Pipeline and deals
How chats become deals, what the stages mean, and everything in the deal panel next to a chat.
On this page
How a chat becomes a deal
You never type a deal in. They come from your chats, and you always have the last word:
- In the first-run setup Corner shows you every chat that looks like a deal, one at a time, and you Track or Ignore each. Nothing is tracked without you.
- After that, a new chat the AI is very sure about is tracked by itself and marked new in the pipeline. One it's less sure about goes to Suggested, with a Why: line. Press J to track, K to ignore, U to undo.
- Anything else you can track yourself. Every synced chat is listed under Settings > Privacy: click Open, then Track as deal in the panel on the right. Coming Tracking any chat straight from Ctrl+K⌘K.
Without an AI key nothing is found for you: Suggested stays empty and only chats you track yourself become deals.
Today
Today is everything that's waiting on you, most urgent first: the card on screen at the top, then the rest by priority, then snoozed ones. Each row has its reason and its clock. Move with J and K, and act with the same choices as the card: Enter opens the chat, S snoozes, D done, X dead, N not a deal. When it's empty, nobody's waiting on you.
The stages
Open deals move through five stages. The AI sets the stage from the conversation, and you can change it any time.
- New
- First contact or a bare intro. You don't know yet what they need.
- Engaged
- A real back-and-forth. You're finding out what they need.
- Qualified
- Need, rough scope and intent to buy are confirmed: a call is booked, or they asked for a proposal.
- Proposal
- You've sent pricing, a quote or a proposal, and they're looking at it.
- Negotiation
- Terms, price or the contract are being worked out.
Later stages get shorter wait times before a nudge (see the five reasons), because a deal at Proposal shouldn't sit.
Change a stage from the Stage menu in the deal panel, by dragging a card on the board, or with [ and ] on a focused card. Once you set it, the panel says Locked by you and the AI won't move it again.
Board and list
Pipeline shows your deals as a board, one column per stage, with Won and Lost / Dead folded at the end. V switches to a list. Every card shows whose move it is and for how long: Your move 2d means you owe them, Their move 4d means you're waiting, Quiet means nobody owes anybody.
- / filters by name. You owe and Has a nudge narrow it down further.
- The status menu shows open, won, lost or dead deals, or all of them.
- On a focused card: Enter opens the chat, W marks it won, X marks it dead. Arrow keys move between cards, and Space picks a card up to move it with the arrows.
The deal panel
Open a deal and its chat fills the window, with the deal panel on the right (Ctrl+B⌘B hides or shows it). Nobody typed any of this:
- Stage, and the status buttons Won, Lost and Dead.
- Summary, with Next: the move the AI suggests, and when it last read the chat. Refresh reads it again now.
- Open questions: things they asked that you haven't answered yet.
- Commitments: what you promised and when. Tick one when it's done. Add your own with a due date if you like: today, tomorrow or next week. An overdue one of yours becomes a Promise due nudge.
- Notes: yours, free text.
- Nudges: every nudge this deal has had.
The AI reads a deal again once its chat has been quiet for 10 minutes, and right away when you open the chat or press Refresh. Anything you set yourself wins over what the AI thinks.
Writing from Corner
The chat is your real Telegram conversation. Enter sends, Shift+Enter⇧Enter adds a line. Ctrl+J⌘J asks the AI for a follow-up in the chat's language: it fills the box and waits for you to edit and send. Corner never sends a message on its own.
Ctrl+Shift+O⌘⇧O opens the same chat in the Telegram app, for voice notes, files and anything else Corner doesn't do.
Won, lost and dead
Won closes the deal as won. Lost and Dead both close it and clear its nudges; use whichever is true. If someone you closed as lost or dead writes again, you get a Wrote back nudge, once. Changed your mind? Open the deal and press Reopen.
Not a deal is different: the chat was never a deal, so it leaves the pipeline and is never nudged again.
Find anything
Ctrl+K⌘K opens the command palette: type a name to jump to that deal, or run a command for the page you're on, like Start sprint on Today or Filter: you owe on Pipeline. ? lists every shortcut. All of them are on Keyboard shortcuts.
Written for Corner 0.1.0. Something wrong or missing? Tell Elmir or C.