Getting started

Your Home is made of boxes that you can arrange as you like. By default you will see the most useful ones for what you have, for example tasks, the log, your agent and a row of buttons with your favourite screens.

The boxes that can appear are:

• Buttons («Botones»), Log («Bitácora») and Your project report («Informe de tu proyecto», only if you have one).
• Pending payments («Pendiente de cobro»), Open quotes («Presupuestos abiertos») and This month's income («Ingresos del mes»), if you have the sales and invoicing module.
• Tasks («Tareas»), if you have the CRM.
• Upcoming appointments («Próximas citas»), Hot leads («Leads calientes»), Figures («Cifras»), Leads · 30 days, Appointments · 30 days («Citas · 30 días») and Qualification («Calificación»), if you have the CRM or the AI agent.
• Your agent («Tu agente»), if you have the AI agent.

In each box, Ver todo → («See all») takes you to the full screen the data comes from. Tasks are ticked off with their checkbox, without leaving Home.

1. Click ✏️ Personalizar («Customise»), at the top right.
2. With ＋ Añadir («Add») you pick a new box from the catalogue, grouped by General, Sales («Ventas»), CRM and Your AI agent («Tu agente IA»).
3. On each box you have ↑ and ↓ to move it (you can also drag it on a computer), − and + for the width, ↕ Alto («Tall») to make it twice as tall and ✕ to remove it.
4. On a computer you can choose 2, 3 or 4 columns. A tablet shows 2 and a phone shows 1, in the same order.
5. Click Guardar («Save»). Your whole team will see it this way.
6. Restaurar («Restore») goes back to the default layout. It asks you first, because whatever you arranged is lost. Cancelar («Cancel») discards the changes.

If you later lose a module, its box is set aside but not deleted: if you get the module back, it reappears where it was.

1. In the Buttons box, click ✏️ Editar botones («Edit buttons», owner only).
2. Use ↑, ↓ and ✕ to reorder or remove the ones you already have.
3. Type in Busca una pantalla para añadirla... («Search for a screen to add it...») and click the one you want. You can have up to 12.
4. Click Guardar. Los de serie («The default ones») goes back to the original set.

1. Go to Home → Today («Hoy»).
2. At the top is Lo que requiere tu atención («What needs your attention»): things that ask you to do something. Each card takes you to where it gets solved (for example, esperando respuesta (waiting for a reply), tareas vencidas (overdue tasks) or leads calientes hoy (hot leads today)). If you work with insurance, policies expiring in 30 days and returned receipts also appear.
3. If nothing is pending, instead of cards you will see a single line: "Todo al día: nadie esperando respuesta y nada vencido" (all up to date: nobody waiting for a reply and nothing overdue).
4. Below there is one card per channel (WhatsApp, Llamadas (Calls), Email) with today's figures. Only channels that have had activity in the last 30 days appear. abrir («open») takes you to that channel.
5. Next, Citas de hoy (today's appointments) and Citas de mañana (tomorrow's).
6. Last, Quién está esperando («Who is waiting»): the people you have not replied to yet, with the Contestar («Reply») button. The wait is counted only within office hours. If there are more than five, Ver los N que esperan → takes you to the full list.

1. Go to Home → What it does for you («Lo que hace por ti»).
2. You will see your business split into areas (for example lead capture, conversation, agenda, customers, sales, marketing, support, team and management). Inside each one, specific things.
3. At the top it tells you how many already work: "N de M ya están funcionando" (N of M are already working).
4. A cell with ● already works in your account. Click it to go to the screen where it happens.
5. A cell with ○ and the añadir («add») label is something you can switch on. Click it to go to Expand your AI («Amplía tu IA»).

Only the areas that fit your type of business appear. If your account is not allowed to see offers, whatever you do not have simply does not appear.

If you have just created your account, on Home you will see a notice: "Te queda terminar de configurar tu cuenta" (you still have to finish setting up your account) with the Continuar la configuración → («Continue setup») button. Only the account owner sees it. On accounts given to you by a partner under their own brand, this welcome does not exist.

The assistant goes full screen, with one question per screen and a progress bar:

1. Plan: choose how to start.
2. Tus datos («About you»): first name, last name, WhatsApp (with the country code), company and country.
3. Tu negocio («Your business»): what it does, plus three quick questions you can skip.
4. Tu plan («Your plan»): what your choice includes.
5. Módulos («Add-ons»): optional suggestions for your business.
6. Agente («Agent»): only if you have the AI agent. Name and photo, knowledge about your business, connecting channels and a test.
7. Listo («Done»): it suggests three things to start with.

Every step saves by itself. With Seguir más tarde («Continue later») you leave, and when you come back it picks up where you left off. On the keyboard, Enter is Next and Esc is Back (except while you are typing in a field). The button at the top switches the language (English / Español).

The first time you come in, a tour dims the screen and lights up, one by one, the important places: your areas, the tabs, the search, Personalizar (owner only), KOR and your agents, and help.

1. Use Siguiente («Next») and Atrás («Back»), or the keyboard arrows.
2. Saltar («Skip», or Esc) closes it and it will not come back by itself.
3. To see it again, go to Ayuda («Help») and click 🧭 Ver el tour del panel otra vez («Watch the panel tour again»).

If a step points at something that is not on your screen (for example, on a phone), it is skipped automatically. When there is news on a screen, the first time you enter it a bubble with ✨ tells you about it.