Use case
KYC documents, collected where your customers already are.
Ask for the right document, receive it on WhatsApp and get it to your team safely, without email threads or personal phones.
Illustrative journey
The journey, step by step
A nudge to finish KYC
Starts from the ready-made KYC nudge journey.
Hi Kavya, one step left to activate your account: upload your address proof.
Upload nowChoose the document
The answer is saved to the contact.
Which document will you send?
Utility billRent agreementOtherThe customer sends a photo
Every file is scanned for viruses. Infected files are quarantined and never shown.
📷 Photo: utility bill
Your team reviews it
The chat is assigned to the Onboarding team with the file attached.
Thanks, Kavya. We've received your document and will confirm within one working day.
What you set up
- 01A KYC nudge template and journey
- 02The list of accepted documents for each step
- 03An Onboarding team with an SLA
- 04Optional: a web request step to update your own system when a file arrives
Guardrails built in
- Files stored in India, in a private store, opened only through short-lived signed links
- Media deleted automatically after 12 months unless your contract says otherwise
- Web request steps reach only addresses you allow
- The template checker flags messages that ask for sensitive data such as passwords or PINs
Related
- AutomationVisual WhatsApp journeys, tested before they go live, with a clean handover to people.
- Admin and securityRoles, two-step verification, audit trails and data controls for regulated teams.
- Broking and wealthWhatsApp for brokers and wealth managers, with onboarding and client service under control.