SIDEMEX / AGENTS
Agent integrations
Connect agent operations with your account's records and services.
Read as MarkdownYour operating connections
Section titled “Your operating connections”The Integraciones panel links to:
| Area | What to review |
|---|---|
| CRM de Sidemex | Leads and call results linked to a contact. |
| Resultados, citas y WhatsApp | Requests, appointment confirmation, and team alerts. |
| Telefonía Cloud | PBX extensions, ring groups, numbers, and schedules. |
| Conexiones externas | Services connected to your account and their status. |
Call history and results are recorded in Sidemex. For external services, review Conexiones and the requirements displayed by the feature you want to use.
Check a connection
Section titled “Check a connection”- Open Conexiones from the dashboard.
- Review the service and its status.
- Complete setup using the panel’s controls.
- Return to the agent and check feature availability.
- Run a test and review its result.
A saved connection does not replace a test. If it remains pending or disconnected, see Troubleshooting.
WhatsApp: choose the task
Section titled “WhatsApp: choose the task”Team alerts are linked in Resultados y citas. The recipient verifies the number and chooses notification types.
Conversation with SDMX is linked from the creative workspace when available. It has separate authorization.
Customer reservation messages require customer consent and the corresponding connection. Adding contact information in Mi negocio does not configure these flows.
External actions
Section titled “External actions”Publishing a version does not automatically enable sending, payments, recordings, or custom actions. Check each feature’s availability and review any required approval before execution.