Conecta AI Business Activation & Training | October 2026
Set up AI for your business.
We'll look at how your office runs and show you where ChatGPT and supported tools can help, from client follow-ups to everyday admin. Learn how to use AI across your office's workflows.
Software and third-party costs are extra. Integrations depend on tool availability.
Run your tax office from one bilingual system.
See how Conecta handles clients, messages, documents, reminders, and workflows.
Hey everyone,
I've got a few updates I wanted to send over. Here's what's new and how you can start using it.
LIVE NOW
Conecta is now on your phone.
Get notified when a client or lead reaches out. Check conversations and respond to email, SMS, and WhatsApp wherever you are.
Sign in with your existing Conecta account. Android is available now; iPhone is coming soon.
THIS WEEK'S OFFICE HOURS
Edit your website with ChatGPT.
OCT 14
Wednesday at 11 AM Eastern
I'm showing how Conecta customers can use ChatGPT to update their websites just by describing what they want changed. We'll walk through a real example and answer your questions.
NOW AVAILABLE
Your website can answer back.
Add live chat to your website. Your team can handle conversations in the Conecta inbox, or use Sofia to answer questions, collect leads, and help with appointments in English and Spanish.
HUMAN CHAT
Your team
Reply to visitors in your Conecta inbox.
SOFIA BY CONECTA
$9.99/mo
Intro offer through Oct 31. 1,000 AI conversations/month.
Before you subscribe: Website chat requires an active Conecta CRM account. The Sofia AI subscription does not include CRM. Human chat is available through Conecta CRM. Existing Sofia Phone customers already have Website Sofia included with their plan.
SUPPORT
A dedicated WhatsApp support group.
We now have a separate group for Conecta technical questions and troubleshooting, with Daniel and the team helping out. That way support doesn't get lost in the main community chat.
You can also email sofia@holaconecta.com.
We're continuing to build and improve Conecta, but I also want to make sure you're actually using what we've already put out. Join us for office hours on October 14 if you can.
Alberto Contreras
Founder
Conecta
See How We Replace 7 Tools with 1
Call or text: (619) 826-8955
No extra user fees. No storage fees.
Available in English y Español
English y Español. Your business, connected.
Need a bilingual CRM built for tax offices?
Conecta combines CRM, client portal, automations, and bilingual workflows in one system made specifically for tax professionals.