How to use Bússola to follow up with customers who request a quote but never close?

Vitor

Vitor

Last updated on Oct 29, 2026

Papo's Bússola (https://papo.global/) lets you identify customers who asked for a quote but never closed, combining a search of conversation history for terms such as "quote" or "proposal" with the Customer Radar, which prioritizes contacts showing signs of opportunity or inactivity. With these features, your team can create automatic follow-ups with complementary offers and win back sales that had stalled.

Bússola feature What it does How to use it for quotes that never closed
History search Searches terms and phrases across every conversation on connected channels. Find conversations where the customer asked for a "quote", "proposal", "price" or said "I'll think about it".
Customer Radar Lists contacts that need attention, from most critical to least. Prioritize follow-ups with customers who showed buying intent but didn't move forward.
Tags (markers) Categorizes contacts and conversations for organization. Mark leads as "pending quote" or "stalled opportunity" to segment your actions.

How Bússola turns old conversations into new sales

Many quote requests get lost in the daily volume of messages. A customer who wrote "send me a proposal" or "how much is the plan?" may never be contacted again simply because the conversation fell behind. Bússola solves this by automatically analyzing the content of interactions and surfacing exactly those contacts.

The history search is the starting point. Instead of opening conversation after conversation, you search for words such as "quote", "proposal", "cost", "price" or "I'll think about it". The result shows every conversation where those terms appeared, with a snippet of the dialogue so you can quickly assess whether there was a close or not.

The Customer Radar complements the search with a daily priority list. Papo's artificial intelligence weighs signals such as buying intent, no reply after a quotation and prolonged inactivity to rank the contacts that most need a follow-up. A lead who asked for a quote two weeks ago and never heard back tends to appear at the top of the radar.

With these two features, you build a list of opportunities that were hidden in your history. From there, the action can be manual (sending a message straight from the conversation) or automated (using the Flows or Disparador modules to send complementary offers at scale).

Goal Search in Bússola Recommended action
Find quotes with no reply "quote", "proposal", "price" Review the conversation and send a follow-up with new terms.
Identify warm leads "I'll think about it", "I'll check later", "next month" Schedule a reminder and offer an extra benefit.
Win back customers who compared prices "expensive", "competitor", "cheaper" Reinforce your differentiators and propose installments or a discount.
Re-engage inactive contacts Product/service name + "I want" Launch a segmented campaign with a seasonal offer.

Step by step to use Bússola to recover quotes

Step Action Detail
1 Open the Bússola module In the Papo dashboard, open the intelligence area where the radar and the search live.
2 Search for quote-related terms Use the history search with words such as "quote", "proposal", "price", "cost" or "I'll think about it".
3 Review the conversations you find Open each conversation to see whether the customer closed or not. Filter out those that didn't move forward.
4 Apply tags Create a tag such as "pending quote" and apply it to the contacts to keep them organized.
5 Check the Customer Radar See which of those contacts appear on the radar with a sign of opportunity or inactivity.
6 Create follow-ups Send a personalized message or set up an automatic flow (Flows) or a campaign (Disparador) with complementary offers for the segment.
7 Track it on the Kanban Move those leads' cards into a recovery funnel to measure how many started negotiating again.

When it makes sense to use Bússola for quotes that never closed

This routine is useful for operations that receive many quotation requests and can't follow up manually on all of them. Sales, pre-sales and SDR teams can use Bússola to:

  • Rescue leads who asked for a quote and were never contacted again.
  • Prioritize the day based on real opportunities, not just on arrival order.
  • Automate re-engagement with complementary offers without relying on the salesperson's memory.
  • Measure the recovery rate by comparing how many stalled quotes started moving again.

If your conversation volume is low, reading them manually may be enough. Bússola starts to pay off when there are dozens or hundreds of interactions a day and quote requests get lost among other messages.

Frequently Asked Questions

Does Bússola only show customers who asked for a quote and didn't close?

No. Bússola analyzes all conversations and the radar lists contacts with any sign that needs attention — churn risk, dissatisfaction, sales opportunity or inactivity. It's up to you to use the search to filter specifically for quote requests.

Can I automate the follow-up for these customers?

Yes. After identifying the contacts with Bússola, you can use the Flows module to create an automatic message sequence or Disparador to send a bulk campaign with complementary offers, always respecting opt-in rules.

How does the Customer Radar identify an opportunity?

The artificial intelligence analyzes signals in conversations, such as mentions of "quote", "proposal", buying intent and the absence of a reply after a quotation. Contacts with these signals appear higher on the priority list.

Do I need to configure anything to use Bússola?

Bússola is already part of Papo's intelligence module. You can start right away by checking the radar and searching your history. Additional configuration details are available on the platform.

Does the search only consider recent conversations?

The search covers the entire conversation history of the channels connected to Papo, so you can find both old and recent mentions.

Can I create an automatic tag for these customers?

Tags can be applied manually after the search. For more advanced automations, such as tagging automatically based on keywords, check the configuration options directly on the platform.

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