The Papo Projects module lets you organize team deliverables on visual boards, with tasks, priorities, and deadlines, all integrated into the same environment where conversations and CRM already live. With it, you stop using spreadsheets or external tools to manage the team's daily work. Each project gets default columns (Pending, In progress, Done) and you can create as many tasks as needed, setting title, description, priority level, and due date. Projects module overview | Feature | What it does | |----------------|-----------| | List active projects | View all projects with name, status, deadline, and number of open tasks | | Create project | Start a new board with default columns and the current user as owner | | List tasks in a project | Open all tasks in a specific project | | Most important tasks | Show the current user's priority tasks across all projects | | Create task | Add a new task with title, description, priority, and due date | How the Projects module works in practice 1. Create a project to centralize deliverables When you create a project, Papo automatically generates a board with three columns: Pending, In progress, and Done. The user who creates the project becomes the initial owner. You can use a project to organize everything from a campaign launch to recurring support team tasks. 2. Add tasks with priority and due date Within each project, you add tasks by providing a title, description, priority level, and due date in ISO8601 format. This helps the team know what is urgent and when each item needs to be completed. 3. Track the most important tasks in one place Papo automatically lists the current user's most important tasks across all projects. This way, each team member sees their priorities without having to navigate project by project. 4. Move tasks between columns As work progresses, tasks can be dragged from Pending to In progress and then to Done, giving managers and colleagues full visibility into progress. Who this module is for - Marketing teams that need to coordinate campaigns, content creation, and sends. - Sales teams that want to track administrative tasks alongside the business pipeline. - Support and CS that want to organize internal improvements, training, or quality projects. - Managers looking for a quick view of what is pending and what has already been delivered, without relying on status meetings. Frequently asked questions Can I assign a task to another team member? Task creation lets you set a title, description, priority, and date. Assigning owners can be managed through permissions and project organization, but the platform does not expose a specific “assignee” field on the task. The project itself is linked to the user who created it. Does the Projects module replace a sales Kanban? No. The sales Kanban (CRM) is aimed at deals and the commercial pipeline. The Projects module focuses on internal tasks and team deliverables. You can use both in a complementary way: the Kanban for opportunities and Projects for activities that support operations. Can I see other team members' tasks? Yes. When you list a project's tasks, you see all tasks on that board, regardless of who created them. The “most important tasks” list, however, is personalized for the logged-in user. Do tasks have reminders or notifications? The Projects module does not send automatic notifications about deadlines. To automate reminders, you can combine Projects with other Papo modules, such as Flows or Synapse, and set up date-based communications. How do Projects connect with WhatsApp conversations? Although they are independent modules, you can use the context of conversations to create tasks related to a specific customer or request, keeping traceability within the platform. Do I need to pay more to use the Projects module? The Projects module is part of Papo's feature set. For details about plans and availability, see the official website. Read also - How to use the Projects module to manage the sales pipeline - How to create an automation that sends a message after a specific time Start now for free → With your first user free, you can already create projects, organize tasks, and centralize team deliverables in the same environment as conversations and CRM.

Campaigns and marketing

How to plan a seasonal campaign (e.g., Black Friday) with Papo

With Papo (https://papo.global/), you plan and execute seasonal campaigns such as Black Friday using the WhatsApp Disparador, the Email Marketing module, and automations integrated with the CRM. You can segment contacts by engagement or tags, create themed templates, schedule sends for the best time, and track performance metrics in real time — all centralized in the same platform. Planning overview Preparing a seasonal campaign in Papo can be divided into five steps. The table below shows what to do in each one and which main module to use. | Step | Main action | Papo module | | :--- | :--- | :--- | | 1. Segmentation | Create lists based on purchase history, tags, or previous interactions. | CRM (Contacts and Segments) | | 2. Content | Build visual email and WhatsApp message templates with a Black Friday theme. | Email Marketing and Disparador | | 3. Scheduling | Schedule sends for the best days and times, according to the “Best Time to Send” metric. | Email Marketing and Disparador | | 4. Automation | Set up automatic follow-up sequences and coupon sends after an action. | Flows | | 5. Analysis | Track opens, clicks, deliveries, and replies to optimize the campaign. | Email Marketing and Disparador reports | How the step-by-step planning works 1. Segment the right audience Before creating any message, define who will receive the campaign. In Papo’s CRM, you can segment contacts by: - Static lists: imported via CSV or built manually. - Tags: group customers who bought during previous Black Fridays, leads who requested a quote, or contacts who clicked past campaigns. - Dynamic segments: create groups that update automatically based on criteria such as last purchase date, Kanban pipeline, or recent interactions. Good segmentation avoids waste and increases the relevance of your offer. 2. Create themed content With the audience defined, it’s time to prepare the campaign assets. - Email: In the Email Marketing module, build templates with the block editor. Add images, CTA buttons, and variables such as {{name}} to personalize the text. You can use a visual tone aligned with the seasonality (colors, banners, flash offers) and save the template in folders for future edits. - WhatsApp: In Disparador, prepare approved message templates (HSM), respecting the channel’s policies. Include a direct call to action, such as “Reply YES to secure the coupon.” Both modules let you preview the content before sending. 3. Schedule at the best time Papo offers a feature called Best Time to Send within Email Marketing statistics. It shows, in a grid format, the days of the week and times with the highest open rate for your base. Based on this data, you can: - schedule email campaigns for the hottest periods; - configure a sending window (allowed days and times) and a delay between messages, protecting the sender’s reputation. For WhatsApp sends, you also schedule the campaign and control the cadence directly in Disparador. 4. Set up follow-up automations Not everyone converts on the first message. That’s why you should use Flows to create automated journeys: - after the offer email is sent, if the contact opens it but doesn’t click, send a WhatsApp reminder two days later; - those who reply “YES” on WhatsApp can immediately receive a personalized coupon and be moved to the “Offer accepted” stage in Kanban; - at the end of the campaign, those who didn’t interact enter a re-engagement list for future actions. Automations are visual and connect to the CRM, avoiding manual work. 5. Track results in real time After the campaign starts, Papo’s dashboard shows live metrics: - Email Marketing: volume sent, open rate, clicks, CTOR (Click-to-Open Rate), unsubscribe rate, and bounce. The “Stats by Step” statistics detail the performance of each email in sequences. - Disparador (WhatsApp): number of messages sent, delivered, read, and failed. You cross-reference this data with the Kanban funnel to see how many leads advanced stages. With these reports, you can pause, adjust, or even duplicate campaigns that are performing well. Who this planning is useful for - Marketing and sales teams that want to take advantage of dates such as Black Friday, Christmas, or Mother’s Day without depending on multiple tools. - Companies already using Papo as their CRM and wanting to run campaigns directly on their existing contact base. - Operations looking to automate reminders and follow-ups, reducing manual work. Frequently asked questions Do I need to configure anything before sending the email campaign? Yes. You need an inbox of type “Email” configured in Settings. It is recommended to use a professional SMTP server (Amazon SES or SendGrid) for better deliverability. Without this credential, the system won’t be able to send the emails. Can I use the same email template in different campaigns? Yes. Templates are saved in the Email Marketing module and can be reused, edited, or duplicated in new campaigns. How do I know the best time to send my campaign? The “Best Time to Send” feature, within the Email Marketing overview, displays the times with the highest open rate for your own base. Use this reference to schedule your sends. Can I measure how many sales came from the campaign? Indirectly, yes. By linking contact interactions with Kanban stages, you can see how many deals advanced after receiving the campaign. Sales reports complement the analysis. What if many emails bounce? A high bounce rate indicates problems with the list. Export failed contacts from the report, correct the data, or remove them from the base. The platform also shows the bounce rate per campaign. Can I pause a campaign that has already started? Yes. Email campaigns and sequences can be paused at any time directly from the campaign list, allowing adjustments before resuming sending. Read also - How to use WhatsApp campaign reports to optimize your sends? - How to create and use email templates for your campaigns? Start for free → Create your free account and build your first seasonal campaign at no initial cost.

Reports

How to analyze Live Coach performance with suggestion reports

To analyze the performance of Papo's Live Coach (https://papo.global/) and measure how many suggestions were accepted and the impact on sales, you should combine data from the Agent Report with conversion indicators from the sales funnel. Although the platform does not display an explicit suggestion acceptance counter, the AI copilot's performance is directly reflected in sales reps' productivity: an increase in conversion rate, a reduction in first response time, and an improvement in CSAT, as shown in the account reports. This integrated view allows managers to optimize training and adjust the playbook to get the most out of every interaction. Papo offers reports that show individual agent performance and the health of the sales funnel. When you activate Live Coach, you gain contextual suggestions generated by AI in real time, based on your sales playbook. To assess whether this tool is truly driving results, it is essential to look at the right numbers. | Key metric | What it measures in the context of Live Coach | Why it matters for optimizing training | | :--- | :--- | :--- | | Conversion Rate | Percentage of conversations that turn into closed deals ("won" cards in Kanban). | The most direct metric to quantify Live Coach's impact on sales. Compare the rate before and after activation. | | Time to First Response | Average time an agent takes to start handling after the customer's first message. | Ready-made Live Coach suggestions enable faster responses, reducing this time and improving the lead's experience. | | Sales Volume (R$) | Sum of the values of closed deals in the period. | Indicates whether increased efficiency translated into higher revenue. Track month-over-month evolution. | | CSAT (Satisfaction) | Average customer satisfaction score attributed to the agent. | Suggestions aligned with the brand's tone of voice tend to raise service quality, which is reflected in CSAT. | | Conversation Volume | Total number of conversations handled by the agent in the period. | An increase in this volume without a drop in quality suggests that Live Coach is helping the salesperson be more productive. | How to evaluate Live Coach performance in practice There is no single "accepted suggestions" report, but structured analysis of three Papo data sources reveals Live Coach's impact in a practical way. 1. Establish a baseline (before Live Coach) Before activating the assistant for a team or inbox, access the Agent Report and Sales Report. Record the baseline values for conversion rate, response time, and CSAT for the next 7 to 30 days. This is your baseline. 2. Track progress after activation With Live Coach in operation, return to the same reports after at least one or two weeks. The Agent Report quickly shows whether efficiency indicators improved. In parallel, the Sales Report confirms whether improvements translate into more closed deals and higher total revenue. 3. Relate the data to team actions If conversion rate did not improve, for example, review the sales playbook — perhaps the mapped objections need adjustment or new arguments have emerged. Use the metrics to guide targeted training. The report information indicates which agents are performing best and can serve as a model for the others. 4. Compare longer periods and different team compositions Perform a comparative analysis over 30, 60, and 90 days. This helps distinguish a one-off improvement from a consistent trend attributable to Live Coach use. Who this analysis is for - Sales managers and sales leaders who want to measure the return on investment in AI training. - Customer service supervisors who need to identify operational bottlenecks and guide their analysts with real data. - Those responsible for sales strategy who want to validate whether the current playbook fits the profile of the customers served. Frequently Asked Questions How can I measure acceptance of Live Coach suggestions? Directly, the Papo platform does not display a counter for "suggestion accepted" vs. "suggestion ignored." However, you can infer acceptance by monitoring the evolution of performance indicators (conversion rate, response time, CSAT) after Live Coach is introduced. Consistent improvements indicate that sales reps are using the AI guidance effectively. Does Live Coach improve sales in a measurable way? Yes, and the way to measure it is through an increase in conversion rate and closed revenue volume in the sales reports. Papo provides the Agent Report and the Sales Report, which let you compare results before and after using the copilot. Which reports should I consult to evaluate Live Coach? The two main ones are the Agent Report (for individual efficiency metrics) and the Sales Report (for conversions and revenue). Occasionally, the Team Report helps if you have teams that use Live Coach and teams that do not, enabling a comparison between groups. Do I need to configure anything to see suggestion metrics? There is no extra configuration. The performance and sales reports are already active by default in your Papo account. Just make sure Live Coach is correctly configured (playbook filled in and inbox_ids associated) so that its suggestions influence agents' work. What should I do if the conversion rate does not improve after activating Live Coach? Review the following points: does the playbook contain real objections and up-to-date arguments? Does the chosen tone of voice (consultative, direct, friendly, formal) match the customer profile? Are the correct inboxes associated? Also compare in the Agent Report whether response time worsened for any operational reason. The report data itself points to where to focus the adjustment. Does Live Coach data appear in the Agent Report? The suggestions themselves are not listed, but their effect appears in the metrics the Agent Report displays: response time, conversation volume, and CSAT. Therefore, by analyzing these numbers, you are indirectly measuring Live Coach's impact. Read also - Understanding the Agent Report: How to analyze your team's productivity - Understanding the Sales Report: How to analyze your conversion rates? - How to structure an effective sales Playbook to train Live Coach Start for free now → With Papo, you evaluate the real impact of AI on your sales through integrated reports, with no initial cost.

AI and automation

How to Use Lead Score in a Flow to Send Personalized Offers

To send personalized offers based on each lead's interest level, you combine Papo's Lead Score (https://papo.global/) with an automation Flow, creating branches that trigger the right message according to the contact's score — hot leads receive a direct offer, warm leads receive educational content, and cold leads are nurtured with information, all without manual intervention. Instead of treating every contact the same way, you adjust communication automatically as soon as the lead enters the flow, increasing the relevance of your messages and your conversion rate. This strategy connects the CRM's intelligent qualification directly to Papo's automation journeys. | Stage | What happens | Owner | | :--- | :--- | :--- | | Qualification | Assignment of the Lead Score (AI or manual) and continuous updating of the contact's score | Papo CRM and AI | | Flow creation | Configuration of a flow with conditions based on the score (e.g., stars or tags) | Marketing / Sales | | Personalized trigger | Automatic sending of the correct message to each flow branch, such as offers, content, or follow‑ups | Papo Flow (automation engine) | How Lead Score feeds the automation flow Papo's Lead Score assigns a rating from 1 to 5 stars to each contact, indicating their purchase potential. The score can be generated in two complementary ways: - Automatic with AI: the artificial intelligence analyzes the conversation history, looking for signs of intent, urgency, and questions about prices or terms. Each evaluated conversation consumes one AI credit, and the result updates the lead ranking automatically. - Manual assignment: a team member can directly set the star rating or apply a tag, such as "Hot Lead" or "Requested a Quote", reflecting external interactions or the salesperson's perception. When you insert a condition node in a Flow, you can check the contact's Lead Score value (the stars) or a specific tag. Based on that value, the flow decides which path to follow and which message to send — all in real time, without any manual action. Step by step: creating the flow with personalized offers Build your automatic sales flow in just a few minutes using Papo's visual builder. The example below creates three communication branches, but you can adjust the number of levels and the messages according to your strategy. | Step | Action in the Flow builder | Important details | | :--- | :--- | :--- | | 1. Define the trigger | Choose how the contact enters the flow (e.g., when receiving a first message, when added manually, or when reaching a specific tag) | The trigger can be configured to run automatically whenever a new lead is captured | | 2. Insert condition (Lead Score) | Add a condition node and configure it to check the "Lead Score" field (stars) or a tag such as "Hot Lead" | You can combine more than one criterion (e.g., score > 3 AND tag "Quote") to narrow it down even further | | 3. Create the branches | Define the rules: for example, leads with 4 or 5 stars follow the "Hot" path, leads with 3 stars the "Warm" path, and the rest the "Cold" path | Each branch can contain multiple steps, such as an immediate message, a pause, and a follow‑up | | 4. Personalize the messages | In each branch, insert a "Send Message" node with text suited to the lead's profile | For hot leads, a direct and personal proposal; for warm leads, educational material or an invitation to a webinar; for cold leads, a welcome message and scheduling a new contact | | 5. Save and activate | Review the logic, save the flow, and switch the status to "Active" | The flow will start processing new contacts immediately; those already in the CRM can be added manually, if needed | If, in any branch, you include the "Wait" step and the waiting time exceeds WhatsApp's 24-hour service window, the next message must be a Message Template (HSM) approved by Meta. The platform lets you select these templates directly in the send node. Practical example of communication by interest level Imagine an equipment store that wants to turn initial interest into a sale. The flow works like this: - Hot Lead (4 or 5 stars): the contact immediately receives a message with a special offer: "Hi [Name], I noticed you were looking for information about machine X. For you, we're offering 15% off until Friday. Would you like to close the deal now?" - Warm Lead (3 stars): the system sends a short video with the product's highlights and offers to answer questions, without applying pressure. - Cold Lead (1 or 2 stars): communication is gentler and educational, with a link to the catalog and a suggestion to schedule a conversation when they are closer to a decision. This automatic personalization increases conversion because it delivers the right argument at the right time, respecting each lead's stage. Who this strategy is for - B2B and B2C sales teams that capture leads via WhatsApp, website, or social media and want to automate qualification and the first approach. - Businesses that already have lead scoring set up and want to go beyond reports, turning the score into immediate action. - Operations that need to scale relationships without growing the team — the flow does the work of classifying and responding automatically, while salespeople focus only on hot leads. Frequently asked questions (FAQ) Can I use tags instead of stars for the condition? Yes. Instead of checking the numerical score, you can configure the condition to evaluate whether the contact has a specific tag, such as "Hot Lead" or "Quote Requested". This is useful when qualification is done mostly by the team. Is the Lead Score updated on its own? AI assignment can run periodically to re-evaluate new or old conversations, consuming one credit per evaluation. In addition, manual ratings and tags can be changed at any time. The flow always uses the contact's most recent value at the moment it runs. What's the difference between using a Flow and a campaign via the Broadcaster? The Flow is ideal for individual, branched journeys, where each contact can receive a different message according to their profile and actions. The Broadcaster is aimed at mass sends to a static segment, with the same message for everyone in the group. Here, you combine the Flow's personalization with score data for a much more precise approach. Do I need AI credits to use Lead Score in a Flow? Only automatic AI analysis consumes credits. Creating the flow and reading the score (whether automatic or manual) does not consume additional credits. If you already have a scored base, you can activate the flow immediately. Can I combine Lead Score with other conditions, such as the date of the last purchase? Yes, the Flow builder lets you combine multiple criteria in the same condition node. You can, for example, create a branch for leads with a high score and who haven't interacted in more than 30 days, sending a highly targeted re-engagement offer. How does the AI decide a lead's rating? The AI processes the contact's conversation history, looking for words and expressions that indicate real purchase intent, urgency, or specific questions about prices and deadlines. Based on these signals, it assigns the stars. Read also - How to use Lead Score to segment hot contacts and send a WhatsApp campaign - How to create an automation that sends a message after a specific time? Start for free → The first user is free so you can test personalized offer automation with Lead Score and all of the platform's modules.

Account, integrations and API

How to integrate Papo with n8n to automate processes

To integrate Papo (https://papo.global/) with n8n and automate processes, you can use the platform's API keys to send contact data, manage conversations, or trigger actions, and also configure webhooks in Automation Flows so that Papo notifies n8n whenever an event occurs, such as a new message or a qualified lead. Papo offers two main ways to communicate with n8n, one of the most popular automation platforms. The first is the API, which allows n8n to make active calls to Papo (for example, to create a contact or send a message). The second is webhooks, which work in the opposite direction: Papo automatically sends information to n8n when something happens within a service flow. | Integration Method | Direction | Main Use | How to Configure | | :--- | :--- | :--- | :--- | | Papo API | n8n → Papo | Send commands to Papo (create contact, send message, fetch data). | Generate a secret key in the Papo dashboard and use n8n's HTTP Request node with Bearer authentication. | | Papo Webhook | Papo → n8n | Receive automatic notifications from Papo when an event occurs (new conversation, qualified lead). | Create a Webhook node in n8n to generate a URL and configure the "Send Webhook" action in a Papo Flow. | How the API integration works Papo's API is the gateway for n8n to execute actions in your account programmatically. With it, you can automate tasks such as syncing contacts with an external CRM, triggering WhatsApp messages from a trigger, or extracting lead data. 1. Generate your API keys in Papo Go to your Papo dashboard and navigate to Settings. In the Developers or API section, you will find your Public Key (fixed) and can generate a Secret Key. Give it a descriptive name (e.g., "n8n Integration") and copy the secret key immediately — it will be displayed only once. 2. Configure the HTTP Request node in n8n Inside a workflow in n8n, add an HTTP Request node. In the URL field, use the desired Papo API endpoint. The base URL is: https://app.papo.global/api/v1 To authenticate, add an Authorization header with the value Bearer sk_live_YOUR_SECRET_KEY. A good initial test is to call the /me endpoint, which returns your account data: GET https://app.papo.global/api/v1/me Authorization: Bearer sk_live_... 3. Build your automation flow With authentication working, you can create complete workflows. For example: - New form lead → create contact in Papo: a Webhook node in n8n receives the form data, and an HTTP Request node calls the Papo API to create the contact. - Fetch extracted contacts and send to a spreadsheet: n8n periodically queries the Extractor contact list and inserts them into Google Sheets. Papo's API allows you to fetch, create, and update contacts, send WhatsApp messages, list Extractor runs, and much more. Full documentation with all endpoints is available at papo.global/pt/docs. How the Webhooks integration works Webhooks are ideal for reacting to events that happen within Papo in real time. You configure a Flow to trigger an automatic notification to n8n whenever a contact reaches a specific step. 1. Create a Webhook trigger in n8n In the n8n editor, add a Webhook node as the trigger for your workflow. Choose the POST method and copy the generated production URL. This URL will be the destination for data sent by Papo. 2. Configure the "Send Webhook" action in the Papo Flow Inside the Papo Flow editor, add the "Send Webhook" action node at the point in the journey where you want the notification to occur (for example, right after a lead answers a qualification question). Fill in the fields: - Webhook URL: paste the URL copied from n8n. - HTTP Method: select POST. - Body (Payload): build a JSON with the contact variables you want to send. Example: { "name": "{{contact.name}}", "email": "{{contact.email}}", "phone": "{{contact.phone}}", "stage": "Qualified lead", "source": "Welcome Flow" } 3. Test and activate Before publishing, test with a service URL like Webhook.site to verify that the data arrives correctly. Then replace it with the n8n URL and activate the Flow. From that moment on, every time a contact passes through this node, n8n will receive the data and can execute actions such as registering the lead in a CRM, sending an email, or updating a spreadsheet. Who this integration is for The connection between Papo and n8n is useful for companies that already use Papo as a WhatsApp customer service and sales hub and need to connect these processes to other systems without relying on internal development. Marketing agencies, sales teams, and support operations can, for example, automatically sync contacts between Papo and an ERP, launch segmented campaigns, or create custom dashboards. Frequently Asked Questions (FAQ) Do I need to know how to code to integrate Papo with n8n? No. n8n is a visual automation tool, and configuring the API or webhook is done by filling in fields and assembling small JSON blocks. Basic knowledge of REST APIs helps, but it is not required. What Papo actions can I automate with the API? You can fetch, create, and update contacts, send WhatsApp messages, list contacts extracted by the Extractor, query run data, and much more. The complete list is in the official documentation. Does the Papo webhook send data in real time? Yes. As soon as the contact reaches the "Send Webhook" node in an active Flow, Papo immediately sends the request to the configured URL. Can I use the API to create a contact in the CRM from a form on my website? Yes. Simply configure a Webhook node in n8n to capture the form data and then an HTTP Request node to call the Papo API and create the contact with the received information. Where can I find the complete Papo API documentation? The technical documentation with all endpoints, parameters, and examples is available at papo.global/pt/docs. Are the API and webhooks available on the free plan? Yes, both the API and webhooks are part of the platform and can be used by any Papo account. You can start for free with the first user and test all integrations. Read also - How to send notifications for new conversations to Slack using Webhooks Start free with Papo Global → The first user is free, and you can already test the API and webhooks to automate your processes at no cost.

AI and automation

How to personalize automated messages with the contact's name and data

To personalize automated messages with the contact's name and data in Papo (https://papo.global/), use contact variables in Flows and campaigns. That way, every WhatsApp or email message can automatically include the first name, company, subscribed plan or any custom attribute of the contact, without the team having to edit the text one by one. What contact variables are in practice Variables are dynamic placeholders that Papo fills with each contact's data at the moment of sending. Instead of writing "Hello, customer", you write a message with the name variable, and each person receives their own name. Papo's CRM already includes standard fields such as name, phone and email. In addition to those, you can create custom attributes to store information specific to your business, such as company, job title, plan, date of last purchase or student status. | Data type | Example content | Common use in personalization | | :--- | :--- | :--- | | Standard field | Name, phone, email | Opening greeting and contact identification | | Text attribute | Company, city, job title | Qualify the conversation and adapt the tone of the offer | | Number attribute | Total spent, age, order ID | Create progressive offers or business rules | | Date attribute | Date of last purchase, due date | Re-engagement, reminders and seasonal campaigns | | List attribute | Subscribed plan, student status | Routing and specific messages per profile | How to personalize a message in a Flow The Flows module lets you build visual sequences of messages and decisions. Personalization with contact data works mainly in the message-sending node. 1. Go to Flows / Chatbot and create a new flow. 2. After the initial node, add the Send Message action. 3. In the text field, write the message and insert the name variable. Example: Hello, {{ contact.first_name }}! I saw you were interested in our plan. 4. To include data such as company or job title, first create the attribute in Settings → Custom Attributes and fill in the contact's profile. 5. Use Condition nodes to send different messages depending on the attribute value. For example: if the plano_contratado attribute is "Pro", send advanced content; if it is "Basic", send upgrade tips. 6. Save and activate the flow. This format is especially useful in welcome, qualification and nurturing flows. The contact gets an individual experience, even when the message is sent automatically. How to use the same data in campaigns In WhatsApp and email campaigns, the logic is similar: you segment the audience based on CRM data and personalize the content of the send with the available fields. Custom attributes help you create dynamic segments. On the Contacts screen, you can filter by criteria such as "Subscribed Plan is equal to Gold" or "Date of Last Purchase is before 90 days". That segment can then be used as the audience for a campaign, ensuring the right message reaches the right people. | Step | What to do | Result | | :--- | :--- | :--- | | Create attributes | Define fields such as company, plan or purchase date | CRM enriched with business data | | Populate the data | Fill in manually, via a Flow or via integration | Contacts ready for personalization | | Create a segment | Filter contacts by attributes and save the segment | Dynamic, up-to-date audience | | Build the send | Use the contact's data in the campaign text | Individual messages at scale | Who this personalization makes sense for - B2B sales: include company, job title and market segment for more consultative approaches. - E-commerce: use last purchase, category of interest and total spent for relevant offers. - SaaS and education: personalize messages by plan, subscription status or enrolled course. - Support and after-sales: start conversations with the customer's name and route them through the right profile. Frequently asked questions Do I need custom attributes to include the contact's name? No. The standard name field can already be used directly in the message, for example with the variable {{ contact.first_name }}. Custom attributes are for data specific to your business, such as company, plan or date of last purchase. How do I fill in a custom attribute automatically? You can fill in attributes manually on the contact's profile, through a question asked in a Flow, or through integrations that send data from your system to Papo, such as API or webhooks. Can I use this data in WhatsApp and email campaigns? Yes. CRM data and custom attributes can be used to segment the audience and personalize campaign content. The exact fields available in each template can be checked on the website or in the official documentation. What happens if an attribute is empty? The message may be sent without that information. That's why it's worth populating the essential data before the contact enters the flow or before a campaign send. Can I personalize scheduled messages? Papo has a scheduled messages module. To confirm which variables are available for this type of send, check the official documentation or the platform's support team. Read also - How to create an automatic welcome flow for new WhatsApp contacts - How to create Segments to group contacts and conversations dynamically Start for free → Create your free account and start personalizing automated messages with your contacts' data.

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Popular articles

How to use the Projects module to organize team tasks on Papo

How to plan a seasonal campaign (e.g., Black Friday) with Papo

How to analyze Live Coach performance with suggestion reports

How to Use Lead Score in a Flow to Send Personalized Offers

How to integrate Papo with n8n to automate processes

How to personalize automated messages with the contact's name and data