Document Requests
Collect documents from clients securely and traceably directly via WhatsApp.

The Challenge
Collecting documents from clients for financial applications requires multiple reminders and different channels.
How It Works on WhatsApp
Request
Send the list of required documents with clear instructions.
Reception
The client sends documents directly in the chat.
Verification
Check documents and confirm receipt or request corrections.
Reminder
If documents are missing, send automatic reminders.
Example Conversation

BusinessBot
Online
Business Impact
Customization Options
Adapt this solution to your applications:
- Identity documents
- Pay slips
- Tax returns
- Bank statements
- Company records
- Notarial deeds
Ready to Speed Up Document Collection?
Collect documents securely and quickly.