Personal Details
Collect customer information
WhatsApp FormsBuild WhatsApp Forms
to Make Data Collection Easier
Create multi-step WhatsApp forms customers can complete within WhatsApp without redirects, screen switching, or external form pages.
No-Code FormsBuild and Launch Faster
Multi-Step JourneyGuide Customers Easily
Instant CaptureResponses Stored in Vertex Suite
Automated ActionsSync, Route and Follow Up
How Form Filling Works Inside WhatsApp
Customers complete and submit their information in multi-step forms inside WhatsApp without opening external pages.
1
Form Opens inWhatsApp
A customer taps the Flow buttonand opens the form from the chat
2
Information Is CollectedStep by Step
Text, selections, dates, preferencesand more across multiple screens
3
Each Response Shapesthe Next Step
Show the next screen or optionbased on the customer's selection
4
Submission Continuesthe Journey
Show a confirmation or startthe next configured action
Build and Launch WhatsApp Forms from One Visual Builder
Drag fields and screens onto the canvas, connect each step, map submitted data, and publish the WhatsApp Flow.
WhatsApp Flow Builder
WhatsApp Flow begins
Select Service
Choose the service you need
If service = Lead
Lead Enquiry
Lead related questions
If service = Support
Card Request
Card related questions
Choose Date & Time
Pick your preferred slot
Review & Submit
Review details and submit
Confirmation
Submission successful
Step 2
Logic connected
Ready
Publish Flow
01
Choose Your Form Use Case
Start with booking, lead capture, registration, feedback, service request, or a custom form.
02
Build Screens with Drag and Drop
Add text fields, dropdowns, dates, selections, buttons, and multiple screens without manually building each component.
03
Connect Logic, Data, and Actions
Define the next screen, add conditions, map form fields, and connect CRM, APIs, workflows, or team routing.
04
Test, Publish, and Send
Preview every path, test the form, publish the Flow, and launch it through a supported WhatsApp message or template.
SCROLL TO UNFOLD
Choose from our ready to use templates
Create your form in a single-click from our curated templates
Banking & Finance
Collect KYC details, loan enquiries, callbacks, and service requests.
Create Finance FormCreate Finance FormDemoDemo
Healthcare
Capture patient details, appointment choices, symptoms, and visit requests.
Create Healthcare FormCreate Healthcare FormDemoDemo
E-Commerce & Retail
Take orders, COD confirmations, exchanges, and delivery notes.
Create Retail FormCreate Retail FormDemoDemo
Travel & Hospitality
Collect bookings, guest preferences, dates, and itineraries.
Create Travel FormCreate Travel FormDemoDemo
Education & EdTech
Gather admissions, counselling, courses, and student details.
Create Education FormCreate Education FormDemoDemo
Real Estate
Capture budget, location preferences, property type, and site-visit interest.
Create Property FormCreate Property FormDemoDemo
Government & Citizen Service
Collect applications, citizen requests, appointments, and service inputs.
Create Citizen FormCreate Citizen FormDemoDemo
Events & Community
Manage registrations, RSVPs, attendee preferences, and follow-ups.
Create Event FormCreate Event FormDemoDemoFrom WhatsApp Form to Action
Capture. Organise. Automate. Route. All from one platform.
WhatsApp Forms
Rahul Sharma
Service Enquiry
11:45 AM
Priya Patel
Book Appointment
11:43 AM
Amit Verma
Quote Request
11:41 AM
Neha Singh
Product Information
11:40 AM
Vikram Rao
Support Request
11:38 AM
Ananya Mehta
Admission Query
11:36 AM
Karan Malhotra
Site Visit Request
11:34 AM
New form submission
Vertex Suite
Overview
Submissions
Forms
Contacts
Automations
Reports
Settings
Overview
Total Submissions
0
↑ 13.5% vs last month
Converted Leads
0
↑ 12.8% vs last month
Completion Rate
0.0%
↑ 8.2% vs last month
Submissions Overview
7 DaysRecent Submissions
Rahul SharmaCompleted
Priya PatelIn Progress
Amit VermaCompleted
Top Form Types
Service Enquiry40%
Appointment Booking25%
Quote Request20%
Frequently Asked Questions
Common Questions About WhatsApp Forms on Vertex Suite
