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Conversational Onboarding

Guided user registration and profile setup in chat.

Collect name, email, and role through a friendly chat sequence. Validate inputs inline and create CRM contacts automatically when onboarding completes.

The problem

  1. Mobile web signup forms have high drop-off.
  2. Data entry errors require costly rework.
  3. Onboarding is disconnected from support channels.

How Syntra solves it

  1. Sequential input nodes with email validation.
  2. Role selection via menu options.
  3. Welcome message confirms account readiness.

Expected outcomes

3

profile fields

Inline

validation

CRM

auto contact

Syntra products

Channels

WhatsApp

Flow presets

conversational_onboarding

Implementation steps

  1. Deploy conversational_onboarding preset.
  2. Map input keys to CRM contact fields.
  3. Add verification step if required.
  4. Trigger welcome campaign via Engage.

Sign up in a conversation, not a form.

Guided onboarding preset for name, email, role, and welcome in WhatsApp.

  • Step-by-step profile capture
  • Email format validation
  • Individual vs business role split
  • Welcome completion state

Related solutions

Ready to deploy this solution?

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