ARTICLE SUMMARY
Pipefy introduces 5 new AI-powered updates — AI Agents 2.0, AI Doc Reader, AI Assistants, CRM AI Studio, and Credit Workflow.
Pipefy is now smarter, faster, and more connected than ever. Recently, we introduced a series of updates that expand the role of our platform as a true process orchestrator — combining operational efficiency with data-driven decision-making.
In this article, you’ll explore the five major updates announced this month: AI Agents 2.0, AI Doc Reader, AI Assistants, CRM AI Studio, and the new Credit Workflow — solutions designed to accelerate operations, eliminate manual work, and unlock large-scale efficiency across every business team.
1. AI Agents 2.0: Smarter, Autonomous, and Context-Aware Workflows
The evolution of AI Agents marks a new chapter in the use of Artificial Intelligence (AI) for business operations. With AI Agents 2.0, Pipefy moves beyond simple automation triggers to deliver cognitive, decision-driven workflows that act with context and intelligence.
In practice, these new agents work as digital teammates, understanding context, analyzing data, making decisions, and taking actions automatically. The update introduces five configurable behaviors, each with up to three unique actions, such as filling out fields, creating cards, or moving items within a pipe.
For example, an agent can analyze résumés in a recruiting process, classify candidates based on job descriptions, and move qualified profiles to the next stage — all without human intervention.
The Agent Studio now includes advanced governance layers, detailed execution logs, and integrations with multiple AI providers (via multi-provider) and external systems (via MCP). This gives teams transparency, security, and flexibility to select the most suitable model for each use case.
Read more: How to Choose the Right AI Agent for Your Process Automation
2. AI Doc Reader: Document Intelligence with Near-Human Accuracy
Another major release is the AI Doc Reader, a specialized agent for document reading and data extraction. The solution combines AI + OCR (Optical Character Recognition) to interpret complex files — such as invoices, receipts, contracts, and reports — with exceptional accuracy, even in scanned or unstructured formats.
The key differentiator is its native integration with Pipefy workflows. Instead of merely reading files, the AI Doc Reader acts within processes, automating critical steps. For instance, it can extract payment data from an invoice and automatically populate fields in a card, removing the need for repetitive manual input.
Internal tests across multiple document types showed an average 10% improvement in accuracy, reaching up to 97% in certain use cases within the healthcare and telecommunications industries.
Today, 46% of all active AI Agents in the Pipefy ecosystem are related to document processing — a clear indicator of how essential this capability has become in financial, compliance, and customer service workflows.
Watch a video demo of this new solution in action down below:
Read more: How to Build Custom Workflows and Boost Operational Efficiency
3. AI Assistants: Conversational Support Meets Process Execution
The new AI Assistants redefine how teams interact with automation. Available to all customers, these assistants provide 24/7 conversational support to answer questions, create requests, and check process status — all in natural language, directly inside Pipefy or through channels like Slack, Microsoft Teams, and soon WhatsApp.
The most innovative feature is the automatic creation of assistants from interfaces. Once enabled, an assistant instantly learns from the data, forms, and documents in that interface, respecting existing permissions — no setup required.
Practical examples include the Procurement Policy Assistant, which answers internal purchasing questions and can start a request automatically, and the Expense Reimbursement Assistant, which receives receipts, opens financial cards, and updates employees on payment status.Coming soon, Pipefy will launch a new Assistant Builder, providing a simpler and more intuitive creation experience — with the ability to define tone, communication channels, and even custom AI models (BYOK).
4. CRM AI Studio: A No-Code Way to Build Tailor-Made CRMs
The CRM AI Studio represents Pipefy’s vision of combining no-code tools with the power of AI. Instead of forcing teams to adapt to rigid CRM systems, companies can now design custom relationship platforms tailored to their markets, products, and sales strategies.
The studio includes pre-built modules such as lead qualification, sales pipeline, proposal generation, and post-sales follow-up — all powered by AI Agents.
These agents work together to make sales cycles faster and smarter:
- Lead Nurturing Agent: enriches lead data from internal and external sources
- Lead Scoring Agent: applies business rules to prioritize the best opportunities
- Sales Co-Pilot: provides contextual insights and recommends personalized engagement approaches
- Proposal Agent: automatically generates and sends tailored commercial proposals
5. Credit Workflow: Automated Credit Analysis and Smarter Decisions
Built for finance and risk management teams, the new Credit Workflow represents a major leap in automation for credit analysis. Powered by multiple AI Agents, this end-to-end flow manages the entire credit approval process — from company and partner validation to risk scoring and credit limit recommendations.
The process brings together specialized agents, including:
- DocumentAI and RiskAnalysisAI: extract and interpret financial data from balance sheets and statements
- DecisionAssistAI: determines credit limits by combining quantitative and qualitative insights
The latest update also includes integrations with major credit bureaus, allowing credit validation using only a company’s registered business information, with no physical documents required.
Additionally, the new collections workflow integrates WhatsApp directly with Pipefy cards, helping teams reach customers faster and recover payments more efficiently.
Explore Pipefy’s New Features in Action
Together, these updates strengthen Pipefy’s position as an AI Enabler for enterprise operations — delivering no-code capabilities and AI-driven intelligence across every workflow, from finance to customer service.
With integrated AI, advanced governance, and a focus on team autonomy, Pipefy provides what leaders in operations, technology, and finance value most: control, efficiency, and execution speed.
See Pipefy in action and explore how these new AI-powered features can transform your operations:
