Collect documents on WhatsApp — no app, no login.
Your clients already live on WhatsApp. Xenora sends each client a document checklist on the official WhatsApp Business API, they reply with photos and PDFs in the same chat, and AI validates every file before it reaches your team. No more forwarding files out of personal WhatsApp groups.
What You Can Do
Everything a WhatsApp group cannot do — structure, validation, reminders, and an audit trail.
- Document requests sent from the official WhatsApp Business API — not a personal number
- Clients reply with photos and PDFs right in the chat
- AI checks document type, legibility, and key fields as each file arrives
- Automatic WhatsApp reminders until every document is in
- Every file filed against the right client and checklist item — no manual saving
- Prefer not to use WhatsApp? Clients upload through the secure link sent by Email — still no sign-in
Common Documents
Pre-built checklists cover the documents you collect every day. Customise any of them in minutes.
- PAN, Aadhaar, passport, ID proofs
- Bank statements and salary slips
- Invoices, receipts, GST returns
- Signed agreements and declarations
- Photos of physical documents
- Any PDF, image, or office file
How It Works
Four steps — from request to a clean, audit-ready record per client.
Pick or build a checklist
Start from a pre-built template or build a custom checklist for any client requirement.
Send on WhatsApp & Email
Add the client, set a deadline, hit send. No sign-in required — clients reply on WhatsApp or upload through a secure link sent on WhatsApp and Email.
AI validates every upload
Document type, legibility, completeness, and key fields — flagged before your team opens it.
Review, approve, archive
Your team reviews exceptions, approves, and archives — with a full audit trail per client.
Frequently Asked
Quick answers on collecting documents over WhatsApp.
Do clients need to install anything?
No. Clients receive the request on WhatsApp and reply with files in the same chat. No app, no account, no password.
Is this better than collecting documents in WhatsApp groups?
WhatsApp groups have no checklist, no validation, and no record of what is missing. Xenora tracks every item, validates each file with AI, files it against the client, and reminds them about the rest.
Is WhatsApp document collection secure?
Messages are sent through the official WhatsApp Business API. Files are encrypted in transit and at rest in Xenora, with access restricted to the assigned team and a full activity trail.
Meet clients where they already are.
Send your first WhatsApp document request in minutes.