Centro de ayuda de Solwees
Vídeos y respuestas paso a paso sobre cada parte de Solwees: el asistente de IA, los canales, los chats, los clientes, el marketing y los ajustes.
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Prueba
Empieza aquí
Cuatro pasos de una cuenta nueva a un asistente que responde a los clientes y les da cita.
Temas
Primeros pasos
Qué es Solwees, la primera configuración, los planes, la prueba gratuita y varios locales.
- Solwees in 2 minutes: a tour of the menu
- Sola: the setup assistant in Solwees
- Plans and free trial: what's included and how to choose
- Several locations or brands: workspaces
Asistente de IA y base de conocimiento
El perfil del negocio, las reglas de reserva, el paso a una persona, la base de conocimiento y las pruebas.
- Business profile: what the assistant knows about your company
- Custom rules and wording
- Persona and languages: how the assistant introduces itself and which languages it speaks
- Booking rules: how the assistant books your clients
Canales
WhatsApp, Instagram, Telegram, el chat web y un número de teléfono para el asistente.
- WhatsApp templates: messages approved by Meta
- Telegram: how to connect the assistant
- Website chat: how to set it up and install it
- Viber: how to connect your own number to the assistant
Chats
Una bandeja para todos los canales: cuándo responde el asistente, cuándo tú, respuestas rápidas y notas.
- Chats: every channel in one place
- AI or you: taking a chat over from the assistant and handing it back
- Needs attention: when a client is waiting for a person
- Quick replies and notes: what the chat input can do
Clientes, oportunidades y tareas
La ficha del cliente, la importación, la lista de espera, el tablero, los embudos y las tareas.
- Customers and the customer card
- Importing clients: from a CSV file or from your CRM
- Waiting list: the assistant offers a freed-up time by itself
- Deals: the board
Marketing y promociones
Recordatorios de citas, envíos masivos, protección frente a bloqueos de WhatsApp, servicios y promociones.
- Booking messages: reminder, confirmation, reschedule and cancellation
- Google Maps reviews: a rating after the visit and a review link
- Winning clients back: reactivation, call follow-up, greetings and programs
- Broadcasts: how to message clients in WhatsApp and Telegram
Llamadas, informes y avisos
Grabaciones y transcripciones, informes, resúmenes y avisos al equipo.
- Calls: history, recordings, transcripts and the assistant's calls
- Outbound campaigns: the assistant calls clients from your list
- Reports: bookings, money and how the assistant works
- Ads: which ads bring you clients
Integraciones
Sistemas de reservas, CRM, pagos y calendarios con los que se conecta Solwees.
- App Directory: connect your booking system, CRM and payments
- Bitrix24: client conversations in your Open Lines
- Kommo (amoCRM): how to connect it and what goes into the deal
- Restaurant bookings: connecting SevenRooms, OpenTable and CoverManager
Equipo, ajustes y facturación
Compañeros y accesos, ajustes del espacio, planes, minutos y facturas.
- Team and access: add teammates and choose what they can do
- General settings: workspace name, time zone and report currency
- Billing and invoices: your plan, modules, invoices and cancelling
- Clientes activos
App móvil
Chats, llamadas del asistente y avisos en tu teléfono.
Todos los artículos · 2 artículosSeguridad y datos
Acceso en dos pasos, seguridad del chat web, RGPD y borrado de datos.
- Security: two-factor authentication, attachments and allowed domains
- GDPR
- SOC 2 e ISO 27001
- Subencargados del tratamiento
Solución de problemas
Qué revisar si las reservas no se sincronizan, una llamada se oye mal o no llegan los avisos.
Todos los artículos · 2 artículosVídeos
Cada vídeo muestra un ajuste en pantalla en uno o dos minutos, con capítulos y transcripción.
2:10Solwees in 2 minutes: a tour of the menu
1:03Sola: the setup assistant in Solwees
1:19Plans and free trial: what's included and how to choose
1:01Several locations or brands: workspaces
1:35Business profile: what the assistant knows about your company
1:14Custom rules and wording
1:22Persona and languages: how the assistant introduces itself and which languages it speaks
1:38Booking rules: how the assistant books your clients
1:16Handing over to a person: when the assistant calls in your team
1:36Conversation flow: what the assistant must do, and when
1:31Agents and the AI schedule: when the assistant replies to clients
1:09Test chat and call: try the assistant before you go live
1:16Knowledge base: the articles and files your assistant answers from
1:10Google Sheets and Docs: the assistant answers from your file
1:01Photos for replies: your price list and work photos in a chat in a few clicks
1:30WhatsApp templates: messages approved by Meta
1:31Telegram: how to connect the assistant
1:52Website chat: how to set it up and install it
1:11Viber: how to connect your own number to the assistant
1:56Phone: a number for the assistant
1:45Call forwarding and your own number
1:35Chats: every channel in one place
1:13AI or you: taking a chat over from the assistant and handing it back
1:14Needs attention: when a client is waiting for a person
1:23Quick replies and notes: what the chat input can do
1:25Close a chat, spam and blacklist
0:57Unsorted: how to triage new leads
1:17Chat side panel: everything about the client next to the conversation
1:19Customers and the customer card
0:57Importing clients: from a CSV file or from your CRM
0:54Waiting list: the assistant offers a freed-up time by itself
1:28Deals: the board
1:15The deal card: stage, fields, activities and chat in one place
1:27Pipelines and automation: stages, rules and who gets the deals
1:11Tasks: due dates, assignees and reminders
1:27Booking messages: reminder, confirmation, reschedule and cancellation
0:54Google Maps reviews: a rating after the visit and a review link
1:36Winning clients back: reactivation, call follow-up, greetings and programs
1:26Broadcasts: how to message clients in WhatsApp and Telegram
1:14Solwees Marketing AI: the assistant that prepares your campaigns
1:01Anti-ban protection: how Solwees keeps your WhatsApp number safe
1:29Services and promotions: the prices and offers your assistant quotes
1:11Calls: history, recordings, transcripts and the assistant's calls
1:43Outbound campaigns: the assistant calls clients from your list
1:38Reports: bookings, money and how the assistant works
1:14Ads: which ads bring you clients
1:08Conversation summaries, printing a report and a link to a report tab
1:12Team notifications: the feed and Telegram alerts
1:06App Directory: connect your booking system, CRM and payments
1:03Bitrix24: client conversations in your Open Lines
1:19Kommo (amoCRM): how to connect it and what goes into the deal
1:21Restaurant bookings: connecting SevenRooms, OpenTable and CoverManager
1:28Stripe prepayment: take a deposit when clients book
1:04Calendly and Cal.com: the assistant knows your clients' meetings
1:19Team and access: add teammates and choose what they can do
1:02General settings: workspace name, time zone and report currency
1:03Security: two-factor authentication, attachments and allowed domains
1:28Billing and invoices: your plan, modules, invoices and cancelling
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