Dossiers and My GPT

1. New quote («Nuevo presupuesto»), a box for uploading your documents. If a dossier is waiting for your review, this box appears collapsed under the title Start another quote («Empezar otro presupuesto»), but it is still available.
2. Check before sending («Revisa antes de enviarlo»), only when a dossier is pending: this is where you correct the data that was read.
3. Your dossiers («Tus dossiers»), the list of the latest 30, with their status.

Each dossier in the list shows one of these statuses:

1. In New quote, drag the PDFs into the box or click to choose them. PDF only, up to 6 documents and 20 MB each. If you upload several, they are combined into a single document.
2. If you like, choose the Line of business («Ramo»: auto, hogar, decesos, salud, vida, mascota, rc, comercio, empresas, otros). If you leave «Que lo deduzca» («Let it work it out»), it is worked out from the documents.
3. If you like, write Case notes («Notas del caso»), for example: "has two cars and wants to merge the policies".
4. Click Upload and read the data («Subir y leer los datos»).
5. You will see «Reading your documents…». It usually takes between one and five minutes. You can stay on the page. When it finishes, the review screen appears.

If you get a message saying it is taking longer than usual, reload the page after a minute.

Nothing reaches your customer until you approve it here. The review screen has these blocks, from top to bottom:

1. Before sending («Antes de enviarlo»): warnings about doubtful items. Some block the document until you resolve them. Depending on the warning, you pick one of the suggested values («Usar» …), type your own with Other value… («Otro valor…»), or confirm with the button on the line (for example, Understood, leave it as it is). If a figure does not match the original, the button asks you to confirm that you have checked it.
2. Document format («Formato del documento»): The quote as is («El proyecto tal cual», the insurer's quote copied unchanged, without its name or logo, with your cover in front and your pages at the end) or Explained proposal («Propuesta explicada», a summary of the coverages, what each one means and your recommendation).
3. Offers and coverages («Ofertas y coberturas»): a table with one column per offer. Here you can:
   • tick Highlight («Destacar») on the offers you want to show;
   • tick It is the one they have now («Es la que tiene ahora») on the policy the customer holds today (the current premium and the saving come from it);
   • correct an amount or a deductible if it was misread;
   • remove a coverage from the document with the ✕ (and bring it back with ↩);
   • switch between Show only highlighted and Show all N analysed.
4. Your recommendation («Tu recomendación», not shown in the "as is" format): choose the Recommended offer, correct its premium if needed and write the Reasons («Motivos»), one per line.
5. Document texts («Textos del documento»): the explanations your customer reads. You can change them, remove them with Remove («Quitar») or add up to four with + Add explanation («+ Añadir explicación»). What you write takes priority: the AI no longer rewrites it. If you change your mind, Rewrite them with AI («Volver a redactarlos con IA») discards what you wrote. Only words are changed here: premiums and deductibles are corrected in the offers table.
6. At the bottom, Save without generating («Guardar sin generar», to carry on another day) and Approve and generate the document («Aprobar y generar el documento»). The latter stays off while anything above is still undecided.

1. In Your dossiers, View opens the web version and PDF downloads the document.
2. Correct («Corregir») opens it again so you can edit the data and generate it again. Note: the link you already sent your customer will show the corrected version.
3. Remove («Quitar») takes it off the list. It asks you to confirm with the customer's name. The dossier is kept in case it needs to be consulted, but it is no longer shown.

1. Open My GPT. If the module is active but we have not loaded your GPT yet, you will see «Lo estamos preparando» ("We are getting it ready"): as soon as it is ready, everything appears here.
2. In Try it («Pruébalo»), type a message and click Send («Enviar»), or tap one of the suggestions. Your AI agent answers live. It is a test conversation: it is not saved in your CRM and does not count as a lead.
3. Start again («Empezar de nuevo») clears the test conversation and starts another.
4. In Its instructions («Sus instrucciones») you see, word for word, what we taught it. In What it knows («Lo que sabe») you see the data and criteria it uses to answer (if any are loaded).
5. To change something, tell our support team: the instructions cannot be edited from this screen.