Credit applications via WhatsApp, no branch visit needed
Your customer starts their credit application via WhatsApp: answers pre-qualification questions, sends photos of their documents, and checks the status. All from their phone, no branch visit needed.
Without automation
Each credit application requires several branch visits, paper forms, and follow-up calls. Many applicants abandon the process before completing it, and each abandoned application is a lost commission.
Example conversation: Credit application
How you build it in CX Inbox
You configure the application flow
In CX Inbox you define the steps: inform requirements, collect data, pre-qualify, and receive documents.
Product information
You upload your credit types, requirements, and rates to the knowledge base for automatic answers.
Automatic pre-qualification
The flow collects income, tenure, and amount; an HTTP tool checks eligibility in your core banking system.
Document reception
Your customer sends photos of their ID, proof of address, and bank statements directly via WhatsApp.
Tracking and resolution
You configure campaigns to notify progress. Your advisor team handles cases that require negotiation.
Features you use
Flow bot
You configure the process step by step: data collection, pre-qualification, documents, and tracking without coding.
HTTP tools
You connect your core banking system to pre-qualify in real time and check application status.
Multi-agent inbox
Your advisor team handles complex negotiations with the applicant's full history.
Segmented campaigns
You notify application progress and promote credit products to specific segments.
Design this bot free — no code
Pick a template, customize it by answering questions, and test it in a live WhatsApp preview. No account, no card.
Other use cases
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