Documents and project

1. Go to How my project is going.
2. At the top you see the Progreso del proyecto (Project progress) as a percentage and, in green, «Ahora mismo:» (Right now), with the current phase and its estimated date.
3. Below is the list of phases. Each one is Hecho (Done), En curso (In progress) or pending with its estimated date. If the team left a comment on a phase, you see it with a 💬.
4. When everything is done, you see «Proyecto entregado» (Project delivered).
5. If you have questions, there is a contact email at the bottom.

1. Go to Document vault.
2. Under «Guardar un documento» (Save a document), choose the file. PDF, images, Word and Excel work, up to 25 MB.
3. Choose the type from the dropdown (Policy, Receipt, Invoice, Contract, ID, Quote, Other and more).
4. If you like, fill in ¿De quién es? (Whose is it?), Número de póliza o recibo (Policy or receipt number) and Cómo quieres verlo en la lista (How you want it shown in the list). All are optional.
5. Click Guardar en la bóveda (Save in the vault). You will see «Guardado» (Saved) with the file name.

Nothing in the vault has a public address. It can only be seen from the panel, your agent finds it when you ask, and it is sent by email with the file attached.

1. In the list, click Mandar por email (Send by email) on the document.
2. Type the recipient's email. The subject and the two lines of text are optional; if you leave the subject empty, the file name is used.
3. Look at «Saldrá desde…» (It will be sent from…): it tells you the address the email goes out from, before you send it.
4. Click Enviar con el adjunto (Send with the attachment). When it finishes you will see «Enviado a…» (Sent to…).

1. Go to My files.
2. Under «Subir un archivo» (Upload a file), choose the Archivo (File). Nombre final del archivo (Final file name) is filled in with its own name; change it if you like.
3. If your space has folders, you can type one in Carpeta (opcional) (Folder, optional), for example audios, pdfs, imagenes, informes.
4. Click Subir (Upload). You will see «Subido correctamente» (Uploaded successfully) and the file's address.
5. You can use that address in WhatsApp, in your landing pages or in your agent's knowledge.

• At the top there is a path (/ · folder · subfolder) to go back. Folders appear below the counters.
• In the list you see each file's name, size and date. If the name appears as a link, click it to open the file.
• To remove one, click eliminar (delete) on its row and confirm. It cannot be undone.
• On the free plan the space is limited: the screen tells you how much you have used and, if you need more, offers to extend it.

1. Go to My flows.
2. Each card is a diagram of how your business runs (for example, how your leads come in and get qualified, or your pipeline), with its category and a description.
3. Click Verlo en grande ↗ (View it large) to open it full screen. From there you return with ← Mis flujos.

Our team prepares the diagrams for your account: you do not edit them. While there are none, the screen says «Aún no hay flujos publicados para tu cuenta» (There are no published flows for your account yet).

1. Go to How it is set up.
2. You will see your agent in the middle; on the left, where leads come from (advertising, organic, referrals, forms); around it, the channels it talks through (WhatsApp, calls, email) and the services it uses.
3. Hover over each element to read what it does. The ones that look dimmer are not contracted or not set up on your account. The ones that show «Click para abrir ↗» (Click to open) take you to their screen.

It is a screen for looking only: it changes nothing on your account.