Business management · Partiu Integra

Your WhatsApp bot answers questions about the customer's graduation with real data

Partiu Integra connects your customer service platform (ZapResponder, Blip, Chatwoot, n8n and the like) to the graduation platform. The bot recognizes who is talking by their WhatsApp number, CPF or email, shows their financial status, generates the invoice as a link, PIX or bank slip, shares event dates and sends the ticket, with the message ready to go on WhatsApp. The company creates the keys in the dashboard, chooses what each one can see and follows every call in the audit log.

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The problem and the fix

The problems Partiu Integra solves every day

If any of these situations sounds familiar, it is because they happen in almost every graduation company, until the right system comes in.

The problem

WhatsApp support runs on "let me check and get back to you" for simple questions like "how much do I owe?".

With Partiu Formatura

The bot identifies the graduate by the contact's phone number and answers with their financial status and open installments on the spot, with the text already formatted for WhatsApp.

The problem

To send a duplicate invoice, someone has to log in to the dashboard, find the installment and copy the PIX code.

With Partiu Formatura

The bot generates the invoice on its own: payment link, PIX with copy-and-paste code and QR Code image, or bank slip. Asking again reuses the PIX or bank slip that is still valid, with no duplicates.

The problem

Connecting the chatbot to the customer base feels like opening the door to all of the company's data.

With Partiu Formatura

Each key only sees what the company allowed: graduates, finance, invoices, events, tickets and ticket code are separate permissions. You can restrict it to the platform's IPs and cap the calls per minute.

The problem

The bot says the party starts at 11 PM when it actually starts at 8 PM, because it converted the time wrong.

With Partiu Formatura

Every date comes out in Brasília time, with the day of the week, the time spelled out and "N days to go". There is no conversion left for the bot to do.

The problem

Nobody knows what the integration looked up or who changed its permissions.

With Partiu Formatura

The audit log shows every lookup and every invoice generated, plus every change to the key with who made it, when, and the before and after.

In practice

Real examples of Partiu Integra working for you

Everyday situations at graduation companies, from the problem to the result, using the modules on this page.

01

A duplicate invoice in one conversation

The scenario

A graduate sends "send me the PIX for my installment" to the company's WhatsApp on a Saturday night.

With the system

The customer service platform's flow identifies the graduate by phone number, checks the finances and requests a PIX invoice. The installment chosen is the most overdue one or, if nothing is overdue, the next one.

The result

The graduate gets the copy-and-paste code and the QR Code image in the same conversation, without waiting for support to open on Monday.

02

Schedule and tickets through the bot

The scenario

In graduation week, the team gets dozens of messages asking about times, venues and tickets.

With the system

The bot answers with the events the graduate sees in the app, with date, Brasília time and a map link, and sends the tickets with the QR Code image.

The result

Repeat questions leave the human queue. A used or canceled ticket has no code, and the QR image stops opening once the ticket is used.

03

An automation integration with minimal access

The scenario

The company wanted to use n8n only to send event reminders, without exposing finances.

With the system

In the dashboard, it created a key with only the graduates and events permissions, restricted to the n8n server's IP.

The result

The automation runs on the bare minimum. Any attempt outside what is allowed is denied and shows up in the audit log.

How it works

How information flows through Partiu Integra

Every step is a real module, and what comes out of one goes into the next without anyone typing it again.

  1. 1The company creates the keyIn the dashboard, it picks the integration name, permissions, IPs and per-minute limit.
  2. 2The platform is configuredThe key goes in the header of the request block in ZapResponder, Blip, Chatwoot or n8n.
  3. 3The bot identifiesFrom the contact's phone number, it finds the graduate or the financial guardian.
  4. 4The bot answersFinances, invoices, events and tickets come back with the message ready for WhatsApp.
  5. 5Everything is loggedEvery call and every change to the key goes into the audit log.

Module by module

Everything included in Partiu Integra

7 modules and 38 features on this page, all running on the same class, graduate and event records.

Identifying who is talking

The bot finds the graduate from the WhatsApp contact.

  • Lookup by WhatsApp number, CPF or email
  • Finds the graduate or the financial guardian
  • Birth date checked together with the CPF, never on its own
  • A warning when there is more than one record for the same contact
  • Basic details and class, with graduation and ceremony dates

Finances and invoices

The graduate's status and a way to pay, without going through the team.

  • Status summary: up to date, overdue or paid off
  • Open, overdue, paid or all installments
  • Invoice as a payment link, PIX or bank slip
  • Installment choice: the most overdue, the next one, a specific one or a link covering everything outstanding
  • Still-valid PIX codes and bank slips are reused: asking again does not create a duplicate
  • The charge uses the same receiving account already set up for the class

Events and tickets

Schedule and tickets answered with the same rules as the graduate app.

  • Events the graduate sees in the app, respecting class, guests and plan
  • Venue, map link and times for each event
  • The graduate's tickets with code and QR Code image
  • Tickets issued on the event day only release the code starting that day
  • Used, canceled or transferred tickets do not return a code

Ready-made message and Brasília time

The bot passes the text along as is, without building sentences or converting times.

  • A message field in Portuguese, with WhatsApp bold formatting, in nearly every response
  • Dates in Brasília time, with the day of the week and the date written out
  • "Today", "tomorrow" and "in N days" calculated on the Brasília calendar
  • A good morning, good afternoon or good evening greeting based on the right time
  • Errors also come with a message that can go straight to the customer

Key management in the dashboard

The company creates and controls each integration, without asking Partiu for anything.

  • Create, edit, enable, disable, regenerate and revoke keys
  • The key is shown only once, at creation; the system keeps only a fingerprint of it
  • Permissions per key: graduates, finance, generate invoice, events, tickets and ticket code
  • Optional allowed IPs, with address ranges
  • A calls-per-minute limit per integration
  • Last use, calls over the last 7 days and setup instructions right on the screen

Audit log

Every lookup and every change recorded, so you can answer who saw what.

  • Every lookup and invoice with integration, resource, result, IP and duration
  • Searched CPFs and phone numbers are not stored in the log
  • Changes to keys with who made them, when, from where, and the before and after
  • The log entry is written together with the change: if it fails, the change does not happen
  • Filters by period, integration and type, plus a summary of invoices, errors and denied access
  • CSV export of up to 50,000 rows

Data protection

The bot gets what it needs to help, and nothing more.

  • No response returns a CPF, email, phone number, birth date or card number
  • Personal data in free text, such as an event description, comes out masked
  • Each key only sees its own company: a record from another company responds as if it did not exist
  • QR Code image with a signed, time-limited address, rechecked on every open
  • Ticket code as a separate permission, so it stays under the door team's control
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Where Partiu Integra lives in the feature catalog

These catalog areas detail, feature by feature, the modules behind this page.

Communication

Keep graduates, families and committee always informed with multiple channels: WhatsApp, push, email, real-time chat and the class's exclusive social network.

Security & LGPD

Your data is protected with encryption, two-step authentication, LGPD compliance, automatic backups and high-availability cloud infrastructure.

Finance, Treasury & Banks

Collections, accounts payable, cash position, bank integrations, remittances, returns and reconciliation in the same flow.

Automation

While you sleep, our system is working. Payment reminders, NFS-e issuance, bank reconciliation, backups, reports and much more, all automatic.

Explore more in ERP

CRM

Selling graduations is a long cycle, with many decision makers and a committee that changes every year.

Service Desk

The Service Desk takes the team's own tickets for IT, infrastructure, HR, finance, event operations and facilities, built on the design of the Tickets that serve graduates.

Finance

Accounts receivable by class and by graduate, automatic billing via boleto, PIX and card, accounts payable with approvals, projected cash flow and bank reconciliation, all in the same database where the class was signed.

Find the right plan for Partiu Integra

Compare the modules and choose the setup that fits your operation.

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