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Collect customer details together with WhatsApp forms.

Build supported native WhatsApp forms with SAYLS and use the answers in a connected customer journey. Multi-screen forms make structured requests easier to collect than a long exchange of disconnected messages.

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See the task in actionWhatsApp

WhatsApp formYOUR WORKFLOW

Collect the details togetherService request

Contact detailsCustomer-provided response

What do you need help with?Relevant request details

Structured request

Use a configured form for structured responses.

The task behind the feature

When 'please send the details' creates more questions

A simple enquiry turns into ten separate questions.

A customer may send a name, date and request across several messages, leaving staff to work out which value belongs where. A form gives the request a structure. It is useful for collecting information, while confirmation of an external appointment, order or availability still needs an appropriate connected business system.

See how the pieces fit

One practical way to use it

Ask for the details together, in a useful order.

Start withOne clear service-request form

01
Build a focused form
Choose the supported fields and screens needed for one customer task. Use plain labels, helpful choices and conditional display where appropriate, and avoid asking for personal information that the business does not need.
02
Publish through the Meta workflow
Save, synchronise and publish the form using the supported tools. Review validation feedback and the selected WhatsApp setup so a local draft is not confused with a published form the customer can actually open.
03
Use the submitted answers
Capture submissions in the workspace, export supported data or connect the form to a configured HTTPS API or Google Sheets workflow. Continue the automation with the returned response when an external system supplies the next result.

Make the handoff useful.

Review the fields and test a real submission before connecting the next action.

Why this is useful in practice

A structured response for the task ahead.

Less message-by-message clarification

A structured form asks for the required details in a consistent order. Staff spend less effort matching scattered answers and can focus on whether the customer's request can be fulfilled.

A simpler customer input process

Customers can provide supported information inside WhatsApp rather than following an unrelated chain of instructions. Keep the form short enough that it helps the task instead of becoming another obstacle.

A bridge to your existing systems

Supported submission delivery can connect the request to an external workflow. The form collects information; the integrated service must still validate availability, complete a booking or perform another consequential business action.

Choose a useful starting point

Requests that benefit from a short form

Collect a service enquiry with the relevant preferences.
Gather a requested appointment date for later confirmation.
Send supported form answers to a configured business API.

Your first useful workflow

Try interactive forms with your team.

Use a configured form for structured responses. Start with one clear service-request form and review the result before choosing a plan.

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A little clarity goes a long way

A little more about interactive forms.

Understand the setup, the costs and the next step before you decide.

Your business has its own questions.Tell us what you need. We'll help you find a useful starting point.

01Is there a built-in appointment calendar?

This feature builds static Meta WhatsApp Flows and captures submissions. A confirmed booking or live availability check requires an appropriate external booking API and a tested automation connection.

02Can submissions go to Google Sheets?

The module includes optional Google Sheets append support using configured service-account credentials. Your business must set up access and test the destination, while handling customer data according to its privacy obligations.

03Can the form show different fields based on an answer?

Supported field-level conditional display rules are available. The builder validates the supported expressions; not every field type can be compared in the same way, so follow the available configuration guidance.

Collect customer details together with WhatsApp forms.

When 'please send the details' creates more questions

Ask for the details together, in a useful order.

Build a focused form

Publish through the Meta workflow

Use the submitted answers

Make the handoff useful.

A structured response for the task ahead.

Less message-by-message clarification

A simpler customer input process

A bridge to your existing systems

Requests that benefit from a short form

Try interactive forms with your team.

A little more about interactive forms.

What works alongside interactive forms?

Flow builder

Webhooks

Customer records