My agent

1. Open My agent. At the top you see a Preview («Vista previa») of how it introduces itself.
2. Fill in the fields:
   • Agent name («Nombre del agente»): how it will introduce itself to leads.
   • Role or short description («Rol o descripción corta»): for example, "AI assistant of My Company".
   • Profile photo URL («URL foto de perfil»): the public address of a square photo, at least 200×200.
   • 💬 WhatsApp number («💬 Número WhatsApp»): with the country code. It is the one leads will see.
   • 📞 Voice phone number («📞 Número teléfono voz»): the number the voice agent's calls come in on and go out from.
   • Welcome message («Mensaje de bienvenida»): the first thing a new lead receives. You can use {{firstName}} and {{lastName}} to insert their first and last name.
3. Click Save changes («Guardar cambios»). You will see "✓ guardado" and the screen reloads by itself.

What you change here is used by your AI agent on every channel.

Below the form, the screen summarises 🧭 What your agent does («Qué hace tu agente»): its tasks, its rules and its tone. It is read-only here. If you have your project report, an Open ↗ («Abrir ↗») button appears. Further down, if there are prepared audios, PDFs or images, you will see them under Agent resources («Recursos del agente»).

1. Open Knowledge (KB). What you upload here is used by your AI agent on WhatsApp, Instagram, LinkedIn, the web and calls.
2. Under "Add to the knowledge base" choose how:
   • Pasted text («Texto pegado»): type or paste what you want it to know.
   • File («Archivo»): upload a PDF, .docx, .txt, .md or .csv.
   • URL: enter a web address and its content will be read.
3. Give it a title so you can identify it (for example, "Returns policy 2026"). It is required.
4. Click Upload and vectorise («Subir y vectorizar»). Within seconds your AI agent knows it.

The more specific it is (prices, opening hours, conditions, how to answer an objection), the better it will answer.

On the same screen there is a floating chat, KB assistant («Asistente KB»). Tell it what you want your AI agent to know and it suggests what to upload or drafts texts ready to paste. Its answers include + Upload this text to KB («+ Subir este texto a KB»): it asks for a title and uploads it.

• ⬇ Download («⬇ Descargar», top right) gives you everything you have taught it. It is yours.
• The WhatsApp agent («Agente WhatsApp») and Calls agent («Agente llamadas») lists show the sources each one already knows. If it says it is still being set up, there is nothing for you to do.
• Entry history («Historial de entradas») shows the latest answers added. If you are the owner, you can set Valid until («Válido hasta») on each one: after that date your agents stop using it. no date («sin fecha») removes the expiry.

1. Open Try my agent.
2. Type as if you were a lead, or click one of the examples ("Hola, quiero información", "¿Cuánto cuesta?", "Quiero agendar una cita"...).
3. You will see how your AI agent answers on WhatsApp, right away. Nothing is saved in your CRM.

It is the ideal place to check a knowledge change before a lead notices it.

Every night, the questions your agents could not answer are gathered and an answer is proposed to you. In What it did not know:

1. Read the question, where it came from (Where it comes from, «De dónde viene») and the proposed answer. A label gives the reason: It did not know («No lo sabía»), It goes stale («Se queda viejo») or It does not match («No coincide»).
2. Choose:
   • Add as is («Añadir tal cual»): it goes into what your agent knows.
   • Edit and add («Editar y añadir»): you correct the question and the answer (What your agent must answer, «Lo que tiene que contestar tu agente») and click Add to what it knows («Añadir a lo que sabe»).
   • Discard («Descartar»): it is not added.

Nothing goes in without your "yes", and the figures (prices, dates) are always yours to set. Whatever you approve, your agents know from that moment. A red number in the menu means proposals are waiting.

1. Open Why it said that. You will see the latest answers, with what they were told and what they replied.
2. Filter by channel (All («Todas»), WhatsApp, Instagram, Call, Email, Web, LinkedIn).
3. Open Why («Por qué») on an answer: it tells you which tools it used and how many times it looked up your knowledge.

If an answer looked up nothing, it most likely lacked the information: you will find it in What it did not know. Answers are kept for 45 days.