From your first login to your first customer.
A practical guide for you and your team.
Create your company
Create an account with your company name, email and a password of at least 12 characters. Your Starter trial lasts seven days and never charges automatically. New employees start paused.
Open this sectionDescribe your business
After signup, choose a plan or continue with your Starter trial, then open employee setup. Explain what you do, who you help and your hours. Save & continue stores your progress so you can return later. Your website address is a reference; pages are not imported automatically.
Open this sectionGive your employee a job
Choose a name, role, goal, tone and customer language. Enable lead capture if useful. Add rules such as never offer discounts and handoff topics separated by commas. English / Español in the top bar changes your interface separately.
Open this sectionShare approved knowledge
In the Knowledge step, paste FAQs, prices, policies and services, or load a TXT/Markdown document. Review and publish it. PDF extraction and website importing are not available yet; paste their text instead. Manage structured products and prices in Products & services.
Open this sectionTest, then activate
Publish a knowledge source, then ask a question it answers in Test & activate. Check the reply and its sources, and ask for a human. Both readiness checks must pass before activation; a greeting alone does not qualify. Private tests support follow-up messages and count toward usage without creating customers or real handoffs. Changed settings require new tests before reactivation. The local demo uses simple matching; custom tone and detailed rules need the AI connection.
Open this sectionWelcome website customers
Open Integrations and copy the website chat snippet into your website. parcero.org must run at a public HTTPS address for customers outside this computer. Test the public chat: this creates a real contact, conversation and optionally a lead. WhatsApp, email, SMS and voice are future connections.
Open this sectionHelp when a person is needed
Open Human handoff or Inbox. Take over, reply and resolve when finished. Internal notes stay private to your team. AI pauses during human handling. Missing knowledge, sensitive requests and unsupported actions should reach your team.
Open this sectionRemember useful customer details
Edit a contact to record preferences, qualification and the next action. These fields provide context to the employee; use Internal notes for staff-only commentary. Move leads through the simple pipeline and add appointments manually. No automatic booking, order, quote or follow-up is performed.
Open this sectionManage owner access and account email
The person who creates a company becomes its owner. Demo access opens a sample company. Settings shows your current role and lets owners assign an optional supervisor to existing teammates. Important-change notices go to that supervisor or to company owners by default. Forgot password is on the sign-in page. Choose Keep me signed in to retain your session for 30 days on your own device. Company information remains saved when you sign out. Email delivery and recovery require the platform owner to connect a verified sender first; Settings shows whether email is connected.
Open this sectionUnderstand your plan and usage
Compare Starter, Professional and Business. Every plan includes website chat and lead capture; capacity and selected capabilities differ. Prices appear in COP in Colombia and USD outside Colombia, independently of interface language. Correct Your location if the estimate is wrong. Existing payment requests retain their original currency. Payment stays unavailable until the public website and payment method are connected. A pending transfer does not unlock a paid tier.
Open this sectionPayments when checkout opens
PayPal uses a secure USD checkout. Nequi requires a transfer and manual deposit review before activation. Do not send money while checkout is unavailable. The parcero.org payment administrator receives a queued email notice when a Nequi reference is submitted, once email is connected. Only approve after checking the actual deposit. Customers receive confirmation or rejection and can refresh their payment status. Each confirmed payment provides one calendar month without automatic renewal. My payments shows history and access dates. Expiry preserves records and pauses new AI chats.
Open this sectionIf something does not work
Use one consistent website address and refresh after an update. If checkout is unavailable, the merchant still needs to connect payment credentials. A submitted Nequi reference is not proof of approval. Try an approved FAQ to test the local assistant; it asks a human when it cannot answer.