What it is
Collect structured answers in chat.
Tenant menu: Automate → WhatsApp forms
As a partner
Good for lead qualification without leaving WhatsApp.
Step-by-step (for your customers)
Build form in form builder.
Publish and get link or send via automation.
Responses store on contact record.
Use in automation flows.
Common mistakes
Skipping WABA connection before using this feature.
Missing role permissions — if menu item is hidden, check agent role in Admin.
Testing with production contacts before validating in a small test segment.
Related
Integrate WABA
Dashboard overview