Sofia, the panel assistant
Ask Sofia by text or by voice to take you to a section, point out something on screen, or fill in a form for you.
Sofia is your panel's assistant. You tell her what you want to do and she takes you to the right section, points out where to tap, or suggests the next steps. She only shows you what your account and your role can use.
Before you start
Sofia is available on the plans that include her. If your plan doesn't include her, her buttons don't appear on your panel's home. Check your plan in AjustesPlan y capacidad ("Settings > Plan and capacity").
Open Sofia
You have three ways:
- «Preguntar a Sofia» ("Ask Sofia"), at the bottom of the side menu (on a phone, in «Ver todo», "See all").
- «Ayuda con IA» ("AI help") in the «Apps» menu in the top bar.
- On your panel's home, in agency accounts: «Preguntar a Sofia», «Sugerirme qué sigue» ("Suggest what's next"), or «Resumen de inventario» ("Inventory summary"). The last two send her the question already written.
Talk to her by text
The «Sofia · interfaz con IA» ("Sofia · AI interface") panel opens («Describe tu objetivo; Sofia organizará los accesos permitidos.», "Describe your goal; Sofia will organize the shortcuts you're allowed to use.").
Write your goal
Use the field («Ej. Ayúdame a publicar y atender interesados», "E.g. Help me publish and handle interested people") or tap a suggestion: «Quiero publicar un auto» ("I want to publish a car"), «¿Dónde atiendo a mis prospectos?» ("Where do I handle my prospects?"), or «Organiza mis próximos pasos» ("Organize my next steps").
Send
Press ↵ or the send button. With Shift ↵ you add a line break. While she thinks you see «Sofia está preparando tu interfaz…» ("Sofia is preparing your interface…").
Use what she suggests
Sofia can answer with «Accesos para ti» ("Shortcuts for you", apps to open) or with «Tu ruta sugerida» ("Your suggested path", steps with links). Tap the one you want.
Start another conversation
With «Nueva conversación» ("New conversation") you clear the thread and start from scratch.
Sofia only explains and takes you places: she doesn't change your data on her own.
Sofia thinking
Talk to her by voice
In some accounts Sofia opens as a voice advisor, with «¿Te ayudo?» ("Can I help?"). Tap «Hablar» ("Talk") to use the microphone or «Chatear» ("Chat") to type.
- While she listens you see «Te escucho» ("I'm listening"); while she answers, «Respondiendo» ("Answering"); while connecting, «Conectando» ("Connecting").
- «Silenciar micrófono» ("Mute microphone") turns off your microphone without ending.
- «Cambiar a texto» ("Switch to text") and «Cambiar a voz» ("Switch to voice") change the mode.
- «Terminar» ("End") closes the conversation. Esc hides the advisor.
What Sofia does on your screen
While you talk to her, Sofia can move the interface for you. Each action is announced with a pop-up notice and a sound.
| Action | What you see |
|---|---|
| Take you to a section | «Abriendo sección» ("Opening section") or the name of the destination. |
| Point something out | The element is highlighted and the screen scrolls to it. The highlight goes away as soon as you tap, type, or turn the scroll wheel. |
| Guide you step by step | «Abriendo guía» ("Opening guide") and each step highlighted in order. |
| Fill in a form for you | «Llené N campos con lo que me diste» ("I filled in N fields with what you gave me") and «Revisa que esté bien y completa lo que falte antes de publicar.» ("Check that it's right and complete what's missing before publishing."). She never submits the form: you decide. |
| Give you a notice | A notice with the title Sofia gives it. |
| Suggest leaving the site | For example, to WhatsApp: a notice with a button. You only leave if you tap it. |
Sofia takes you there
Sofia points it out
Notice from Sofia
The usual case
You ask her to go to your appointments
You type «¿Dónde veo mis citas?» ("Where do I see my appointments?"). Sofia answers with the shortcut to «Citas» ("Appointments") and you open it.
Something doesn't work the first time
You dictate a car to her
You tell her the make, model, year, and price. Sofia opens the form, fills in those fields, and points you to the first one so you can review and complete the rest.
Worst case
What she's looking for isn't on screen
You see «No encontré esa sección en pantalla.» ("I didn't find that section on screen.") or «No encontré este paso» ("I didn't find this step"). Go to the right section or ask her in a different way.
Special case
Your plan doesn't include Sofia
You don't see her buttons on the home screen. Move up to a plan that includes her: see Move up a plan.
Errors and how to fix them
Error
What you see · Pop-up notice from Sofia
«No pude abrir esa ruta.»
I couldn't open that route.
What it means. Sofia tried to take you to a place that doesn't exist inside Cliquéalo.
What to do. Ask her in a different way or use the «Apps» menu.
What you see · Pop-up notice from Sofia
«No encontré esa sección en pantalla.»
I didn't find that section on screen.
What it means. What Sofia wanted to point out isn't on the screen you're on.
What to do. Open the right section and ask again.
What you see · Pop-up notice from Sofia
«No encontré el formulario en pantalla.»
I didn't find the form on screen.
What it means. Sofia tried to fill in a form that isn't open.
What to do. Open the form (for example, the publishing one) and ask her again.
What you see · Pop-up notice from Sofia
«No pude usar esos datos para el formulario.»
I couldn't use that data for the form.
What it means. The data you gave her doesn't fit any field.
What to do. Tell her again, one by one, or fill them in yourself.