Recaudo Docs

Help center

Short videos

Learn a Recaudo feature in under 30 seconds. Step-by-step tutorials, tips and walkthroughs.

Videos are narrated in Spanish.

Set up your account

What you do once to get Recaudo ready.

Connect your WhatsApp 24 s Connect with Facebook, pick your numbers and import them. Read the article →
Connect your payment gateway 28 s Stripe, Conekta, Mercado Pago and more: keys, test mode, done. Read the article →
Your brand on every payment 20 s Logo, colors and button style for your payment page. Read the article →
Set up automatic collections 28 s Stages by days overdue, schedule and late fees. Read the article →
Create a WhatsApp template 31 s Message, variables, buttons and Meta approval. Read the article →
Create your first flow 24 s Blocks, testing and publishing. Read the article →
Bulk WhatsApp sending 24 s From a flow: audience, sending and results. Read the article →
Create an automation 28 s When it runs, what it does and how to turn it on. Read the article →

Tutorials

One task, step by step.

Create a payment link 25 s Get paid in under a minute: Create → New link, customer, amount, done. Read the article →
Charge without leaving the chat 22 s With the panel’s Charge button, the link lands ready in the message. Read the article →
Tag conversations 25 s Search, press Enter or tap a suggestion. And connect tags to Meta. Read the article →
Find anything with ⌘K 23 s Customers, chats, deals, links and payments in one search. Read the article →
Move your sales from the chat 26 s Advance the deal stage or mark it lost without opening the CRM. Read the article →
See what each customer owes 20 s Invoices, installments, days overdue and late fees in the panel. Read the article →
Never forget a customer 21 s Schedule the follow-up and, if you want, send the message automatically. Read the article →
Hand the conversation to your team 21 s Transfer with the full history; the customer repeats nothing. Read the article →
Quick replies 19 s Type / in the chat and paste what you answer twenty times a day. Read the article →
Notes the customer can’t see 18 s Leave context for your team inside the conversation. Read the article →
Which ad brought this customer? 23 s Every chat arrives with its ad, and Meta learns about the sale. Read the article →
Collect overdue accounts without writing one by one 24 s WhatsApp, email and an agent call, no manual messages. Read the article →
Distribute chats across your team 22 s Round-robin assignment to whoever is available. Read the article →
What your artificial intelligence agent looks like 27 s Who is handling the chat, how its replies look and how you take over. Read the article →

Tips

Small details that save you time.

Who to answer first 20 s Unread chats stand out, with how long each customer has waited. Read the article →
WhatsApp messaging windows 29 s 24 hours, 7 days from an ad, plus Messenger and Instagram. Read the article →
Artificial intelligence never talks over you 14 s When someone on your team replies, the artificial intelligence agent steps aside. Read the article →
Light or dark, in your language 12 s Change theme and language from your profile. Read the article →

Recaudo on video

What Recaudo does, end to end.

This is Recaudo 29 s Chats, payments and follow-up in one place.
From ad to payment 16 s From the ad click to the payment, and Meta learns about the sale.
Recaudo in 40 seconds 39 s Full tour: inbox, agent, pipeline, payment and collections.
Collect without chasing 22 s Reminders, statements and calls, on autopilot.
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