PB Digital turns every form into an experience!

Innovative and effective customer experience

In today’s competitive reality, the organization’s customers are constantly exposed to a wealth of tempting offers from competing businesses, which may lead them to abandon the product or service the organization provides. Therefore, one of the main goals of any organization is to nurture communication with its customers, thereby maintaining their loyalty to the organization, its products, and its services over time.

Among all the different communication channels, the use of documents that the organization sends to its customers is one of the most effective when it comes to preserving customer loyalty and deepening the relationship with them.

Innovative and effective customer experience
Customer Documents

Customer Documents: An Effective Communication Channel

Many organizations are not aware of the range of possibilities and the power that can be gained from using interactive documents as a live, active, and two-way communication channel with the customer. The interactive document enables the organization to continue providing its customers with an entire layer of services that promote its business objectives even after the document has left the organization and been sent to the customer.

Today’s customers: Always connected. Always informed.

From the customer’s perspective, the interactive document allows them to conveniently, efficiently, and directly access various information and services while engaging with the document itself. In a reality where more and more customers are connected to different digital channels, the use of interactive documents constitutes an important and effective component in improving communication between the organization and its customers. It also strengthens the organization’s ability to retain them over time while enhancing and streamlining existing business processes.

whatsapp business
Omnichannel Communication with Customers

Omnichannel Communication with Customers

When a customer reads about your product online, fills out an information request using their smartphone, and sends a signed contract by email — that is omnichannel, or multi-channel, communication. Every organization’s omnichannel strategy should embrace this type of communication, as it allows consumers to use multiple devices and access points before completing a transaction.

The PB Digital system enables you to achieve the most effective communication with your customers and leverage the information from your organization’s existing core systems. This way, you can provide efficient interactions that deliver added value to your customers.


Filling out forms on WhatsApp with Consist’s chatbot: Give your customers another reason to love you!

PB Digital makes it possible to create smart digital forms and documents with advanced logic via WhatsApp message or chat, using an AI-powered bot that verifies the data, prompts the user to enter details in the chat, and automatically fills out the form based on the information provided. Once the details are completed, the system generates a digital signature workflow for the form. In this way, PB Digital enables users to fill out forms — no matter how complex — through a simple, natural conversation on WhatsApp and other digital channels.