How it works
Open your agent
Open the agent you want to change (its settings or detail screen). The assistant on the right is now scoped to that agent.
Describe the change
Type what you want in plain language — for example “Make the tone warmer and more natural” or “Raise the contact attempts without being pushy”.
Review the proposal
The assistant replies with a Cambios propuestos card showing the current value and the proposed one, side by side.
Nothing is saved until you click Confirmar. The assistant only ever proposes — you have the final say on every change.
What you can change
| Section | Examples |
|---|---|
| Your agent (identity) | name, role, company, language, time zone |
| Business rules (prompt) | tone, objection handling, escalation, discard rules |
| Channels | which channels the agent uses (WhatsApp, calls, email, …) |
| Contact hours | the days and hours it may start contacting leads |
| Reactivation | how many times it re-contacts a lead |
| Pipeline | the stages a lead moves through |
| Meeting | how meetings are booked and who hosts them |
| Reminders | automatic reminders before a meeting |
| Variables | the data the agent collects from each lead |
| Knowledge base | the documents and websites the agent draws on |