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The DarkFunnels words this documentation uses as if you already knew them, in a few lines each. If you run into one mid-page, come back here. The dashboard is in Spanish, so menus, buttons and labels are named here the way you’ll see them on screen, with the English translation in parentheses.

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They look alike, but they’re not the same

These pairs confuse almost everyone in their first month. If you’re torn between two words, start with this table.

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The basics

Expanded side menu of the dashboard with Inicio, the apps, Ventas open with its funnel selector and its entries, and the Administración block

The side menu: Inicio at the top, then your apps (Ventas expanded, with its funnel selector) and Administración at the end.

The web app you sign in to with your email: optimind.darkfunnels.ai. Almost everything this documentation covers happens there. The exceptions are some steps in the pixel and ads guides, which are done on Meta’s screens, and whatever is marked “from your assistant”.
The first screen in the menu. It’s the day’s summary, and it’s built from your apps: your funnels and their numbers, the customers waiting for a reply, your appointments. Don’t look for a “Dashboard” entry: it’s called Inicio (Home).→ Your first look
A piece of the dashboard that’s switched on or off for your whole business. The menu is organized by app. Ventas (Sales), Calendario (Calendar), Inventario (Inventory) and Órdenes (Orders) come switched on when you open the account; Envíos (Shipping) and Facturación electrónica (Electronic invoicing) you install yourself in Administración → Apps (Administration → Apps).That’s why two businesses see different menus, and so do two people in the same business: each one sees the apps they have access to. Some apps only appear in certain accounts.→ The DarkFunnels apps
What you create in Ventas (Sales) to sell over WhatsApp. Each funnel has its own WhatsApp number (there’s no WhatsApp “for the account”), its script (its playbook), its settings and one agent that chats with your customers following that playbook. The number is connected in Ventas → Personalizar → Canales (Sales → Customize → Channels). If you sell two very different things, that’s two funnels.You select the funnel in the selector, set it up, pause it, duplicate it, share it or delete it, and each active funnel takes up a slot in your plan.→ Your funnels
Your automatic salesperson: the AI that chats with your customers inside a funnel. Each funnel has its own. It replies on WhatsApp following that funnel’s playbook, sends files, moves from chapter to chapter, records sales and uses its tools. The identity it introduces itself with — its name, its personality — is its persona.You create and set up the funnel; the agent is the one who serves your customers inside it.→ Your first funnel
The dropdown under Ventas in the menu, with a funnel’s photo (or initial) and name. It decides which funnel you’re working with inside Ventas: the playbook, the conversations or the customers you see are that funnel’s. If a list comes up empty, first check which funnel is selected.
The AI that lives inside the dashboard. It opens with its button in the top bar or with ⌘J (Ctrl+J on Windows). It helps you build and correct your funnel, and it can read, search and analyze your conversations.When it’s going to change something in your business, it usually proposes it on a card with Aprobar (Approve) and Rechazar (Reject). It has three tabs: Chat, Sesiones (Sessions: your previous conversations with it) and Memoria (Memory: notes you want it to remember). It consumes balance.Don’t confuse it with “your assistant” (Claude or ChatGPT connected from outside).
The conversation with the copilot that creates your first funnel. If you leave it halfway, your progress stays saved: you pick it up from the copilot’s Sesiones tab («Tu puesta en marcha», Your setup) or with Crear embudo (Create funnel).→ Your first funnel
The copilot mode that points out on screen where to click. You open it from the Ayuda (Help) menu (the question mark in the top bar) → Guíame paso a paso (Guide me step by step). It consumes balance, like the rest of the copilot.
A card on Inicio with what’s waiting for an action from you: for example, a copilot proposal to approve. Tapping a row takes you straight to resolving it. If there’s nothing pending, the card doesn’t appear.

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The script

Playbook editor with the six-chapter index on the left, chapters 1 and 2 in the middle, the button bar at the top and the agent's Recursos (Resources) panel open on the right

The Manual (Playbook): on the left, the chapter index; at the top, the Historial (History), Recursos (Resources), Doctor and Probar (Test) buttons; on the right, the Recursos panel open.

The agent’s script, and the screen where it’s edited (Ventas → Manual, Sales → Playbook). It’s what you’ll touch most. It keeps a Historial (History) of versions, so you can go back.→ The sales playbook
Each stretch of the script: greeting and understanding what they’re after, presenting the product, settling the price, closing and taking the details. The agent moves from chapter to chapter according to what happens in the conversation.
A block of the playbook marked with the § symbol that applies to several chapters at once: you write it once and it serves all the ones you choose. A chip tells you which ones it applies to («aplica a capítulos 1–2, 4», applies to chapters 1–2, 4). In a playbook born from the Ecommerce template you’ll see it as the shared block, with your business details.
The starting point for a WhatsApp sales funnel: a shared block and three chapters (Saludo, En venta and Pedido confirmado — Greeting, Selling and Order confirmed) with your business’s details left to fill in. It’s created when you build a sales funnel with the copilot. If your account has it and a sales funnel wasn’t born from it, with an empty playbook or a single chapter, you can load it from a computer with Cargar plantilla de Ecommerce (Load the Ecommerce template).→ Your first funnel
In a template playbook, each of your details left to fill in, written between « » (for example «PRODUCTO_MARCA»). The editor highlights them, and the Playbook’s Por completar (To complete) button lists them so you can fill them in. While any are left, you can’t connect that funnel’s WhatsApp.
Each time your agent replies. It doesn’t answer message by message: it gathers what the customer sends in a row and answers it all at once. If they send you three messages in a row, one after another, they normally get one reply, not three.There are also turns that don’t come from a new customer message: a reminder or a scheduled follow-up, or Responder con IA (Reply with AI).A turn carries at most 12 messages, and files count among them. If the text doesn’t fit, the ending is joined into the last message.
The mark that says where a file goes out inside a chapter. In the editor you insert it with the @ menu → Archivos (Files) or with the Recursos (Resources) button; underneath, it’s written like this: ###SEND_FILES: catalogo###. Written correctly, the customer doesn’t see it: it’s replaced by the file.If it’s written wrong, it may come out as-is in the chat, or the file may not go out. That’s why it’s best to insert it with @ or with Recursos and not by hand. Note: the marker decides where the file goes out; the permission to send it is given in the Library.→ The file Library
Each thing your agent can do besides writing: record the sale, hand the chat to a person, save a piece of data, schedule a follow-up, look up a price. Some you insert into the playbook with the @ menu → Herramientas (Tools) (underneath, they stay as an exact sentence, along the lines of Ejecuta la herramienta "Recordatorio Tool" con el query "…"); others the agent uses on its own. Not to be confused with the bridge tools, below.→ The agent’s tools
The Doctor button in the Playbook’s bar. It lists the problems it found in your playbook and explains each one. Many come with a button that fixes them in one click; the rest you correct yourself, and with Ir al sitio (Go to the spot) you jump to that part of the playbook.→ The sales playbook
A conversation with your agent that doesn’t go out over WhatsApp: you write as if you were the customer and it answers right there. In the Playbook, the Probar (Test) button opens it; with an empty inbox, Pruébalo en el chat de prueba (Try it in the test chat).The Resultados (Results) screen doesn’t count it, but the funnel’s card on Inicio does: if the agent records a sale during the test, that sale adds to its numbers. And it consumes balance, because the agent thinks just as it does with a real customer.

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What the agent uses

Library table with the enviar por WhatsApp (send via WhatsApp) and memoria del agente (agent memory) switches, the send trigger and the status

In the Library, each file has two independent switches: «enviar por WhatsApp» (send via WhatsApp) and «memoria del agente» (agent memory).

Your products with their prices, their variants (sizes, colors…), their stock and their photos. It’s where your agent gets exact prices from when the customer asks “how much is it?”. It’s in Ventas, under Comercio (Commerce).→ The catalog
The business’s files: photos, PDF catalogs, price lists, audio, videos. In the menu it’s called Librería (Library) and the screen is titled «Archivos» (Files). Each file is uploaded once for your whole business, and each funnel has its own permissions over it.The screen has three tabs: Archivos; Ubicaciones (Locations), your business’s branches that the agent sends as a map pin; and Papelera (Trash), where you can restore whatever you sent there (after about 30 days, it’s deleted). An image can be marked as a WhatsApp sticker.→ The file Library
A file’s nickname: the word you call it by from the script. By default it’s the file name without the extension. Despite its Spanish name («condición», condition), it’s not a sentence in prose: to hit the right file by nickname, the marker has to say the nickname exactly and in full, with no extra or missing words (capitals, accents, hyphens and underscores make no difference). If it doesn’t match anything, the system may fall back to a word-similarity match and deliver a different file.→ The file Library
Permission for the agent to read a file from the Library in order to answer questions about it. It’s given per file and per funnel, in the memoria del agente (agent memory) column.It’s independent of «enviar por WhatsApp» (send via WhatsApp). With memory and no sending, the agent learns what the file says but doesn’t send it. If you switch both on, it does both. Having the agent read a file consumes a little balance.
A knowledge document separate from the playbook, of up to 200,000 characters, that your agent consults when a customer asks something. It opens in the Playbook, with the Memoria a Largo Plazo (RAG) (Long-Term Memory (RAG)) button next to the persona (in older funnels it may not appear). The difference in one line: the playbook is instructions; the memory is knowledge.→ The sales playbook
The identity a funnel’s agent introduces itself with: its name, its role, its personality and, if you set them up, its face and its voice. It’s not a flesh-and-blood person, and it isn’t the funnel either: the funnel is what you set up; the persona is how its agent presents itself to your customers. In the Playbook it’s chosen in the Persona activa (Active persona) panel.Note: on Inicio, when there are no conversations to count yet, the headline says «Personas que venden por ti» (People who sell for you). There, “people” means your agents.

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The funnel’s settings

Each funnel has its own settings screen: Ventas → Configuración (Sales → Settings).
Your Yape, your account, the account holder, your social media… written once. In the Playbook you insert them with the @ menu and the agent reads the value from Configuración: if you change banks, you change it in one place. When you share the funnel with another account, these values don’t travel.→ Funnel settings
Your business’s contact book. You save them once and in the Playbook you insert them by name with @. From this list you choose who’s notified of each sale (Informar de las ventas, Report sales), who gets the summary every morning (Reportes, Reports) and who receives the Alertas de error (Error alerts).
Phones your agent answers as if they were a customer, even if they’re also in Reportes, Informar de las ventas or Alertas de error. They’re for testing your funnel over real WhatsApp. Your business’s WhatsApp lines don’t work as test numbers: test from a personal phone. Not to be confused with the test chat, which doesn’t go out over WhatsApp.
The word that, if a customer writes it exactly, deletes their data with that funnel; their next message starts a new conversation. By default it’s «borrar» (delete; capitals make no difference). It’s changed in Configuración. It’s useful, for example, to repeat a test from the beginning.

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Conversations

The screen with the selected funnel’s chats, one by one: Ventas → Conversaciones (Sales → Conversations; on the phone, Chats). Above the list it reads Centro de mensajería (Messaging center).→ Conversations
A customer who wrote and whom nobody has answered yet: the last message is theirs. In the inbox you filter them with Esperando respuesta (Waiting for a reply), and on Inicio they’re counted by the Esperan respuesta card.
The switch for each conversation, in the chat header (Piloto automático, Autopilot). Off, the agent stops answering in that conversation and you handle it; in the list, the row carries the Manual mark. You switch it off, or the agent itself does when it hands the chat to a person.To pause the whole funnel — so its agent answers no one — the switch is a different one: Activo / Pausado (Active / Paused), on its card on Inicio.→ Conversations
In Conversaciones, you pick customers who were left without a reply and the AI answers them one by one, roughly one per minute. Before it starts, it asks you to tick that you understand your number may be banned. Each reply consumes balance.If you don’t see the Seleccionar (Select) button above the list, it isn’t available in your account yet, or that funnel is paused or has no WhatsApp line.→ Conversations
What you know about a customer with one funnel: their details, their internal notes, their conversions. You open it from Conversaciones or from Clientes (Customers). It’s per funnel: if the same number writes to two of your funnels, it has two records, one in each.
The details your agent saves about each customer while it chats: the name, the city, the product they ordered, whatever you’ve defined yourself. You see and correct them in the record, under Datos capturados (Captured data), and they appear as columns in Clientes, Tabla (Table) view.
Two buttons on the record that look alike and do very different things:
  • Dar de baja al contacto (Unsubscribe the contact): that number stops receiving messages, from the agent and from you, on all your business’s channels. It can be reactivated from the same record with Reactivar contacto (Reactivate contact), but only by whoever manages your business’s apps; for everyone else, the dashboard refuses it.
  • Borrar datos de usuario (Delete user data): deletes that customer’s data with this funnel: their conversations, their messages, their record and the sales or appointments recorded with them, which stop counting in your results. Their orders stay in Órdenes, but without their name or address: they now say «Cliente borrado» (Deleted customer). It can’t be undone, and whatever they have with your other funnels isn’t touched.
→ Conversations

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Money and results

What the AI consumes when it works, measured in dollars: each reply from your agent, the audio it transcribes, the photos it interprets, the documents it reads and the copilot’s work. Having WhatsApp connected doesn’t consume anything.The cut-off comes before your balance runs out: when it drops below US$ 0.10 (a small safety reserve), your agents stop answering new turns even if you see something left.→ Credits and top-ups
The trial lasts 7 days. Its clock runs from sign-up, but it starts over with the full 7 days when you connect your WhatsApp. If you don’t get to connect, it expires on the date set when you signed up. When it ends, your agents stop answering even if you have balance left, and topping up doesn’t fix it: you need to subscribe.The subscription is the monthly payment that keeps your funnels switched on, and its base comes back in full to your balance each month you pay it. Balance is consumed with use, and you top it up whenever you like.→ Pricing
A recorded result of a conversation: a sale (venta), a service (servicio), an appointment (cita) or a lead. Your agent records it while it chats, or your team does from the customer’s record with Registrar conversión (Record conversion; the AI helps you fill it in). Some are recorded on their own, like the one for an appointment confirmed in Calendario (Calendar).It’s the unit results are measured in, and a cancelled conversion stops counting. Note: if your funnel books appointments or captures leads, “conversions” isn’t the same as “sales”.→ Orders and metrics
What has to be collected and delivered for a sale. It lives in the Órdenes (Orders) app. With Órdenes active, when your agent records a sale with its products and their prices, its order opens. If the sale comes in without products, or one of them is missing its price, it’s recorded anyway, but without an order.Cancelling that sale from the record also cancels its order, and for that you need access to Órdenes. If the order is already on its way to delivery (waybill issued or stock moved), the sale is cancelled but the order isn’t: you review that one yourself in Órdenes.→ Orders and metrics
Your customers’ referral program, in Ventas → Red de referidos: who recommended whom, which deposits came in and which rewards you owe at each level of the network. It’s per funnel.→ Referral network
In Administración → Referidos (Administration → Referrals): your code for inviting other businesses to DarkFunnels. When one signs up with it and activates its subscription, you earn US$ 15 in credit for that payment and for each of its renewals, up to 6 charges. It has nothing to do with your customers’ Red de referidos.→ Credits and top-ups
The connection that tells Meta when a customer meets one of your rules: reaches a chapter, buys, books an appointment… Each notice is an event, and it travels through the Conversions API, Meta’s channel for notices that don’t come from a web page. With that, Meta fine-tunes who it shows your ads to. It’s connected in Ventas → Personalizar → Píxeles (Sales → Customize → Pixels).→ Connect your Meta pixel
Two words from the Anuncios (Ads) page, which isn’t in every account yet: if you don’t see it in your menu, it isn’t available in yours yet.
  • Capítulo calificado (Qualified chapter): the chapter of each funnel from which a chat that came in through an ad counts as a serious customer. You choose it with the Capítulo calificado button.
  • «rinde» (yield): how much each ad brings you for what you spend on it, compared with your average. Depending on what your business already measures, it compares sales, qualified leads or chats.
→ Connect your Meta ads

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Your funnels

All three actions are on Inicio, in the menu on each funnel’s card.
Creates a copy of the funnel in your same business: its playbook, its persona, its settings and its Library permissions. It doesn’t copy conversations or contacts. It needs a free funnel slot, just like creating a new one. If you don’t see this option, ask whoever manages your business for it.→ Your funnels
Sends a copy of the funnel to another DarkFunnels account: you type that account’s email and a request reaches them. Afterwards you can also copy the link and send it to them over WhatsApp; if they don’t have an account yet, they create it from that same link. If the other person accepts, the funnel is copied into their account, ready to connect their WhatsApp. The playbook, the persona, the files, the catalog, the variables, the labels, the schedule and the settings travel; the conversations, the contacts, the orders, the connections and your notification numbers don’t.The playbook travels as-is: if it has your Yape or your numbers written in it, the other person will see them.→ Your funnels
In the menu it’s called Eliminar embudo… (Delete funnel…), and the confirmation asks «¿Eliminar el embudo…?» (Delete the funnel…?). It’s permanent: its conversations, its playbook, its contacts and the sales its agent recorded in its chats are deleted, and its WhatsApp session is closed. Its persona is deleted too, unless another of your funnels uses it.The files in your Library stay for your other funnels: only this funnel’s permission goes. The orders in Órdenes and the usage already charged to you also stay. If it has contacts, sales or notes, a copy is saved in Excel before deleting.→ Your funnels

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Your team and your businesses

Your business inside DarkFunnels: its apps, its team, its balance and its funnels. A single account — the email you sign in with — can be in several businesses: yours and that of a client who invited you, for example. In each one you can have different access.→ Invite your team
The business you’re working in right now: what you see — conversations, customers, balance — belongs to that business. If your account is in more than one, you switch from your account menu (the circle at the top right): the current one says Estás aquí (You’re here) and the others, Cambiar a esta empresa (Switch to this business).The active business belongs to your account, not to the tab: if you switch on your phone, you also switch on your computer.
What each person on your team can use. They’re given app by app, with one switch per active app — also for the copilot and for seeing the balance and billing — in Administración → Personas y accesos (Administration → People and access). Whoever creates the account gets full access.Ventas is given whole: whoever has it sees the conversations and the customers of all your funnels.→ Invite your team

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Only if you connect Claude or ChatGPT

Claude, ChatGPT, Codex or another compatible client, connected to your business from outside the dashboard. It’s optional. In this documentation, “your assistant” means that; the dashboard copilot is something else. It’s connected in Ventas → Personalizar → Asistentes IA (Sales → Customize → AI assistants).
MCP is the standard Claude and ChatGPT use to connect to external tools. The bridge is our connection to that standard: what lets your assistant read and change things in your business, with your authorization.The same standard works the other way round: in Ventas → Personalizar → Herramientas → Añadir servidor MCP (Sales → Customize → Tools → Add MCP server) you give your agent tools from another service.→ The connection URL · Security · Your own tools (MCP)
Each specific action your assistant can run over the bridge: listing files, reading the playbook, recording something. You don’t write them; you ask for them in your own language. They’re a separate list from the agent’s tools.→ Tool reference
Last modified on October 19, 2026