funnel"), **Te lo comparte**
("Shared by") and **Incluye** ("Includes") (for example, *«4 capítulos · 6
archivos · 12 productos»*, "4 chapters · 6 files · 12 products").
| Field | What to put |
| - | - |
| **Nombre del embudo** ("Funnel name") | The original's name comes filled in. Change it if you like: it's the name of the card on your Inicio. |
| **Tu nombre comercial** ("Your trade name") | *«Así se presenta el embudo ante tus clientes.»* ("This is how the funnel introduces itself to your customers.") |
| **Nombre de la vendedora** ("Salesperson's name") | The name of the original's persona comes filled in. *«Al conectar, tu perfil de WhatsApp tomará este nombre.»* ("When you connect, your WhatsApp profile will take this name.") If you change it, the copy also changes it wherever the playbook writes its full name. |
| **Tu WhatsApp para avisos de venta y comprobantes** ("Your WhatsApp for sales notifications and receipts") | **Required**, with country code: `51 987 654 321`. That's where your sales, your reports and your customers' payment photos reach you. Your number comes filled in if it's already in your account. |
It's the list of what the other person's funnel has written in it that is
theirs: their WhatsApp, their Yape or their account, the account holder,
their social media, their brand. It comes in groups — **WhatsApp y
teléfonos** ("WhatsApp and phones"), **Pagos** ("Payments") and **Nombre,
redes y enlaces** ("Name, social media and links") — and each group counts
how many details already have a destination (for example, *2/3*).
Each row shows on the left the sentence where the detail appears (column
**«En el embudo de…»**, "In …'s funnel") and on the right your field
(**«En tu copia»**, "In your copy"). For each detail you have three paths:
* **You type yours.** In the sentence, theirs appears crossed out and
yours next to it: that's how it will look in your copy. The row says
**Se cambia** ("Gets changed").
* **You leave it as is** with the row's checkbox: **Es mío, se queda**
("It's mine, it stays") in payments, or **Mantener este número** ("Keep
this number"), **Mantener este enlace** ("Keep this link"), **Mantener
este usuario** ("Keep this username") or **Mantener este nombre** ("Keep
this name"). The row says **Se queda** ("Stays").
* **You leave it empty.** The row tells you what will happen with that
detail: **Pendiente** ("Pending"; we remind you in the Manual) or **Se
queda**, depending on the detail.
In **Pagos** there may also be **Cambiar toda la línea** ("Change the whole
line"): it's for rewriting an entire payment line (bank, number and
holder) in one go. It's optional.
If the playbook's notifications name someone (for example, «Almacén»,
"Warehouse"), in **A quién avisa el embudo** ("Who the funnel notifies")
you have a field **Número de «Almacén»** ("«Almacén»'s number"). Whatever
you leave empty stays pending: that notification doesn't go out until you
give it a number in [Números frecuentes](/en/guides/agent-settings)
("Frequent numbers"). If **«Equipo de ventas»** ("Sales team") appears, it
notifies the WhatsApp you entered above.
If the funnel uses business details, in **Tus datos del negocio** ("Your
business details") you have one field for each. Whatever you leave empty
will say «(pendiente)» ("(pending)") until you fill it in under
[Datos del negocio](/en/guides/agent-settings) ("Business details").
When it applies, the form leaves you notes about what can't be changed from
here. For example: that the persona's voice or avatar belong to the account
of whoever is sharing, that the store addresses are theirs, that the
products arrive without stock control or that the booking page arrives
switched off.
At the end of «Tus datos en este embudo», just before these notes, the list
**«Revisa estos archivos en tu Librería después de aceptar»** ("Check these
files in your Library after accepting") may also appear. They're files
that show the sharer's details (for example, the photo of their Yape, an
audio with their voice or a PDF with their account). What's **inside** a
file can't be replaced from here: you'll have to change that file.
The button changes to **Copiando el embudo…** ("Copying the funnel…") and
then to **Abriendo tu QR…** ("Opening your QR…"). When it finishes, the
dashboard takes you to **Personalizar → Canales** ("Customize → Channels")
with the new agent's QR ready to scan. Follow
[Connect WhatsApp](/en/getting-started/connect-whatsapp).
**You don't have to finish in one go.** What you type is saved automatically in
your account: at the bottom you read *«Se guarda solo mientras escribes»*
("Saves on its own while you type") and then *«Guardado · puedes cerrar y volver
cuando quieras»* ("Saved · you can close and come back whenever you like").
When you come back, the top says *«Seguimos donde lo dejaste: recuperamos lo
que escribiste el…»* ("Picking up where you left off: we recovered what you
typed on…") with the day and time. What you typed is only seen by your
business, and it's deleted when you accept, when you reject, or when the
request is cancelled or expires.
**The marker at the bottom tells you how far along you are:** *«Tu copia está al
67 %»* ("Your copy is at 67%"), and with everything complete, *«¡Todo listo! Tu
copia sale con tus datos»* ("All set! Your copy goes out with your details").
You don't need to reach 100% to accept: **your WhatsApp for notifications is
enough**. Whatever you leave pending, the Manual reminds you of it.
What you change here is replaced in the text that travels with the copy: in the
playbook, the memory, the messages that accompany the files, the persona, the
referral program messages and the product descriptions.
**Before copying, it's checked that you have room for one more active agent.**
If not, the form says *«Ya tienes N agentes activos de M: apaga uno o contrata
otro cupo.»* ("You already have N active agents out of M: switch one off or
get another slot.") with the **Ver mi plan** ("See my plan") link, and nothing
is copied. If your trial has already ended: *«Tu periodo de prueba terminó:
suscríbete para activar este embudo.»* ("Your trial period has ended:
subscribe to activate this funnel.")
**If your account is in several businesses**, the funnel is copied into the
business you have active when you accept. Switch to the right one first, as
[Invite your team](/en/getting-started/invite-your-team#one-account-in-several-businesses)
explains.
### After accepting: the banner in the Manual
If you left details pending, or if the funnel came with files containing the
sharer's details, when you open the copy's [Manual](/en/guides/sales-playbook)
("Playbook") you'll see a banner above the document:
> **Datos por revisar de la copia.** Este embudo llegó de otra cuenta y todavía
> trae datos suyos.
>
> ("Copy details to review. This funnel came from another account and still
> has its details in it.")
Below it, the list of what's pending and, depending on what's missing, these
buttons:
| Button | What it's for |
| - | - |
| **Completar en Ajustes** ("Complete in Settings") | Opens the Configuración ("Settings") screen so you can type in the numbers and business details you left empty. Check that the selector has the copy chosen. |
| **Buscar en el manual** ("Search in the playbook") | Opens the playbook's [«Datos» ("Data") panel](/en/guides/sales-playbook), which tells you where each detail appears so you can change it by hand. |
| **Ver archivos** ("See files") | Opens the [«Recursos» ("Resources") panel](/en/guides/sales-playbook) with the agent's files. From **«Gestionar en Librería →»** ("Manage in Library →") you go to the Library, where you replace the ones that show the sharer's details. |
| **Ya lo revisé** ("I've checked it") | Removes the banner once you've sorted it out. |
### Reject or leave it for later
* **Rechazar** ("Reject") is in the notice on Inicio and at the end of the
form. The request is closed with the notice *«Solicitud rechazada»*
("Request rejected") and nothing is copied.
* **Ahora no** ("Not now"), in the window on Inicio, just closes it: you can go
back to **Revisar** while the request is still valid (14 days from when it
was shared with you).
## Delete a funnel
**Deleting is permanent:** the funnel goes with its conversations and its
contacts. If you only want it to stop answering for a while, don't delete it:
**switch it off with the switch on its card**. It stays **Pausado**, keeps its
playbook, its conversations and its contacts, and its place among your active
agents is freed up.
On the card, press **⋯** and then **Eliminar agente…**, the last option in
the menu. **«¿Eliminar el embudo «Ventas Moda Sol»?»** ("Delete the funnel
«Ventas Moda Sol»?") opens.
First it says *«Contando lo que tiene este embudo…»* ("Counting what this
funnel has…") and then it shows you the figures:
* how many **contacts** it has (and how many *«también hablan con otro
embudo y se quedan allá»*, "also talk to another funnel and stay there");
* how many **saved details** there are and in how many **variables**;
* how many **recorded sales**;
* how many **notes**.
If there's none of that, it says *«Este embudo no tiene contactos, ventas
ni notas.»* ("This funnel has no contacts, sales or notes."). If it
couldn't count, it says so; even so, if the funnel has contacts, sales or
notes, the copy is saved before deleting.
If there are contacts, sales or notes, the **«Te guardamos una copia»**
("We save a copy for you") block appears: *«Antes de borrar te enviaremos
un Excel con contactos, variables, ventas y notas a…»* ("Before deleting
we'll send you an Excel file with contacts, variables, sales and notes
to…") and the emails. If you want it now, press **Descargar copia ahora**
("Download copy now").
In **Escribe su nombre para confirmar** ("Type its name to confirm"), type
the funnel's name exactly as it is. Only then does **Sí, eliminar** ("Yes,
delete") become active.
The card disappears instantly and **«Tu embudo «Ventas Moda Sol» ha sido
borrado»** ("Your funnel «Ventas Moda Sol» has been deleted") appears, with
*«Ya no aparece en tu lista.»* ("It no longer appears in your list."), the
emails the Excel file will reach you at (if there was a copy) and
*«Estamos terminando de borrar sus conversaciones y archivos en segundo
plano.»* ("We're finishing deleting its conversations and files in the
background."). Press **Entendido** ("Got it").
### What goes and what stays
The window sums it up like this: *«Es permanente: se borran sus conversaciones,
capítulos, contactos, archivos y persona, y se cierra su sesión de WhatsApp. Se
conservan el consumo facturado y las ventas cobradas.»* ("It's permanent: its
conversations, chapters, contacts, files and persona are deleted, and its
WhatsApp session is closed. Billed usage and collected sales are kept."). In
detail:
* **It stops answering as soon as it's taken down**, after saving the copy (if
there's a copy). The card goes instantly, but in a large funnel saving the
copy can take a little while, and meanwhile the agent is still active. Once
it's taken down, its place among your active agents is freed up. The heavy
part (the conversations and their files) finishes being deleted in the
background.
* **The sales the agent recorded in its chats are deleted**: they're the
"recorded sales" in the count, and they go in the **Ventas** ("Sales") sheet
of the Excel file. **The orders in Órdenes ("Orders") aren't deleted**, and
the usage you were already charged for stays in your billing.
* **Its WhatsApp session is closed:** the number is no longer linked to the
dashboard.
* **Its playbook and the playbook's version history are deleted.**
* **Its persona is deleted** if no other agent of yours uses it.
* **The files in your Library stay there** for your other agents: what goes is
this agent's permission over them. The "files" the window deletes are the
ones from its chats: the photos, audios and documents that were sent in its
conversations.
* **The Catalog products stay.** If a product was marked for this agent, in its
funnels column you'll see **«Embudo eliminado»** ("Funnel deleted"): open it
and tick which agents should sell it (see [the catalog](/en/guides/catalog)).
* **The same customer in another funnel isn't touched.** Each funnel has its
own record of each customer: if that number also writes to another of your
agents, their record in that other funnel stays.
**Deleting isn't reserved for whoever manages the account.** The menu shows it
to whoever sees the card, and anyone on your team with access to Ventas
("Sales") can do it. That's why the Excel copy reaches whoever deletes **and
also the account owner**, if they're different people. Who has Ventas on your
team: [Invite your team](/en/getting-started/invite-your-team).
### The Excel copy
If the funnel has contacts, sales or notes, **before anything is deleted an
Excel copy is saved.** If that copy can't be saved, nothing is deleted.
* **It reaches you by email** with the subject *«Copia de tu embudo «…» antes
de borrarlo»* ("Copy of your funnel «…» before deleting it"), to whoever
deletes and to the account owner.
* **It has five sheets:** **Resumen** ("Summary"), **Contactos** ("Contacts";
with their saved details, tags and whether they're still in another funnel),
**Ventas** ("Sales"), **Notas** ("Notes") and **Variables**.
* **It doesn't include the full conversations**: for each contact only the
text of their last message comes. If you need a whole chat, copy it from
[Conversations](/en/guides/conversations) before deleting.
* If the funnel has no contacts, sales or notes, there's nothing to copy and no
email is sent.
## Common problems
Your access doesn't include it: it appears for the same people who see the
**Crear agente** ("Create agent") button on Inicio. Ask whoever manages
your account to duplicate it for you. The option appears for whoever has
**Ver saldo y facturación** ("See balance and billing") or manages the
apps.
The copy counts as one more agent and you have no room left. Switch off an
agent you don't use with the switch on its card and duplicate again, or add
a slot from **Saldo y facturación** ("Balance and billing"). On the trial,
the window tells you how many active agents it includes and offers you a
subscription.
Sharing belongs to whoever manages the account. Ask them to share it from
their Inicio.
You typed your own email, and you can't share a funnel with yourself. To
have another copy in the same business, use **Duplicar embudo**.
Have them check their spam folder. The most direct way: open **Compartir
embudo…** again, share it again to the same email and press **Copiar
enlace** to send it to them by WhatsApp. The new request replaces the
previous one.
Your account can send up to 10 requests per hour. Wait for the hour to
pass and try again.
The page tells you the reason: *«Este enlace venció o el embudo original ya
no existe. Pide que te lo compartan otra vez.»* ("This link expired or the
original funnel no longer exists. Ask for it to be shared with you
again."), *«Quien te compartió el embudo canceló la solicitud.»* ("Whoever
shared the funnel with you cancelled the request."), *«Esta solicitud se
rechazó.»* ("This request was rejected.") or *«Este embudo ya se aceptó.»*
("This funnel has already been accepted."). In every case, ask for it to be
shared with you again. If it says *«…ya está en tu cuenta. Solo te falta
escanear el QR de tu WhatsApp.»* ("…is already in your account. All that's
left is to scan your WhatsApp QR."), press **Escanear el QR** ("Scan the
QR").
The notice appears if you sign in with the same email it was shared to and
your account already existed when it was shared. If that's not your case,
open the link in the email or ask for it to be sent to you by WhatsApp.
Accepting belongs to whoever manages the account. Pass the link to that
person so they open it with their session.
You opened it with a session from the same business that shared it. To
have another copy there, use **Duplicar embudo** from Inicio.
For example, *«…: escribe el dato sin comillas, #, corchetes ni saltos de
línea.»* ("…: type the detail without quotes, #, brackets or line
breaks.") or *«…: escribe un WhatsApp válido con código de país (por
ejemplo 51 987 654 321).»* ("…: type a valid WhatsApp number with country
code (for example 51 987 654 321)."). The notice starts with the name of
the detail that needs fixing: fix it in its row and accept again. What
you've already typed isn't lost.
The funnel was copied, but those files didn't travel (the notice says
which ones). Ask the person who shared it with you for them and upload them
to your [Library](/en/guides/library), with their permissions.
The deletion didn't happen. If the notice says *«No pudimos preparar la
copia de seguridad de tu embudo, así que no borramos nada. Inténtalo de
nuevo en unos minutos.»* ("We couldn't prepare your funnel's backup, so we
didn't delete anything. Try again in a few minutes."), that's what
happened: without a copy, nothing is deleted. Wait a few minutes and try
again.
The funnel was deleted and the copy was saved, but the email didn't reach
everyone (you, the owner, or neither of you). Press **Descargar copia**
("Download copy") in that same notice and save it.
The funnel was deleted, but the phone may still show the dashboard as a
linked device. On that line's phone, open WhatsApp → **Linked devices**
(*Dispositivos vinculados* on a phone set to Spanish) and close that
session.
## Frequently asked questions
It depends on when. While they haven't accepted, they get the funnel as it
is on the day they accept, with your changes. Once it's accepted, no: the
two copies are independent.
No. Those don't travel. What they do see is everything that travels in
writing: the playbook, the memory, the files, the persona, the referral
program messages, the product descriptions and your store addresses. Check
them before sharing.
Yes. Open **Eliminar agente…**, press **Descargar copia ahora** and then
**Cancelar** ("Cancel"). That copy is put together on the spot, and nothing
is deleted until you type the name and press **Sí, eliminar**. The button
appears when the funnel has contacts, sales or notes.
Not from the dashboard: the dialog itself warns that it's permanent. What
remains is the Excel copy with its contacts, variables, sales and notes.
When you duplicate, the Library files the agent had in memory are processed
again for the copy, and that uses balance, as
[The Library](/en/guides/library) explains. When you share, the memory and
the already-processed files travel as they are, ready to use. What the AI
does afterwards, when the copy has conversations, uses balance like any
agent: [Credits and top-ups](/en/getting-started/credits-and-top-ups).
## 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're done.
Your assistant can **duplicate** a funnel if your connection URL includes the
`agents_write` group (or `features=all`) and doesn't carry `read_only=true`;
how the URL is built is explained in
[The connection URL](/en/reference/connection-url). Just as in the dashboard,
the copy counts as one more agent and is born without WhatsApp.
**Sharing with another account, accepting a shared funnel and deleting a funnel
are done in the dashboard.** Your assistant has no tools for that.
A sentence that works:
* *"Duplicate my sales agent to try another version of the script."*
## And now
What a new copy still needs to start answering.
The numbers and business details you check after accepting.
Where you change the copy's script without touching the original.
How many active agents your plan lets you have.
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