Home | Connectors | OpenText Core Capture Services | OpenText Core Capture Services - WhatsApp Integration and Automation
Flow: WhatsApp ? OpenText Core Capture Services
Customers send photos or PDFs of required documents, such as IDs, proof of address, signed forms, or supporting paperwork, directly through WhatsApp. OpenText Core Capture Services ingests the files, classifies the document type, extracts key fields, and routes the data into onboarding, claims, or service case workflows.
Business value: Reduces email back-and-forth, speeds up document collection, and improves completion rates for customer onboarding and service requests.
Flow: WhatsApp ? OpenText Core Capture Services
Suppliers or field teams submit invoice images or PDF copies through WhatsApp instead of email or postal mail. OpenText Core Capture Services captures invoice data such as vendor name, invoice number, amount, tax, and due date, then sends the extracted information to ERP or AP approval workflows.
Business value: Shortens invoice intake time, reduces manual data entry, and supports faster approval and payment cycles.
Flow: WhatsApp ? OpenText Core Capture Services
Organizations can use a dedicated WhatsApp number as a customer correspondence channel for letters, complaints, requests, and supporting documents. OpenText Core Capture Services classifies the incoming content by topic or department and extracts relevant details for routing to customer service, legal, HR, or operations teams.
Business value: Centralizes unstructured inbound communication and improves response times by automatically directing items to the right team.
Flow: OpenText Core Capture Services ? WhatsApp
When a submitted form or application is incomplete, OpenText Core Capture Services triggers a WhatsApp message to the customer or supplier requesting the missing document or clarification. The recipient can reply with the required file, which is then re-ingested and matched to the original case.
Business value: Reduces abandonment in onboarding and claims processes, while minimizing manual follow-up by service teams.
Flow: WhatsApp ? OpenText Core Capture Services
For insurance, warranty, or service claims, customers submit photos of damage, receipts, forms, and identity documents through WhatsApp. OpenText Core Capture Services extracts claim details, indexes the evidence, and forwards the case to claims management systems for validation and adjudication.
Business value: Accelerates claims initiation, improves document completeness, and creates a more convenient customer experience.
Flow: WhatsApp ? OpenText Core Capture Services
Employees submit HR documents such as medical certificates, leave forms, expense receipts, or compliance declarations through WhatsApp. OpenText Core Capture Services captures and classifies the documents, then routes them to HR systems or approval workflows for processing.
Business value: Simplifies employee self-service, reduces HR administrative workload, and speeds up internal processing.
Flow: Bi-directional
OpenText Core Capture Services processes incoming documents and updates the case status in downstream systems. WhatsApp is then used to notify the customer, supplier, or employee when a document has been received, accepted, rejected, or requires correction. Users can respond with updated files or additional information through the same channel.
Business value: Improves transparency, reduces status inquiry calls, and creates a closed-loop document handling process.
Flow: WhatsApp ? OpenText Core Capture Services
Field technicians, branch staff, or remote workers send signed forms, site checklists, delivery confirmations, or compliance documents via WhatsApp from mobile devices. OpenText Core Capture Services captures and extracts the information, then stores it in the relevant operational or compliance repository.
Business value: Supports distributed teams, reduces delays from physical paperwork, and improves audit readiness.
CyanGate, LLC
+1 (833) DAM-XPRT (326-9778) 
contactus@oneteg.com
