The basics
Dashboard
Dashboard
The web app you sign in to with your email:
optimind.darkfunnels.ai. Everything this
documentation describes happens there, except what is marked “from your
assistant”.
Agent
Agent
Your automatic salesperson. It has a name it introduces itself with, a way
of speaking, a script and a WhatsApp number. If you sell two very
different things, that is two agents.→ Your first agent
Funnel
Funnel
Another name for the whole agent. In the dashboard you will mostly see
“agent”; on some screens and in the connection for assistants you will see
“funnel”. They are the same thing: the salesperson with its name, its
number and its playbook.
Copilot
Copilot
The AI that lives inside the dashboard, in the drawer on the right. It
builds your first agent by chatting with you and helps you correct it. Do
not confuse it with “your assistant” (Claude or ChatGPT connected from
outside).
The script
Sales playbook
Sales playbook
The agent’s script, and the screen where it is edited (side menu →
Playbook). It is what you will touch most. It keeps versions, so you can
go back.→ The sales playbook
Chapter
Chapter
Each stretch of the script: greeting and understanding what they are after,
presenting the product, settling the price, closing and taking the details.
The agent advances from chapter to chapter according to what happens in the
conversation.
Turn
Turn
Everything the agent replies to one message from the customer, even if
several messages go out in a row. A turn has a cap of 12 messages and files
count inside it; if the text does not fit, the ending is joined into the
last message (it is not lost).
Marker
Marker
The mark you write inside a chapter to say where a file goes out:
###SEND_FILES: catalogo###. Written correctly, the customer does not see
it: it is replaced by the file. If it is missing a character, it comes out
written as it is in the chat — which is why it is best to insert it with the
playbook’s Resources button and not by hand.→ The file LibraryTool (the agent's)
Tool (the agent's)
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 are written into the playbook with an exact sentence
(
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 toolsWhat the agent uses
Catalog
Catalog
Your products with prices and variants. It is where the agent gets its
numbers from: with no catalog it has no prices to give.→ The catalog
Library
Library
The business’s files: photos, PDF catalogs, price lists, audio. In the menu
it is called Library and the screen is titled “Files”.→ The file Library
Send condition
Send condition
A file’s nickname: the word you call it by from the script. By default it is
the file name without the extension. Despite its name it is not a sentence
in prose: to hit the right file by nickname, the nickname has to be in the
marker whole (capitals and accents make no difference). If it does not
match anything, the system does not stay quiet: it falls back to a
word-similarity match that can deliver a different file.→ The file Library
Agent memory
Agent memory
Permission for the agent to read a file in order to answer questions
about it, without ever sending it to the customer. It is enabled per file,
in the Library.
Money and results
Credits / balance
Credits / balance
What gets consumed when your agent talks. With the balance at zero your
agents stop answering new turns, and files cannot be processed for memory
either.→ Credits and top-ups
Conversion
Conversion
A sale recorded by the agent during the conversation. It is the unit results
are measured with; a cancelled sale stops counting.→ Orders and metrics
Only if you connect Claude or ChatGPT
Your assistant
Your assistant
Claude, ChatGPT or Codex connected to your business from outside the
dashboard. It is optional. In this documentation “your assistant” always
means that, and never the dashboard copilot.
MCP and “the bridge”
MCP and “the bridge”
MCP is the standard Claude and ChatGPT use to connect to external tools.
The bridge is our connection to that standard: what makes it possible
for your assistant to read and change things in your business, with your
authorization.→ The connection URL · Security
Tool (the bridge's)
Tool (the bridge's)
Each specific action your assistant can run over the bridge: listing files,
reading the playbook, recording something. You do not write them; you ask
for them in your own language. A separate list from the agent’s tools.→ Tool reference