WhatsForm Complete Guide
Explore every feature, solution, and resource in our comprehensive WhatsApp Business platform. Find exactly what you need to transform your customer communication.
Core Platform
Get started with our main pages and understand the core value of WhatsForm.
Product Deep Dive
Explore the powerful modules that make up the WhatsForm platform.
Solutions by Team
See how WhatsForm empowers specific business functions.
Solutions by Industry
Custom-tailored use cases for various sectors. Explore our main industry hubs and dive into specific sub-categories.
Marketing & Advertising
Manage multiple clients, run high-performance campaigns, and provide detailed analytics on a single powerful platform.
- Digital Marketing Agency
Manage multiple client campaigns and provide detailed analytics reporting.
Retail
Turn conversations into conversions with AI shopping assistants, order tracking, and personalized marketing campaigns.
- eCommerce (Online Stores)
Convert conversations into sales with AI shopping assistants and order tracking.
- Physical Stores (Brick and Mortar Stores)
Integrate online and offline customer experiences.
- Omnichannel (eCommerce and Physical Stores)
Provide unified customer experience across all touchpoints.
Education
Streamline admissions, provide 24/7 student support, and engage your community from inquiry to alumni relations.
- K-12 School
Manage parent-teacher communication, attendance notifications, and announcements.
Entertainment, Social Media & Gaming
Engage your audience with interactive content, manage event registrations, and provide community support on WhatsApp.
- Event Management
Coordinate event logistics, attendee communication, and feedback collection.
- Content Creator/Influencer
Manage brand partnerships, audience engagement, and campaign coordination.
Finance
Automate banking queries, loan applications, and insurance claims with secure, compliant, and user-friendly AI chatbots.
Healthcare
Enhance patient care and streamline operations from appointment booking to post-treatment follow-up.
- Hospital/Clinic
Automate patient registration, appointment scheduling, and report delivery.
- Pharmaceuticals
Streamline communication with HCPs, manage sample requests, and automate inquiries.
- Medical Devices
Provide product support, automate sales inquiries, and manage device registrations.
- Telemedicine
Enhance virtual care with automated booking, pre-consultation data collection, and follow-ups.
- Wellness & Diagnostics
Automate lab test bookings, deliver reports instantly, and manage wellness programs.
Public Utilities & Non Profits
Make citizen services accessible 24/7 with multilingual AI agents for applications, grievances, and information dissemination.
Professional Services
Streamline client onboarding, automate reminders, and manage your practice with unparalleled efficiency.
Technology
Onboard new users, provide instant technical support, and announce product updates through automated WhatsApp flows.
Travel & Hospitality
Automate bookings, send confirmations and travel updates, and provide 24/7 concierge services to your guests.
- Hotel & Resorts
Enhance guest experience with automated concierge services and seamless communication.
- Travel Agency/Tour Operator
Automate itinerary planning, booking confirmations, and travel updates.
- Online Travel Aggregator (OTA)
Enhance booking experience and provide 24/7 customer support.
Automotive
Schedule test drives, book services, and manage vehicle inquiries with intelligent WhatsApp automation.
- Service & Repair Center
Schedule appointments, send service reminders, and provide repair updates.
- EV & Charging Infrastructure
Manage charging station reservations and user communications.
Real Estate & Construction
Capture and qualify high-intent leads, schedule site visits instantly, and nurture clients from first contact to closing.
Restaurants
Take orders, manage table reservations, and run loyalty campaigns directly through WhatsApp.
- Fine Dining
Elevate guest experience with reservation management and personalized service.
- Quick Service Restaurant (QSR)
Speed up ordering process and manage delivery communications.
- Food Delivery Service
Coordinate deliveries, handle customer inquiries, and manage feedback.
Manufacturing & IMPEX
Provide real-time package tracking, handle delivery exceptions, and coordinate operations seamlessly on WhatsApp.
Fitness & Wellness
Manage class bookings, send membership reminders, and offer personalized fitness tips through automated chats.
- Gym & Fitness Center
Automate class bookings, membership management, and workout reminders.
- Nutrition & Dietetics
Provide meal planning, appointment scheduling, and progress tracking.
Resources & Learning
Expand your knowledge with our comprehensive resource library.
Blog & Customer Stories
Read our latest articles, insights, and success stories.
Blog & Insights
Latest insights, updates, and best practices for WhatsApp Business automation.
- WhatsApp Forms vs Google Forms: Which Works Better for Business?
Static links are outdated. Discover why conversational WhatsApp forms drive 3x higher completion and engagement compared to traditional web-based tools.
- Automating KYC Collection on WhatsApp
Financial firms and CAs can now collect and verify client KYC details through WhatsApp flows—fast, compliant, and secure.
- Revolutionizing Patient Care with WhatsApp Forms
See how hospitals and clinics use WhatsForm to handle registrations, appointment scheduling, lab results, and follow-ups all inside WhatsApp.
- Managing Team Tasks Seamlessly in WhatsApp
Move beyond scattered group chats. WhatsForm transforms WhatsApp into a structured task management tool with reminders and reports.
- AI-Powered WhatsApp Agents: Your 24/7 Assistant
Learn how AI answers FAQs, validates inputs, summarizes conversations, and escalates seamlessly to humans inside WhatsApp.
- Nurturing Customers with WhatsApp Drip Campaigns
Automated, scheduled WhatsApp messages that educate, engage, and convert customers without manual follow-ups.
- Simplify Event Registrations with WhatsApp Forms
From RSVPs to reminders, discover how WhatsForm turns WhatsApp into your event registration and attendee management hub.
- Connecting WhatsApp Forms to Your CRM
No more copy-paste. Automatically sync WhatsApp form responses into Salesforce, HubSpot, ERPNext, or Google Sheets.
- Never Miss a Compliance Deadline Again
Automated WhatsApp reminders for GST, TDS, ROC, and more—keeping your clients compliant without constant manual chasing.
- Property Inquiries and Site Visits via WhatsApp
Turn property leads into visits by capturing inquiries, sharing brochures, and scheduling tours—all inside WhatsApp.
- How Governments Can Deliver Citizen Services on WhatsApp
From ration card applications to grievance reporting, WhatsForm helps public sector agencies serve citizens directly on WhatsApp.
- Collecting Customer Feedback Effortlessly via WhatsApp
Why customers prefer to share feedback through a chat and how WhatsForm improves response rates and insights.
- Boosting E-Commerce Sales with Conversational WhatsApp Journeys
See how retailers are using WhatsForm to handle product inquiries, orders, and returns conversationally on WhatsApp.
- Why Every Business Needs a Shared WhatsApp Inbox
End the chaos of scattered personal accounts. Manage customer messages in one secure, role-based WhatsApp inbox.
- Send Birthday and Anniversary Messages Automatically
Personalized date-based WhatsApp campaigns that build loyalty while running on autopilot.
- Transforming Logistics Updates with WhatsApp Automation
From delivery status to rescheduling, WhatsForm enables real-time logistics communication directly inside WhatsApp.
- Admissions, Support, and Alumni Engagement via WhatsApp
How universities use WhatsForm AI agents to handle inquiries, applications, and campus services in a student-friendly way.
- Ensuring Data Security and Compliance on WhatsApp
Understand how WhatsForm enforces access control, audit logs, and secure document handling for regulated industries.
- Designing WhatsApp Journeys Without Code
Use Excel sheets or drag-and-drop builders to create powerful WhatsApp flows in minutes—no developer required.
- The Future of Business Workflows Inside WhatsApp
Why 95% of businesses still use WhatsApp only for chats—and how WhatsForm is unlocking its full workflow potential.
- KneeXpert
Transforming patient journeys with conversational AI for appointment booking and post-operative care.
- Eltech
Powering B2B sales by automating technical inquiries and streamlining the quotation process for electrical components.
- JCAF
A modern CA firm streamlining client compliance with automated reminders and secure document collection.
- Sahaj Hospital
Enhancing patient care at a multi-specialty hospital through automated registrations and instant lab report delivery.
- Moon Sez
Facilitating business operations in a Special Economic Zone with automated inquiry management and service requests.
- CA GMJ & Co
Boosting practice efficiency by automating tax compliance workflows and providing 24/7 client support.
Developer & Technical
Resources for developers to integrate and build on our platform.
Help & Support
Find answers and connect with our community and support teams.
Comparisons
See how WhatsForm stacks up against other solutions.
Company & Ecosystem
Learn more about our company, mission, and partner programs.
Legal & Policies
Important policies, terms, and service agreements.
Site Navigation
Utility pages for navigating the website.
Ready to Transform Your WhatsApp Business?
Connect today for a personalized demonstration and see how WhatsForm can enhance your business communication.