WhatsApp solutionWhatsForm
Interactive Forms and Onboarding
Structured data capture, inside the chat
Collect structured details, KYC records, requests, and feedback in chat — no separate portal or app required.
Onboarding and KYC usually mean a separate portal, a login nobody wants to create, or a PDF form emailed back and forth. Interactive Forms and Onboarding collects exactly the same structured data inside the WhatsApp conversation itself.
Forms adapt based on answers, validate data as it's entered, and feed directly into the right record — a new client file, an HR record, a policy application — without anyone re-typing anything from a chat into a system.
Capabilities
Forms that live inside the conversation
Structured data capture
Collect names, details, and documents in a guided, validated flow — not free-form chat.
Conditional logic
Forms adapt to prior answers, so people only see fields relevant to them.
Direct record creation
Submitted data lands straight in the right record — no manual re-entry.
No app or portal required
Everyone completes onboarding on the WhatsApp they already have open.
Who it's for
Built for teams like yours
- Client onboarding teams
- HR
- Lenders
- Insurers
- Associations
- Field operations
The outcome
Onboarding completion rates improve because there's no new app to install, and every submission arrives as clean, structured data rather than a chat transcript to interpret.
Explore more
Other WhatsForm solutions
Shared Team Inbox and Customer Service
One business WhatsApp number, fully coordinated
WhatsApp CRM and Sales Journeys
From first enquiry to a tracked, owned pipeline
Campaigns and Marketing Automation
Segmented, automated WhatsApp marketing
Document Collection and Retrieval
Request, receive, and control documents on WhatsApp
Appointments Bookings and Reminders
Bookings and reminders, without the phone queue
Customer Vendor and ERP Connectivity
Orders, invoices, and approvals, connected to your backend
AI Assisted Support and Work Coordination
Conversations that turn into accountable work
See Interactive Forms and Onboarding in action
A short WhatsApp conversation is all it takes to get a walkthrough tailored to your business.