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Complete Setup Guide

This guide covers advanced configuration options and best practices for getting the most out of RespondeIA. Use this after completing the Quick Start Guide.
This guide assumes you’ve already created an account and connected WhatsApp. If not, start with the Quick Start Guide.

Dashboard Overview

After logging in, you’ll access your main dashboard where you can manage all aspects of your AI assistant.
// Dashboard routes from source code
export const ROUTES = {
  DASHBOARD: {
    ROOT: "/dashboard",
    QUERIES: "/consultas",
    SUPPORT: "/soporte",
  },
};

Dashboard

Main overview with key metrics

Consultas

View and manage conversations

Soporte

Access support and help resources

Authentication Setup

Email and Password Authentication

RespondeIA uses secure authentication with the following flow:
// Login implementation from auth service
const handleLogin = async (email: string, password: string) => {
  try {
    const response = await authService.login({ email, password });
    // Store auth token and user data
    useAuthStore.setState({ 
      user: response.user, 
      token: response.token 
    });
  } catch (error) {
    console.error("Login failed:", error);
  }
};
1

Secure Password Requirements

  • Minimum 8 characters
  • Mix of letters and numbers recommended
  • Special characters for added security
2

Session Management

Toggle Recordar sesión to stay logged in. Sessions are secure and encrypted.
3

Password Reset

If you forget your password, use the reset link on the login page. You’ll receive an email with instructions.

Google OAuth Integration

For users who prefer OAuth authentication:
// Google authentication button
<Button variant="outline" className="w-full py-6" type="button">
  <GoogleIcon className="mr-2 h-5 w-5" />
  Continuar con Google
</Button>
Google authentication is faster and more secure. You won’t need to manage another password.

WhatsApp Integration

Meta Business API Setup

RespondeIA uses the official WhatsApp Business API from Meta for reliable, scalable messaging.
Important: Personal WhatsApp accounts cannot be used. You must migrate to or create a WhatsApp Business account.

Migration Process

If you’re migrating an existing number:
1

Backup Your Data

Before migration, back up important WhatsApp conversations using WhatsApp’s built-in backup feature.
2

Initiate Meta Verification

RespondeIA will guide you through Meta’s verification process:
  • Business information verification
  • Phone number verification
  • Facebook Business Manager connection
3

Complete Migration

The process typically takes 10 minutes but can take up to 24 hours for Meta to approve.
4

Verify Connection

Send a test message to confirm your number is connected and the bot responds.

Number Configuration

{
  "displayName": "Tu Empresa",
  "about": "Atención al cliente automatizada 24/7",
  "profilePicture": "https://yoursite.com/logo.png",
  "category": "Professional Services",
  "address": "Buenos Aires, Argentina",
  "email": "[email protected]",
  "website": "https://tuempresa.com"
}

AI Training and Customization

Training Your AI Assistant

The quality of your AI responses depends on the training data you provide.

Business Context

Provide comprehensive information about your business:
1

Company Overview

Describe what your business does, who you serve, and your unique value proposition.
2

Products and Services

List all products/services with descriptions, pricing, and availability.
3

Policies

Include return policies, shipping information, payment terms, etc.
4

Common Questions

Add FAQs with detailed answers. The AI learns from these examples.

Conversation Tone

Customize how your AI communicates:

Formal

Professional tone for B2B or professional services

Casual

Friendly and approachable for consumer brands

Empathetic

Caring tone for healthcare or support services

Enthusiastic

Energetic tone for lifestyle or entertainment brands

AI Response Examples

From the source code, here’s how the AI handles conversations:
// Example conversation from BotConvertion component
const conversationExample = [
  {
    from: "bot",
    text: "¡Hola! 👋 ¿En qué puedo ayudarte?",
    time: "10:45"
  },
  {
    from: "user",
    text: "Quiero agendar un turno para mañana.",
    time: "10:46"
  },
  {
    from: "bot",
    slots: ["🕒 15:00 hs", "🕔 17:00 hs"],
    prefix: "¡Perfecto! 🗓️ Tengo disponible:",
    suffix: "¿Cuál te queda mejor?",
    time: "10:46"
  },
  {
    from: "user",
    text: "Las 15:00 me viene perfecto 👍",
    time: "10:47"
  },
  {
    from: "bot",
    text: "✅ ¡Listo! Turno confirmado para mañana a las 15:00 hs.",
    time: "10:47"
  }
];
Response Time: The platform maintains an average response latency of under 2 seconds (1.4s average across all businesses).

Appointment Scheduling Configuration

Set up automatic appointment booking for your business.

Calendar Integration

1

Define Service Types

Create different appointment types (consultation, installation, delivery, etc.).
2

Set Availability

Configure your available time slots for each day of the week.
3

Duration Settings

Set default duration for each appointment type (15min, 30min, 1hr, etc.).
4

Buffer Times

Add buffer time between appointments for preparation or travel.
5

Confirmation Settings

Configure automatic confirmation messages and reminders.

Booking Rules

{
  "minimumNotice": "2 hours",
  "maximumAdvance": "30 days",
  "allowRescheduling": true,
  "allowCancellation": true,
  "cancellationDeadline": "24 hours",
  "confirmationMessage": "Tu turno está confirmado para {date} a las {time}",
  "reminderTiming": "24 hours before"
}
Enable automatic reminders to reduce no-shows. The system sends reminders 24 hours before scheduled appointments.

CRM Integration

RespondeIA includes a built-in CRM to manage customer relationships.

Contact Management

The CRM automatically:
  • Creates contact records from WhatsApp conversations
  • Stores complete conversation history
  • Tracks customer interactions and preferences
  • Segments customers for targeted messaging

Contact Data Structure

interface Contact {
  id: string;
  whatsappNumber: string;
  name?: string;
  email?: string;
  firstContact: Date;
  lastInteraction: Date;
  conversationCount: number;
  appointmentHistory: Appointment[];
  customFields: Record<string, any>;
  tags: string[];
  notes: string;
}
All customer data is encrypted and stored securely in compliance with data protection regulations.

Customer Segmentation

Create segments based on:
  • Conversation frequency
  • Purchase history
  • Appointment patterns
  • Custom tags
  • Geographic location

Analytics Dashboard

Monitor performance with real-time analytics.

Key Metrics

Resolution Rate

Percentage of queries resolved by AI without human intervention

Response Time

Average time from customer message to bot response (target: under 2s)

Customer Satisfaction

Satisfaction ratings collected after conversations

Conversation Volume

Total messages handled per day/week/month

Handoff Rate

Percentage of conversations transferred to human agents

Active Users

Unique customers who messaged your bot

Performance Benchmarks

// Platform-wide statistics from Hero component
const platformStats = {
  activeBusinesses: "2,400+",
  satisfactionRate: "98%",
  setupTime: "8 min",
  averageResponse: "1.4s"
};
Compare your metrics against these platform-wide averages:
  • Satisfaction Rate: Aim for >95%
  • Response Time: Keep under 2 seconds
  • Resolution Rate: Target 80-90% for well-trained bots

Human Handoff Configuration

Configure when and how conversations transfer to human agents.

Handoff Triggers

1

Keyword Triggers

Set keywords that automatically trigger handoff (e.g., “hablar con humano”, “urgente”).
2

Confidence Threshold

If AI confidence drops below a threshold, offer handoff to human agent.
3

Complex Queries

Automatically detect complex queries that require human expertise.
4

Manual Request

Always allow customers to request human assistance at any time.

Handoff Process

interface HandoffContext {
  conversationId: string;
  customer: Contact;
  conversationHistory: Message[];
  reason: 'customer_request' | 'low_confidence' | 'keyword_trigger';
  priority: 'low' | 'medium' | 'high';
  assignedAgent?: string;
}
When a handoff occurs:
  1. Customer is notified that an agent will assist
  2. Full conversation context is passed to the agent
  3. Agent sees customer history and previous messages
  4. Customer receives confirmation when agent takes over
Ensure you have team members available to handle handoffs during business hours. Configure out-of-hours behavior in settings.

MercadoPago Payment Integration

Accept payments directly in WhatsApp conversations.
New Feature: MercadoPago integration is now available! Process payments without leaving WhatsApp.

Setting Up MercadoPago

1

Connect Account

Link your MercadoPago business account in Settings > Payments.
2

Configure Products

Add products/services with prices in your catalog.
3

Enable Payment Links

The bot will automatically generate payment links when customers want to purchase.
4

Test Transactions

Use MercadoPago’s sandbox mode to test the payment flow before going live.

Payment Flow

const paymentFlow = [
  "Customer requests product/service",
  "Bot confirms availability and price",
  "Bot generates MercadoPago payment link",
  "Customer completes payment via link",
  "Bot confirms payment received",
  "Transaction recorded in CRM"
];
Payment confirmations are automatic. The bot will notify customers as soon as payment is processed.

Pricing Plans and Billing

Understand the different plans and how to manage your subscription.

Available Plans

From the source code pricing structure:
// Plans from get-plans.ts
const plans: Plan[] = [
  {
    id: "basico",
    name: "Básico",
    description: "Para negocios que recién comienzan",
    priceMonth: 29,
    priceYear: 23,
    features: [
      "1 número WhatsApp",
      "Hasta 500 mensajes",
      "Respuestas automáticas IA"
    ],
    buttonText: "Comenzar prueba",
    highlight: false,
  },
  {
    id: "pro",
    name: "Pro",
    description: "Para pymes en crecimiento",
    priceMonth: 59,
    priceYear: 47,
    features: [
      "1 número WhatsApp",
      "Mensajes ilimitados",
      "IA personalizada avanzada",
      "CRM de contactos"
    ],
    buttonText: "Comenzar prueba",
    highlight: true,
  },
  {
    id: "agencia",
    name: "Agencia",
    description: "Para agencias y revendedores",
    priceMonth: 149,
    priceYear: 119,
    features: [
      "Hasta 5 números",
      "Mensajes ilimitados",
      "Panel multi-cliente",
      "White-label"
    ],
    buttonText: "Contactar ventas",
    highlight: false,
  }
];

Billing Management

1

View Current Plan

Check your current plan and usage in Settings > Billing.
2

Upgrade or Downgrade

Change plans at any time. Changes take effect at the next billing cycle.
3

Annual Billing

Save 20% by switching to annual billing (e.g., Pro: 47/monthvs47/month vs 59/month).
4

Cancel Subscription

Cancel anytime from the billing page. No penalties or additional charges.

7-Day Free Trial

Full access to all features

No Credit Card

Start trial without payment

Cancel Anytime

No commitment required

Advanced Configuration

Custom Workflows

Create custom conversation flows for specific scenarios:
const leadQualificationFlow = {
  trigger: "new_conversation",
  steps: [
    { action: "greet", message: "¡Hola! 👋" },
    { action: "ask", question: "¿Qué servicio te interesa?" },
    { action: "collect", field: "service_interest" },
    { action: "ask", question: "¿Cuál es tu presupuesto?" },
    { action: "collect", field: "budget" },
    { action: "qualify", criteria: { budget: ">1000" } },
    { action: "handoff_or_continue" }
  ]
};

Webhook Integration

Integrate RespondeIA with external systems:
interface WebhookConfig {
  url: string;
  events: ('message_received' | 'appointment_booked' | 'payment_completed')[];
  headers: Record<string, string>;
  retryPolicy: {
    maxRetries: number;
    backoff: 'exponential' | 'linear';
  };
}
Use webhooks to sync RespondeIA data with your CRM, e-commerce platform, or custom applications.

Security and Compliance

Data Protection

Encryption

All data encrypted in transit and at rest

GDPR Compliant

Full compliance with EU data protection

Access Controls

Role-based access for team members

Audit Logs

Complete audit trail of all actions

Privacy Settings

{
  "dataRetention": "90 days",
  "anonymizeAfter": "1 year",
  "exportFormat": "JSON",
  "deletionPolicy": "complete_removal",
  "consentTracking": true
}

Troubleshooting

Common Issues

Checklist:
  • Verify bot is active (check dashboard toggle)
  • Confirm WhatsApp number is connected
  • Check message quota hasn’t been exceeded
  • Review webhook connectivity in settings
Solutions:
  • Check your internet connection
  • Verify platform status page for incidents
  • Review AI model complexity (simpler = faster)
  • Contact support if issue persists
How to fix:
  • Add more training examples for that topic
  • Review and update FAQ responses
  • Adjust AI confidence threshold
  • Enable handoff for complex topics
Debug steps:
  • Verify MercadoPago account is connected
  • Check API credentials are valid
  • Test in sandbox mode first
  • Review transaction logs for errors

Getting Support

Documentation

Search our comprehensive docs

Email Support

Dashboard Support

Access support from your dashboard

Community Forum

Connect with other users

Best Practices

Optimize AI Performance

1

Regular Training Updates

Update your AI training monthly with new FAQs and customer queries.
2

Monitor Analytics

Review performance metrics weekly to identify improvement areas.
3

A/B Test Responses

Test different response styles to see what customers prefer.
4

Gather Feedback

Actively collect customer feedback to improve responses.

Maximize Customer Satisfaction

Quick wins:
  • Respond to handoff requests within 5 minutes
  • Keep AI responses concise (under 100 words)
  • Use emojis sparingly but effectively
  • Always provide next steps or call-to-action

Next Steps

AI Chatbot Deep Dive

Learn advanced AI training techniques

Analytics Guide

Master your analytics dashboard

API Integration

Connect RespondeIA to your systems

CRM Features

Leverage customer data effectively

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