WhatsApp salespeople
Choose which salespeople get your agency's notices of appointments, messages, and quotes by WhatsApp.
The WhatsApp Dispatcher («Despachador de WhatsApp») sends every appointment, message, and quote to the salespeople you have active and to your agency's number, if it has notices turned on. It's set up in AjustesIntegracionesWhatsApp ("Settings > Integrations > WhatsApp").
These salespeople don't need a Cliquéalo account: they only get the notices on their WhatsApp. For someone to get into the panel, invite them to your team in Invite your team.
Before you start
- Your account must be an agency and you need the «Editar perfil de agencia» ("Edit agency profile") permission.
- How many active salespeople you can have depends on your plan. You see it in «Vendedores incluidos según tu plan» ("Salespeople included with your plan"). If your plan doesn't include salespeople, instead of «Agregar vendedor» ("Add salesperson") you see «Ver planes» ("See plans").
- First register the agency's phone in Agency details.
The main number
In «Número principal de la tienda» ("Store's main number") you see your agency's contact phone and whether it gets notices. Notices for this number are turned on and off in Agency details, with the «Recibir avisos por WhatsApp en este teléfono» ("Get WhatsApp notices on this phone") box.
It has notices turned on and gets all the notices.
It has a phone, but notices are turned off. It gets none. Below it you see «Enciéndelos en los datos de contacto.» ("Turn them on in the contact details.").
What you can do: Check «Recibir avisos por WhatsApp en este teléfono» in «Editar contacto» ("Edit contact").
Notices are turned on, but the phone isn't a valid WhatsApp number. It gets none. Below it you see «Corrige el teléfono en los datos de contacto para que reciba avisos.» ("Fix the phone in the contact details so it gets notices.").
What you can do: Fix the phone in «Editar contacto».
There's no phone. You see «Agrega un teléfono en los datos de contacto» ("Add a phone in the contact details").
What you can do: Add the phone in «Editar contacto».
Your active salespeople get the notices even when the main number has them turned off.
Add a salesperson
Open the form
Tap «Agregar vendedor».
Enter their details
«Nombre del vendedor» ("Salesperson's name"), for example «Ana Ventas», and their number in «WhatsApp».
Add them
Tap «Agregar» ("Add"). You see «Vendedor agregado al despachador.» ("Salesperson added to the dispatcher.").
Each salesperson's status
They're active and within what your plan covers.
What you can do: «Pausar» ("Pause") so they stop getting notices, or delete them with the trash can.
They're active, but your plan no longer covers them, for example after moving to a lower plan. They don't get notices.
What you can do: Pause another salesperson or move to a higher plan.
You paused them. They don't get notices, but they stay on the list.
What you can do: «Activar» ("Activate") when you want them to get notices again, if your plan has room.
When you pause you see «Vendedor pausado.» ("Salesperson paused.") and when you activate, «Vendedor activado.» ("Salesperson activated."). To remove someone, tap the trash can and confirm «¿Quitar a nombre del despachador?» ("Remove name from the dispatcher?"). You see «Vendedor eliminado del despachador.» ("Salesperson removed from the dispatcher.").
The usual case
You add your floor team
You add your salespeople up to your plan's limit. They all appear with Recibe avisos.
Something doesn't work the first time
A salesperson goes on vacation
You pause them and they become Pausado. When they come back, you activate them.
Worst case
You moved to a lower plan
If you have more active salespeople than your plan covers, you see «Tu plan actual cubre los primeros N vendedores activos. Pausa los que no deban recibir avisos o mejora el plan.» ("Your current plan covers the first N active salespeople. Pause the ones who shouldn't get notices or improve your plan."). The extra ones become Fuera del cupo.
Special case
No salespeople
You see «Sin vendedores agregados» ("No salespeople added"). If your plan doesn't include salespeople, below it you see «El número principal de la tienda seguirá recibiendo los avisos.» ("The store's main number will keep getting the notices.") when the main number has notices turned on, or «Por ahora nadie recibe los avisos por WhatsApp.» ("For now, no one gets the WhatsApp notices.") when it doesn't get them.
Errors and how to fix them
What you see · Agregar vendedor
«Escribe un número de WhatsApp válido.»
Enter a valid WhatsApp number.
What it means. The number is incomplete or mistyped.
What to do. Check the country code and the digits.
What you see · Agregar vendedor
«Escribe un nombre de vendedor válido.»
Enter a valid salesperson name.
What it means. The name is empty or longer than 80 characters.
What to do. Type a short name.
What you see · Agregar vendedor
«Ese número ya está agregado al despachador de esta tienda.»
That number is already added to this store's dispatcher.
What it means. You already have someone with that number.
What to do. Look for them on the list; if they're paused, activate them.
What you see · Agregar vendedor
«Tu plan permite hasta N vendedores activos en el despachador.»
Your plan allows up to N active salespeople in the dispatcher.
What it means. You already have all the active salespeople your plan covers. If your plan doesn't include any, you see «Tu plan actual no incluye vendedores adicionales en el despachador.» ("Your current plan doesn't include additional salespeople in the dispatcher.").
What to do. Pause or delete someone, or move to a higher plan.
What you see · Activate salesperson
«Tu plan permite hasta N vendedores activos.»
Your plan allows up to N active salespeople.
What it means. You tried to activate a paused salesperson, but there's no room left in your plan.
What to do. Pause someone else first.
What you see · Agregar vendedor
«Cada tienda puede tener hasta 20 vendedores en el despachador.»
Each store can have up to 20 salespeople in the dispatcher.
What it means. You reached the maximum of 20 salespeople on the list, counting paused ones.
What to do. Delete the ones who no longer work with you.
What you see · WhatsApp
«No tienes permiso para configurar esta tienda.»
You don't have permission to set up this store.
What it means. Your role doesn't have «Editar perfil de agencia».
What to do. Ask the owner or an administrator to make the change.