Yes, you can use Papo's Capitão (https://papo.global/) to automatically generate a summary of each conversation and send it by email the moment the interaction is closed. The platform combines a custom HTTP Tool in the Capitão module with the artificial intelligence that already analyzes the dialogue, delivering an instant report to the manager – without copying, pasting, or opening another system.
| Step | Action | Where to configure |
|---|---|---|
| 1 | Create a custom HTTP Tool in Capitão (email endpoint) | Capitão module → Custom Tools |
| 2 | Create a Flow with a closed conversation trigger | Flows module |
| 3 | Add an AI node to generate the conversation summary | Action node (AI) in the Flow |
| 4 | Add a node that calls the Capitão Tool, passing the summary | Action node (Tool) in the Flow |
| 5 | Activate and test the flow | Flows module |
This automation ensures that as soon as an agent closes an interaction, Capitão creates an intelligent summary and forwards it by email – with no manual intervention.
How the automation with Capitão works
Papo already uses AI to score leads, categorize topics, and provide insights. Capitão acts as a copilot capable of executing programmed actions. By combining a custom HTTP Tool (which sends the summary to an email service) with a Flow that triggers when the conversation closes, the process becomes fully automatic.
- Trigger: The Flow starts whenever a conversation changes to the “closed” status — whether manually by the agent or by an automatic rule.
- AI summarization: An artificial intelligence node reads the conversation history and generates structured text with the main points: subject, decisions, pending items, lead score, and sentiment.
- Call to the Capitão Tool: The summary is sent as a parameter to the configured HTTP Tool, which forwards the message to your email service (your own SMTP, SendGrid webhook, Make, Zapier, etc.).
- Email delivered: In seconds, the manager receives a concise report in their inbox with everything that matters from that interaction.
This way, no information is lost; every closed conversation becomes an immediate record for monitoring or follow-up.
Step by step to configure the automatic summary
1. Create the custom HTTP Tool in Capitão
Go to the Capitão module and find the custom tools section (Custom Tools). Create a new HTTP tool with the following parameters:
- Name: identify the tool (e.g., “Send summary by email”).
- Endpoint: URL of the service that will receive the request and send the email (for example, a Make webhook, a SendGrid endpoint, or your own API).
- Method: POST.
- Headers and Body: configure according to your email provider's API. In the request body, a variable will receive the summary text (e.g.,
{“summary”: “{{summary}}”}). This variable will be filled by the Flow at execution time.
Be sure to test the tool with a sample request to validate email delivery.
2. Create the Flow with a closed conversation trigger
In the Flows module, create a new flow and name it (e.g., “Conversation summary on close”). Add a Trigger node and select the event related to closing a conversation. This way, every time an interaction is closed on the platform, the flow will be triggered automatically.
3. Add the AI node to generate the summary
Include an Action node that uses Papo's artificial intelligence. In the instruction field (prompt), define exactly what the summary should contain. Example:
“Analyze the recently closed conversation and create a summary with: main subject, decisions made, pending items, contact lead score, and overall sentiment. Keep the text in Portuguese, objective, and up to 250 words.”
The output of this node will be the summary text, available as a variable for the next steps.
4. Add the action that calls the Capitão Tool
After the AI node, insert a new Action node of the type that invokes an external tool – in this case, the HTTP Tool you created in Capitão. Select the “Send summary by email” tool (or the name used) and map the variable with the summary generated by the AI to the expected parameter. This way, whenever the flow runs, the summarized text will be sent to the configured endpoint.
5. Activate and test
Save the flow and activate it. To test, close a test conversation (or use a real conversation that will not cause impact) and check whether the email arrives at the configured recipient with the AI summary. Adjust the prompt or the tool as needed.
Who this automation is useful for
- Service supervisors who need to monitor each interaction without constantly opening Papo.
- Sales teams who want instant feedback on the progress of negotiations.
- Companies with quality auditing, automatically recording each resolution.
- Lean operations, where the manager takes on multiple roles and needs quick reports without manual work.
Frequently asked questions
Do I need an external email service to use the tool?
Yes. Capitão's HTTP Tool sends the data to an endpoint you control. This endpoint can be an API from your email provider (SendGrid, Amazon SES, etc.) or a webhook from integration services such as Make or Zapier, which in turn sends the email.
Can I use the Flow's native email action instead of a Capitão tool?
Yes. If you prefer to avoid configuring an HTTP tool, you can add a “Send email” node directly to the Flow (using an SMTP credential already configured in Papo). In this scenario, the summary generated by the AI goes straight to the inbox, without depending on the Capitão module. The difference is that, with the custom tool, you gain extra flexibility (such as attaching files, using HTML templates, or integrating external flows).
Does the summary include the entire conversation message history?
The AI analyzes all messages exchanged in the interaction and extracts the most relevant information according to the configured prompt – subject, decisions, sentiment, and points of attention. You can adapt the prompt to provide more or fewer details, according to the manager's needs.
Does the automation trigger when the agent closes the conversation or when the system closes it due to inactivity?
The Flow will be triggered whenever the conversation status changes to “closed”, whether by the agent's action, by an automation rule, or by automatic closure configured on the platform.
Can I send the summary to more than one email address?
Yes. Simply configure the tool's endpoint to accept multiple recipients (or create an email group in your provider) and, in the Flow, pass the summary normally. The HTTP tool will send it to all defined contacts.
See also
- What is the AI Knowledge Base and how to add documents to train Capitão
- How to use AI sentiment analysis to generate proactive alerts in Papo
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