Core Module: Intake & Checkout Ops

From structured capture to verified orders.

Smart Forms for intake. Flash Store for transactions. Build conversational workflows that collect customer data, process payments, and recover abandoned checkouts—all inside WhatsApp.

The Problem

Why manual data intake kills your conversion.

Messy Manual Intake

Asking clients for details one by one leads to missed information and messy CRM data.

Booking Drop-offs

Sending customers to external websites to fill forms causes them to abandon the process.

Verification Chaos

Tracking bank transfer screenshots manually in WhatsApp makes order fulfillment a nightmare.

Zero Admin Visibility

When an order is placed or a form is filled, management doesn't get notified until it's too late.

One Unified Operations Layer

Two distinct workflows to capture intent and revenue.

Smart Forms

The ultimate Lead Capture Engine.

1 Collect qualification details seamlessly
2 Generate Unique Reference Numbers
3 Route data into Booking or CRM Pipeline

Flash Store

The lightweight Commerce Engine.

1 Let customers browse platforms & options
2 Secure payment proof uploads via WhatsApp
3 Staff verify payments and execute shipping
Smart Form Builder

Booking-Ready Forms

More than just collecting answers. Turn conversational intake into a structured, booking-ready workflow perfectly integrated with your schedule.

  • Conversational Intake: Support multiple question types. The system auto-tags the contact, maps answers to custom fields, and generates a Unique Reference Number.
  • Schedule Integration: Connect a Form to an active Schedule Profile. Clients pick their available slot before answering qualification questions, locking them into your Booking Ops seamlessly.
  • Branded Receipts & Admin Alerts: Send customers a customized completion message while instantly pinging your Admin team via WhatsApp and Email with the captured variables.
Flash Store Flow

The Flash Store Checkout

A lightweight WhatsApp store with real checkout logic. Let customers browse, add to cart, and process payments without downloading apps or leaving the chat.

  • platform Catalog: Setup categories, platform options, labels, and beautiful images that trigger via a simple WhatsApp keyword.
  • Smart Commerce Rules: Ask for delivery addresses, apply automated Shipping Fees, offer Free Shipping thresholds, and grant instant Discounts based on a contact's CRM Tag.
  • Payment Instruction & Proof: Generate a clear checkout summary. The system prompts the customer with Bank/QR instructions and securely captures their payment receipt image.
Order Verification Logic

Payment Verification & Fulfillment

Not just order taking—order operations. From verifying payment proofs to updating shipping tracking numbers, handle everything from a structured manager view.

  • Verification Logic: Staff reviews the uploaded receipt. Choose to Approve, execute a Hard Reject (Cancel Order), or a Soft Reject (Ask customer to re-upload a blurry receipt) with one click.
  • Shipping & Tracking: Move approved orders to 'Completed' by inputting a Tracking Number, which automatically notifies the customer via WhatsApp.
  • Order Manager Filters: Powerful back-end views. Filter by 'Paid', 'Pending', or 'Cancelled'. Search by Ref No, Name, or Address, and execute Batch Archives easily.
Post-Checkout Automation

Recover, Retain, and Follow-up.

Don't stop at submission. The most profitable businesses follow through with automated reminders and post-purchase nurturing.

Abandoned Cart Recovery

If a customer stops halfway through the checkout process, the system triggers an automated reminder to bring them back. If they still ignore it, it auto-cancels after a timeout to free up stock.

Retention Follow-Up

Set a delay (e.g., 7 days after shipping). The bot automatically messages the buyer asking for a review or offering a discount code for their next purchase.

Critical Admin Alerts

Your team gets notified instantly via WhatsApp and Email the moment a form is filled or an order is placed, complete with a direct link to the receipt.

Abandoned Cart & Retention

Built for Seamless Intake & Checkout

Perfect for businesses that want to capture better data and process orders faster, all inside a single app.

Clinics & Consultations

Use Booking-Ready Forms to capture patient details and lock in schedule slots before they arrive.

Retail & F&B

Launch a Flash Store for weekend promos. Accept manual bank transfers and verify receipts easily.

Education & Events

Run conversational application forms and generate unique reference numbers for event registrations.

Service Businesses

Collect structured requests (like repair details and deposit proof) straight into your Pipeline operations.

Capture better data. Process orders faster.

Intake & Checkout Ops is just one of the 14 modules that power our 6 core workflows. Keep your entire operations inside WhatsApp.