Automation · Customer service and scheduling
Receive a warranty claim with a Jotform form on WhatsApp
An AI agent shares your Jotform warranty form on WhatsApp, confirms the response arrived and summarizes the claims for your team.
How do I receive a warranty claim on WhatsApp with photos and complete details, without asking one by one?
A Met connected to Jotform finds your warranty form and shares the link with the customer in the same WhatsApp conversation, so they attach the invoice, the photos and the description in one place. It then checks the form's recent submissions, finds that person's response and confirms what they recorded. If they prefer email, the Met assigns the form to their address. At the end of the week, your team asks the Met for a summary of the claims with their most repeated reasons.
What starts it
When the customer writes
It starts when a customer writes on WhatsApp to claim the warranty on a product they bought. There is no trigger to configure: the Met assigned to the line runs the procedure inside that conversation.
Nothing to set up. The Met assigned to that channel picks up the conversation and runs the procedure inside it.
Who runs it
After sales support Met
Customer service team
This is not a named, seeded Met. It is the Met that already answers the company's WhatsApp, with Jotform connected. Its work ends when the claim is complete in Jotform and the customer knows it arrived.
Run by the customer support Met
Channels: WhatsApp
What you need connected
- Jotform Automate and collaborate
6 steps · 5 tools
The procedure, step by step
Each step shows the tool that runs. They belong to the real connector: if one of them stopped existing, this page would not build.
- 1
Find the warranty form
The Met searches your Jotform account for the form your team named for warranties, by its title. If there are old versions with similar names, it uses the one in the Met's instructions and not the first one that shows up.
- 2
Share the link in the conversation
The Met opens the form to get its link and shares it with the customer on WhatsApp, with a line about what to have ready: the invoice, photos of the damage and the purchase date. The person fills it in on Jotform.
- 3
Check the response arrived
When the customer says they sent it, the Met checks that day's form submissions, sorted from newest to oldest, and looks for the one with their name or email. If it does not find it, it says so instead of treating it as received.
- 4
Confirm the details with the customer
The Met opens that response and confirms to the customer the product, purchase date and reason they recorded. If something does not match what they said in the chat, it points it out so they fix it in Jotform.
- 5
Invite by email if they cannot open it
If the person cannot open the link on their phone, the Met assigns the form to their email with a personalized invitation. Jotform sends that invitation; on WhatsApp the link is still enough.
- 6
Summarize the week's claims
From the internal chat, your team asks the Met for a summary of the week's claims. It analyzes the form submissions and returns how many arrived, the most repeated reasons and the products with the most cases.
Before you start
What you need ready
The Met solves none of these for you. If one is missing, the automation stops there.
-
Jotform connected in Met
In Met, go to Connections, search for Jotform and tap Connect. You sign in in the Jotform window and approve access.
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A published warranty form
Your team builds the form in Jotform with the fields it needs, such as invoice, photos, product and reason, and puts its title in the Met's instructions.
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A WhatsApp line with the Met assigned
Your company connects its WhatsApp Business API line in Met and assigns the after sales Met. The form link is shared in that conversation.
The limits
What this automation does NOT solve
Better said here than discovered halfway through the rollout.
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It does not approve or reject the warranty. It receives the complete claim; the decision is your team's under your policy.
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It does not fill in the form for the customer or take the photos inside the chat to upload them. Photos are attached in the Jotform form.
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It does not ask for confirmation before writing to Jotform. The control is which actions the workspace admin keeps on.
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It does not go past your Jotform plan limits, such as monthly submissions. If they are reached, Jotform stops taking responses until the next cycle or a plan upgrade.
FAQ
Questions about this automation
Because a warranty claim needs several details and attachments at once. In the form they stay complete and in order in a single record, instead of spread over twenty messages.
It checks the form's recent submissions and looks for the name or email the person gave in the chat. If it is not there, it asks them to confirm which details they used.
No. It shows the reasons and products that repeat the most; each claim is reviewed in Jotform with its full response.
Your company, under its Jotform plan. Jotform does not charge extra for the MCP server and Met does not charge Energy for these calls.
Keep going
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Want this automation running on your own data?
We will show it to you with your accounts connected, not with a canned demo.