The End of "Alt+Tab" in Your Sales Operation

Sales and support teams lose productive hours switching between the chat screen and the CRM screen. This friction creates data-entry errors and loss of timing in negotiations. The Talqui + Pipefy integration solves this by bringing Pipefy inside the support panel.

Smart Side Widget (Sidebar)

Our exclusive integration displays a Widget on the Right Sidebar of the Talqui panel. When you open a conversation on WhatsApp, the system automatically fetches that contact's card in Pipefy and shows the vital information right there, next to the chat.

Fully Configurable

We know every company uses Pipefy differently. That's why our widget is 100% customizable. You choose which fields should appear: Deal Value? Funnel Stage? Date of the last meeting? You decide what's relevant for the operator to see.

Agility in Pipeline Management

It's not just viewing. Your operator can edit information and move the card across phases (e.g., from "Lead" to "Negotiation") directly through the widget, ensuring the CRM is always updated in real time, without ever closing the conversation window.

It's the fluidity that was missing for high-performance teams that use Pipefy as their process engine.

1. Sidebar Widget (Unified View)

The CRM inside the Chat.

Contextual View

When you open the chat with the customer "John," the side widget instantly loads John's card in Pipefy. The agent already knows the history, the proposal value, and the customer's pain points before typing "Hello."

Quick Editing

Update phone numbers, emails, or add notes in Pipefy without leaving Talqui. The sync is immediate.

2. Process Automation

Card Creation via Chat

If a new customer reaches out, the AI (or the human) can create a card in Pipefy automatically, filling in the data captured during the conversation.

Phase Movement

Closed the sale on WhatsApp? Drag the card to "Won" through the widget, or let the AI do it when it detects the customer's "acceptance."

3. Total Customization

Field Selector

Configure in the admin panel which Pipefy fields should appear in the widget. Hide sensitive data and highlight the operational data.