Getting StartedSetup

Platform tour

Overview of Aura

When you log in to Aura, you will see a sidebar menu (the navigation bar on the left) with all the sections of the platform. Below we explain what each one is for.

Agent selector

If you manage multiple businesses or locations, you will have more than one agent. At the top of the sidebar you will find the agent selector, which lets you quickly switch between your different agents. All the information displayed on the platform will correspond to whichever agent is currently selected.

Main sections

This is your home page. It shows a summary of your agent’s activity: calls received, messages, reservations, success rate, and more. You can customize what information to display using widgets.

Here you will find a list of everyone who has interacted with your agent: customers who have called, sent messages, or made reservations. You can view their history and contact details.

Shows all the bookings and appointments managed by your agent. You can see their status (pending, confirmed, completed, canceled), the details of each one, and manage them manually if needed.

A calendar view where you can see all scheduled reservations visually: by day, week, or month. It helps you get a clear picture of how busy your business is.

Here you define the services your business offers that customers can book: consultations, haircuts, tables, meetings, etc. Each service has a duration, a price, and can be linked to resources.

Resources are the elements of your business that get booked: professionals, rooms, tables, equipment. Each resource has its own availability. This section is only used in advanced reservation mode.

Here you can see all the conversations your agent has with customers through WhatsApp, Instagram, or email. You can read the conversations, step in manually, or let Aura keep responding.

Templates are predefined messages for WhatsApp. From this section you can create, edit, and send templates to your customers. Templates must be approved before they can be used.

Set up automatic actions that Aura will carry out without your intervention. For example: sending a reminder before an appointment, a follow-up message after a call, or a booking confirmation.

The history of all calls your agent has received or handled. You can see the duration, the outcome, listen to the recording (if enabled), and review a summary of each conversation.

Shows the support tickets or cases your customers have opened during their interactions with the agent. You can see their status (open, in progress, resolved, closed) and manage them.

All the settings for your agent: general information, personality, language, tone, capabilities, availability schedule, usage limits, and support configuration. This is the control center for your virtual assistant.

The place where you upload all the information you want your agent to know: documents, text, links, and files. The more information you provide, the better it will answer your customers’ questions.

Connect Aura to other tools you already use: WhatsApp Business, Instagram, Gmail, Google Calendar, and more. From this section you manage active connections and set up new ones.

Reporting an incident

If you encounter any issue or want to report a bug, you can do it directly from the top bar. To the left of the Documentation button you will find a report icon button. Clicking it will open a form where you can enter the title and description of the incident to send it to our team.

If you manage a single business, you don’t need to worry about the agent selector. The platform will automatically select your only agent.