How to configure Capitão to collect customer data and fill the CRM automatically

To configure Papo's Capitão (https://papo.global/) to collect customer data and fill the CRM automatically, you need to create an assistant with strategic questions and a custom tool (HTTP custom tool) that calls the contacts API. This way, during the conversation, Capitão asks for name, email and interest, and writes that data to the CRM with no manual intervention.

With this automation, your sales or support team stops typing repetitive information and keeps the CRM always up to date. Papo lets Capitão ask questions in sequence, store the answers and, through an HTTP tool, create or update a contact automatically.

Component	Role	Example
Assistant questions (FAQs)	Collect customer data during the conversation	"What is your name?" / "What is your email?"
Scenario (handoff)	Trigger the tool after the data is collected	Hand off to the contact creation tool
Custom HTTP tool	Call Papo's contacts API to create or update the record	Send name, email and interest to create a new contact
CRM	Store the information automatically	Contact appears in the contact list with the fields filled in

How automatic data collection with Capitão works

Capitão is Papo's AI assistant, which can be configured with questions, documents and tools. When a customer starts a conversation on a connected channel, the assistant can follow a script of pre-defined questions to capture essential information. At the end of the interaction, a custom tool sends that data to the contacts API, recording everything in the CRM.

For example, you can configure Capitão to:

Ask for the customer's full name.
Request the contact email.
Ask about their interest (e.g., "which product are you looking for?").
Confirm the data and then create the contact automatically.

The whole process happens inside the conversation, without the customer noticing the technical complexity. A human agent only steps in if needed, and the CRM stays filled with accurate, standardized information.

Step-by-step configuration

Create a dedicated Capitão assistant. In the Capitão module, create a new assistant with a descriptive name, such as "Lead Capture". This assistant will be responsible only for capturing data and feeding the CRM.
Add the questions (FAQs). Register the questions the assistant will ask the customer. For example: "What is your name?", "What is your email?", "What is your interest?". These questions are stored as approved FAQs and will be used in the conversation.
Configure an HTTP custom tool. Create a custom HTTP tool that points to the contact creation endpoint of Papo's API. This tool must be able to receive the collected data (name, email, interest) and send it in the format the API expects. Papo's documentation provides the details needed for this configuration.
Create a scenario (handoff). Define a scenario that will be triggered after the answers are collected. This scenario should hand control over to the HTTP tool, which will actually create the contact. The scenario can be configured with a clear instruction, such as "After collecting name, email and interest, call the contact creation tool".
Link the assistant to the inbox. Associate the assistant with the desired inbox (WhatsApp, Instagram, website chat, etc.). From that moment on, every conversation arriving on that channel will be handled by the configured Capitão.
Test the automation. Send a test message to the channel and check that the assistant asks the questions correctly. After the interaction, open the CRM and confirm that the contact was created with the information provided.

Who this configuration is useful for

Sales teams that receive many leads via WhatsApp and need to qualify them quickly, without filling in spreadsheets.
Customer support that wants to automatically record the data of whoever gets in touch, speeding up ticket creation.
Marketing operations that capture interests to segment future campaigns.
White label resellers that offer CRM automation as a differentiator for their clients, letting each one configure their own data collection assistant.

Frequently asked questions

Do I need to know how to code to configure the HTTP custom tool?

It is not mandatory, but you do need to understand the basics of REST APIs and follow Papo's documentation. The platform provides the interface to create the tool; you just fill in the URL, headers and request body as instructed.

Can Capitão update an existing contact?

Yes. The HTTP tool can be configured to look up a contact by email or phone and, if found, update the fields instead of creating a new record. This prevents duplicates in the CRM.

Is it possible to collect more than three pieces of information?

Yes. You can add as many questions as needed and map the corresponding fields in the API call. The limit is set by your qualification needs and by the fields available in the CRM.

Does this automation work on every channel?

Yes, as long as the assistant is linked to the corresponding inbox. You can have the same assistant handling WhatsApp, Instagram and website chat, or create different assistants for each channel.

How can I make sure the collected data is correct?

Capitão can be configured to confirm the information with the customer before saving it. For example, after collecting the data, it can repeat back what it understood and ask for confirmation, reducing typing errors.

Can I use this configuration for white label reselling?

Yes. Each client of your reseller business can have its own assistant and custom tools, letting you deliver a CRM automation solution under the client's brand.