# Papo Global — Complete Platform Tutorial ****Category:**** Getting Started · Onboarding · Product Guide   ****Audience:**** New customers and team admins   ****Estimated reading time:**** 25 minutes   ****Last updated:**** June 2026   --- ## Table of contents 1. [Introduction](#1-introduction) 2. [Getting started](#2-getting-started)    - [2.1 Create your account](#21-create-your-account)    - [2.2 Onboarding overview](#22-onboarding-overview)    - [2.3 Activate your workspace](#23-activate-your-workspace) 3. [Configure your AI assistant (prompt)](#3-configure-your-ai-assistant-prompt)    - [3.1 What is the prompt?](#31-what-is-the-prompt)    - [3.2 The seven prompt sections](#32-the-seven-prompt-sections)    - [3.3 Save, test, and continue](#33-save-test-and-continue) 4. [Connect WhatsApp](#4-connect-whatsapp) 5. [Two ways to use Papo](#5-two-ways-to-use-papo)    - [5.1 Simple panel (account area)](#51-simple-panel-account-area)    - [5.2 Advanced inbox (full platform)](#52-advanced-inbox-full-platform) 6. [Simple panel — feature guide](#6-simple-panel--feature-guide)    - [6.1 Chat](#61-chat)    - [6.2 Prompt, files, and URLs](#62-prompt-files-and-urls)    - [6.3 Image triggers](#63-image-triggers)    - [6.4 WhatsApp instances](#64-whatsapp-instances)    - [6.5 Settings and AI behavior](#65-settings-and-ai-behavior) 7. [Advanced platform — feature guide](#7-advanced-platform--feature-guide)    - [7.1 Conversations](#71-conversations)    - [7.2 Contacts](#72-contacts)    - [7.3 CRM and sales pipelines](#73-crm-and-sales-pipelines)    - [7.4 Connections and internal chat](#74-connections-and-internal-chat)    - [7.5 Projects and task management](#75-projects-and-task-management)    - [7.6 Scheduling and Google Calendar](#76-scheduling-and-google-calendar)    - [7.7 Broadcasts (bulk messaging)](#77-broadcasts-bulk-messaging)    - [7.8 Email marketing](#78-email-marketing)    - [7.9 Chatbot flows](#79-chatbot-flows)    - [7.10 Reports and analytics](#710-reports-and-analytics)    - [7.11 Knowledge portal](#711-knowledge-portal)    - [7.12 Platform settings](#712-platform-settings) 8. [Quick reference](#8-quick-reference) 9. [Need help?](#9-need-help) --- ## 1. Introduction ****Papo Global**** is a multichannel customer service platform with AI, CRM, automations, and team collaboration in one place. It helps you: - Centralize WhatsApp, social media, email, and website conversations - Automate replies with a configurable AI assistant - Organize leads and sales with pipelines (Kanban) - Run broadcasts, email campaigns, and chatbot flows - Measure performance with reports and statistics This guide walks through the full platform — from registration to advanced features — based on the official Papo Global tutorial. > ****Two environments:**** Setup and prompt configuration live at ****[papo.global](**https://papo.global**)****. Day-to-day inbox and advanced tools live at ****[chat.papo.global](**https://chat.papo.global**)****. Both are connected and sync with your account. --- ## 2. Getting started ### 2.1 Create your account 1. Search for ****Papo Global**** on Google or open ****[papo.global](**https://papo.global**)**** in your browser. 2. Click ****Start now****. 3. Sign in using one of the following:    - ****Google**** (one-click login), or    - ****Email and password**** (registration form). After login, you land on the ****onboarding**** screen. ### 2.2 Onboarding overview Onboarding offers three paths: | Step | Action | Purpose | |------|--------|---------| | 1 | ****Configure prompt**** | Define how your AI assistant behaves | | 2 | ****Scan WhatsApp QR code**** | Connect WhatsApp so the AI can reply | | 3 | ****Open control panel**** | Access settings and the full inbox | ****Recommendation:**** Start with the ****prompt**** first. A well-configured assistant makes WhatsApp testing and daily use much smoother. ### 2.3 Activate your workspace 1. Enter your ****phone number**** on the activation screen. 2. Click ****Activate now****. 3. Check your ****email**** — you will receive login details and platform information. 4. Return to onboarding and click ****Configure prompt**** to continue. --- ## 3. Configure your AI assistant (prompt) ### 3.1 What is the prompt? The ****prompt**** is the set of instructions that tells the artificial intelligence how to behave on ****WhatsApp**** and in your ****inboxes****. The more accurate and complete your company information, the better the AI responses. Think of the prompt as your assistant’s “job description” and knowledge base combined. ### 3.2 The seven prompt sections Papo Global organizes the main prompt into ****seven sections****. Fill each one according to your business: | # | Section | What to include | |---|---------|-----------------| | 1 | ****Assistant behavior**** | Who the assistant is, its role, and how it should act in conversations | | 2 | ****Main objective**** | The outcome every conversation should achieve (resolve doubt, book meeting, qualify lead, etc.) | | 3 | ****Absolute rules**** | What the AI must ****never**** do (invent information, share sensitive data, go off-topic) | | 4 | ****Tone of voice**** | How it speaks: formal, friendly, technical, concise, etc. | | 5 | ****Company information**** | Products, services, hours, contacts, policies, FAQ | | 6 | ****Call to action (CTA)**** | What to offer at the end of a helpful reply (schedule call, speak to human, request quote) | | 7 | ****Additional notes**** | Extra instructions, edge cases, or reminders | You can refine each section over time. Start with the essentials, save, and improve as you test real conversations. ### 3.3 Save, test, and continue 1. Click ****Save**** after editing the sections. 2. Use the ****test**** tools in the prompt area to preview behavior before going live. 3. When satisfied, click ****Continue**** in onboarding. 4. Proceed to ****WhatsApp QR code**** — your AI will be ready to respond once connected. --- ## 4. Connect WhatsApp 1. Open the ****WhatsApp connection**** step in onboarding (or go to ****Connections / Instances**** in your account). 2. ****Scan the QR code**** with the WhatsApp app on your phone (Linked devices). 3. Once connected, the AI starts handling incoming messages according to your prompt. ****If you get disconnected or inactive for a long time:**** - Recreate the instance and scan the QR code again, or - Delete the old instance and create a new one. In the ****simple panel****, WhatsApp is the primary channel. The ****advanced inbox**** supports additional channels (see [Section 7](#7-advanced-platform--feature-guide)). --- ## 5. Two ways to use Papo Papo Global offers two connected experiences: ### 5.1 Simple panel (account area) - ****URL:**** [papo.global](https://papo.global) → My Account   - ****Best for:**** Prompt setup, WhatsApp QR, files, image triggers, core AI settings   - ****Scope:**** Streamlined UI with essential tools   ### 5.2 Advanced inbox (full platform) - ****URL:**** [chat.papo.global](https://chat.papo.global)   - ****Best for:**** Multichannel inbox, CRM, teams, broadcasts, chatbots, reports   - ****Scope:**** Full Papo Global panel with advanced features   Both versions use the ****same account**** and stay in sync. Configure the assistant in the simple panel; manage live conversations in the advanced inbox. --- ## 6. Simple panel — feature guide ### 6.1 Chat The ****Chat**** area is for initial conversations and quick tests while you configure the platform. ### 6.2 Prompt, files, and URLs In the ****Prompt**** menu you will find the same seven sections from onboarding. Additional options: - ****Upload files**** — supplementary documents the AI can use (policies, catalogs, scripts). - ****Read a URL**** — add web page content as extra knowledge. These resources make your assistant smarter without rewriting the entire prompt. ### 6.3 Image triggers In the ****Images**** area you can configure the AI to send images during a conversation: 1. Define a ****trigger**** or ****keyword****. 2. ****Attach the images**** linked to that trigger. 3. When the customer mentions the keyword (or the condition is met), the assistant sends the images automatically. Use this for price lists, product photos, location maps, or promotional creatives. ### 6.4 WhatsApp instances The simple panel supports ****WhatsApp instances**** via QR code: - Scan the QR code for each instance you create. - You can run ****multiple instances**** (depending on your plan). - If an instance stops working, recreate it or delete and add a new one. ### 6.5 Settings and AI behavior Open ****Settings**** to fine-tune how the AI operates: | Setting | Description | |---------|-------------| | ****Pause / resume AI**** | In a specific chat, send `#exit` to pause the AI; send `#start` to resume it | | ****Pause duration**** | How long the AI stays paused after `#exit` | | ****First response delay**** | When a customer sends several messages quickly, this defines how long the AI waits to collect them before replying once | | ****Message splitting**** | Split long AI replies into separate WhatsApp messages (by paragraph) | | ****Conversation memory**** | Number of past messages the AI remembers (up to ****75**** in the tutorial configuration) | | ****Audio replies**** | When the customer sends voice notes, the AI can reply with audio | | ****Webhooks**** | Send events to external systems (by keyword or all events) | | ****Google Calendar**** | Native scheduling integration — connect and configure the scheduling prompt | | ****Inboxes**** | Connect Facebook, Instagram, email, and other channels (advanced mode) | | ****Enable / disable AI**** | Turn artificial intelligence on or off per inbox or globally | | ****Statistics**** | Overview of AI send volume | | ****Storage & users**** | Chat storage usage and seat information | | ****Plans & subscription**** | Manage your Papo Global subscription | > For deeper configuration details, contact ****Papo support****. This tutorial covers the main options; advanced setups may vary by plan. --- ## 7. Advanced platform — feature guide Open the ****advanced panel**** from the button in the simple area, or go directly to ****[chat.papo.global](**https://chat.papo.global**)****. Papo Global is a ****multichannel hub****: all inboxes in one place for faster, organized customer service. ### 7.1 Conversations The ****Conversations**** inbox lists every active chat. ****Organization tools:**** - ****Right-click**** a conversation to assign an agent, add ****labels****, or add to a ****team**** - Filter by ****status**** (open / resolved), ****channel****, ****type****, or other criteria - View ****contact details**** and ****chat metadata**** in the sidebar Use open vs. resolved status to keep your queue under control. ### 7.2 Contacts The ****Contacts**** module stores everyone who has interacted with your company. Use it for follow-ups, segmentation, and CRM linkage. ### 7.3 CRM and sales pipelines Papo includes a ****visual pipeline (Kanban)****: - Drag and drop deals between stages - Create ****multiple funnels**** for different products or teams - Configure advanced sales flows from the top menu Ideal for tracking leads from first message to closed sale. ### 7.4 Connections and internal chat - ****Connections**** — manage WhatsApp and other channel connections - ****Internal chat**** — team members communicate inside the platform without leaving Papo ### 7.5 Projects and task management Manage ****projects**** or delivered services: - Track tasks through a workflow - Update status (in progress, completed, canceled) from the project view or linked chat Useful for agencies, consultancies, and service businesses. ### 7.6 Scheduling and Google Calendar Schedule appointments in two ways: 1. ****Papo’s built-in calendar**** — configure via the scheduling prompt in settings   2. ****Google Calendar integration**** — connect your Google account for two-way sync   Customers can book through the AI; events appear on your calendar automatically. ### 7.7 Broadcasts (bulk messaging) Under ****Broadcast****, create ****campaigns**** to message many contacts at once. ****Audience sources:**** - Contacts, tags, labels, or pipeline stages inside Papo   - External lists (imported files)   ****Best practice:**** Use the ****official WhatsApp API**** for bulk sends to reduce block risk and reach more recipients safely. Add the official API under ****Settings → Inboxes****. ### 7.8 Email marketing Create ****email campaigns**** from templates in Papo. ****Requirements:**** - Connect an ****SMTP server**** (your own server or a provider such as SendGrid, Mailgun, etc.) - Click ****Add new**** and enter SMTP credentials Papo suggests compatible SMTP providers during setup. ### 7.9 Chatbot flows The ****Chatbot builder**** creates ****step-by-step flows**** (distinct from free-form AI chat): - Drag-and-drop blocks: messages, images, audio, conditions, etc. - Assign a flow to a specific ****inbox**** - Ideal when you need fixed scripts (qualification, FAQ trees, onboarding sequences) ****AI assistant vs. chatbot:**** | AI assistant (prompt) | Chatbot (flow) | |----------------------|----------------| | Natural language, context-aware | Fixed steps you design | | Best for open support and sales | Best for structured funnels | Both can work together inside Papo. ### 7.10 Reports and analytics The ****Reports**** area shows how your operation performs: - Filter by ****conversations****, ****agents****, ****labels****, ****inbox****, ****teams**** - Monitor response patterns and team workload - Use data to improve scripts, staffing, and funnels There is also a dedicated area for ****mass sending**** via the official API or partner tools (e.g. Trillion), where you create campaigns tied to official API inboxes. ### 7.11 Knowledge portal The ****Knowledge portal**** hosts help articles for your customers. ****The AI uses portal content**** when answering questions. ****Setup:**** 1. Create a ****portal**** (name, branding, structure). 2. Add ****articles**** (FAQ, how-tos, policies). 3. Click ****Preview**** to see the public portal. Published articles feed the AI — similar to Papo Global’s own help center. Keep articles updated as your product or policies change. ### 7.12 Platform settings Advanced ****Settings**** include: | Area | Purpose | |------|---------| | ****Agents**** | Add team members (admin or agent roles) | | ****Teams**** | Group agents (e.g. Sales, Finance, Support) | | ****Inboxes**** | Connect channels: website widget, Facebook, WhatsApp Cloud API, SMS (Trillion), email (SMTP / Google), Telegram, custom API | | ****Labels & custom attributes**** | Tag and structure conversation data | | ****Automations**** | Rules triggered by events | | ****Bots**** | Connect external bot providers | | ****Macros**** | Reusable action sequences inside conversations | | ****Integrations**** | OpenAI, inbound/outbound webhooks, Google Translate | | ****API token**** | Profile → Settings → Profile settings → copy ****access token**** for custom integrations | ****WhatsApp Cloud API:**** Papo provides a video tutorial for Meta setup. Enter credentials and webhook URL in WhatsApp Business Manager; conversations then flow into Papo. --- ## 8. Quick reference ### URLs | Resource | URL | |----------|-----| | Marketing & signup | [papo.global](https://papo.global) | | Prompt & account setup | [papo.global/my-account](https://papo.global/my-account) | | Advanced inbox & CRM | [chat.papo.global](https://chat.papo.global) | ### Recommended first-time checklist - [ ] Create account and activate with phone number   - [ ] Complete all ****seven prompt sections****   - [ ] Save and ****test**** the assistant   - [ ] Connect ****WhatsApp**** (scan QR code)   - [ ] Review ****Settings**** (memory, delay, message split)   - [ ] Open ****chat.papo.global**** and explore Conversations + CRM   - [ ] (Optional) Connect Google Calendar, SMTP, or official WhatsApp API   ### AI control in chat | Action | How | |--------|-----| | Pause AI for one contact | Send `#exit` in that conversation | | Resume AI | Send `#start` | --- ## 9. Need help? This tutorial is an ****overview**** of Papo Global. For plan-specific limits, API setup, or custom integrations, contact: - ****Support**** — via WhatsApp or channels listed on [papo.global](https://papo.global)   - ****Live support**** — available from the platform when enabled on your plan   Thank you for choosing ****Papo Global****. --- **Document source: Official Papo Global platform tutorial (video captions). For internal use, help center, and customer onboarding.**