Document Collection Automation
Kynato automates client document collection via WhatsApp — building the bot flow, validation logic, rejection-and-retry sequences, file naming, storage routing, and CRM status updates.
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WhatsApp Bot Flow Design and Document Validation Logic
Kynato builds the WhatsApp bot flow for document collection — designing the conversation sequence, document request logic, format validation, and rejection-and-retry flows that make client document collection fully automated.
ExploreFile Naming, Storage Routing, and CRM Status Update
Kynato automates the filing and CRM update pipeline — naming submitted documents according to your conventions, routing them to the correct folders, and updating CRM status automatically when collection is complete.
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