Zendly.ai Is Betting Big on Conversations as the Future of Digital Onboarding
Published: 2026 | Author: VisionariesNetwork Team
In an era where users abandon sign-up forms as quickly as they open them, Zendly.ai is making a bold claim: the problem isn’t the customer — it’s the interface. Instead of forcing users through rigid websites, long forms, and app downloads, Zendly believes the future of onboarding, verification, and engagement lives inside a place people already trust and use daily — chat.
Built around conversational AI agents, Zendly.ai transforms everyday messaging platforms such as WhatsApp, SMS, and Apple Messages into powerful onboarding and activation channels. The result is a shift away from static funnels toward dynamic, human-like conversations that guide users’ step by step, without friction.
From Forms to Conversations
For years, businesses — especially in fintech, lending, telecom, and digital services — have struggled with the same issue: high drop-off rates during onboarding. Asking users to fill out long forms, upload documents on unfamiliar interfaces, or jump between apps often leads to frustration and abandonment.
Zendly’s solution is deceptively simple. Instead of redirecting users to a website or app, its AI agents start and complete the entire process inside a chat conversation. A user can submit documents, verify identity, give consent, and receive updates without ever leaving WhatsApp or SMS.
This conversational approach feels natural. Users respond the way they would to a human — with short messages, photos, or voice prompts — while the AI quietly structures the data, validates inputs, and connects with backend systems in real time.
AI Agents That Actually Do the Work
Zendly is careful to position its technology beyond traditional chatbots. These are not scripted question-and-answer bots. Zendly’s AI agents are task-oriented, designed to complete real workflows.
They can guide users through onboarding, request missing information, validate documents, and adapt the conversation based on user behavior. If a user hesitates or submits incomplete data, the agent responds contextually, helping them move forward instead of dropping out.
Behind the scenes, Zendly integrates with enterprise systems, compliance tools, and verification providers. To the user, however, the experience feels simple and conversational — a chat that just happens to get things done.
Why Messaging Platforms Matter
Zendly’s focus on messaging apps is strategic. In many regions, especially Latin America and other mobile-first markets, WhatsApp has become the default digital interface for everything from banking to customer support.
By embedding AI agents directly into these platforms, Zendly removes the psychological and technical barriers that often slow adoption. There’s no new app to download, no unfamiliar interface to learn — just a conversation that starts instantly.
This approach also improves accessibility. Users with limited digital literacy or older devices can complete complex processes through simple messages, images, and prompts. For businesses, this opens the door to wider reach and higher completion rates.
Designed for Regulated Industries
Zendly’s strongest traction comes from industries where onboarding is both critical and complex. Fintechs, digital banks, lenders, and telecom companies must balance speed with compliance — a challenge Zendly tackles head-on.
The platform supports identity verification, document collection, consent management, and audit trails, all within the chat flow. Every interaction is logged, structured, and traceable, helping businesses meet regulatory requirements without sacrificing user experience.
By automating repetitive steps while keeping the interaction conversational, Zendly helps companies scale operations without increasing support costs or compliance risk.
Business Impact Beyond Engagement
The promise of Zendly goes beyond better conversations — it’s about measurable outcomes. Businesses using conversational onboarding can see:
Instead of users dropping off halfway through a form, the AI agent nudges them forward, answers questions, and completes the process in one continuous flow.
For growth-focused companies, this can be the difference between interest and activation.
A Broader Shift in Digital Interfaces
Zendly.ai is part of a larger movement redefining how humans interact with software. As AI becomes more capable, interfaces are shifting away from buttons and forms toward intent-driven conversations.
In this model, users don’t adapt to systems — systems adapt to users. Zendly’s conversational agents represent this shift, turning messaging apps into full-fledged service interfaces rather than just communication tools.
It’s a subtle but powerful change: onboarding becomes a dialogue, not a task.
Looking Ahead
As businesses race to remove friction from digital experiences, Zendly.ai is positioning itself at the intersection of AI, messaging, and customer activation. Its vision suggests a future where signing up, verifying identity, or activating a service feels less like paperwork and more like a helpful chat.
In a digital world crowded with dashboards and forms, Zendly’s bet is clear — the most effective interface is the one people already know how to use: conversation.
David Salinas, Founder & CEO
David previously spearheaded growth at Rappi, where he built and scaled high-volume WhatsApp commerce operations, managing over 1 million customer tickets per day.
“Our no-code builder and developer-ready tools let you seamlessly connect agents to your business systems—CRMs, inventory, calendars, payments, and more—so every conversation is rich, contextual, and actionable.”
