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Documents Agent

Documents Agent for WhatsApp document intake

Drivers and clients send documents where it is easiest for them — which is a WhatsApp photo, not a scanned PDF. The Documents Agent treats WhatsApp media as first-class intake: photos and PDFs join the sender's packet, extract with OCR grounding, and file through the same safety gates as email documents.

Why WhatsApp intake matters

The last mile of freight paperwork is a phone camera at a loading ramp. Desks that insist on email scans wait days for documents that already exist as photos on someone's phone. Meeting the sender on their channel shortens the document tail without changing anyone's habits.

A WhatsApp Business number connects through self-serve embedded signup — the client keeps using their WhatsApp Business app on the same number while documents also flow to the agent.

How WhatsApp documents flow

  1. A photo or PDF arrives on the connected WhatsApp number and is fetched securely by media id.
  2. It joins the sender's assembling packet — burst photos of a multi-page document collect together.
  3. Extraction runs against the OCR text of the images; low-quality photos lower confidence and gate the packet rather than degrade it silently.
  4. Clean packets file to the matched order; anything alarmed waits for approval.

Same gates as email

Channel does not change safety: sanctions screening, order-match confidence, and grounding checks apply identically. A blurry photo produces blanks and a human review, never invented fields.

Frequently asked questions

Do senders need to install anything?

No. They message your connected WhatsApp Business number like any contact. The agent handles intake on your side.

What about a document photographed in several parts?

Burst media from the same sender assembles into one packet within a short window, and late pages rejoin the open packet instead of orphaning.

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