Overview
User Guide — Cecília.AI
Learn how to use each module of the Cecília.AI platform and understand what each feature is for. This guide was created for new users who want to navigate, configure and operate the system with ease.
Dashboard
The Dashboard is the main panel of Cecília.AI. Here you have an overview of your account, including available minutes, status and quick shortcuts to the platform's main functions.
Main Sections
Minutes
Displays the total contracted, used and remaining minutes.
Usage Progress
Shows the percentage of consumption of available minutes.
Account Status
Indicates whether the account is active.
Quick Actions
Shortcuts to quickly access important functions.
Quick Actions
Manage Agents — Configure your voice and chat agents.
Create Campaign — Start a new Voice campaign.
Reports — Track metrics and results.
Create Accounts — Add new users to your team.
💡 Tip: Use the Dashboard to monitor the usage and overall performance of your operation.
Agents
The tab Agents is where you create and configure your Cecília.AI assistant — which can operate by voice or chat according to your objective.
Types of Agent
Intelligent chat agent used in text conversations via WhatsApp, Webchat or other integrated channels.
Intelligent voice agent used to make automated calls and natural conversations. Ideal for dialing campaigns.
💬 Tip: Create different agents for each objective — sales, support, lead qualification, etc.
Campaigns
In the Campaignstab, you create and manage your calling campaigns with Cecília.AI.
Main Functions
Lists all created campaigns.
Allows filtering campaigns by status.
Allows redoing calls that did not reach contact.
Shows the performance of each campaign, from calls to results.
Creates a new dialing operation based on a leads database.
How to create a campaign
To create your first Campaign access: New Campaign.
Track results
On the campaign panel, you will see:
Total contact base
Progress (%)
Number of calls made
Pending reprocessings
Campaign status
💡 Tip: Use reprocessing to increase the contact rate with leads who did not answer on the first attempt.
Instances
The tab Instances is where you manage the WhatsApp connections used in Cecília.AI.
Available Functions
Add a new WhatsApp connection.
Instance Status
Indicates whether the connection is Connected, Disconnected or Waiting for Connection.
Create Instance
By clicking on Create Instance, you can choose between two modes:
Connection with WhatsApp Cloud (Meta). Ideal for verified accounts and enterprise use.
Connection via QR Code for quick use on regular numbers (Business or personal).
💡 Tip: Integrate your instance with Yuzap Omnichannel to unify conversations and support.
Reports
Here you track the performance of your campaigns and agents.
Report Types
Shows all calls made and their results.
Displays the conversion funnel, with dialing, contact and success metrics.
Prompt Testing
The tab Prompt Testing is a lab where you can test and compare different versions of AI prompts before applying them to campaigns.
Use this option to test a single prompt directly.
Compare the performance between two different prompts simultaneously.
💡 Tip: This feature is ideal for optimizing Cecília.AI's tone of voice and behavior before putting the agent into production.
Conclusion
Cecília.AI centralizes everything you need to automate intelligent communications:
Create and manage voice campaigns.
Configure custom agents.
Connect WhatsApp and Webchat channels.
Monitor results in real time.
Test and optimize your AI prompts.
🚀 With Cecília.AI, you turn automation into real experience.
Last updated