Get your Hapee up and running today.

Your logo, colors and details show up in quotes, emails, forms and reports. Loading them first saves you from redoing pieces later.

1. Open the welcome email and sign in to beta.hapee.ai with your username. The system will ask you to create your permanent password on your first login.
2. Go to Settings → Company profile and fill in your name, tax ID / legal name, website, phone and address.
3. Upload your logo (and its white version if you have one: it's used on dark backgrounds).
4. Check your profile photo and name in your personal account: it's what your customers will see when the team replies.
5. Pick your theme: the moon button 🌙 in the top bar switches between light and dark mode. It's a per-user preference — everyone picks their own and the platform remembers it. The language is also changed per user, at the bottom of the side menu.

Everyone with their own access: that way messages, tasks and sales are assigned to someone by name, and nobody shares passwords.

1. In Settings → Team, invite each person by email.
2. Assign the role: administrator (configures and sees everything) or member (runs the day-to-day).
3. Ask each person to accept the invitation and create their password.

The channel where Latin America buys. Hapee connects to the official WhatsApp Business API: unlimited messages per conversation, no phone that has to stay on, and no risk of being banned for using unofficial apps.

1. Go to Conversations → WhatsApp and follow the connection wizard with your Meta account (it will ask you to log in to Facebook and authorize the number).
2. Verify the number with the SMS code Meta sends.
3. Complete the business profile: photo, description and hours — it's what customers see when they open your chat.
4. Send yourself a test message from another phone and confirm it shows up in the Inbox.

Official WhatsApp works on a simple rule: when a customer writes to you, a 24-hour window opens in which you can reply with whatever you want. After those 24 hours —or if YOU want to write first— you can only start with a template approved by Meta.

Create your 3 base templates from day one and submit them for approval (it takes hours, sometimes a day). Templates can't be aggressively promotional — Meta rejects them; write them as customer service. You can start from these:

# 1 · Welcome
Hi {{nombre}}, thanks for reaching out to [your company] 👋
Tell us how we can help and we'll get back to you right away.

# 2 · Appointment reminder
Hi {{nombre}}, a reminder of your appointment on {{fecha}} at {{hora}}
with [your company]. If you need to reschedule, just reply here.

# 3 · Quote follow-up
Hi {{nombre}}, were you able to review the quote we sent you?
We're here for any questions — and if you'd like, we can go over it together
on a quick call.

The omnichannel inbox: each conversation with its channel, its owner and the contact record alongside.

WhatsApp, Instagram, Facebook, email and your website chat, in a single list. Each conversation can be assigned to someone on the team, labeled and turned into a pipeline deal without leaving the page.

1. Open the Inbox and connect the channels you use: Instagram and Facebook are authorized with your Meta account; email, with your mailbox.
2. Agree with your team on the golden rule: every conversation gets assigned to an owner as soon as it's first answered.
3. Create your first labels (in Settings → Labels): for example "quote", "after-sales", "urgent". A few clear ones work better than many.
4. Test the full flow: incoming message → assign → reply → label.

Everyone who writes to you gets recorded with their full history: conversations, deals, emails and notes. Companies group their contacts.

1. If you're coming from a spreadsheet, use the import in Contacts: upload the CSV and match the columns to Hapee's fields.
2. After importing, check 5 random contacts: name spelled correctly, phone in full format (+56 9…), email without spaces.
3. In Settings → Properties, add the fields specific to your business. AI agents can fill them in by chatting. Examples by industry — real estate: neighborhood of interest, bedrooms, down payment available, first home yes/no · clinic/health: insurance, treatment of interest, urgency · e-commerce/retail: size, favorite category, last purchase · B2B services: company size, job title, estimated budget, renewal date (the latter enables the renewals workflow in module 13).
4. From any conversation in the inbox, check that the contact is created automatically on the first message.

The sales kanban: each column a stage, each card a deal with its amount.

Your sales in columns: from "new lead" to "closed." Seeing a full pipeline means seeing how much money is in play and where it's getting stuck.

1. Define your stages using the names of YOUR real process. Rule of thumb: between 4 and 6 stages; more than that and nobody moves cards.
2. Put an amount on every deal when you create it, even an estimate: a pipeline without money is just a pretty list.
3. Create your first 5 real deals — the ones you currently have in your head or in a notebook.
4. Agree on a weekly ritual with the team: one pass through the pipeline, moving cards and noting the next step for each.

A calendar connected to Google: your meetings sync on their own, customers can book your open slots, and the AI Meetings notetaker knows which meetings to join.

1. Go to Calendar and connect your Google Calendar (Google authorization, two clicks).
2. Ask each person on the team to connect theirs — each one their own.
3. Set your availability (the days and hours you accept meetings).
4. Schedule a test meeting and confirm it appears in both your Google Calendar and Hapee.

Both are authorized with Google's button in two clicks — no shared passwords: each person connects THEIR account, and can disconnect it whenever they want from the same place.

A Hapee agent isn't a chatbot that recites answers: it's a digital employee with a role, personality, knowledge base, tools and limits. It replies on your channels, qualifies leads, books on your real calendar and logs everything in the CRM.

You can have several agents, but one is the primary: the one that automatically handles every incoming message that doesn't have another agent assigned. Mark your sales agent as primary — it's the one that receives strangers. The others (support, after-sales) are assigned to their specific channels or conversations.

# WHO YOU ARE
You are [Valentina], a sales rep at [Andes Realty].
You speak in a warm, professional tone: friendly and informal, short
sentences, at most one emoji per message. You never sound like a robot
or a form.

# WHAT YOU SELL (summary — the detail lives in the knowledge base)
1- to 3-bedroom apartments in [Ñuñoa and La Florida],
from [UF 2,990]. Down payment can be financed in installments. Delivery [immediate].

# YOUR GOAL IN EVERY CONVERSATION
1. Understand what they're looking for: bedrooms, neighborhood, whether it's a first home.
2. Get their name and email naturally, not like an interrogation.
3. Offer and BOOK a visit using the calendar tool.
Success = visit booked. If they don't want to book yet, success = complete
details and the tag "future_interest".

# HARD RULES
- Never promise discounts or prices that aren't in your knowledge.
- If they ask about [mortgage financing in detail], hand off: "our
  specialist can answer that better, want me to book you with them?"
- Complaints or upset customers: hand off to a human IMMEDIATELY, no arguing.
- If you don't know something, say so and offer to find out. Never make things up.

The same four sections work for any industry: change the who, the what, the goal and the rules. A clinic hands off "diagnosis topics" to the doctor; an e-commerce store hands off "exchanges and returns past the deadline."

Notice what it did: it replied right away at 9:47 PM, gave the price without hiding it, asked ONE qualifying question, and closed by proposing specific times — not a vague "would you like to book?" That's what a well-configured goal and tools produce.

1. Create the agent in Hapee Agents: visible name, SDR/sales role, chat type.
2. Paste your instructions, adapted from the template above.
3. Create the "Sales" knowledge base and upload: price list, description of each product/service, coverage, hours, payment methods and the answers to your 10 most frequent questions. Short, specific documents work better than one giant PDF.
4. Turn on its tools: book on calendar (choose which), create deal in the pipeline and label contact. If any of them makes you nervous, mark it requires approval: the agent will ask permission before running it.
5. Turn on the guardrails from the library that apply (don't promise discounts, no legal/medical advice, no third-party personal data) and write your own if your industry needs it.
6. Adjust the fine-tuning with the table above.
7. Set it to suggestion mode and mark it as primary.
8. Test it with the checklist below before even thinking about autopilot.

The Agents dashboard shows every run: what it replied, which tools it used and where it got stuck. Review it 10 minutes a week for the first 4 weeks: every weak conversation tells you exactly which knowledge document is missing. Agents aren't "retrained" — you add the data they lacked and they improve instantly.

Campaigns and automatic emails to your list, with open and click metrics, and everything logged on each contact's record.

1. Set up your sender: the module shows you 2–3 records to add to your domain (called SPF and DKIM). Put simply, they're the ID card of your emails — they prove to Gmail and Outlook that you sent that email and not an impersonator. Without them, your campaigns land in spam even if the content is perfect. You add them ONCE in the panel where you bought your domain (NIC, GoDaddy, Cloudflare…): copy each record as is and paste it as a TXT record. If nobody on your team manages the domain, message us and we'll sort it out with your provider in a 15-minute call.
2. Once the domain verifies, send a test campaign to your own email and check that it arrives with your name and your logo.
3. Create your first real campaign with one simple rule: a single goal per email (an offer, a piece of news, a reminder — not all three).
4. After 48 hours, look at opens and clicks in the same module.

Each form creates the contact in the CRM instantly, with a tracked source: you'll know which campaign or page each lead came from.

1. Create a form with the minimum fields: name, phone and what they need. Every extra field you ask for costs you leads — the rule of thumb: if a field doesn't change your first reply, it doesn't belong on the form; the agent asks about it later.
2. Take advantage of the source: each form records where the submission came from, so create one form per use ("Website quote," "April campaign landing," "Trade show") instead of one generic form — reporting will later tell you which brings the best customers.
3. Embed it on your website (the module gives you the code or the direct link — the link also works for your Instagram bio and QR codes).
4. Connect its welcome workflow (recipe 1 in module 13): a form with no automatic reply is a customer waiting.
5. Send a test response and confirm the contact appears in the CRM.

You plan the month's content grid, schedule the posts and Hapee publishes on its own to your accounts, with a visual calendar of what's coming.

1. Connect your accounts (Instagram and Facebook with your Meta login; any other networks you use, with their own authorization).
2. Build the grid with the weekly 3-2-1 rule: 3 value pieces (tips, data, education about your industry), 2 social-proof pieces (cases, testimonials, behind the scenes) and 1 commercial piece (an offer or direct call to action). Accounts that only post offers stop being seen — the algorithm and people punish them alike.
3. Schedule your first 3 posts at different times. A reference for Latin America: 8–9 AM, 1–2 PM and 8–10 PM concentrate attention; then compare with your own data in the module.
4. Check that they publish on their own and show up as "published" in the calendar.
5. Set the ritual: one monthly 1-hour session gets the month's grid scheduled. Posting "whenever we can" is the silent death of a small business's social media.

Landing pages for campaigns, with a form built into the CRM, and a blog to position yourself on Google and in AI assistants.

1. Create your first funnel for your active campaign. The structure that converts, in order: a headline that promises the result ("Apartments in Ñuñoa from UF 2,990," not "Welcome to our real estate company") → 3 concrete benefits → social proof (a real testimonial or figure) → a short form → a single button. Anything that distracts from that button is extra: no menu, no outbound links.
2. Connect the funnel's form (it comes built in — verify with a test submission).
3. If your plan includes the blog, publish your first article answering the question customers ask you most. It's the one people are already googling.

A workflow is a living rule: when something happens (the trigger), Hapee does something (the actions), optionally with waits and conditions in between. You build them by dragging nodes onto a visual canvas — no code.

Trigger → (wait) → (condition) → action → action… A contact "enters" the workflow when its trigger occurs, and moves forward node by node. In each workflow you can see how many contacts are inside and what step they're on.

Between actions you can put waits ("wait 2 days") and conditions ("does it have tag X? yes → one path, no → another"). That's the beauty of the visual editor.

1. Start with recipe 1 (Welcome): it's the shortest and the one that shows the most.
2. Create it in Workflows, choose the Form submitted trigger and your form.
3. Add the Send WhatsApp action and write the message with {{nombre}}. Read it out loud: if it sounds like a machine, rewrite it.
4. Add Assign owner (round-robin if there are several) and Create deal.
5. Turn it on and test it yourself: fill in the form with your details and time it. You should get the WhatsApp in under a minute and see the deal created.
6. Only once recipe 1 has run cleanly for a week, build 2 and 3.

Your Meta and Google campaigns on a single dashboard, with a plain-language reading: how much you spent, how much came back and what's worth shifting.

1. Connect your ad accounts (Meta Ads and Google Ads) with their authorizations.
2. Check that the dashboard shows your active campaigns and this month's spend.
3. Put a monthly review of the report on your calendar with your team — the report arrives on its own, the decision is yours.

The report arrives with a written reading: what's going well, what's not and what we'd do. Read it before the charts — numbers without interpretation only cause anxiety.

You define who to watch and every Monday you get the full reading: their active ads, their website and pricing changes, their visibility in AI assistants, their social media and their press — with conclusions, not raw data.

1. Add each competitor with their name and website. Nothing more: the radar does the rest.
2. Press "Analyze now" for your first report right away (the following ones arrive on their own every Monday).
3. Read the findings section: it's sorted by relevance, start from the top.
4. If a competitor has a very generic name and their ads show up as "ambiguous," set their Meta page ID in the competitors panel (the radar tells you).

The recommended ritual: Monday, 10 minutes, report in hand at the sales meeting. One decision a week based on the radar ("they raised prices → let's highlight ours this week") is worth more than filing away ten reports skimmed over.

A bot of our own joins your video calls (Meet, Zoom, Teams), truly listens to the audio, and when it's over hands you a summary, transcript, tasks with an owner and due date, and a draft follow-up email. In sales meetings it adds a sentiment meter and insights on your presentation.

1. Connect your Google Calendar if you didn't in module 07 — that lets the bot join your scheduled meetings on its own.
2. For a one-off meeting, paste the video call URL into the module and the bot joins right away.
3. When the bot asks to enter the room, admit it — it appears as a participant named Hapee.
4. When the meeting ends, open the record: review the summary and approve the detected tasks so they're created with an owner and due date.
5. If you have an old recording, you can also upload the audio and it's processed the same way.

The notetaker listens to the real audio — it doesn't depend on the platform's captions, so it works the same whether the meeting is on Meet, Zoom, Teams or another room with a web link. With several participants, it identifies who said what.

Mercado Público filtered by real fit with your business: instead of a thousand notices, you get the ones you can actually win, with the score explained in one sentence.

1. Describe your business in the module: what you sell, to whom, in which regions. The quality of the filter depends on this description — compare: ✗ "technology services company" (everything matches it and nothing gets filtered) vs ✓ "custom software development and IT support for public institutions; teams of 5–50 people; Metropolitan Region and Valparaíso; we do NOT sell hardware or cabling." Saying what you DON'T do filters better than saying what you do.
2. Review the first batch of opportunities and mark the ones you like — the filter learns from that.
3. Decide who on the team reviews the alerts and how often (recommended: daily, 5 minutes).

Short courses to master each module and the community where news, cases and answers from the Hapee team are shared.

1. Take the starter course for the modules in your plan — they're short pieces, designed to be watched between meetings. Progress is saved per person.
2. Join the Community: that's where new modules and improvements are announced before any other channel, and where the Hapee team answers questions.

The Academy isn't just for consuming: with the Studio (visible to administrators) you can create your own courses. The uses that pay off most: onboarding your team (how we serve customers, how we quote, policies) and educating your customers (how to use what they bought from you — fewer support tickets).

1. Go to Academy → Studio and use "Create course": title, a short description and a cover (a simple image with your brand works).
2. Build the lessons: the length that works is a short video (3–7 min) or one screen of text per lesson. A 5-lesson course that gets finished beats a 20-lesson one that gets abandoned.
3. Order the lessons in the real learning sequence and publish the course.
4. Announce it in the Community — and in each new hire's onboarding, their first task is to complete it.

The repository keeps your project's files (assets, contracts, brand material) in one shared place. The roadmap shows what's coming in your project and on the platform.

1. Upload your brand material to the Repository: logo, fonts, approved photos. It's where the team (and ours) will always take the right version from.
2. Check the Roadmap once a month: there you see what's in development and what has shipped.

Your copilot inside the platform: you talk to it by text or by voice and it reads your real data — metrics, customers, tasks, campaigns — and acts. It's not a generic chat: it knows what's happening in YOUR account, respects what your role can see, and remembers what you ask it to remember.

1. Ask before you search. Instead of browsing five modules looking for a figure, ask it: "how much did we spend on Meta this month?" arrives faster than any click.
2. Voice dictation to capture. Walking out of a meeting, press the microphone and drop your commitments on it: "create a task to send the proposal to X on Thursday." Captured.
3. Offload the boring work. First drafts of captions, emails and proposals: it does 80% and you polish the 20% that carries your signature.