WhatsApp TM-A Intake Bot v1.0.0

WhatsApp TM-A Intake Bot v1.0.0

This is the first stable release of the WhatsApp TM-A Intake Bot: a complete TypeScript service for collecting Indian Form TM-A trademark application details through WhatsApp and returning a generated draft PDF.

Highlights

• Guided, one-question-at-a-time WhatsApp intake based on the supplied two-page Form TM-A structure.
• Conditional branches keep the conversation relevant: agent and POA details, prior-use date, enterprise proof, and mark media appear only when applicable.
• A review-and-confirm workflow lets the user inspect or edit information before document generation.
• A working local PDFKit renderer means the project runs end to end without purchasing or integrating another document service.
• A configurable external PDF API adapter supports teams that already have a filing-document generator.
• Redis persistence and message-ID claims protect sessions and prevent webhook retries from duplicating work.
• Signed webhook handling, input validation, upload limits, environment-only secrets, and a non-root container provide secure defaults.
• Docker Compose, detailed operator documentation, automated tests, and a green CI pipeline make the project straightforward to evaluate and deploy.

Conversation capabilities

Users can reply with numbered or named options and use the following commands throughout the intake:

• BACK returns to the previous applicable question.
• SUMMARY shows information collected so far.
• EDIT reopens the questionnaire from the review screen.
• CONFIRM starts document generation.
• CANCEL closes the current intake.
• RESTART creates a fresh session.

The default flow collects application category, applicant contact and legal details, optional agent information, mark details and artwork, Nice class and goods/services, use status, verification, enterprise proof, and authorization documentation.

PDF generation

The bundled renderer creates a clearly labeled A4 draft intake summary and supports trademark artwork. For external generation, configure PDF_API_URL; the adapter sends scalar answers as JSON plus uploaded media as multipart file fields. It accepts either a direct application/pdf response or a JSON response containing downloadUrl.

If generation fails, the session returns to the review state and the user can retry without entering all answers again.

Operations and deployment

The release includes a multi-stage Node.js Dockerfile, Docker Compose application and Redis services, health endpoint, Zod-based environment validation, graceful shutdown, Meta webhook setup instructions, external PDF API documentation, and a production checklist.

Quality verification

• Strict TypeScript type checking passes.
• Eight automated conversation, persistence, PDF, and webhook tests pass.
• The production build passes on Node.js 22.
• GitHub Actions validates every push and pull request.
• The generated PDF was rendered and visually inspected as a clean two-page A4 document with no clipping, overlap, or unintended blank pages.
• Dependency audit reports no known vulnerabilities at release time.

Security and privacy notes

This service can process personal and legal/business information. Production operators must provide an appropriate privacy notice, choose a lawful retention policy, use TLS and encrypted storage, rotate Meta credentials, restrict operator access, scan documents, redact logs, and establish deletion and incident-response procedures.

The generated document is a draft intake summary. It is not an official filing and does not constitute legal advice.

Upgrade and compatibility

This is the initial stable release, so there are no migration steps. Runtime requirements are Node.js 20 or later and Redis 7 or a compatible managed Redis service. Meta Graph API versioning is configurable through WHATSAPP_GRAPH_API_VERSION.

Documentation

• README
• Detailed design
• Deployment guide
• Changelog