Operating the platform

This track is the shortest path between joining the platform and having everything actually working: a website that captures, contacts landing in a single pipeline, someone answering around the clock, the source of every call identified, and a panel showing whether it is paying off. The order matters — each step builds on what the previous one left ready. Read it like building a house: first the address, then who answers the door, then how to know who knocked.

1. 1

   Website and sales page creation

   Start with the address: without a page that captures, there is no lead to answer or to measure. Here you learn how the site and landing pages are born and why each one needs its own form.

   This module takes care of your company's institutional website and your contact-capture landing pages — created with Téo, right in chat. Each page can have its own form, become an ad destination, and show how many people visited and how many left their contact. The contacts that come in are kept on the site itself and can go into a list of yours.

   How to read the result

   In My Sites each card shows the status (Draft, Live or Offline), the type (Landing page or Institutional site) and, in numbers, pages, visits and contacts. To see who left a contact, open the site and go to Leads received — you can download everything as a spreadsheet. In Landing Pages each card shows visits, leads and the automatically calculated conversion; click the leads number to see who filled in the form. The strongest numbers point to the page bringing the best results.

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2. 2

   24/7 WhatsApp support

   Whoever arrives needs an answer right away, including at 3 a.m. This step shows how automated support talks for you and at what moment it hands the conversation to a real person.

   A virtual assistant (Ava) chats 24/7 on your WhatsApp — and also on your site and social channels — trained on your company's knowledge base. She can send the photos, videos and PDFs you register, book visits on your team's schedule and, when the conversation needs a human, hand it off to the right team and let you know.

   How to read the result

   On the Panel you see your plan, subscription status and how many messages you've already used from your quota (with a warning as you get close to running out). On the Schedule, each visit shows the time, who is going and the address; you can reschedule, cancel (the team member is notified) or block a time for lunch, a day off or a holiday — Ava offers nothing inside a block. In Conversations, filter by all conversations or only the ones in human handling, and follow the full history of each one; messages you wrote yourself from your phone show up marked as Staff, from the phone.

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3. 3

   Sales organization

   A lead you answered but never stored is a lead lost. Here you see every contact — from chat, call, form or ad — landing in a single pipeline, from first touch to sale.

   This module is SalesFlow, AutoAgency's native CRM, with Klara: from first contact to paid invoice in one place. Deals — from WhatsApp, calls, forms, ads and other agents — land in a pipeline on their own; from there you send the proposal with a link, create the signed agreement, open the project with milestones, track tasks and hours and bill through the invoice. If you used Kommo before, you can bring your contacts and deals over from there, once.

   How to read the result

   On the Home tab you see leads in the last 24h, leads this week, won this week and upcoming tasks — plus the chat with Klara, with shortcuts for the pipeline summary, what's stuck, writing a follow-up and qualifying a lead (BANT). Contacts gathers each person's history, with their deals and call, WhatsApp and email buttons. Proposals, Agreements and Invoices show each document's status and whether the customer opened the link; in Invoices, To receive and Overdue separate what is still to be charged. In Projects, milestones show what has been delivered and what is late, and Time shows the time logged and how much of it is billable. Reports brings new leads, won, lost, average time to win, leads by stage and by source (and job orders by technician, if the add-on is active), a Period summary by pipeline stage and the spreadsheet of deals won between the dates you choose.

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4. 4

   Call and WhatsApp tracking

   Knowing the phone rang is not enough; what changes decisions is knowing where the call came from. This step explains how each channel gets a trackable number and why recording and classifying the contact matters so much.

   Call and WhatsApp tracking (OmniLeadTrace): trackable numbers per channel show where your calls and messages came from — Google Ads, Meta Ads, TikTok Ads, Google Business Profile, organic search or WhatsApp — with call recording and a marking on each contact (sale, good lead, bad lead/spam or fraud). That marking teaches Google to look for more people like the ones who bought.

   How to read the result

   At the top of the Contacts tab you see the minute balance, the chart of contacts received by day and by time, where they came from and four numbers for the period: contacts, answer rate, qualified and average duration. The Calls by source card shows, in bars, which channel brings the most calls. In the list, filter by period (today, 7, 30 or 90 days), type (calls or WhatsApp), status (answered or missed), marking, or search by name, number or keyword. The markings you confirm (sale, good lead, bad lead/spam, fraud) stay saved on each contact.

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5. 5

   Alerts on your customer's phone

   Most visitors do not buy on the first visit. Here you learn to bring that person back with an alert in the browser or on the phone, without depending on them remembering your business on their own.

   This module brings customers back with alerts that show up right in the browser and on the phone of anyone who visits your pages — no app to install. Camila writes, segments and fires the alerts; automatic sequences handle events like abandoned carts, and you track subscribers, sends and clicks in one place.

   How to read the result

   Reports shows, from the last 30 days: subscribed people, alerts sent, clicks and click rate — plus attributed sales in the same period, when available, and how much of the monthly send allowance you've used. The Send tab shows in real time how many people the alert will reach before you confirm. Flows lists the automatic sequences with their status (on, paused) and who each one fires for.

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6. 6

   Results reports

   The closing step: a single panel with leads, cost per contact and quality, so you can answer the only question that matters at month end — is it paying off? Without this, the previous steps turn into guesswork.

   This module brings together, in a single panel, the numbers that matter for your business: leads, cost per lead, spend and lead quality, always up to date. Nina reads the data and writes executive reports (emailed every Monday), Atlas compares your numbers to the market, and you can take your numbers to a spreadsheet or to a Google dashboard.

   How to read the result

   The Home tab shows, in blocks: Results (leads in the period with the trend versus the previous period, calls, WhatsApp, forms and cost per lead), Investment (spend, estimated budget and budget usage), Lead quality (qualified leads, sales, blocked clicks and estimated savings), Operation cost (credits used) and, when connected, Site traffic & organic Google (visits, visitors, site conversion, traffic sources, Google clicks and impressions, average position, top search queries and a chart with the history of visits and leads). Atlas's Market research compares your cost per lead to the industry's. The Reports tab lists Nina's report history, newest first.

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By the end of this track you know where everything lives: where the lead is born, where it gets answered, where it is stored and where you check the result. This is the foundation — the other tracks assume this part is already standing. If any step stayed foggy, go back to it before moving on: operating the basics well pays more than stacking new features on a loose foundation.