Instagram and LinkedIn

1. The header, with your agent's name, the Active («Activo») badge and your account (@youraccount).
2. Four live numbers: Instagram leads («Leads de Instagram», contacts in your CRM), Upcoming appointments («Citas próximas», booked by the agent), Followers («Seguidores») and Connected accounts («Cuentas conectadas»).
3. Your agent's controls («Control de tu agente»), with pause, schedule, follow-ups and lead download.
4. Your keywords («Tus palabras clave»), What your agent does («Qué hace tu agente») and the Features («Funcionalidades») list.

If the module is purchased but your Instagram account is not linked yet, you see the Pending connection («Pendiente de conectar») notice. Use the Connect my Instagram → («Conectar mi Instagram →») button to ask for it. You need an Instagram Business or Creator account.

1. In Your agent's controls, press ⏸ Pause agent («⏸ Pausar agente»).
2. Confirm the warning: while paused, the agent stops answering direct messages.
3. To start again, press ▶ Activate agent («▶ Activar agente»).

1. In the Schedule and audios («Agenda y audios») box, type your Booking link («Enlace de agenda») and, if you have one, the Short booking link («Enlace corto de agenda»).
2. Press Save changes («Guardar cambios»). You will see ✓ Saved («✓ Guardado»).

The Audios (JSON) field is technical. Do not change it yourself: if you want to change the audios your agent sends, ask our support team.

This part, Your keywords, is only visible to the account owner.

1. Press Add word («Añadir palabra») and type the word (for example, webinar). Accents and capital letters do not matter.
2. Tick where it applies: In comments («En comentarios», whoever comments it on a post gets a public reply and a private message) and/or In messages («En mensajes», a new direct-message conversation is only answered if it contains that word; useful if your account is personal).
3. If you want a link sent with that word, put it in Link it sends (optional) («Enlace que manda (opcional)»).
4. Press Save («Guardar»). You will see "Saved. Your agent is already using them."
5. To delete one, press Remove («Quitar») on its row and save.

If you have not added any, your agent uses the default ones.

1. Under Active follow-ups («Seguimientos activos») you see who your agent is writing to in order to pick the conversation back up, with the step it is on and how many hours have passed.
2. Press Stop («Parar») on that person's row so the agent stops writing to them.

Automatic follow-ups respect the 24-hour window Instagram imposes: after that time, the row shows as "closed".

Press ⬇ CSV at the top right of the controls. It downloads a file with username, name, email, phone, status and date. The number in brackets is how many recent leads it includes.

The screen summarises it in cards. It answers direct messages straight away, replies to anyone who comments a keyword, welcomes new followers, qualifies the lead, syncs the contact with your CRM, books calls using the real availability of your calendar, sends voice notes in your own voice, and replies in Spanish or English depending on the language it is written to. The Features list marks each one as ✓ Active or Coming soon («Próximamente»); anything marked "Coming soon" does not work yet.

1. The header, with the Active or Paused («Pausado») badge.
2. Six funnel numbers: Leads, Invitations («Invitaciones»), Accepted («Aceptadas», with the acceptance percentage), Replied («Respondieron»), Appointments («Citas») and Pending («Pendientes»).
3. Below, the funnel by status, lead quality, campaigns, the leads table, recent activity and appointments.

The LinkedIn agent for customers is not up and running yet. This screen shows what is on record, so it may be empty, show zeros, or say there is no configuration yet. If you want to use it, ask our support team.

1. Look at Funnel by status («Embudo por estado»): how many leads are in each stage (Imported, Analysed, Invitation sent, Connected, Replied, Appointment booked, Discarded) and their percentage.
2. In Quality and data captured («Calidad y datos captados»), each lead has a fit level (High, Medium, Low or Not assessed). You also see how many already have email or phone details added; those details are saved on the contact's record in your CRM.
3. In the Leads table you see name and job title, location, status, fit, score and data. View ↗ («Ver ↗») opens their LinkedIn profile. The first 200 are shown; if there are more, it says so at the bottom.
4. In Recent activity and Appointments you see the latest events and the appointments with their date.