My account

1. Go to My account → My services.
2. Services are grouped by category. Each one shows its status: Activo (Active), En prueba (Trial), No renovable (Not renewing), Pago pendiente (Payment pending), Cancelado (Cancelled) or Expirado (Expired).
3. You will see the start date («Alta»), the next renewal («Próxima renovación», or "No se renueva" (not renewing) with its end date) and the amount («Importe»).
4. If the service is paid by card, "Se cobra con..." (charged to...) appears with the last four digits. To change it, click Cambiar tarjeta («Change card»). If there is none, you will see "Sin tarjeta guardada para este servicio" (no card saved for this service) and the Poner tarjeta («Add card») link.
5. If a service is not being charged yet, in the Summary it appears as empieza pronto («starts soon») with its start date.

On this same screen, at the top, is Tus conexiones («Your connections»): the channels your agent can work through right now.

If you see no services and a partner runs your account, that is normal: there may be services managed outside this panel.

1. Go to My account → Invoices and payments.
2. At the top: Total facturado (total invoiced), Total pagado (total paid) and Pendiente (pending).
3. If you owe something, a notice appears with the Pagar ahora ↗ («Pay now») button. If there is no payment link for that invoice, the notice tells you who to write to.
4. In the list, each invoice has its number, date, amount, what is pending and its status: pagada (paid), pendiente (pending), vencida (overdue) or anulada (cancelled). Click the number or PDF ↗ to open the document.
5. If an invoice says no disponible («not available»), its document is not on this screen: ask for it through the contact shown at the bottom.
6. Further down, Pagos recibidos («Payments received») with the date and method of each one. Invoices settled with a credit note or with a credit in your favour show as paid even if no payment appears here.
7. If you have a credit in your favour, it appears at the top while there is still some left to spend.

If your provider invoices you from their own system, you also get a separate entry in this menu with their name.

1. If the Summary warns you, or go straight to My account → What we still need from you.
2. At the top are the things essential to get started ("Queda una cosa" / "Quedan N cosas que hacen falta para arrancar" (one thing left / N things needed to get started)). The ones marked imprescindible para arrancar («essential to get started») are those holding back the launch. The rest is folded into "Y otras N que podemos ir completando" (and N others we can complete along the way).
3. Each item has a status: Falta (Missing), En curso (In progress), Hecho (Done) or No aplica (Not applicable).
4. Depending on the item, you will do one of these:
   • 📎 Subir archivo («Upload file»), or ↻ Reemplazar archivo («Replace file») if you already uploaded it. Afterwards you can open it with Ver archivo subido ↗.
   • ✓ Autorizo / Confirmo («I authorise / I confirm»), when you only need to give the go-ahead.
   • Type in "Escríbelo aquí..." (write it here) and click Guardar (or Actualizar).
   • Fill in fields such as the business name or opening hours and click Guardar: they are saved directly to your record.
5. When everything is done, the screen says "No queda nada pendiente" (nothing left pending).

If you have nothing subscribed that we set up for you, you will see "Nada pendiente por tu parte" (nothing pending on your side).

1. Go to My account → ✨ Expand your AI.
2. You will see Lo más pedido («Most requested»), Puedes añadir («You can add») and Ya tienes activo («Already active»). For what you already have, Abrir → («Open») takes you to that screen.
3. Click Ver y agendar demo («View and book a demo») on a module to see its page: what it includes and, if there is one, its dossier (Dossier ↗) or Leer más ↗ («Read more»).
4. At the end of the page you can write a note in "¿Algo que quieras contarnos? (opcional)" (anything you want to tell us? optional) and choose 📅 Agendar demo («Book a demo», or 📅 Pedir una demo, «Ask for a demo») or Quiero info, que me contacten («I want info, contact me»). With either one we receive your interest and get in touch.
5. Some modules can be subscribed to with a button on their own page.

If your account belongs to a partner, this screen shows only what they offer, with a Lo quiero → («I want it») button that sends them your request. If they offer nothing, you will see "Para añadir funciones a tu panel, escribe a tu proveedor" (to add features to your panel, write to your provider). If your partner has turned offers off, the entry does not appear in the menu.

1. Go to My account → Export my data. It works on any plan.
2. Click Descargar todo (ZIP) («Download everything») to get it all in one file, or Descargar CSV («Download CSV») for each type separately: Contactos (Contacts), Leads, Asegurados (Insured people), Facturas (Invoices), Presupuestos (Quotes), Cobros (Payments), Suscripciones (Subscriptions) and Productos y servicios (Products and services).
3. The CSV files open in Excel and Google Sheets. Amounts are in cents. Attached documents and PDFs are not part of this download: you get them from their own record.

1. Go to My account → Close my account.
2. 1 · Llévate tus datos (Take your data): click Descargar todo (ZIP) and tick "He descargado mis datos o no los necesito" (I have downloaded my data or I do not need it).
3. 2 · Esto es lo que se cancela (This is what gets cancelled): check your fees and modules. Fees are paused from today, so nothing more is charged. Your data is kept until the date you see on screen (30 days) and until then you can reopen. Invoices are kept by legal obligation. If you have unpaid invoices, closing the account does not cancel them.
4. 3 · Confirma (Confirm): if you like, tell us why you are leaving. To confirm, type your account name as shown and click Cerrar mi cuenta.
5. You get an email with the details, and we warn you by email before the date arrives.
6. While it is scheduled, the screen says "Tu cuenta se cerrará el..." (your account will close on...) and you have Reabrir mi cuenta («Reopen my account») and Descargar mis datos («Download my data»). Reopening puts your fees back on their normal schedule.