Cliquéalo.mx

Reply to buyers from the panel's chat, send photos or PDFs, and schedule an appointment without leaving the conversation.

In PanelMensajes ("Panel > Messages") you see all the conversations buyers opened from your ads. Each conversation is about one particular car.

Watch it on video · 1:14Reply to a message and book the appointment from the chatCliquéalo Academy · Your customers

Before you start

You need the messages permission on your account. If you're part of an agency, the owner or whoever manages roles grants it.
You only see conversations about your account's or your agency's cars.

The list is on the left; the open conversation, on the right. On a phone you see one thing at a time: tap a conversation to open it and «← Conversaciones» ("← Conversations") to go back. «Salir» ("Exit") takes you to the panel's home.

Each row shows:

The buyer's name, or the seller's if you opened the conversation yourself as a buyer. Those carry the Mi consulta ("My inquiry") chip.
The last message (or the car, if there are no messages) and the time. If it was yesterday it says «Ayer» ("Yesterday"); if earlier, the date.
A gray dot over the initial when the conversation is closed.

Use «Buscar conversación» ("Search conversation") to filter by name, car, or text of the last message. If there's nothing, you see «Aún no hay conversaciones.» ("No conversations yet."); if your search finds nothing, «Sin resultados para tu búsqueda.» ("No results for your search.").

While you haven't opened any, on the right you see «Tus mensajes» ("Your messages") with a prompt to select a conversation.

Conversation statuses

AbiertaOpen

The conversation is active. You can write and the buyer can reply.

What you can do: Reply, attach files, and schedule an appointment.

CerradaClosed

The conversation is no longer active. In the list it's marked with a gray dot.

What you can do: Look at the history.

Above the chat you see the buyer's name and whether they're «En línea» ("Online"), «Escribiendo…» ("Typing…"), or «Desconectado» ("Offline"). You also see the car (tap its name to open the ad) and the email and phone they left, or «Sin correo» ("No email") and «Sin teléfono» ("No phone").

Reply

Open the conversation

Go to PanelMensajes and tap the conversation.

Write

Type in «Escribe un mensaje» ("Write a message"). Enter sends; Shift + Enter adds a line break. Each message allows up to 2000 characters.

Attach if needed

With «Adjuntar archivo» ("Attach file") you can send JPG, PNG, or WebP images and PDF files. Up to 4 attachments per message and 10 MB each.

Send

Tap «Enviar mensaje» ("Send message"). The buyer gets it instantly if they have the chat open.

Your messages and your team's appear on the right; the buyer's, on the left with their name. System notices appear in the center, in gray. The chat makes a short sound when you send. When the buyer writes to you, the arrival sound plays only once, even if you have the conversation open or the panel in several tabs. See Sounds.

Cards can also appear inside the chat:

«Cotización estimada» ("Estimated quote"): monthly payment, term, down payment, bank, product, and rate. It appears when you send a quote through the chat. See PDF quotes.
«Cita confirmada» ("Appointment confirmed"): the date and place of an appointment you scheduled from the chat.

Did they come back to the site?

One of these notices may appear above the chat:

«Volvió al sitio una vez desde el último mensaje» ("Came back to the site once since the last message"; or «… N veces», "… N times"), with the pages they viewed. If they viewed an ad, it adds «Sigue interesado. Es buen momento para retomar la conversación.» ("Still interested. It's a good time to pick the conversation back up.").
«No ha vuelto al sitio desde el último mensaje.» ("Hasn't come back to the site since the last message.")
«Este interesado no dejó datos de contacto y no tenemos forma de saber si volvió al sitio.» ("This prospect didn't leave contact details and we have no way of knowing whether they came back to the site.")

Schedule an appointment from the chat

In a conversation with a buyer, tap «Agendar cita» ("Schedule appointment"; the calendar icon next to the text field).

Fill in the details

«Fecha y hora» ("Date and time"), «Duración» ("Duration"; from 15 to 240 minutes, in steps of 15; it starts at 60), «Ubicación» ("Location"), and «Notas para el cliente» ("Notes for the customer").

Choose how it reaches them

If the buyer left an email, they get a calendar invitation by email. If they agreed to receive it by WhatsApp, check «El cliente aceptó recibir la confirmación de esta cita por WhatsApp.» ("The customer agreed to receive this appointment's confirmation by WhatsApp.") and enter their number in «WhatsApp del cliente» ("Customer's WhatsApp").

Send

Tap «Enviar cita» ("Send appointment"). The appointment is Confirmada ("Confirmed") in PanelCitas ("Panel > Appointments") and a message with the date and the «Cita confirmada» card appears in the chat.

When you're done you see «Cita agendada» ("Appointment scheduled") with one of these details:

«Se encoló la confirmación por WhatsApp.» ("The WhatsApp confirmation was queued.")
«Se envió el correo con invitación de calendario.» ("The email with the calendar invitation was sent.")
«Se guardó la cita, pero no se pudo enviar una confirmación.» ("The appointment was saved, but a confirmation couldn't be sent.")

The usual case

You reply and schedule

The buyer asks, you reply, and you schedule the appointment from the chat. They get the confirmation and the appointment goes into Appointments.

Something doesn't work the first time

The buyer didn't leave an email

If they have no email, you can only send the appointment by WhatsApp. Check the consent box and enter their number. Without either one, the «Enviar cita» button stays disabled.

Worst case

They didn't leave any details

You see the notice that they didn't leave contact details. You can only reply through the chat; if they don't come back, they won't see your reply.

Special case

The conversation is yours as a buyer

If you opened it yourself to ask about another seller's car («Mi consulta» chip), you can't schedule appointments from there.