Overview

Compliance firms manage regulatory, statutory and industry compliance for businesses. Gaptix captures enquiries, onboards clients, collects documents and sends compliance reminders on WhatsApp — winning more clients, easing document flow and ensuring no compliance obligation or deadline is ever missed.

Use Cases

WhatsApp use cases for Compliance Firms

Every step from discovery to repeat purchase — automated on the channel your customers check most.

Service enquiry

Explain compliance services and scope.

Consultation booking

Book compliance consultations.

Compliance calendar

Share and manage compliance calendars.

Document collection

Collect compliance documents securely.

Deadline reminders

Remind of statutory and regulatory deadlines.

Filing status

Share filing and compliance status.

Proposals & retainers

Share proposals and retainer plans.

Referrals & retention

Drive referrals and retention.

The Platform

Everything Gaptix gives your Compliance Firms business

One platform to run marketing, sales and support for compliance firms on WhatsApp.

AI Agents

Trained on your catalogue and policies to answer, recommend and sell 24/7.

WhatsApp Catalogue

Showcase products with images, prices and variants right inside chat.

Broadcasts & Campaigns

Segment customers and send offers, launches and reminders that get seen.

Shared Team Inbox

Your team and AI collaborate on one inbox with full context.

Payments & Checkout

Accept UPI, cards, netbanking, EMI and COD with secure links.

CRM & Leads

Capture, tag and nurture every customer automatically.

Chatbot Flows

Design multi-step journeys with conditions, delays and actions.

Analytics

Track opens, replies, conversions and revenue by campaign.

In Action

See it in a real conversation

This is how a compliance firms customer goes from question to checkout — automatically, in seconds.

10xhigher open rates than email

24/7instant AI responses

3xfaster response & resolution

↑more conversions & repeat orders

Gaptix AI online

We're a growing company and struggling to keep up with compliances.

We can take that off your plate. We manage your statutory, tax and regulatory compliances end to end. Could you share your company type and size? I'll propose a plan and set up a compliance calendar.

Private limited, 60 staff.

Great ✅ I'll share a compliance retainer plan and build your compliance calendar. I'll collect documents here, track every filing and remind you well before each deadline — so nothing slips. Sensitive documents stay secure.

FAQ