This is a comprehensive introduction to an AI-powered business automation platform focused on optimizing customer communication and management. The system offers an intuitive interface and a wide range of features to centralize and automate operations, from account creation to sales and project management, with a strong AI component.
Account Creation and Setup
Creating an account is simple and flexible: you can sign up with Google or enter your details manually, including name, email, phone and password. After the account is created, you need to verify your email and provide company details such as your role, website, language, time zone, industry and company size.
Channel Integration
The platform stands out for its ability to integrate multiple communication channels, such as:
- WhatsApp (official or unofficial API)
- Voice (via Twilio, for example)
Note: the unofficial WhatsApp API (QR Code) is not provided by Meta, violates WhatsApp's terms, and the number may be blocked; for your main operation, use the official API.
Main Menu Overview
The main menu offers two view modes:
- Simple Mode: Only the most frequently used settings and features.
- Advanced Mode: Full access to all of the platform's tools and options.
The left sidebar displays all conversations and features, including Super Chat and Radar, which are detailed later on.
Calls
You can set up a voice channel to make and receive calls, with recording included, centralizing your communication.
Contacts
The contacts section lets you manage leads and customers, with real-time automatic AI categorization based on past interactions and historical data. You can add tags (e.g. follow-up, Instagram lead, urgent, VIP) and view generated lead summaries.
Extractor
A powerful lead generation tool that uses the Brazilian Federal Revenue Service (Receita Federal) database to extract contacts of companies registered in the country. Leads can be filtered by niche, email, mobile phone, CNAE (business activity code), city and opening date.
The platform also lets you:
- Create custom audiences from extracted contacts.
- Set up automatic message delivery via WhatsApp or email.
- Create email sequences for lead nurturing.
- Set up automatic lead extraction with defined intervals and quantities, plus automatic message sending.
- Define advanced extraction settings, such as ignoring contacts already in your database, varying search pages and filtering by date. The cost per captured lead is 1 cent.
Synapse
This feature provides a visual view of the path taken by each lead, showing the interaction history, status (new lead, in contact, negotiation, sales, closed) and the relationships between customers in the same network.
Kanban
A complete sales management system, with customizable columns to organize leads into different stages (New Lead, In Contact, Negotiation, Closed). You can create automations and webhooks for each stage, as well as manage multiple pipelines.
Projects
The projects section is a more robust Kanban, ideal for organizing work into subprojects and tasks. Each task can include:
- Action checklists.
- Documents editable in real time.
- Attachments (videos, photos, audio).
- Links to customer conversations.
- Specific filters.
- Team comments.
- Change history.
- Priority, status, category, deadlines, assignees and subtasks. The view can be a list, boards or cards.
Appointments
A complete internal calendar to manage appointments, with:
- Bill due dates.
- Customer and professional database.
- Service definitions (name, description, duration, price).
- Partner configuration.
- Reports and webhooks for appointments and custom events.
Flows (Automations)
The platform offers a system of preconfigured automations and the ability to create custom flows using Super Chat. The flow library includes ready-made templates for various market niches (e.g. law firms, clinics, real estate agencies, restaurants).
Prompt and AI
This is the most crucial part of the platform: setting up the AI assistant. You can create prompts (instructions for the AI) in a simplified way, through a guided interview or manual writing, or by using ready-made templates for different businesses. The prompt lets you define:
- The assistant's behavior.
- Main objective.
- Absolute rules.
- Tone of voice.
- Company information.
- Calls to action.
- Additional notes.
- General rules.
You can test the prompt in real time and create multiple assistants (personas) to handle specific inboxes.
Timing
Settings to humanize the AI by adjusting:
- Time before the AI resumes replying (pause after a human interaction).
- Wait before the first reply.
- Message buffer wait time (pause between sequential messages).
- Maximum messages per reply.
- Past interactions (how many previous messages the AI will read as context).
- How long messages are kept in memory.
Knowledge
The AI can use reference documents (PDFs, texts) as a knowledge base for products and services, and can also suggest Help Center articles.
Understand
The AI can read and extract knowledge from files (PDFs, images, texts) sent by customers, using them as context for the conversation.
Send
Lets you configure the AI to send specific files (catalogs, price lists) when the customer asks for them.
Audio
The AI can reply with audio, with trigger options (only when the customer sends audio, always, or alternating) and a variety of voices from different companies.
Inboxes
Links each AI assistant (prompt) to an inbox (WhatsApp number, Instagram, etc.), allowing different AIs to handle different channels.
Stats
Basic reports on how many messages were sent, failed and skipped.
Calendar
Connection with Google Calendar for automatic scheduling, with AI rules for times and durations. Includes a follow-up tool that sends reminders before, during and after the meeting.
Dispatcher (Email Marketing)
Lets you create message broadcasts to contact lists, with options to import via CSV, sanitize users, and use tags or Kanban stages. The platform offers a range of metrics and the option to call the contact if they click the email.
Companies
Management of registered companies, working like a contact but oriented to the company's tax ID (CNPJ).
Reports
An overview of the platform with open conversations, agent status, conversation traffic and resolutions in real time. Includes team auditing, inbox reports, access levels (SLA) and bot reports.
Campaigns (Live Chat)
Creation of chatbots with multiple assistants to manage conversations in real time.
Help Center
Creation of public or private articles for customers and employees, with categorization and search options.
Affiliates
An affiliate program that lets you generate referral links to earn commissions on new customers' subscriptions.
Settings
Various account settings, such as name, language, currency, email domain and account ID, plus options to add agents, teams, agent assignment rules, inboxes, MCP servers, API, WhatsApp templates, labels, custom attributes, traffic source, automations, bots and macros.
Super Chat (AI Assistant)
Super Chat is the central AI tool: an assistant that lets you control 90% of the platform through text or voice commands. It checks tasks, shows priorities, sends proposals, qualifies leads, schedules meetings, captures contacts and much more. It is like an interactive, intelligent CRM.
Conclusion
The platform presented is a robust, highly integrated tool designed to optimize business management through automation and artificial intelligence. Its main differentiators include:
- Centralized Communication: All channels (WhatsApp, Facebook, Instagram, email, voice) are managed in one place.
- Advanced AI: From lead categorization to creating automation flows and scheduling, AI optimizes and humanizes interactions.
- Comprehensive Management: Features such as the lead extractor, sales and project Kanban, appointments and detailed reports cover all of a business's needs.
- Flexibility and Customization: Ready-made templates, customizable automations and adjustable AI settings for different niches and needs.
- Super Chat: An AI assistant that lets you control much of the platform by voice or text, simplifying tasks and access to information.
The platform aims to be an "AI-first" solution, prioritizing artificial intelligence to solve problems and optimize business processes.
First user $0, no credit card. Learn more at papo.global.