SIDEMEX / AGENTS
Agents dashboard guide
Find every agent section and understand what it configures, what it shows, and when to use it.
Read as MarkdownOpen your agent workspace
Section titled “Open your agent workspace”In Agents, open the agent you want to configure. Its menu groups design, connection, and operation. Voice agents use the sections below; the Ad planner uses the SDMX workspace. Dashboard control names are shown in Spanish to help you locate them.
| Section | Purpose | Guide |
|---|---|---|
| Vista general | Name, readiness, recent activity, selected version, and archiving. | Versions |
| SDMX | Account assistant conversation and proposals requiring approval. | SDMX |
| Comportamiento | Goal, instructions, tone, qualification questions, and greeting. | Behavior |
| Mi negocio | Business, location, public information, and operating rules. | Your business |
| Menú y catálogo | Source images, reviewable extraction, items, prices, and availability. | Catalog |
| Reservas | Location reservations and service status changes. | Reservations |
| Voz e idioma | Available engine, voice, model, and language. | Voice |
| Conversación | Duration and turn detection. | Conversation |
| Conocimiento | Approved profile and agent-specific information. | Knowledge |
| Herramientas y acciones | Leads, appointments, reservations, and human help. | Actions |
| Telefonía y rutas | Number, fallback, and reception schedule. | Telephony |
| Laboratorio de pruebas | Incoming or outgoing tests for this agent type. | Testing |
| Integraciones | Links to CRM, results, PBX, and account connections. | Integrations |
| Llamadas | Status, duration, outcome, and conversation detail. | Calls |
| Analítica | Calls and reservations over the past 30 days. | Analytics |
| Versiones y despliegue | Published versions, activation, comparison, and pausing. | Versions |
| Actividad y diagnóstico | Configuration changes and service status. | Troubleshooting |
Controls used across sections
Section titled “Controls used across sections”Guardar borrador saves agent changes. Publicar versión creates a fixed configuration. Activate it in Versiones y despliegue to apply it to new calls.
Business panels have their own controls: Publicar información, Publicar catálogo, and Guardar sucursal. Use them to save those records. The agent’s business and location selection also needs saving in its draft.
Actualizar refreshes the data. Use it after a test call, appointment confirmation, or WhatsApp verification.
Related account sections
Section titled “Related account sections”- Números and Conmutador: prepare agent telephony.
- Prospectos and Campañas: organize audiences and outbound calls.
- Resultados y citas: review requests and configure alerts.
- Proyectos: shows confirmed appointments and related work.
- Conexiones: manages external services and their status.
- Plan y uso: shows access, consumption, and limits.
- Soporte: collects the information needed to review an issue.
Account sections can combine activity from multiple agents. Within an agent, Llamadas and Analítica focus on that agent.