Questionnaires and consents

1. Type the name in the box at the top (for example, "Data collection · Home") and click Create questionnaire («Crear cuestionario»).
2. Start with the product you sell the most. A new questionnaire has no questions: add them as explained below.

1. On the questionnaire's row, click Questions («Preguntas»).
2. In the dashed box, write the question just as you would ask it (for example, "How many square metres is the property?").
3. Choose the type of answer: free text, a number, an email, a phone number, a date, yes or no, choose from a list, or ask for documents or photos.
4. If it is «Choose from a list», write the options separated by commas. If it is «Ask for documents or photos», write which documents you ask for, also separated by commas.
5. If you like, add a hint for the agent (it helps it understand what you are after with the question).
6. Tick Do not go on without this («No seguir sin esto») if the answer is essential.
7. Click Add («Añadir»). The question is already active: Your AI agent knows it from that moment, without you telling it anything.

• ↑ and ↓ change the order. The order is the script of the conversation: Your AI agent asks them in that order.
• Edit («Editar») opens the question in place so you can change the text, the type, the options, the hint or whether it is required. Click Save («Guardar») or Cancel («Cancelar»). The answers people already gave you are kept even if you change the text.
• Remove («Quitar») takes the question out of the questionnaire. The answers that were already there are kept.

On each questionnaire's row:

• Pause («Pausar»): Your AI agent stops asking those questions. The questionnaire is marked «en pausa» («paused»). Activate («Activar») turns it back on.
• Rename («Cambiar nombre»): asks you for the new name.
• Duplicate («Duplicar»): creates a paused copy. Adapt it and activate it when it is ready. It is handy for making, for example, the version for another product.

On each row you can see how many questions it has and how many people have answered it.

Use it to ask for the data without waiting for your AI agent to ask. It appears at the top of the screen, under Send a questionnaire to a customer («Mandar un cuestionario a un cliente»), once you have at least one active questionnaire.

1. Search for the person by name, phone, email or tax ID (NIF). They must already be in your CRM. If they do not show up, create them first as a lead and search again.
2. Pick them from the list.
3. Choose the questionnaire and click Create link for (the person's name).
4. Click Copy link («Copiar enlace»), or Open WhatsApp («Abrir WhatsApp») if they have a phone number, which leaves the message ready for you.
5. The link expires after 30 days. If you had already created a live one for them, you are shown the same one instead of a new one.

Whatever the person answers is saved in their record.

1. Open Consents. If you have none, it offers a data protection draft for an insurance brokerage, with the gaps marked.
2. Click Start with that text («Empezar con ese texto»).
3. Review the text with your adviser and fill in the gaps marked «[COMPLETAR]» ("[COMPLETE]"). You can save it with gaps, but do not send it like that: the screen tells you how many are left.
4. Click Save.

That draft is a starting point, not legal advice. The text you end up using is yours and you are responsible for it.

1. On the consent's row, click View and edit («Ver y editar»).
2. Change the Name («Nombre», only you see it), the Title your customer reads and The text they accept.
3. Tick which data it asks for: full name (always asked), ID or tax number (DNI or NIF), email, phone and address.
4. Click Save.

If you change the text, the version goes up. People who already accepted it keep the version they read: nothing changes for them, and that is correct. The row shows how many people have accepted it and which data it asks for.

On the row, Pause takes it out of use (it shows «en pausa») and Activate puts it back.

1. Open the person's record.
2. Under Ask for their consent («Pedirle el consentimiento»), choose the consent and click Create link for (their name).
3. Copy the link or click Open WhatsApp.
4. The link carries your branding and expires after 30 days. The person reads it, enters their details and accepts. It is saved with the date, the time and the exact text they read.