User Manual — AutoAgency
This manual teaches you how to use AutoAgency from scratch. You don't need to understand anything about technology: every screen is explained with the exact name of the buttons and a step-by-step of what to click.
How to use this manual: the first seven chapters apply to everyone — read chapter 1 before anything else. After that, go straight to the module you hired. You don't need to read the others.
Start here
| Chapter | What you learn | |
|---|---|---|
| 1 | Getting started | Signing in for the first time, understanding the screen, finding things in the menu, switching companies and editing your profile. |
| 2 | Day to day | The screens you open every week: contacts that came in, approvals waiting for you, results and your business profile. |
| 3 | Your AI team | Who's who on the team that works for you, how to talk to each specialist and what they do without asking your permission. |
| 4 | Account, plan and billing | Hiring modules, understanding credits, invoices, what happens if you pay late and what changes when you cancel. |
| 5 | Integrations | Connecting AutoAgency to your Google, WhatsApp, Instagram, store and bank — with the step-by-step for each one. |
| 6 | Support Desk | The single inbox where messages from YOUR customers arrive: queue, tickets, deadlines and the help center you publish. |
| 7 | Academy and help | Where to learn, where to find answers on your own, how to open a ticket and where to ask for a new feature. |
Step-by-step guides
| Guide | Who it's for | |
|---|---|---|
| 8 | Virtual Assistant Guide — from WhatsApp to your calendar | Anyone who hired Ava: connecting WhatsApp, teaching her about the business, connecting Google Calendar and booking visits on her own. |
| 9 | Rebeca's Guide — all your channels in one inbox | Anyone who hired OmniLeadHub: connecting Instagram, Messenger, WhatsApp and email, teaching her about the business and handing each contact to the right person. |
| 10 | Sérgio's Guide — your website's assistant | Anyone who hired AI Website Support: putting the bubble on the site, teaching him about the business, connecting Google Calendar and seeing who's close to buying. |
The modules, one by one
There are 45 modules. You only use the ones you hired — they show up on Home, in Your apps (and in the full menu, under My modules). The name in parentheses is how the module appears at the top of the screen, when it's different from the short name.
To bring in customers
| Module | What it's for |
|---|---|
| Traffic (Traffic Management) | Looks after your ads on Google, Instagram/Facebook and Bing. You set the budget and the schedule; the AI creates, monitors and fixes the campaigns. |
| Local SEO (Local SEO + Google Profile) | Looks after your listing on Google and Maps: photos, hours, reviews answered and what's missing to show up more in searches in your area. |
| Content SEO (Content & SEO with AI) | Writes articles about what people search for on Google and publishes them on your site, so you show up without paying per click. |
| Sites (Sites & Landing Pages) | Creates and maintains your website and your capture pages (the ones made just for the person to leave their contact). |
| Digital Presence | Your company's plumbing on the internet: website address (domain), hosting, emails with the company name and DNS. |
| Social (Social Media) | Writes, schedules and publishes your posts on social networks, and shows what they earned. |
| SDRConvert (B2B Outbound) | Looks for companies that may buy from you, starts the conversation by email and phone and lets you know when someone replies. |
| WhatsApp Campaigns (Automated WhatsApp Campaigns) | Sends WhatsApp campaigns to your list, respecting the schedule and anyone who asked not to receive any more. |
| AI Prospecting (AI Outbound Calling) | The AI calls your list of potential customers, chats, qualifies them and books a meeting or transfers the call to you. |
| Email (Email marketing) | Builds and sends email campaigns, with ready-made templates, a contact list and a report on who opened. |
| Push (Push Notifications) | Sends the little alert that pops up on the phone or computer of someone who visited your site, even with the site closed. |
| Influence (Influencer Marketing) | Helps you find influencers, agree the campaign by contract and track what each one brought in. |
| PR (Press Relations) | Writes press releases and pitches the story to journalists, tracking who opened, who replied and who published. |
| Affiliates (Affiliate Program) | Sets up YOUR referral program: signs up whoever refers, counts the clicks, records the sale and organizes the commission payout. |
| Growth (Growth & Launches) | Organizes your growth ideas into prioritized experiments and builds the plan for a launch. |
| Audience (Ideal Customer Profile) | Finds out who your ideal customer is, so ads stop spending on people who were never going to buy. |
To serve whoever comes in
| Module | What it's for |
|---|---|
| OmniDeskSuite (Support Desk) | The front door of the Support Desk — the single inbox where your customers' messages arrive. |
| OmniLeadHub (Lead Capture & Messaging) | Gathers the conversations from all channels (website, WhatsApp, Instagram, email) in one place and distributes them among the people in charge. |
| Site AI (AI Website Support) | Puts an AI assistant in your website's chat bubble: it answers, qualifies and lets you know. |
| WhatsApp AI (24/7 WhatsApp AI Support) | The AI handles your company's WhatsApp, answers what it knows and hands over to a person when needed. |
| Phone AI (AI Phone Support) | The AI answers the company's phone, understands what the person wants, takes the message or transfers the call. |
| OmniLeadTrace (Contact Tracking) | Gives you a tracked phone number so you can find out where each call comes from, with recording and history. |
| Elisa (Email Concierge) | Looks after your inbox: sorts, summarizes and answers what's already in the script — without deleting anything. |
To sell and retain
| Module | What it's for |
|---|---|
| SalesFlow (CRM) | The customer notebook: each contact, what stage they're in, proposal, contract and service order. |
| Proposals (AI Commercial Proposals) | Generates commercial proposals and diagnostics as PDFs from a short briefing. |
| Pricing | Helps you answer "how much should I charge?": simulates price, margin and builds your price table. |
| E-commerce | Connects your Shopify store or creates a store for you, and lets the agents work with the catalog and orders. |
| StayConvert (Hospitality Management) | Hospitality management: bookings, calendar, rates, guests and channels like Airbnb and Booking. |
| Retention (Retention / CS) | Organizes the plan to retain people who are already customers: tiers, benefits and the portfolio of accounts to follow. |
To create content and look after the brand
| Module | What it's for |
|---|---|
| Brand | Keeps your brand identity (colors, fonts, way of speaking) so everything comes out to the same standard. |
| Copy (Content & Copy) | Writes the everyday texts — ad, post, email, page — in your brand's tone. |
| Images (Image Creation) | Creates your business's artwork and images from a request in plain language. |
| Videos (Video Creation) | Creates short videos for social networks, including one video a week on autopilot. |
| Clones (Clones & Videos) | Creates a video clone of you (with your face and your voice) to record pieces without you having to record. |
| Podcast | Builds the strategy and topics for episodes, publishes the show and generates the feed for Spotify and Apple. |
| PresentaLive (Live Presentations) | Builds presentations that run live on a link, with narration, so the customer can watch without installing anything. |
To protect and measure
| Module | What it's for |
|---|---|
| ClickVigil (Click Fraud Blocking) | Blocks bots and repeated clicks on your ads, so the budget isn't spent by people who were never going to buy. |
| AIMailCheck (Email Verification) | Checks whether the emails on your list exist before sending, so your emails don't land in spam. |
| Analytics (Analytics & Reports) | Brings the numbers from all the modules into a single dashboard and sends a report every Monday. |
| LGPD (LGPD / Compliance) | Helps you comply with Brazil's data protection law (LGPD): privacy policy, cookie banner and requests from your customers. |
| Crisis (Crisis Management) | What to do when your reputation catches fire: record the incident, build the protocol and respond fast. |
For specific operations
| Module | What it's for |
|---|---|
| Trade / POS (Trade Marketing) | For anyone with a product in physical stores: registering points of sale, visit route and promoter checklist. |
| Franchises (Franchise Marketing) | For franchise networks: headquarters builds the campaigns and distributes them; each unit uses them with its own data. |
| Automation | "When this happens, do that" recipes — polite payment reminders, budget alerts, review replies. |
| Employees (Virtual Employees) | Hires AI employees for the company's internal tasks, with a profile, connections and a report of what they did. |
Manual conventions
- Path appears like this: Home → Your apps → Traffic. Inside an app, the tabs are in the bar at the top of the screen; the system's full menu opens with the Full menu button on Home.
- Address is what shows in the browser bar, for example
/app/modulos/crm. You can type it right there if you prefer. - Text in quotation marks is what's written on the screen, letter for letter.