How can we help?

Create the account with your email and confirm the code it receives. On first login, the welcome flow asks for your company, you, the leads you want and your first message, and shows the plan at the end. When you finish, the account already has the prospecting profile and a message template ready.

It's what the system knows about your prospecting: who signs the messages, what the company sells, the ideal lead, the leads' country, the message language and their time zone. It feeds the templates, the AI that reads replies and Claude. Change it anytime in Settings, Prospecting.

The app speaks English, Spanish and Portuguese. The language of messages to leads is a separate choice, made in the prospecting profile: you can use the app in English and prospect in Spanish, with the greeting in each lead's time zone.

No. Kaptia runs in the browser, on desktop and on mobile. The desktop connector is optional: it's only for when you want Claude to work with folders on your computer.

Claude searches Google and Instagram for businesses in the niche and city you ask for, checks they aren't in the CRM yet and adds them with WhatsApp, Instagram and what their Google listing shows. You can also import a spreadsheet or bring them from another CRM.

It researches and adds leads, fills in each lead's record, drafts messages, summarizes conversations, writes contracts and builds what you ask, like a cadence. It doesn't send messages: you do, or the automation you turned on does.

To find leads and for the AI to read replies and write follow-ups, yes: Kaptia uses your own Claude account, connected once. It runs on Kaptia's server or on your computer, through the connector. Chat, pipeline, templates and sending work without it.

Requests to Claude that run on their own on the days and times you choose, like finding leads in a niche and city every weekday. A routine researches and adds leads; it doesn't message anyone.

No. You connect your own number by scanning a QR code, just like WhatsApp Web. The number stays yours, and so does the responsibility for it and how you use it.

Only what you turn on. Auto prospecting sends the first message to each lead at the pace you choose, during the leads' business hours and within the number protection limits. The rest of the first contact only goes out when the lead replies with a greeting. You can pause the queue any time, or approve one by one.

They're messages with variables, like the business name and a greeting based on the lead's local time, filled in for each lead. You can vary the text between options and test two templates at once (A/B test) to see which gets more replies.

With daily and hourly caps on new contacts, warm-up for new numbers, a pause between leads, varying text and a do-not-contact list. You set the limits in Settings, Number protection.

Leads who didn't reply get the 1st follow-up 3 days after the first message and the 2nd 7 days later, written by the AI after reading the conversation or taken from your template. You set the timing, and it ships turned off: turn it on in Settings, Prospecting.

A cadence is a sequence of steps (first message, follow-ups and your own messages) with the days between them, and it stops on its own when the lead replies. A campaign is an audience, like the new leads in a niche, put into a cadence at once.

Yes. Every Monday, on your own WhatsApp, you get the report: how many you reached, how many replied, meetings, deals won and your best niche of the last 30 days. You can turn it off anytime.

The AI reads the reply, labels it (interested, asked about price, question, later, not interested or auto-reply), suggests what to answer and moves the lead in the pipeline. Anyone who asks not to be contacted goes on the do-not-contact list.

New, Contacted, Replied, Meeting, Won and Not interested. The stage moves on its own when a message goes out and when the lead replies; you mark Meeting and Won. Every lead has tasks, notes, meetings and a timeline of what happened.

An optional voice assistant: you talk to the CRM (“open the chat”, “call Bright Smile”, “send the first message”) and it does it. Sending a message by voice always asks for your “yes” first. Voice goes straight between your browser and OpenAI.

On the Email screen, click Connect and enter the address and the app password. Kaptia detects the provider and shows its step-by-step. It works with Gmail, Google Workspace, Yahoo, iCloud, Zoho, Hostinger, Titan, Locaweb, KingHost, UOL Host and others. Outlook, Hotmail and Microsoft 365 are not supported yet.

No. Each email is written for one lead, by Claude or by you, reviewed and sent with a click from you, within the daily limit (30 by default). The lead's reply shows up in Kaptia and the pipeline moves.

No. It only downloads and stores replies from the people you contacted through Kaptia. The rest of the inbox is not read or marked as read, and the app password is stored encrypted.

Yes. You turn calling on in settings, connect by scanning a QR code and call the lead from your number, right in the browser, with a headset or your computer's mic. Voice uses a connection that isn't WhatsApp's official one, so the feature ships turned off and you decide whether to turn it on.

Only if you turn recording on, and then the screen reminds you to tell the person at the start. With it, the AI transcribes and writes the summary and next steps on the lead. The audio is kept for 30 days; the summary and transcript stay on the lead.

No: Kaptia only places calls. When someone calls your number, your phone rings as usual.

One plan, everything included: R$ 49.90 for the first month and R$ 79.90 after that, billed in Brazilian reais. The AI runs on your own Claude account, purchased separately from Anthropic.

Monthly, right in the app: the charge shows on screen and the payment is recognized automatically, with no receipt to send. Billing is currently by Pix, in Brazilian reais.

You can log in and explore the whole system. Connecting WhatsApp, importing leads and connecting Claude unlock after the first payment.

Two days before the due date, the system lets you know. One day after it, access pauses until payment: WhatsApp stays connected and receiving, but nothing goes out. Once you pay, everything comes back instantly, and nothing is deleted.

Yes: 7 days. If it's not for you, email us within 7 days of your first payment and we'll refund it.

By invitation, with a link or by email, with the role they'll have: Owner, Manager or Salesperson. The role can be changed later, and you remove people who leave in Settings, Users.

On the sign-in screen, use “Forgot my password”: a code arrives in your email and you choose a new password. Passwords are stored with Argon2id, so not even we can read them.

Yes, in Settings, Profile, Security: after your password, sign-in asks for the code from your authenticator app. You get recovery codes to keep.

It's yours and it leaves whenever you want: leads and contacts export as CSV from the app itself. After closing, the data stays available for export for 30 days and is then deleted.