WhatsApp forms

Collect clean answers with forms inside the WhatsApp chat

The customer taps a button, fills in typed fields and sends. WhatsApp checks the format on the phone, Ciarem saves each answer to the contact, and your AI agent reads them instead of asking again.

Start your free 14-day trial
  • No credit card. Cancel anytime.

Asking for details over chat is slow and messy

  • You ask for name, email and budget across five messages, and half the answers come back wrong.

  • Someone copies answers from the chat into your contacts by hand.

  • Booking a meeting takes ten messages back and forth.

  • You ask for name, email and budget across five messages, and half the answers come back wrong. One form with typed fields: WhatsApp checks the format, so you get a real email and a real date, not "next Tuesday".
  • Someone copies answers from the chat into your contacts by hand. Each field saves to the contact property you choose as soon as the form is sent.
  • Booking a meeting takes ten messages back and forth. A meeting slot shows your free times live and books on your calendar when the customer sends the form.

Three ways to send a form

Your AI agent, your team and your templates can all send forms. A qualifier agent can turn its questions into a form, an appointment agent can book with one, and any agent can send forms you built when the moment you describe comes up. From the Inbox, the WhatsApp form button sends one inside the 24-hour window; outside it, use a template with an Open a form button, also in broadcasts.

  • The agent sends each form once per conversation
  • No form while a person has taken over the conversation
  • Test it in the playground, filling it in as the customer

Build it yourself, no code

In Manage forms, start from Blank, Booking, Lead, Consent or a copy of an agent's questions. A form holds up to 10 screens with headings, text, images, consent checkboxes and questions: short and long answers, number, email, phone, date, single and multiple choice, yes/no. Publish sends it to Meta, which checks it in seconds with no human review.

  • Phone preview of every screen as you build
  • Text can greet each customer with their own details
  • Editing publishes a new version; messages already sent keep theirs

Answers land on the contact and in the chat

Every field set to save to a property writes the answer to the contact, whether the AI or a person is handling the conversation, and an empty answer never erases what was there. The submission shows in the conversation as a card; View responses opens every answer, marked Saved to contact where it applies.

  • Fields are prefilled with what the contact already has
  • The AI agent reads the answers and doesn't ask those questions again
  • A WhatsApp form submitted webhook event fires on every submission

Photos, documents and meetings

Photo upload and Document upload questions let customers attach pictures or PDF, Word, Excel and PowerPoint files inside WhatsApp, up to 10 files per form, saved to a file property on the contact. A Meeting slot shows a day and time picker with your free times and books on your connected booking calendar.

  • Appointment agents offer the next 14 days in 30-minute meetings with a video link
  • If the slot was taken meanwhile, the form asks for another
  • A form with a meeting slot can't also ask for files

How to get started

Send your first form

  1. 01

    Turn on WhatsApp forms on the number

    In Channels > WhatsApp, open the number and its WhatsApp forms tab. Numbers you connect now start with forms on.

  2. 02

    Build and publish, or flip a switch

    Create a form in Manage forms and click Publish, or turn on the form switch in a qualifier or appointment agent and save it.

  3. 03

    Send it

    Let the agent send it, use the WhatsApp form button in the Inbox, or add an Open a form button to a template.

Frequently asked questions

Yes. WhatsApp forms are built on Meta's WhatsApp Flows. Ciarem builds and publishes each form to Meta for you, so you never write Flow JSON.

Yes, with a template that has an Open a form button. Each recipient gets their own copy, also when you send it as a broadcast.

No. Forms work on WhatsApp only.

To the contact properties you chose, to a card in the conversation, and to the AI agent, which reads them. A webhook event also fires so your own systems get them.

30 days from when it was sent. After that the answers still show in the conversation but aren't saved to the contact, so send a new one.

Related features

Your next customer already wrote to you.

Try Ciarem free for 14 days and see it answer with your information before your customers do.

Start your free 14-day trial
  • No credit card. Cancel anytime.