The platform is your agency’s artificial intelligence agent. It talks to your customers in your website widget, on WhatsApp and on Telegram, answering with the information your agency has loaded into the knowledge base. While it helps, it captures contact details (leads) and, when the conversation needs it, alerts someone on your team to take control and continue the chat in person.
Welcome to the platformThe platform is your agency's artificial intelligence agent.
Logging into the platformIf your agency doesn't exist on the platform yet, whoever registers it becomes its first administrator (self-service sign-up, covered in manual 22 · Account sign-up).
A tour of the interfaceOnce inside, the screen always keeps the same structure: a navigation sidebar on the left and a top bar common to every screen.
Roles: what each person can doThe platform shows or hides features based on your account's role.
Home: your day's summaryIt's the first screen you see when you log in.
The platform's manual mapBesides the screens this manual covers (access, interface, roles and Home), the platform has many more screens, each with its own procedures manual.