Forms inside WhatsApp
Orders, appointments, and quotes on one screen.
The AI chats with the customer and, when it is time to collect details, offers a screen that opens inside WhatsApp itself. They fill out everything at once, and the response comes back organized to the conversation and to your team.
Without leaving the conversation Ready-made templates by industry The AI picks the right moment
The AI offered the form because the customer wants to place an order with 3 items.
10 fewer messages from the business in this conversation. Every message you do not send is one less message on your Meta bill.
WHAT IT IS
A form in WhatsApp, without leaving the conversation.
A form in WhatsApp (WhatsApp Flows) is a screen that opens inside the conversation itself: the customer chooses, ticks, and fills out everything at once and taps send. The response comes back to the conversation already organized, without the back-and-forth of questions.
At AttendTo, the form is an AI tool, not a bot in its place: the conversation stays human, and the screen steps in only when it spares the customer from answering question by question. Orders via WhatsApp, appointments via WhatsApp, and quotes via WhatsApp all arrive complete at once.
WHO IT IS FOR
For every industry that asks the same things in every conversation.
Each industry starts with a ready-made template, with the fields and the rules for when the AI offers the screen.
Pharmacy
Orders via WhatsApp with the products, the quantity, delivery or pickup, and payment.
Clinics and dentistry
Scheduling via WhatsApp with the service, the provider, the day, and an open slot on the calendar.
Real estate
Tour booked with the property, the day, the time of day, and whether the customer plans to finance.
Insurance and consortiums
Quotes via WhatsApp with the type, the amount, the term, and consent to use the data.
Services
The appointment is booked along with what needs to be done, without ten messages to work it out.
Travel
Dates, number of guests, and trip or lodging preferences on a single screen.
Retail and delivery
Build the order with the items and delivery details, and the response arrives ready to pick and pack.
HOW IT WORKS
The AI chats, offers the screen, and the response arrives organized.
All within the 24-hour window, in the conversation the customer already opened with your company.
- 01
The AI chats
The customer writes as usual. The AI understands what they want, answers questions, and notices when details are missing to move forward.
- 02
Offers the screen
At the right moment, the message arrives with a button. The customer opens the screen inside WhatsApp, chooses, and fills everything out at once.
- 03
The response arrives organized
The data goes back to the conversation, is added to the lead, and shows up in the Inbox. The AI replies with the summary and the next step.
FEWER MESSAGES, LOWER META COSTS
One offer and one response instead of 10 to 15 messages.
Without a form, an order or a quote turns into a back-and-forth: which product, how many, delivery or pickup, what address, how they will pay. With a form, the business sends one offer and gets one complete response.
Every message you do not send is one less message on your Meta bill. And the customer does not drop off along the way, because they answer everything at once.
- In the DashboardMessages saved with forms, month by month, and the completion rate for each one.
- In the leadThe form data saved to the record, with nobody retyping it.
- In your systemEvery response via webhook, or through an Advanced knowledge base Flow, with no code.
THE AI PICKS THE RIGHT MOMENT
Offers it when it helps. Never when it gets in the way.
An AI agent follows the conversation and decides whether it is time to offer the form, with the reason logged so your team can review it. If you prefer, your account offers it only when a rule you chose is met. The agent can also send the form from the Inbox.
- Never in the first messageThe customer is greeted by a conversation, not a form.
- Does not repeat after a declineIf the customer prefers to continue in the chat, the AI continues in the chat.
- Never on its own outside the 24-hour windowOutside the window, only your team decides whether to resend.
FREQUENTLY ASKED QUESTIONS
What people ask about forms in WhatsApp.
Still have a question?
Talk to a specialistWhat is a form in WhatsApp?
It is a screen that opens inside the WhatsApp conversation itself, the feature Meta calls WhatsApp Flows. The customer fills everything out at once, taps send, and the response comes back into the conversation, without leaving the app and without opening a website.
Does the customer need to install anything?
No. The screen opens in the WhatsApp they already use, from a button in the message. On a phone, they just tap the button, fill it out, and send.
Who decides when the form appears?
The AI, during the conversation: it offers the screen when the customer wants to place an order, book an appointment, or request a quote. It never offers it in the first message, does not repeat it after a decline, and never sends one on its own outside the 24-hour window. If you prefer, your account offers it only when a rule you chose is met.
What kind of business is it for?
For anyone who collects the same details in every conversation: pharmacies and delivery (orders), clinics and dentistry (appointments), real estate (tours), insurance and consórcios (quotes), services, travel, and retail. Ready-made templates are available by industry.
Do I have to build the form from scratch?
No. You start from a ready-made template for your industry or ask the AI to propose forms based on your business. Nothing goes to Meta until you confirm publication.
Can I build my own form?
Yes. Besides the ready-made templates and AI creation, the editor builds screens and questions from scratch and publishes to your WhatsApp account.
Can I change a form that is already live?
Yes. The change becomes a new draft version, and the published version stays in effect for your customers until you publish the new one. If you change your mind, you discard the changes.
Can I test it before publishing?
Yes. In the editor, "Test on my WhatsApp" sends the draft version to your phone, exactly as the customer will receive it. The response appears in the Inbox with a test badge and does not become a lead or count in the Dashboard. Tests are not charged.
Can I delete a form?
Yes. The form is removed from the list and the AI stops offering it right away. Responses already received, the data saved to leads, and the history stay on record.
How do forms reduce the messages Meta charges for?
A quote that would take 10 to 15 messages back and forth becomes one offer and one response. Every message you do not send is one less message on your Meta bill, and the Dashboard shows how many messages the forms saved.
Where do the responses go?
To the conversation, with the fields organized, and to the lead record. The order arrives assembled in the Inbox, and the appointment is ready for the front desk to confirm.
What about personal data and LGPD?
The form asks for only what is necessary. CPF and ID are never required, and when the screen asks for personal data beyond name and phone number, the customer ticks a consent box before sending.
FORMS IN WHATSAPP
Fewer questions in the chat.
More complete orders.
Tell us what your company asks in every conversation. A specialist will show you the form ready for your industry.