Customer Onboarding
Capture contact details, preferences and consent in one step.
WhatsApp-powered business automation for modern teams
Run customer conversations, workflows and business processes from WhatsApp
ConversaPRO brings your shared WhatsApp inbox, CRM, automations, Dynamic Forms, Smart Links and AI assistance into one platform, so every conversation can become a tracked, structured piece of work your team can act on.
Works with the official Meta WhatsApp Business Platform.
NM
Naledi M.
+27 •• ••• 4412
AI assisting+27 •• ••• 4412
Hi, I'd like to apply for a business loan for my shop.
Happy to help, Naledi. Please complete this short application. The link is secure and expires in 48 hours.
Business Loan ApplicationSmart Link · one-time use · OTP verified
Done, just submitted it.
Thanks! Thabo from our Soweto branch will review it today.
SubmissionAwaiting review
- business_name
- Mokoena Spaza
- amount_requested
- R 45,000
- id_document
- Uploaded
- branch
- Soweto
WorkflowLoan intake
✓Form submitted
✓Assigned to Soweto branch
…Officer approval
0+Ready-made form templates
0Template categories
0Industry solution sets
1Shared WhatsApp number, whole team
Why teams switch
More than a chatbot. A place where work gets done.
Most WhatsApp tools stop at the conversation. This one carries it through to the record, the approval and the follow-up.
Faster, structured service
Every conversation has an owner, a status and the customer's history beside it.
Less repetitive work
Automate routing, reminders and data entry that currently happen by hand.
Follow-up that happens
Scheduled actions and pipeline stages keep leads and cases from going quiet.
One view of the customer
Contacts, tags, submissions and conversation history live in one profile.
Data you can use
Dynamic Forms capture typed, validated fields instead of free-text chat replies.
AI with humans in charge
AI drafts and routes. Your team decides, takes over and approves.
One WhatsApp number, your whole team
A shared inbox built for teams that answer customers all day, across branches and shifts.
- Multi-user access to the same number, with clear ownership of each conversation.
- Assignment and unread state per agent, team and branch.
- Internal notes and mentions so colleagues can collaborate without the customer seeing.
- Human takeover from an AI agent or automation in one click.
MineTeamUnassigned
NMNaledi M.Done, just submitted it.2
JPJ. PillayWhen will my order arrive?1
ADA. DlaminiThanks, received the quote
RSR. SmithCan I reschedule?
LKL. KhumaloPhoto of the damage attached
Internal note · Lerato: Existing customer, repaid previous loan early. @Thabo worth prioritising.
Reply to Naledi…Suggest reply
A CRM that fills itself from conversations
Contacts, pipelines and history are created as your team works in WhatsApp, not re-typed afterwards.
- Contacts, tags and custom fields shaped around how your business works.
- Lead pipelines with stages your team moves deals through.
- Full history of messages, form submissions, broadcasts and changes.
- Follow-up visibility so managers see what's due and what's overdue.
NM
Naledi Mokoena
Mokoena Spaza · Soweto
Mokoena Spaza · Soweto
- Account manager
- Thabo K.
- Preferred language
- English
- Next follow-up
- Tomorrow
- Submitted Business Loan Application
- Received Smart Link via WhatsApp
- Tagged "Returning customer"
New enquiry
J. PillayRetail
Documents received
N. MokoenaR 45k
S. NaidooR 12k
Approved
A. DlaminiR 30k
Build operational workflows without code
Combine triggers, conditions, waits, approvals and actions in a visual builder. Start from a template or design your own process.
TriggerForm submitted: Business Loan Application
Conditionamount_requested is more than R 50,000
Yes
ApprovalBranch manager approves or declines
ActionSend WhatsApp outcome to customer
No
ActionAssign to loan officer at the customer's branch
Wait2 days, or until documents are uploaded
Scheduled actionSend reminder with a fresh Smart Link
TriggersMessages, keywords, form submissions, tag and stage changes.
ConditionsBranch on any field, tag, branch or customer attribute.
ActionsReply, assign, tag, update records, send forms.
WaitsPause for time or until something happens.
ApprovalsRoute decisions to the right person or role.
SchedulesReminders, renewals and recurring follow-ups.
AI that helps your team, and knows when to step back
The AI drafts replies, answers from your knowledge base and routes by intent. When it isn't confident, or a customer needs a person, it hands over and stays out of the way.
Assisted repliesSuggested answers your agents can edit before sending.
AI agentsHandle routine questions within the limits you set.
Knowledge supportAnswers grounded in your own content and policies.
Intent routingSend sales, support and collections to the right team.
Customer
My delivery arrived damaged and I need a refund today.
AI agent
Detected intent: complaint with refund request. Confidence is below the threshold for refunds, so escalating.
Confidencethreshold 80%
Human takeover
Sipho from Support took over. AI replies and automations are paused for this conversation until he hands it back.
Dynamic Forms and Smart Links: structured data, collected inside the conversation
Replace long back-and-forth chats with secure forms your customers open from WhatsApp. Submissions arrive as typed, validated records that can start a workflow the moment they land.
Vehicle InspectionDraft v3 · Published v2 live
TextNumberCurrencyDateSelectFile uploadSignatureLocation
Registration number
vehicle_regOdometer (km)
Number · required · min 0odometer_kmAny visible damage?
If Yes → show "Damage photos"has_damageDamage photos
File upload · shown conditionallydamage_photosSmart Link settingsFor: R. Smith
https://forms.conversapro.example/l/7Kq2…x9
ExpiresIn 48 hours
One-time useOn
Verify with OTPOn
Prefill known fieldsOn
Send viaWhatsApp
On submitStart "Inspection review"
Build
- Visual builder for fields, sections and layout
- Stable field keys that integrations can rely on
- Typed fields with validation rules
- Conditional logic to show only what's relevant
- Versioning with drafts and published versions
Share securely
- Secure public links unique to each recipient
- Link expiry and one-time use
- OTP or sign-in options for sensitive forms
- Delivery by WhatsApp or email
Act on submissions
- Structured submissions linked to the contact
- Review and approval queues by team or branch
- Workflow triggers on submit, approve or reject
- Export and API access to your systems
Forms teams build on the platform
Customer OnboardingQuick Sales OrderLoan ApplicationKYCDelivery RequestVehicle InspectionComplaint FormInsurance ClaimPatient IntakePurchase Requisition
Start from a proven template, then make it yours
A library of ready-made forms and workflows across industries. Duplicate any template into your workspace and customise it freely. The original system template stays untouched.
100+reusable templates
across 14 categories
- BrowseSearch and filter by category or industry.
- PreviewSee every field and rule before you commit.
- Use templateOne click to start from it.
- DuplicateA copy is created in your workspace.
- CustomiseChange fields, logic and branding independently.
- PublishRelease your own versions when ready.
Lead Qualification
Score new enquiries and route them to the right salesperson.
Quick Sales Order
Let customers order from a product list with quantities and delivery details.
Quote Request
Collect requirements and budget before preparing a quote.
Purchase Requisition
Request, justify and route purchases for approval.
Supplier Registration
Onboard suppliers with company, banking and compliance documents.
Business Loan Application
Applicant, business and financial details with document uploads.
Personal Loan Application
Income, expenses and affordability inputs with ID upload.
Promise to Pay
Customers commit to a payment date and amount.
Payment Arrangement
Propose instalments for review by your collections team.
Individual KYC
Identity, address proof and selfie verification capture.
Business KYC
Company registration, directors and beneficial ownership.
Showing a selection. The full library is available inside the product.
Browse the template libraryBuilt for the way your industry works
Vertical modules bring the forms, pipelines and automations each industry needs, ready to adapt.
Lending & Microfinance
Take applications, verify customers and move loans to decision without paper or phone tag.
Typical customer journey
- Customer enquires on WhatsApp
- Receives secure application link
- Uploads ID and documents
- Officer reviews and approves
- Disbursement update sent
Relevant forms
- Business Loan Application
- Personal Loan Application
- Individual KYC
Automations
- Route by amount and branch
- Remind about missing documents
- Approval chains by limit
Benefits
- Fewer incomplete applications
- Clear ownership per branch
- Complete audit of each decision
A multi-tenant platform built for organisations with structure
Each business gets its own isolated workspace and its own database. Inside it, you model branches, teams and roles the way your organisation actually runs.
- Tenant-specific databases keep each customer's data physically separated.
- Branches and teams with their own inboxes, queues and reporting.
- Role-based access for administrators, managers and operational users.
- Module entitlements so each workspace only sees what it has enabled.
Shared application layer
WhatsApp Business PlatformAuthenticationServer-side authorizationAPI
Lender workspace
- 4 branches · 12 teams
- Lending, Collections modules
Distributor workspace
- 2 depots · field sales team
- Commerce, Logistics modules
Clinic workspace
- 1 site · reception, pharmacy
- Healthcare module
Illustrative example workspaces.
Security built into the architecture
These controls are part of how the platform is built today. We describe them plainly so your security team can evaluate them.
Tenant isolationSeparate workspaces and tenant-specific databases for each customer organisation.
Role-based access controlPermissions by role, team and branch, managed by your administrators.
Server-side authorizationEvery request is checked on the server, never trusted from the browser.
Encrypted credentialsWhatsApp and integration credentials are stored encrypted.
Secure, expiring linksSmart Links support expiry, one-time use and OTP verification.
AuditabilityKey actions such as assignments, approvals and changes are recorded.
Backup and restoreRegular backups with tested restore procedures.
Environment separationDevelopment, staging and production are kept apart.
Secure developmentCode review and dependency management as part of every release.
On certifications: ConversaPRO does not currently hold third-party security certifications. We will publish any certification here only once it has been formally obtained. Contact us for our current security documentation.
Plans that grow with your operation
Pricing depends on users, WhatsApp numbers, modules and AI usage. Talk to us and we'll recommend the right fit.
Starter
For small teams getting organised on WhatsApp.
Contact sales
- Shared inbox and contacts
- Core automations
- Dynamic Forms and Smart Links
- Access to the template library
Growth
For growing teams automating follow-up and sales.
Contact sales
- Everything in Starter
- Pipelines and broadcasts
- AI-assisted replies
- More users and workflows
Business
For multi-branch operations with approvals.
Contact sales
- Everything in Growth
- Branches, teams and advanced roles
- AI agents with human escalation
- Industry modules and API
Enterprise
For organisations with custom requirements.
Contact sales
- Everything in Business
- Enterprise isolation options
- Advanced security reviews
- Dedicated support and onboarding
Frequently asked questions
Can't find what you need? Contact our team.
What is ConversaPRO?
ConversaPRO is a WhatsApp-powered business automation platform. It combines a shared inbox, CRM, automations, Dynamic Forms, Smart Links and AI assistance so teams can run customer conversations and the business processes behind them in one place.
Is it only a chatbot?
No. AI agents are one part of the platform. ConversaPRO also includes a multi-user inbox, CRM and pipelines, a workflow builder, structured forms, approvals, broadcasts and integrations.
Can multiple users handle one WhatsApp number?
Yes. Your whole team can work from the same WhatsApp Business number, with conversation assignment, ownership, unread states and internal notes.
Can AI hand over to humans?
Yes. You set confidence thresholds and escalation rules. When the AI is unsure, or a customer asks for a person, the conversation is routed to your team. While a human is handling it, AI replies and automations are paused.
Can forms be sent through WhatsApp?
Yes. Dynamic Forms are shared as Smart Links, which can be sent in a WhatsApp conversation, by automation or by email.
Can form links expire?
Yes. Smart Links can be set to expire after a period, to be used only once, and to require OTP verification.
Can I duplicate templates?
Yes. Using a template creates a copy in your own workspace. The original system template is preserved.
Can templates be customised?
Yes. Your copy is fully independent. You can change fields, validation, logic and branding, and publish your own versions.
Does it support branches?
Yes. You can set up branches and teams, each with their own users, queues and permissions.
Is tenant data isolated?
Yes. Each organisation has its own workspace and a tenant-specific database, and access is enforced on the server with role-based permissions.
Can it integrate with existing systems?
Yes. ConversaPRO provides API access and workflow actions for connecting to your existing systems. Talk to us about specific integrations.
What is required to connect Meta WhatsApp Business?
You need a Meta Business account, a phone number that can be registered on the WhatsApp Business Platform, and business verification with Meta where required. Our team guides you through the connection during onboarding.
Turn WhatsApp conversations into business workflows.
Book a 30-minute demo tailored to your industry. We'll show you the inbox, forms and automations using examples from your own processes.