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Poppy API & Power User - Frequently Asked Questions

This document addresses the most common questions and potential misunderstandings about leveraging the Poppy API to build automated workflows and custom AI applications.

Section 1: Content Creation & Lead Generation

Q1: How can I use the Poppy API to automate my content creation process?

A: You can automate your content creation by building a workflow that connects your long-form content to Poppy. The typical process is:

  1. Trigger: Start with your source content, such as a new blog post from WordPress, a video uploaded to Google Drive, a newsletter from Beehive, etc.

  2. Process with Poppy: Use an automation platform like N8N to send the content to a Poppy board. A "System Prompt" in your board will instruct the AI to repurpose it into multiple formats (e.g., social media posts, carousel scripts, video hooks, email snippets).

  3. Output: The generated content is then sent to a destination of your choice, like a Google Sheet for a team member to review, or directly to a social media scheduling tool as a draft.

This allows you to turn one piece of content into dozens of assets, increasing your content volume and consistency.

Q2: Can I build a chatbot to act as a "Lead Magnet" for my business?

A: Absolutely. You can create a chatbot that serves as an interactive Lead Magnet. Instead of a static PDF, your chatbot can provide instant, personalized value—like a mini-consultation, a personalized recommendation, or a quiz that delivers a custom report. This engages potential customers and qualifies them by collecting their information in a natural, conversational way. This requires building a front-end interface with a tool like Lovable or Bolt.

Q3: How do I ensure the AI's responses sound like my unique brand and tone of voice?

A: You train the AI on your voice by providing it with high-quality examples of your content.

  1. Upload Your IP: Add your best content (video transcripts, successful ad copy, email newsletters, blog posts) to a Poppy board.

  2. Create a "System Prompt": In a text box, create a "System Prompt" that defines your persona. Describe your tone (e.g., "expert but approachable," "direct and punchy"), your audience, and your core message.

  3. Reference the Prompt: In your API calls, you will instruct Poppy to always reference this system prompt, ensuring all generated content aligns with your brand voice.

Section 2: Sales, Coaching, & Call Analysis

Q4: Can the API analyze my team's sales calls and provide feedback?

A: Yes. This is a powerful use case. The workflow involves:

  1. Upload Audio/Transcript: You can upload an audio file (MP3) or a call transcript through a custom-built form or automate your meeting recorder to trigger a workflow when a call ends.

  2. AI Analysis: The call transcript is sent to a Poppy board trained on your sales methodology (e.g., principles from the $100M Closing Playbook). The AI can score the call, identify how objections were handled, and suggest specific improvements or questions that could have been asked.

  3. Deliver Feedback: The analysis is then sent back to you or your team member, often via an email or a direct message in a platform like Telegram/Slack.

Q5: Can I build a chatbot that helps handle common sales objections?

A: Yes, but it requires specific training. The AI doesn't inherently know how to close deals. You must teach it your framework. To do this, you would create a knowledge base in Poppy that includes:

  • Your most common customer objections (e.g., time, money, spouse).

  • Your specific scripts and reframes for handling each objection.

  • Examples of successful and unsuccessful conversations.

By training the bot on your closing playbook, it can effectively guide prospects and handle the "Maybes."

Section 3: Building Your AI Application (The Tech Stack & Productization)

Q6: How do I set up a secure login system and paywall for my AI application?

A: This is achieved by integrating a few key tools. Poppy does not handle user authentication directly. The standard tech stack is:

  1. Front-End: An app built with Lovable or Bolt where users interact with your chatbot.

  2. Database & Authentication: Supabase is used to manage user accounts (logins, passwords) and store data securely.

  3. Automation Layer: An automation tool like N8N connects everything. When a user signs up, it can check their payment status in your customer list (e.g., a Google Sheet or CRM) before granting access.

Q7: How do I save the chat history for each of my users?

A: Chat history for a multi-user application should be stored in an external database like Supabase, not within your Poppy board. This ensures each user's conversation is private and secure. Your front-end application (from Lovable/Bolt) will be configured to save messages to and retrieve them from your Supabase database for each specific user.

Q8: How do I keep my Poppy API key and proprietary data secure?

A: Security is critical. The best practice is to use a Supabase Edge Function. This acts as a secure server-side intermediary. Your front-end app calls the Supabase function, which then securely calls the Poppy API on the backend. This ensures your Poppy API key is never exposed to the public, protecting your account and your data.

Section 4: Technical & API Functionality

Q9: What is the difference between Poppy and an automation tool like N8N?

A: Think of it this way: Poppy is the "brain," and automation tools are the "limbs."

  • Poppy (The Brain): Handles the complex thinking—analyzing data, understanding context, generating content, and making decisions based on your knowledge base.

  • N8N (The Limbs): Connects Poppy to other applications. It executes the workflow by moving data from one app to another (e.g., taking an email from Gmail, sending it to Poppy, and putting the result in a Google Sheet).

Q10: Can I upload files (like PDFs or videos) directly to a Poppy board through the API?

A: Not through the REST API. The REST API only asks questions to a chat (/api/conversation). It cannot add anything to a board. Through Poppy MCP you can add links (posts, videos, web pages), notes and ads to a board, but still not upload a PDF or video file.

  • The Workaround: Upload the file to a trigger application (like a form or Google Drive), extract the text or transcribe the audio in your automation (e.g., OCR for PDFs, Whisper for audio), and send that text to the Poppy API.

Q11: Can the API see the visual content of a video, not just the audio?

A: The API chat reads the same stored text as the chat in the app. For a video that is the transcript plus the visual description Poppy wrote when the video was added to the board. It does not watch the video frame by frame when you ask a question, in the app or in the API.

Q12: Why is my API pulling old data from previous requests instead of using my current prompt?

A: You are likely calling a conversation. A conversation request sees the earlier messages of that conversation, so old requests can bleed into new ones.

The Fix: Use the Knowledgebase only option. In the chat's API dialog (chat toolbar > API > advanced setup), pick Knowledgebase only from the list. It calls /api/conversation, ignores chat history and only uses what is connected to the chat. Each call is a fresh request. Picking a conversation from the list calls /api/conversation/{conversation_id} instead.

save_history: by default a request does not save the exchange to your board. The dialog pre-selects it. It only saves on conversation endpoints.

Section 5: Access, keys and credits

Q13: Which plans include the API?

A: Power User, and AppSumo tiers 5 and 6. Other plans see an upgrade message in the profile menu next to API.

Q14: How do I create an API key?

A: Open API Keys in the boards sidebar and click Create API Key. Give it a Name and choose Scopes: Conversation, Recharge Credits, Brand Voice or MCP. Copy the key right away. You cannot see it again.

Q15: Do API calls use credits?

A: Yes. Asking a chat through the API uses the same monthly credits as chatting in Poppy (the team's credits for a team board). The response shows the credits used and remaining. See Understanding Credits.

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