Operating the platform

This track is the shortest path between joining the platform and having everything actually working: a website that captures, contacts landing in a single pipeline, someone answering around the clock, the source of every call identified, and a panel showing whether it is paying off. The order matters — each step builds on what the previous one left ready. Read it like building a house: first the address, then who answers the door, then how to know who knocked.

1. 1

   Sites & Landing Pages

   Start with the address: without a page that captures, there is no lead to answer or to measure. Here you learn how the site and landing pages are born and why each one needs its own form.

   This module takes care of your company's institutional website and lead-capture landing pages — created with Our Agent Téo, right in chat. Each page can have its own form, become an ad destination, and show how many people visited and how many turned into leads.

   How to read the result

   In Meus Sites you see each site with its status (draft, published or archived) and, once published, total views and conversions. In Páginas de Captação each card shows views, how many turned into leads, and the automatically calculated conversion rate — the strongest numbers point to the page bringing the best results.

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2. 2

   24/7 WhatsApp AI Support

   Whoever arrives needs an answer right away, including at 3 a.m. This step shows how automated support talks for you and at what moment it hands the conversation to a real person.

   A virtual assistant (Our Agent Ava) chats 24/7 on your WhatsApp — and also on your site and social channels — trained on your company's knowledge base. When the conversation needs a human, she hands it off to the right team and lets you know.

   How to read the result

   On the Panel you see your plan, subscription status and how many messages you've already used from your quota (with a warning as you get close to running out). In Conversations, filter by all conversations or only the ones handed off to a human, and follow the full history of each one.

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3. 3

   SalesFlow

   A lead you answered but never stored is a lead lost. Here you see every contact — from chat, call, form or ad — landing in a single pipeline, from first touch to sale.

   This module is AutoAgencia's native CRM, with Our Agent Klara: all your leads — from WhatsApp, calls, forms, ads and other agents — land in a single pipeline, from first contact to sale. If you used Kommo before, you can bring your contacts and deals over from there, once.

   How to read the result

   On the Home tab you see leads in the last 24h, leads this week, won this week and upcoming tasks — plus the chat with Our Agent Klara, with shortcuts for the pipeline summary, what's stuck, writing a follow-up and qualifying a lead (BANT). Contacts gathers each person's history, with their associated leads. Reports brings new leads, won, lost, average time to win, leads by stage and by source (and job orders by technician, if the add-on is active).

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4. 4

   Contact Tracking

   Knowing the phone rang is not enough; what changes decisions is knowing where the call came from. This step explains how each channel gets a trackable number and why recording and classifying the contact matters so much.

   Contact Tracking (OmniLeadTrace): trackable numbers per channel show where your calls and messages came from — Google Ads, Meta Ads, Google Business Profile or WhatsApp — with call recording and classification for each contact (sale, good lead, discard or fraud).

   How to read the result

   In the Contacts list, filter by period, type (call or lead) or status (answered/missed) to find what you need; each contact's origin (Google Ads, Meta Ads, Google Business Profile, WhatsApp) shows which channel is bringing the best results. The classifications you mark (sale, good lead, discard, fraud) stay saved on each contact for later review.

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5. 5

   Push Notifications

   Most visitors do not buy on the first visit. Here you learn to bring that person back with an alert in the browser or on the phone, without depending on them remembering your business on their own.

   This module brings customers back with alerts that show up right in the browser and on the phone of anyone who visits your pages — no app to install. Our Agent Camila writes, segments and fires the alerts; automatic sequences handle events like abandoned carts, and you track subscribers, sends and clicks in one place.

   How to read the result

   Reports shows, from the last 30 days: subscribed people, alerts sent, clicks and click rate — plus attributed sales in the same period, when available, and how much of the monthly send allowance you've used. The Send tab shows in real time how many people the alert will reach before you confirm. Flows lists the automatic sequences with their status (on, paused) and who each one fires for.

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6. 6

   Analytics & Reports

   The closing step: a single panel with leads, cost per contact and quality, so you can answer the only question that matters at month end — is it paying off? Without this, the previous steps turn into guesswork.

   This module brings together, in a single panel, the numbers that matter for your business: leads, cost per lead, spend and lead quality, always up to date. Our Agent Nina reads the data and writes executive reports (emailed every Monday), and Our Agent Atlas compares your numbers to the market.

   How to read the result

   The Home tab shows: leads in the period (with the trend versus the previous period), calls/WhatsApp/form, cost per lead, spend and budget usage, percentage of qualified leads and sales, blocked clicks and estimated savings, credits used, and — when connected — site traffic (GA4) and Google performance (Search Console). The Reports tab lists Our Agent Nina's report history, newest first.

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By the end of this track you know where everything lives: where the lead is born, where it gets answered, where it is stored and where you check the result. This is the foundation — the other tracks assume this part is already standing. If any step stayed foggy, go back to it before moving on: operating the basics well pays more than stacking new features on a loose foundation.