Skip to main content

Conversational Auditing

Field audits with checklists and photo evidence in chat.

Field inspectors scan an audit reference, complete yes/no checklist items, and attach photo evidence, all from WhatsApp. Submissions sync to compliance dashboards.

The problem

  1. Paper checklists delay compliance reporting.
  2. Photo evidence is emailed separately and gets lost.
  3. Audit progress is invisible until forms are returned.

How Syntra solves it

  1. Audit reference input links to checklist session.
  2. Menu nodes capture structured pass/fail answers.
  3. Optional photo input with skip affordance.

Expected outcomes

Real-time

submission

Photo

evidence capture

QR

or ref entry

Syntra products

Channels

WhatsApp

Flow presets

conversational_auditing

Implementation steps

  1. Deploy conversational_auditing preset.
  2. Generate audit references or QR codes per site.
  3. Customize checklist items per compliance framework.
  4. Export submissions via Insights API.

Compliance checks from the field.

Audit checklist preset with photo evidence without a clipboard.

  • Audit reference or QR entry
  • Structured checklist menus
  • Optional photo evidence
  • Section completion confirmation

Related solutions

Ready to deploy this solution?

Open the developer console to apply presets, bind channels, and go live.