AI and automation
By Vitor
By Vitor
Automatic AI Categorization: Optimizing Lead Management
youtube This article explores a new feature that automatically categorizes conversations with artificial intelligence, designed to improve lead management and strategic focus in customer communication environments. How AI Categorization Works The feature uses artificial intelligence to categorize every conversation in the inbox and give each lead a score. The process is simple: 1. Click the "Score open conversations" option in the left panel. 2. Choose the inbox you want. 3. Start the scoring ("Start scoring"). The AI processes the conversations and assigns a score to each contact. The system indicates that each scored conversation uses one AI credit. Benefits of AI Scoring AI scoring offers significant advantages: - Financial Visibility: helps you see where your investment is and where the potential return lies. - Strategic Focus: lets you direct energy and resources to the most promising leads. - Detailed Score: provides an individual score for each contact, showing how relevant or "hot" it is. Contact Details and Traffic Source For more detailed information about a specific contact, just: 1. Click the contact you want. 2. In the right panel, you can rescore the contact after an interaction ("AI rescore"). 3. Set the traffic source, such as a specific campaign, a video, etc. This helps you understand where your leads come from and how different channels perform. Lead Ranking The platform also lets you analyze all contacts at once, generating a lead ranking ("Lead ranking"). This gives you a quick view of the "hot contacts" across your entire customer base, improving your sales and customer service strategies. Conclusion The new automatic AI categorization feature is a powerful tool for improving lead management. It provides valuable insights into the value of each contact, improves how resources are allocated and offers a complete view of your customer base. Takeaways - The AI automatically categorizes and scores every conversation in the inbox. - A star score is assigned to each lead, indicating its potential. - You can rescore contacts and set the traffic source for deeper analysis. - The tool lets you build a lead ranking, making it easier to identify promising contacts. - The feature aims to save time and resources by focusing on the leads with the highest conversion potential. Start free on Papo Global → First user $0, no credit card. Learn more at papo.global.
AI-Powered Business Automation Platform
youtube 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) - Facebook - Instagram - Email - 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. Start free on Papo Global → First user $0, no credit card. Learn more at papo.global.
Super Chat: Your CRM Controlled by Text Prompts
youtube This article presents "Super Chat", an innovative tool that lets you control your entire CRM system through simple text commands, known as "prompts". It shows how to automate marketing and management tasks, such as sending emails, and also how to organize your daily priorities. What is Super Chat? Super Chat is an interface that lets you interact with your CRM through text prompts. Instead of navigating complex menus, you simply type what you want the tool to do. Automated Email Sending The first demonstration shows how to extract contacts and send emails automatically: 1. Initial command: The user types "Extract 5 contacts with an email and send them a message". 2. Choosing the channel and mode: The tool asks which channel to use (WhatsApp, email or email marketing) and which sending mode (send now or create a campaign). The user chooses "email, send now". 3. Selecting the inbox and subject: Super Chat lists the available inboxes and asks for the email subject and body. The user chooses "Gmail Sales" as the inbox, sets the subject to "Don't miss this opportunity" and the body to a "message about sales". The tool then writes the email body automatically. 4. Confirmation and sending: After the user confirms, the tool runs the operation, extracting the contacts and sending the emails. The demonstration shows that the operation completed successfully, listing the 5 emails sent in less than a minute, with the defined subject and body, and confirming delivery in the Gmail inbox. Organizing Daily Priorities Besides sending emails, Super Chat can also help you organize your priorities: - Setting priorities: The user can set their priorities based on projects and tasks. - Daily summary: The tool provides a summary of tasks, categorizing them as "Top urgent", "Urgent" and "Medium", and showing their status (in progress, pending, overdue). - Full CRM control: Super Chat lets you control the entire CRM with a single prompt, from extracting emails to daily planning. Takeaways - Task automation: Super Chat simplifies and automates routine CRM tasks, such as sending emails, using text prompts. - Intuitive control: The chat interface makes CRM management more accessible and easier to use. - Efficient organization: The tool helps organize and prioritize daily tasks, improving productivity. - Flexibility: It allows you to customize email campaigns and adapt to different inboxes and topics. Start free on Papo Global → First user $0, no credit card. Learn more at papo.global.