Customer Onboarding
Capture contact details, preferences and consent in one step.
Collect structured data without leaving WhatsApp
Dynamic Forms turn long chat interviews into short, secure forms. Smart Links deliver them to the right person, and every submission becomes a record your workflows can use.
How it works
- Build or choose a templateStart from the library or build your own in the visual builder.
- Send a Smart LinkShare it in the conversation, by automation or by email.
- Customer completes it securelyWith expiry, one-time use and optional OTP.
- Review the submissionA typed record lands on the contact and in the right queue.
- Trigger the next stepApprovals, assignments and messages run automatically.
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
Why forms instead of chat questions
Stable, typed data
Every answer has a field key and type, so reports, workflows and integrations don't break when wording changes.
Sensitive details kept out of chat
ID numbers, documents and medical details go into a secure form rather than a message thread.
Versions you can trust
Edit a draft without affecting the live form. Each submission records the version it was made on.
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.
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