Document collection
Get the document the first time you ask.
Chase KYC, PAN, GST, and onboarding documents on autopilot — across WhatsApp, email, and a follow-up call.
the problem
Onboarding teams spend hours chasing missing docs. WhatsApp messages get ignored, emails drown, and the next dialler is fresh out of training.
how halloo solves it
halloo.ai calls each customer, explains exactly what's needed in their language, sends the upload link on WhatsApp during the call, and re-dials if the doc doesn't arrive within a configurable window.
sample flow
What happens on a real call.
- 1Agent calls the customer, confirms identity (name + DOB).
- 2Explains which document is missing (PAN, Aadhaar, GST, address proof).
- 3Sends the secure upload link via WhatsApp during the call.
- 4Waits 24h; if the doc hasn't arrived, redials with a polite reminder.
- 5When the doc lands, marks the row 'received' and stops chasing.
questions we get a lot
Is it secure?
Upload links are tenant-scoped and expire after 72 hours. We never collect the document itself — we hand off to your existing KYC vendor's link.
What if the customer doesn't have the document?
The agent captures the reason ('lost', 'with CA', 'don't have GST'), notes it on the row, and stops chasing automatically.
Try it for your document collection workflow.
We'll wire up a demo agent for your exact use case in 48 hours.