TAU Platform

Integrations

Connect your TAU assistant to the tools you already use — WhatsApp, scheduling, CRM, payments, and more.

Integrations

Integrations connect the TAU assistant to the tools you already use day-to-day. Instead of replacing what works, the assistant operates within your current workflow — scheduling through your system, generating charges on your payment platform, updating leads in your CRM.

Access it from the sidebar under Integrations.


Service channel

The TAU assistant operates via WhatsApp — you choose which connection mode makes the most sense for your business.

💬 WhatsApp Lite

Connect the assistant to your personal WhatsApp or WhatsApp Business number without needing Meta approval or technical configuration. It's the fastest way to start serving customers.

When to use: ideal for those just getting started who want to test quickly, or for smaller businesses with moderate message volume.

With WhatsApp Lite, TAU can also enable WhatsApp Lists: automatic organization inside WhatsApp Business to show handed-off, paused, and blocked conversations. This is an important advantage for teams that answer from their phones and need to quickly see who requires human action.

💬 WhatsApp Business (official Meta connection)

Connect through Meta's official channel for a more robust and stable integration. Recommended for businesses that already have high service volume or need maximum reliability.

When to use: businesses with high message volume, larger service teams, or those that need more stability in service.

Both options work well with the TAU assistant. Meta's official connection is the most stable and recommended for larger operations, but WhatsApp Lite is an excellent way to get started without bureaucracy.

🌐 Website (Chat widget)

Add a floating chat button to your website. When a visitor clicks it, a conversation opens directly with the assistant.

The configuration lets you customize the button colors and images. At the end, you receive a code snippet to paste into your website — anyone who knows how to edit a website can install it.


Scheduling

📅 Cal.com

Connect the assistant to Cal.com so it can schedule appointments directly on your calendar during the conversation with the customer — without requiring human intervention.

Cal.com is free and works with Google Calendar, Outlook, and others. To activate it, create an account on Cal.com, connect your calendar, and fill in the information requested in TAU's configuration.

✂️ Trinks

For beauty salons, barbershops, and aesthetic studios that use Trinks as their scheduling system. With the integration active, the assistant checks availability, books services, and sends reminders — all integrated with your Trinks account.

Supports multiple locations, services, and professionals. In connected operations, TAU can also show the Mia Impact screen, with revenue, bookings, and commercial opportunities generated by the assistant.


Marketing and campaigns

📣 Meta Ads

Connect your Meta Ads account to bring media investment closer to the results that happen in TAU conversations.

With this integration, Campaign Attribution can show campaigns, conversations, leads, conversions, estimated revenue, and return on investment in a clearer management view.

When to use: businesses that invest in Instagram, Facebook, or other digital campaigns and want to understand which ads actually generate service, bookings, or sales.


CRM and sales

🏢 Kommo CRM

Connect the assistant to Kommo (formerly amoCRM) so that each qualified conversation automatically becomes a lead in your pipeline. The assistant analyzes the conversation history to position the lead correctly in the funnel.

Ideal for sales teams that already use Kommo to manage opportunities.


Payments

💳 Asaas

Allow the assistant to generate charges via PIX, bank slip, or credit card during service — without the customer needing to leave the conversation.

💳 Pagar.me

Integration with the Pagar.me platform for generating payment links and charges directly within the assistant flow.

💳 Stone Banking

Create payment links via PIX and Credit Card directly during service. The assistant sends the link in the conversation itself and the customer pays immediately.


Real estate segment

🏠 Real Estate Portals

For real estate agencies and brokers, import your property portfolio from major portals. The assistant can then answer questions about available properties, features, and values — without you having to manually register anything.


How to activate an integration

  1. Go to Integrations in the sidebar
  2. Choose the desired integration
  3. Enable it with the toggle
  4. Fill in the information requested on the screen
  5. Save — the integration takes effect immediately

Each integration has a status indicator showing whether the connection is working correctly.

If you have trouble finding the connection information for an integration, contact the support team of the platform you are integrating or talk to TAU.

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