Which notices Cliquéalo sends you by WhatsApp, how to add salespeople to the dispatcher, and which messages your customer receives.
Cliquéalo uses WhatsApp in two ways: it notifies you and your salespeople when something happens with a customer, and it sends the customer confirmations of their appointments and their quotes. In addition, from the panel you can open WhatsApp with a prewritten message.
Notices your store receives
You get a WhatsApp message when:
- A buyer writes to you through an ad's chat.
- Someone requests, confirms, or cancels an appointment.
- Someone requests a credit quote.
- A new interested buyer arrives from Mercado Libre.
The notice includes the customer's name, their contact (phone or email, if they left it), the car, and the details of what happened. For appointments it includes the status, the date, and the location.
Who gets it?
- The store's main number, which is the phone in your agency's contact details, only if you checked «Recibir avisos por WhatsApp en este teléfono» ("Get WhatsApp notices on this phone") in Agency details. Saving the phone doesn't turn notices on.
- The dispatcher's active salespeople, up to the number your plan allows.
The WhatsApp dispatcher
It's in AjustesIntegracionesWhatsApp ("Settings > Integrations > WhatsApp"), with the title «Despachador de WhatsApp» ("WhatsApp dispatcher") and your plan's chip.
Check the main number
In «Número principal de la tienda» ("Store's main number") you see the phone with the Recibe avisos ("Gets notices") chip. If it says Avisos apagados ("Notices off"), turn them on in your agency's details. If it says Número no válido ("Invalid number"), fix the phone there. If it says Sin configurar ("Not set up") and «Agrega un teléfono en los datos de contacto» ("Add a phone in the contact details"), first add the phone in your agency's details. See WhatsApp salespeople.
Add a salesperson
Tap «Agregar vendedor» ("Add salesperson"). Enter «Nombre del vendedor» ("Salesperson's name") and their «WhatsApp», and tap «Agregar» ("Add"). You see «Vendedor agregado al despachador.» ("Salesperson added to the dispatcher.").
Pause or delete when needed
Each salesperson has «Pausar» ("Pause") or «Activar» ("Activate") and the delete button. A paused salesperson stops receiving notices but stays in the list.
In «Vendedores incluidos según tu plan» ("Salespeople included in your plan") you see how many you have active against your plan's maximum. Each store can have up to 20 salespeople in the list, counting paused ones.
The salesperson is active and within your plan's quota.
They're active but your plan no longer covers them. They don't receive notices.
What you can do: Pause another salesperson or change plans.
You paused them. They don't receive notices.
What you can do: Activate them if your plan has room.
If your plan doesn't include salespeople in the dispatcher, instead of «Agregar vendedor» you see «Ver planes» ("See plans") and the notice «El número principal de la tienda seguirá recibiendo los avisos.» ("The store's main number will keep receiving the notices."). If the main number doesn't get notices, the notice says «Por ahora nadie recibe los avisos por WhatsApp.» ("For now, no one gets the WhatsApp notices.").
If you move down a 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 receive notices or improve your plan."). The first ones you added receive notices.
Messages your customer receives
Your customer only receives WhatsApp messages from Cliquéalo if they gave their consent. The messages are fixed templates; you don't write their text.
| When | What they receive |
|---|---|
| They request an appointment from the ad | Confirmation that the appointment was requested, with their name, the car, and the date they chose. |
| You confirm their appointment or schedule it from the chat | Appointment confirmed notice, with date and location. |
| You cancel their appointment | Appointment canceled notice. |
| You send them a quote by WhatsApp | The quote's PDF and a button to contact the store. |
If a detail is missing, the template says «Por confirmar» ("To be confirmed") in the date or the location.
Open WhatsApp with a ready message
In Cases, Appointments, and Mercado Libre's interested buyers you have a «WhatsApp» button. When you tap it you choose a message in «Elige cómo abrir la conversación» ("Choose how to open the conversation") and WhatsApp opens with that text, signed with your name and the store's.
- For interested buyers: «Primer contacto» ("First contact"), «Seguimiento» ("Follow-up"), and «Sigue disponible» ("Still available").
- For appointments: «Confirmar la cita» ("Confirm the appointment"), «Recordar la cita» ("Remind about the appointment"), and «Reagendar» ("Reschedule").
You send the message yourself from your WhatsApp; you can edit it before sending it.
The usual case
Store with salespeople
An appointment arrives. The store's number, with notices turned on, and the active salespeople receive the notice at the same time.
Something doesn't work the first time
Only the store's number
Your plan doesn't include salespeople. All notices go only to the main number, with notices turned on.
Worst case
Nobody gets the notices
If the main number has no phone, has notices turned off, or its number isn't valid, and there are no active salespeople, nobody receives the notices by WhatsApp. Check the main number's chip in the dispatcher.
Special case
The customer didn't give consent
If the customer didn't accept WhatsApp, nothing reaches them there. Contact them by email or with the «WhatsApp» button from your own phone.
Errors
What you see · WhatsApp dispatcher
«Ese número ya está agregado al despachador de esta tienda.»
That number is already added to this store's dispatcher.
What to do. Find the salesperson in the list. If they're paused, activate them.
What you see · WhatsApp dispatcher
«Tu plan actual no incluye vendedores adicionales en el despachador.»
Your current plan doesn't include additional salespeople in the dispatcher.
What to do. Switch to a plan that includes salespeople. See Plans and payments.
What you see · WhatsApp dispatcher
«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 the maximum number of active salespeople.
What to do. Pause one before adding or activating another, or move up a plan.
What you see · WhatsApp dispatcher
«Cada tienda puede tener hasta 20 vendedores en el despachador.»
Each store can have up to 20 salespeople in the dispatcher.
What to do. Delete salespeople you no longer use.