Results, appointments, and alerts

Review appointment requests

In Resultados y citas, a general appointment begins as a request. Review availability and details before selecting Confirmar cita. Confirmed appointments appear in Proyectos.

Use Cambiar horario or Cancelar cita as allowed by the status. Refresh if someone else may have changed the record.

Automatic restaurant reservations are checked in the location’s Reservas panel. See Reservations and requests to choose the right flow.

Review results

The panel brings together requests, leads, and achievements reported by agents. Read the details before following up. A summary or outcome label needs interpretation: verify the corresponding appointment, reservation, or contact.

Link your WhatsApp for alerts

Operator alerts require an active paid plan and a ready WhatsApp connection. The panel shows missing requirements.

1. Open Alertas por WhatsApp.
2. Enter Nombre del destinatario and your number with + and country code.
3. Choose Citas, Prospectos, and/or Llamadas notifications.
4. Consent to receiving alerts.
5. Select Vincular WhatsApp.
6. Open the link and send the verification message.
7. Select Actualizar and check the recipient’s status.

The verification link expires in 15 minutes. Opening WhatsApp without sending the message does not complete linking.

Change or stop notifications

For a linked recipient, change the selected event types. To stop alerts, select Desactivar alertas or send BAJA through WhatsApp.

If the connection is not ready, results remain saved in the dashboard even when a notification is not delivered.

Distinguish consent

Linking team alerts authorizes those notifications. SDMX chat is connected separately from its creative workspace. Customer confirmations or reminders require consent and configuration for the reservation flow.