> ## 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.

# WhatsApp AI sales agent glossary

> WhatsApp AI sales agent glossary: agent, funnel, sales playbook, chapter, catalog, library, copilot, credits, turn, conversion and the bridge for assistants.

Every word this documentation uses as if you already knew it. If you run into
one mid-page, come back here.

## The basics

<AccordionGroup>
  <Accordion title="Dashboard">
    The web app you sign in to with your email:
    [optimind.darkfunnels.ai](https://optimind.darkfunnels.ai). Everything this
    documentation describes happens there, except what is marked "from your
    assistant".
  </Accordion>

  <Accordion title="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](/en/getting-started/your-first-agent)
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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).
  </Accordion>
</AccordionGroup>

## The script

<AccordionGroup>
  <Accordion title="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](/en/guides/sales-playbook)
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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).
  </Accordion>

  <Accordion title="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 Library](/en/guides/library)
  </Accordion>

  <Accordion title="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 tools](/en/guides/tools)
  </Accordion>
</AccordionGroup>

## What the agent uses

<AccordionGroup>
  <Accordion title="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](/en/guides/catalog)
  </Accordion>

  <Accordion title="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](/en/guides/library)
  </Accordion>

  <Accordion title="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](/en/guides/library)
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

## Money and results

<AccordionGroup>
  <Accordion title="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](/en/getting-started/credits-and-top-ups)
  </Accordion>

  <Accordion title="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](/en/guides/orders-and-metrics)
  </Accordion>
</AccordionGroup>

## Only if you connect Claude or ChatGPT

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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](/en/reference/connection-url) · [Security](/en/security)
  </Accordion>

  <Accordion title="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](/en/reference/tools)
  </Accordion>
</AccordionGroup>