📖 User Manual

Quick start

Start using your AI Agent in 3 simple steps:

1. Try free or choose a plan Request a 7-day free demo or choose directly a plan from our pricing page.
2. Verify your email and access You will receive an email with your account ID and password. Log in to your customer portal.
3. Connect WhatsApp and set up From the portal, start your agent, scan the QR with WhatsApp and customize the bot's responses.

Free demo

You can try the platform 7 days free with no commitment and no credit card required.

What's included in the demo?

• AI Agent with features equivalent to the plan Professional for 7 days.
• 50 conversations and a test allowance of 500,000 AI tokens.
• Full access to the portal: configuration, leads, conversations, quotes.
• Automatic preconfiguration based on your industry.

How do I request the demo?

1. Go to agentesvirtuales.mx/demo.html and complete the form with your information.
2. Check your email and click the verification link (valid for 10 minutes).
3. You'll receive your account ID and password by email to access the portal.
4. Log into the portal, connect WhatsApp, and start using your agent.

What happens when the demo ends?

• The agent automatically deactivates after 7 days.
• Tu configuración se conserva por 30 días puedes activar un plan pagado en cualquier momento y conservar todo.
• After 30 days without activation, the configuration is permanently deleted.

Two agents, one portal

Agentes Virtuales has two independent products that are managed from the same portal:

Plans and pricing

We offer 2 products with multiple plans designed for different business sizes:

ASC (Agente Servicio al Cliente) Bot de WhatsApp para atender a tus clientes.
AAE (Agente Asistente Ejecutivo) Tu copilot privado para gestionar el negocio.

The plan Enterprise offers unlimited capabilities with custom pricing. We also offer:

• AAE Lite $9/month. Own bucket of 500,000 tokens per month for your personal executive assistant.
• AAE Lite + desktop app $14/month. Same base bucket of 500,000 tokens per month with desktop features.
• AAE Professional $19/month. Own bucket of 1,000,000 tokens per month for the owner's AAE.
• AAE Pro + desktop app $24/month. Own bucket of 1,250,000 tokens per month for the owner's AAE.
• AAE Team $2,999/mes. AAE with capacity for multiple users and higher volume.
• AAE Group $1,899/mes. Up to 5 independent AI agents, each with their own number, personality, memory and contacts.
• Combo (Professional + AAE) $29/month. The best of both products in a single payment.

Contact us for more information.

Features by plan

The features you have access to depend on the plan you contracted. Below are all available features detailed:

🤖 AI Agent (all plans)

• Basic agent Automatically respond to WhatsApp messages with artificial intelligence.
• WhatsApp Integration Connect your personal or Business WhatsApp number.
• AI Responses Generate contextual and intelligent responses using multi-model artificial intelligence.

📊 CRM and data Professional+

• Conversations panel View all WhatsApp conversations in real time. (Professional+)
• Lead panel Manage leads automatically captured by the bot. (Professional+)
• Notification history Review alerts and notifications sent. (Professional+)
• Basic analytics General statistics: messages processed, leads captured. (All)
• Advanced analytics Detailed metrics, trends, and conversion rate. (Professional+)

🛒 Sales tools Professional+

• Quotes + PDF The agent automatically generates quotes with your brand in PDF format. (Professional+)
• Inventory management Inventory control and advanced product catalog. (Premium)

💬 Communication

• Email notifications Automatic emails when capturing leads or generating quotes. (Professional+)
• Email support Access to technical support by email. (All)
• WhatsApp support Direct WhatsApp channel with our team. (Professional+)

⚡ Advanced Premium

• Respond in groups The bot can respond to messages in WhatsApp groups. (Professional+)
• Advanced AI mode (tools) The agent uses advanced tools: quoting, searching the catalog, checking history, etc. (Professional+)
• Advanced AI Your administrator can configure a more powerful AI model, additional knowledge documents, and custom parameters so your agent responds with greater accuracy. (Premium)
• Knowledge base (RAG) The agent consults manuals, catalogs, and policies uploaded by the administrator to provide responses based on real data from your business. (Premium)
• REST API Integrate your system with our API for external automations. (Professional+)
• Custom integrations Webhooks and custom external APIs. (Premium)
• Custom reports Export of reports and custom dashboards. (Premium)
• Multiple agents (AAE Group) — Up to 5 independent AI agents, each with its own number, personality, memory, and contacts. (AAE Group: $1,899/month)
• Dedicated support An account executive assigned to your account with priority support. (Premium)

Customer portal

The portal is your control center. From there you manage your bot, view conversations, leads, catalog, and more.

Access the portal

1. Go to agentesvirtuales.mx/user-login.html
2. Enter your account ID (e.g: dental-sonrisa) and your password.
3. Click "Sign in".

Welcome tour

The first time you access it, a 6-step guided tour appears that shows you the most important sections of the portal. You can skip it or complete it. Once completed, it won't appear again.

ASC / AAE Indicators

In the left menu you'll see colored dots next to each section that indicate which agent and plan they belong to:

• ? ASC (Agente de Servicio al Cliente) Módulos del bot de atención al cliente: Mi Agente, Dashboard, Conversaciones, Prospectos, Artículos, Cotizaciones, Widget Web, API, Entrenar Agente.
• ? AAE (Agente Asistente Ejecutivo) Módulos del copilot de negocio: CRM, Repositorio, Programación, Archivos, Redes Sociales, Automatizaciones, Analytics, Integraciones, Persona Builder, Asistente IA.

The colored dots ? blue and ? purple indicate that the function requires a Professional o Premium plan respectively.

Tooltips

Each element in the left menu has a descriptive tooltip. Hover your cursor over any section to see a brief description of what it does.

Portal Sections

The left menu organizes sections by agent. Each module configures or displays data from a specific agent.

🤖 ASC Modules (Customer Service Agent)

Configure and monitor the bot that serves your customers on WhatsApp.

• My Agent — Bot status, start/stop, scan WhatsApp QR.
• Dashboard — General overview: messages, leads, bot status, tokens.
• Conversations — Complete chat history in real time. (Professional+)
• Prospects — Leads automatically captured by the bot. (Professional+)
• Articles — Catalog of products and services with prices.
• Quotes — Quotes automatically generated in PDF. (Professional+)
• Web Widget — Embeddable chat for your website. (Professional+)
• Integrations — Connect your system, automate processes, and consult technical documentation. (Professional+)
• Train Agent — Configure personality, products, FAQs, and ASC behavior.
• PDF Branding — Customize logo and branding of PDF quotes.

💼 AAE Modules (Executive Assistant Agent)

Your private copilot to manage your business. Access via /socio on WhatsApp or from the portal.

• CRM Contacts — Customer database with import/export. (Professional+)
• Repository — Knowledge documents for your AI. (Professional+)
• Scheduling — Scheduled tasks, reminders, scheduled emails/WhatsApp messages. (Professional+)
• Files — Collaborative files with AI analysis. (Professional+)
• Social Media — Facebook/Instagram post publication with AI. (AAE Team / Premium)
• Automations — Workflows with triggers, conditions, and actions. (AAE Team / Premium)
• Analytics — Advanced dashboard with KPIs and trends. (Professional+)
• Integrations — Connection with external services. (Professional+)
• Persona Builder — Define your AAE's name, tone, and personality. (Professional+)
• AI Assistant — Direct chat with your AAE from the portal. (Professional+)

Welcome tour

When you access the portal for the first time, a 6-step guided tour is displayed that introduces you to the main features:

1. Welcome General introduction to the platform.
2. My Agent How to connect your WhatsApp and activate the bot.
3. Dashboard and Conversations Where to view metrics and chats.
4. Articles and Quotes Catalog management and PDF generation.
5. Training and Persona Customize your agent's AI.
6. Advanced Features CRM, Analytics, Automations, and more.

You can skip the tour at any time. Once completed, it will not appear again. It is stored locally per account.

Portal navigation

All portal sections load within the same panel, without losing the sidebar menu. When you click on any section in the sidebar, the content displays in the main area while keeping navigation visible at all times.

How it works

• Main sections (My Agent, Dashboard, Conversations, etc.) are shown directly.
• Advanced sections (CRM, Repository, Analytics, etc.) load as embedded panels that maintain all their functionality.
• The active section is highlighted in the sidebar menu with a visual indicator.
• Your last visited section is remembered for your next session.

My Agent

This is the main section of your portal. It shows your bot's status and allows you to control it.

Main controls

• ▶️ Start Turn on the bot and generate a QR code to link WhatsApp.
• ⏹️ Stop Turn off the bot. It stops responding to messages but keeps the configuration.
• View QR Shows the current QR code to link a WhatsApp number.

Information displayed

• Bot status (connected, disconnected, reconnecting).
• Current plan and expiration date.
• AI tokens consumed vs. available.
• Active contacts for the month.

Dashboard

Overview with your agent's metrics.

• Messages Total messages sent and received.
• Leads Prospects captured by the bot.
• Tokens AI token consumption relative to your monthly limit.
• Bot status Visual indicator of connection status.

WhatsApp connection

Your agent connects to WhatsApp through a QR code, just like WhatsApp Web.

Connect your number

1. Go to your portal and navigate to the section My Agent.
2. Click on "▶️ Start". A QR code will be generated.
3. Open WhatsApp on your phone ? Menu (?) ? Linked devices ? Link device.
4. Scan the QR code with your camera.
5. Your agent is connected! It will start responding to messages automatically.

Connection status

• 🟢 Connected The bot is active and responding to messages.
• 🟡 Reconnecting Connection was momentarily lost. It usually recovers automatically.
• 🔴 Disconnected You need to link again or restart the bot.

WhatsApp frequently asked questions

Will WhatsApp Web disconnect if I link the agent?
No, you can have multiple devices linked simultaneously.

Can I unlink it afterwards?
Yes, from your WhatsApp ? Linked devices ? Log out of device.

Does it work with WhatsApp Personal or only Business?
It works with both. However, we recommend WhatsApp Business to take advantage of business features.

Train Agent

From the section Train Agent you configure all the behavior of your AI agent.

Company information

Set up your business name, industry, business hours, and contact information. The AI uses this information to provide contextual and accurate answers.

Agent personality

You can configure:

• Agent name How it introduces itself (e.g.: "Ana", "Carlos", "Virtual Assistant").
• Tone Formal, casual, friendly, technical...
• System prompt Detailed instructions that define the agent's personality and knowledge.

Products and services

Add your products/services with name, description, price, and features. The agent will use them to answer inquiries and generate quotes.

Frequently asked questions (FAQs)

Configure predefined answers for the most common questions. The agent detects them automatically and responds accurately.

Lead capture

Configure what data the agent should capture from prospects: name, email, phone, interest, budget, etc. (Professional+)

Special Messages

• Initial greeting Message when someone writes to you for the first time.
• Out of hours message Response when they write outside configured hours.
• Fallback message When the agent doesn't know how to respond to something.

Persona Builder

Available in Professional ASC, Premium ASC, and AAE plans.

El Persona Builder lets you customize the identity, personality, and communication style of your Collaborative Agent (the one you access with /socio). Instead of a generic bot, you'll have an assistant with its own name, defined voice tone, and behavior adapted to your business.

📋 Predefined Templates

Choose a base template and customize from there:

• � Executive Assistant Professional, organized, and efficient. Ideal for business management.
• 🔥 Sales Coach Motivating, direct, and results-oriented. For sales teams.
• 🔧 Technical Support Analytical, precise, and solution-focused. Complications-free solutions.
• ? Motivational Companion Warm, empathetic, and positive. Your everyday ally.
• 🤗 Friend Emotional support, active listening, and maximum empathy. Ideal for difficult moments.
• 🧩 Custom Configure everything from scratch with personality sliders.

🪪 Identity

• Name: Give your assistant its own name (ex: "Alejandra", "MAX", "Sol").
• Gender: Masculino, femenino o neutro afecta la gramática de sus respuestas.
• Apparent age: Influences the maturity of the tone.
• Tagline: Phrase that defines their purpose (ex: "Organization and efficiency for your business").

🎭 Personality (7 Sliders)

Adjust each trait on a scale from 1 to 10:

💬 Communication style

• Tone: Professional • Warm • Motivational • Technical • Playful
• Treatment: You • Formal you • Vos • Adaptive
• Emojis: None • Minimal • Moderate • Abundant
• Length: Brief • Concise • Detailed

🎯 Role and specialization

• Role title: Define how it introduces itself (ex: "Executive Assistant", "Sales Coach").
• Temperament: Analytical • Energetic • Optimistic • Pragmatic
• Areas of expertise: Sales, marketing, finance, operations, technology, etc.
• Technical level: Basic • Intermediate • Advanced • Expert

✨ Extras

• Sign-off phrase: How your assistant signs off (ex: "Let's close those deals! 🚀").
• Personalized greeting: How it opens each conversation.
• Prohibitions: Topics or actions the assistant should avoid.
• Special instructions: Any additional specific instructions for your business.

👁️ Live preview

While you configure your persona, the page shows a real-time preview of how your assistant would respond. You can see how the tone, treatment, and style change as you move the personality sliders.

Prospects / Leads

Available in Professional ASC, Premium ASC, and AAE plans.

The bot automatically captures data from your prospects and saves them as leads when it detects genuine interest.

Automatic capture

The agent automatically captures:

• Name
• Phone number (WhatsApp number)
• Product or service of interest
• Answers to the configured questionnaire
• Conversation summary

Lead management

From the dashboard you can:

• View all leads with their data and status.
• Filter by date, status, or interest.
• Export the leads list.
• Mark leads as contacted, in follow-up, or sold.

New leads notifications

Set up a notification email to receive an alert every time a new lead is captured. (Professional+)

Articles / Catalog

Manage your product and service catalog directly from the portal. The agent uses this catalog to answer pricing questions and generate quotes.

Item management

• Add items Name, price, description, category, SKU.
• Edit and delete Keep your catalog up to date.
• Import/Export JSON Upload or download multiple items in JSON format.
• Limit: Up to 50 items per agent.

PDF Quotes

Available in Professional ASC, Premium ASC, and AAE plans.

The bot generates quotes automatically when a customer asks about prices. Quotes are created in PDF format with your business branding.

How does it work?

1. A customer asks about prices for a product or service via WhatsApp.
2. The AI identifies the products and quantities requested from your item catalog.
3. Generates a quote with product details, unit prices, and total.
4. The PDF is sent as an attachment via WhatsApp or shared as a link.

From the portal

In the section Quotes you can view all generated quotes, download the PDFs, and review the history.

PDF Branding

Customize the appearance of your PDF quotes with your business branding.

• Logo Upload your company logo to appear on the quotes.
• Colors Customize the document colors.
• Contact information Include your business phone, email, and address on the PDF.

Conversations

Available in Professional ASC, Premium ASC, and AAE plans.

View the complete history of conversations between your agent and customers via WhatsApp.

Features

• Contact list All contacts that have interacted with your bot.
• History by contact Read the entire conversation message by message.
• Search Search for specific contacts or messages.
• Support mode Take control of a conversation manually (the bot pauses for that chat). (Professional+)

CRM Contacts

Available in Professional ASC, Premium ASC, and AAE plans.

Centralized database of all your customers and prospects. Contacts sync automatically from WhatsApp and leads.

Features

• Create contacts Add contacts manually with name, email, phone, company, notes.
• Automatic synchronization Leads captured by the bot are automatically converted into contacts.
• Search and filters Search by name, email, phone, or company.
• Import/Export Import contacts from CSV/JSON or export your complete database.
• Statistics Total contacts, main sources, new contacts this month.

Document Repository

Available in Professional ASC, Premium ASC, and AAE plans.

Upload knowledge documents (manuals, policies, catalogs) that the AI uses as a source of information to answer questions.

Supported types

• 📄 Text files (.txt, .md)
• 📑 PDF (text is extracted automatically)
• 📋 Content pasted directly (copy and paste)

How does it work?

Documents are processed and indexed with semantic embeddings. When a customer asks a question, the AI searches your documents for the most relevant information and uses it to build its response (RAG).

Scheduling / Scheduler

Available in Professional ASC, Premium ASC, and AAE plans.

Schedule tasks that run automatically: message sending, reminders, periodic reports.

In AAE, each schedule is tied to the actor who creates it. If the owner schedules it, subsequent notifications go to their authorized number; if an extended or Lite AAE schedules it, they go to the WhatsApp assigned to that agent.

Task types

• Once Runs on a specific date and time.
• Recurring Repeats with a defined frequency (daily, weekly, monthly).
• Cron Cron expressions for advanced scheduling.

Available actions

• 📱 Send WhatsApp message
• 📧 Send email
• 🔔 Internal notification to the correct actor (owner or AAE)
• 📊 Generate report

Integrated calendar

Available in AAE plans (owner and extended).

Your AAE agent now manages a complete calendar with events, appointments, meetings, and automatic WhatsApp reminders.

Reminders are always delivered to the WhatsApp of the actor who created the event: owner to their authorized number and each extended or Lite AAE to their assigned number.

How does it work?

Each agent (SAVA, AAE owner, and each extended AAE) has their own isolated calendar. Just tell your agent via WhatsApp, Telegram, or from the portal:

• "Schedule a meeting with the accountant tomorrow at 10 in the office"
• "What do I have today?" — shows your agenda for the day
• "Show me my week" — complete weekly view
• "Cancel Friday's appointment"
• "Set weekly meeting every Monday at 9 AM" — recurring events

Features

• 📅 Events with date, time, location, and category — meeting, appointment, task, personal, other.
• 🔔 WhatsApp reminders — receives automatic notice X minutes before each event at that actor's authorized number.
• 🔄 Recurrence — daily, weekly, or monthly. The system creates the next instance automatically.
• 📊 Smart calendar — summary by day, week, or month with event count and next commitment.
• 🎨 Colors and categories — organizes your commitments visually.

Calendar tools

Multi-account inbox

Available in AAE plans (owner and extended).

Connect up to 30 email accounts from any provider (Gmail, Outlook, cPanel, GoDaddy, Zoho, etc.) and your agent will be able to read, search, and summarize your emails directly via WhatsApp.

How to set up an account?

The easiest way is to ask your agent to do it. Just tell them:

1. "Set up my email sales@mycompany.com" — the agent will ask you for your incoming and outgoing connection details.
2. Provide: host (e.g.: mail.mycompany.com), username y password.
3. The agent automatically tests the connection and confirms if everything works.

Connection data by provider

What can it do?

• 📬 Read recent emails — "What new emails do I have?" (from all accounts or a specific one).
• 🔍 Search emails — "Search for emails from the SAT from last month" (direct search on the IMAP server).
• 📖 Read full email — "Read the latest email from Supplier X" (full content + attachments).
• 📧 Reply from the same account — if the account has SMTP configured, it can send a reply.
• ⚙️ Manage accounts — add, list, or remove email accounts.

Email Tools

Security

• 🔐 Passwords encrypted with AES-256-GCM in the database.
• 🔑 Encryption key derived per tenant (complete isolation between accounts).
• 🧹 Local cache of maximum 50 emails per account with automatic purge.
• ⏱️ IMAP connections on demand (not permanent) — no resource consumption.

Collaborative Files

Available in Professional ASC, Premium ASC, and AAE plans.

Upload files and let AI analyze them. Useful for processing inventory lists, sales reports, or extracting data from documents.

Supported types

• 📊 Excel / CSV Análisis de datos, tablas y gráficos
• PDF Extracción de texto e información
• 🖼️ Imágenes Análisis visual con IA (OCR, descripción)
• Texto Archivos de texto y markdown

Analysis with AI

After uploading a file, click "Analyze with AI" to get a summary, key data, and suggestions based on the file's content.

Collaborative Assistant via WhatsApp

Available in Professional ASC, Premium ASC, and AAE plans.

As a business owner, you can access an advanced AI assistant with 100 tools from WhatsApp (with /socio) or from the AI Assistant del portal web. Este asistente conoce todo sobre tu negocio y te permite gestionar leads, generar documentos, programar envíos, publicar en redes y mucho más todo desde tu teléfono.

🚀 How to activate it?

1. Ask the administrator to set up your authorized phone number and one password for the command /socio.
2. From your WhatsApp, send a message to your agent's number with: /socio tuContraseña
3. If the credentials are correct, the collaborative session.
4. From then on, everything you write will be processed by your Collaborative Assistant with full access to your tools.

🔒 Security

• Your number must be authorized by the administrator.
• If you are the business owner (your number is in ownerPhones), you will never be blocked por intentos fallidos solo recibirás un aviso.
• For other numbers, after 5 failed attempts they are temporarily blocked (15 min).
• The session has a 24-hour timeout of inactivity.
• Write /salir at any time to close the session.
• You can change your password once inside: /socio cambiar nuevaClave, or ask the assistant: "Change my password to 5678".

🛠️ Available Tools (100 tools)

📎 Documents with download link

When you request a document, the assistant:

1. Generates the content with AI based on your real business data.
2. Creates a Professional PDF with your logo and branding, or a Editable Word .docx if you request it.
3. Sends you a ephemeral download link (valid for 72 hours) directly to your WhatsApp.
4. Optionally, it can send the document by email with the file attached to the recipient you specify.

💡 Practical examples

• "How many new prospects do I have this week?"
• "Generate a monthly performance report"
• "Schedule a follow-up email for tomorrow at 10am"
• "Search the internet for information about [competitor]"
• "Create a Facebook post about our new service"
• "Show me the conversations with lead Juan Pérez"

Word Documents (.docx) in the Cloud

Available in Professional ASC, Premium ASC, and AAE plans.

Your assistant can now generate editable Word documents (.docx) directly in the cloud, without needing the desktop app connected. Documents are saved in your Repository and you can download them from any device.

📝 How does it work?

1. Ask your assistant to generate a Word document. Example: "Generate a service contract in Word"
2. The assistant creates the .docx with content generated by AI based on your business data.
3. Sends you a download link directly to your WhatsApp (valid for 72 hours).
4. The document is also available in your Repository of the portal.

📧 Email Delivery

You can request that the document be sent by email with the file attached:

• "Generate a commercial proposal in Word and send it to juan@empresa.com"
• "Create a .docx contract and send it to the client by email"

🖥️ Saved on Your Computer

If you have the desktop appconnected, Word documents save directly to your computer. The assistant automatically detects if it's available and chooses the best method.

Friend Mode — Your Empathetic Companion

Available in Professional ASC, Premium ASC, and AAE plans.

The "Friend" template turns your Collaborative Assistant into an empathetic companion that prioritizes your emotional well-being. It's ideal for when you need someone to listen to you, support you, and help you process difficult moments — while still being your business assistant.

🤗 What Makes It Different?

• Active listening: Before solving, it makes sure to understand how you feel.
• Emotional validation: Recognizes your emotions without minimizing them.
• Maximum warmth: Informal, warm, and affectionate tone.
• All the tools: Still has access to 100 business tools.

How to Activate It

1. Go to Persona Builder in your portal (sidebar → Persona Builder).
2. In the section Templates, select "🤗 Friend".
3. Save your changes. Your assistant will adopt the personality immediately.
4. You can also request it from WhatsApp: "Change your personality to friend mode"

AAE Group — My Agents

Available with the AAE Group plan ($1,899/mes).

Create up to 5 independent AI agents within your account. Each agent has its own WhatsApp number, personality, memory, documents, and contacts. Ideal for businesses that need multiple specialized assistants.

What's It For?

Imagine having a team of assistants, each expert in a different area:

• Sales Agent — with commercial tone, catalog, and prospect pipeline.
• Support Agent — with empathetic tone, access to manuals and frequently asked questions.
• Financial Agent — with formal tone, reports, and business metrics.
• HR Agent — with a warm tone, internal policies and team management.

Each one operates on its own number, with its unique personality and without sharing data with the others.

How to access

If your plan includes AAE Group, you'll see the button "👥 My Agents" in your portal's sidebar. From there you can view, create and manage all your agents.

Create an agent

1. Click on "👥 My Agents" in the sidebar.
2. Press "➕ Create agent".
3. Fill in the details:
   • Name: What the agent is called (e.g.: "Technical Support").
   • Phone: Exclusive WhatsApp number for this agent.
   • Description: What this agent does.
   • Instructions: Specific personality and behavior rules.
   • Activation mode:
     • Automatic: Responds as soon as it receives a message to the assigned number.
     • By command: The user must write /agente <clave> to activate the conversation.
4. Save and your agent will be ready to operate.

Manage agents

From the "My Agents" view you can:

• Edit — Change name, instructions, activation mode, etc.
• Archive — Deactivate an agent without losing its data. It can be reactivated later.
• View conversation counter of the month for each agent.
• View and manually adjust tokens used, input, output and monthly limit for each AAE agent.

AAE Group plan limits

Isolation and privacy

Each agent has its own private space:

• 💬 Chat history — conversations don't mix between agents.
• 📚 Documents and knowledge — each agent trains with its own files.
• 📇 Contacts — each agent manages its own schedule.
• ⏰ Tasks and reminders — independent scheduling.
• 📧 Emails — drafts and sends separated by agent.
• ✈️ Telegram and notifications — each agent can link its own Telegram chat and its reminders arrive at its assigned WhatsApp.

Social Media

Available in ASC Premium and AAE plans.

Connect your Facebook and Instagram accounts and publish AI-generated content directly from your portal.

Features

• Connect accounts Link your Facebook page and Instagram profile.
• Generate content with AI Describe what you want to publish and AI generates the text, hashtags, and suggestions.
• Publish Publish directly from the portal without leaving your dashboard.
• Schedule posts Schedule posts for specific dates and times.
• History See all your previous posts with metrics.

Automations / Workflows

Available in ASC Premium and AAE plans.

Create automated workflows with triggers, conditions, and actions. When an event occurs, the system executes actions automatically.

Available triggers

• 🆕 New lead captured
• 💬 New message received
• 🤝 Handoff requested (escalation to human)
• ⏰ Cron scheduling (every X minutes/hours/days)
• 🔗 Incoming webhook

Available actions

• 📱 Send WhatsApp message
• 📧 Send email
• 🔔 Notify owner
• 🔔 Push notification
• 🔗 Call external webhook
• 📝 Log entry

How to create a workflow?

1. Go to the Automations in the sidebar.
2. Click on "Create workflow".
3. Select a trigger (what activates it).
4. Add conditions optional (filter by schedule, plan, etc.).
5. Configure the actions to execute.
6. Save and activate the workflow.

Analytics

Available in Professional ASC, Premium ASC, and AAE plans.

Advanced dashboard with detailed metrics of your agent, leads, and modules.

Key KPIs

• Conversations Total and growth compared to the previous period.
• Captured leads New prospects with growth rate.
• Messages Volume of messages processed.
• Active contacts Customers who interacted in the period.

Lead funnel

Visualize your prospects' journey: Total ? Contacted ? Qualified ? Converted with conversion rate.

Statistics by module

See how many workflows, social posts, files, scheduled tasks, and widget sessions your account has active.

Trends

Bar chart showing the daily trend of messages over 7, 30, or 90-day periods.

Web Widget

Available in Professional ASC, Premium ASC, and AAE plans.

Embed an AI chat on your website to serve visitors in real time. The widget connects to your agent and uses the same AI as WhatsApp.

How to activate it?

1. Go to the Web Widget in the sidebar.
2. Activate the widget with the switch.
3. Customize the colors, welcome message, and position.
4. Copy the embed code.
5. Paste it on your website before </body>.

Customization

• Primary color Choose from the palette or use a custom color.
• Chat title Name that appears in the widget header.
• Avatar / Emoji Icon that appears on the floating button.
• Position Bottom right or bottom left.
• Welcome message What the bot says when opening the chat.
• Data capture Option to request name/email before chatting.
• Domains Restrict which sites can use your widget.

Preview

The settings page includes a real-time preview that reflects your changes instantly.

Integrations and automations

Available in Professional ASC, Premium ASC, and AAE plans.

Connect your external system with Agentes Virtuales to exchange data and automate processes.

Access keys

• Create access keys from the section Integrations and automations.
• Each key has configurable permissions (scopes): contacts, leads, analytics, chat.
• Keys use the prefix AVAPI_ and are sent in the header x-api-key.
• Includes automatic rate limiting based on your plan.

Available endpoints

• GET /v1/contacts List contacts
• POST /v1/contacts Create contact
• GET /v1/leads List leads
• POST /v1/leads Create lead
• GET /v1/analytics Metrics dashboard
• POST /v1/chat Send message to bot

Webhooks

Configure URLs where you'll receive automatic notifications when events occur:

• New lead captured
• Lead updated
• New conversation
• Handoff request
• Bot disconnected
• Contact created

Webhooks include HMAC-SHA256 signature to verify authenticity.

Payments and billing

Payment methods

We accept payment with credit and debit cards through Mercado Pago:

• Visa, Mastercard, American Express
• Debit cards enabled
• Single payment

Payment process

1. Choose your plan on the pricing page and click "Hire".
2. On the payment page, select whether you already have an account or if you want to create a new one.
3. If you create a new account: fill in your information and verify your email with the code we sent you.
4. Complete your card details in Mercado Pago's secure form.
5. Done! Your account activates automatically when your payment is approved.

Renewal

Cuando tu plan esté por vencer, puedes renovar desde tu portal de cliente o desde la página de pago. No se cobra automáticamente tú decides cuándo renovar.

Security

Desktop app (AAE)

The desktop app connects your AI assistant with your computer's files. Your agent can read documents, search files, and organize folders without the files leaving your device.

What can it do?

• 📂 List files — "Show me the files in my Documents folder"
• 📖 Read documents — "Read the file budget.xlsx" (supports Word, Excel, PDF, text)
• 🔍 Search — "Find all PDFs that say invoice"
• ✍️ Create/edit files — "Create a file notes.txt with a summary of the meeting"
• 💻 System info — "How much free disk space do I have?"
• 📁 Rename — "Rename the file old-report.pdf to report-2025.pdf"
• 🔬 Analyze with AI — "Analyze sales.xlsx and give me a summary with key metrics"
• 📊 Dashboard — "Generate a visual dashboard of my sales data"

Installation

1. From your Assistant portal, find the section Desktop app.
2. Download the executable for your operating system (Windows, macOS, or Linux).
3. Run the downloaded file. A window will open showing that the app is active.
4. In your portal, the indicator will change to 🟢 Connected.
5. All set! Now you can ask your agent to work with your local files.

Privacy and Security

• 🔒 Everything is local — your files are never uploaded to any server.
• 🛡️ Localhost only — the relay only accepts connections from your own machine.
• 🔑 Linking token — the connection requires authentication with your agent.
• ⚠️ Sensitive operations — writing or renaming files requires explicit confirmation before execution.

Multi-Channel: Telegram and Messenger

In addition to WhatsApp, you can connect your business to Telegram y Facebook Messenger to expand your reach. You set up each channel from your portal.

What channels are available?

Set up Telegram (business bot + per-actor linking)

Telegram lets you talk to your AAE without needing WhatsApp. The business creates its own bot and then each actor links it separately:

1. Go to your portal → section "Channels" → tab "Telegram"
2. Follow the instructions: open Telegram, search for @BotFather, send /newbot
3. BotFather will give you a token — copy it
4. Paste the token in the portal field and click "Validate Token"
5. If it's valid, click "Save and Activate"
6. With the bot active, generate a linking code or open the direct link for the actor who will use it
7. Open that link from the correct Telegram or send the code to your bot — done! That chat will be linked to the current actor
8. If you use AAE Group, repeat the linking separately for each agent that will operate via Telegram

Activate Messenger (for your customers)

If you already connected your Facebook account in Social Media, you only need to activate Messenger:

1. Go to your portal → section "Channels" → tab "Messenger"
2. If you have your Facebook page connected, activate the toggle
3. Done! When a customer messages you on Messenger, the ASC will respond automatically

Multi-Channel Benefits

• 📱 Greater reach: Serve customers where they already are (WhatsApp, Facebook, Telegram)
• 🤖 Same intelligence: The same AI engine serves across all channels
• 💬 No extra cost: Telegram and Messenger have no per-message cost
• ⚡ Instant response: Your customers receive a response in seconds
• 📊 Unified history: All conversations are recorded in your CRM
• 🔒 Your bot, your brand: The Telegram bot carries your business name, not the platform's

Can I disconnect a channel?

Yes. From your portal → Channels you can deactivate or delete the configuration for any channel at any time.

Support and FAQ

We're here to help you.

Support channels

• 📧 Email: soporte@agentesvirtuales.mx
• 📱 WhatsApp: +52 953 112 3294

Frequently Asked Questions

Can I change my plan?

Yes, contact support and we'll update your plan.

What happens if my tokens run out?

The bucket that reaches its limit will stop responding with AI until the cycle renews, the admin manually adjusts the balance, or your plan is expanded. Messages continue to be received but automatic responses are not generated for that bucket.

Can I use my own WhatsApp number?

Yes, the bot connects to your personal or business number. We recommend using a number exclusive to the bot.

Are my data safe?

Yes. We use SSL encryption, payments are processed by Mercado Pago (PCI DSS Level 1), and data is stored on secure servers.

Can I cancel anytime?

Yes, there are no contracts or automatic charges. Your service remains active until your paid period expires.

What if I lose my credentials?

Contact support by email or WhatsApp with your name and the email you registered with. We'll send you your access credentials.

Is the demo automatically charged?

No. The demo is 100% free and doesn't require a credit card. No automatic charges are made. You decide if you want to continue with a paid plan.

Do the advanced modules really work?

Yes. The 13 portal modules (CRM, Automations, Analytics, API & Webhooks, Web Widget, Files, Scheduling, Repository, Training, Persona Builder, Collaborative Assistant, Quotes, and Social Networks) feature complete real backend: more than 7,000 lines of dedicated code, 130+ endpoints, and 15+ database tables.

What is AAE Grupo?

It's a special plan ($1,899/month) that lets you create up to 5 independent AI agents within your account. Each agent operates on its own WhatsApp number with completely isolated personality, memory, documents, and contacts. Ideal for businesses that need specialized assistants by area (sales, support, finance, etc.).