WhatsApp Flows

Today, an increasing number of businesses are utilizing chatbots on WhatsApp to interact with customers. Integrating chatbots with WhatsApp Flows allows businesses to collect and process customer information more effectively. The chatbot can initiate specific scenarios tailored to the context of the conversation, then respond to user requests using WhatsApp Flows to collect data quickly.

​

WhatsApp Flows Templates

You can use Flows to generate leads, recommend products, book appointments, or for any other business purpose. Here are some common use cases of WhatsApp Flows:

​

Appointment Booking

Help customers select dates, times, services, or locations, and confirm appointments directly within the WhatsApp conversation.

​

Lead Generation

Collect customer contact details such as name, phone number, email, or product requirements using convenient input forms.

​

Product Recommendation

Display product catalogs or provide tailored suggestions to help customers browse and make purchasing decisions easily.

​

Quote Request

Provide detailed pricing and service costs based on the options selected by the customer.

​

Customer Survey

Collect feedback and customer satisfaction ratings after experiencing a product or service.

​

Create WhatsApp Flows on Meta

You can create, edit, or duplicate Flows using the Flows management interface in the Meta WhatsApp Manager:

1. Access the WhatsApp Manager and select Flows from the left navigation menu.
2. Click Create Flow to get started.

3. Enter your Flow name and select the appropriate Category.
   • Choose a Template to use as a starting point:
     • No endpoint: Suitable for static display elements.
     • With endpoint: Suitable for dynamic elements (e.g., processing inputs or dynamic navigation).
   • Preview the template on the right side and click Create.

4. Once created, the Flow JSON Editor will open with a live preview:
   • Edit properties, customize labels, and update field names as needed.
   • Click Run to preview your changes.
   • Once satisfied, click Save.

5. Publish the Flow:
   • By default, the saved Flow remains in Draft status and is only available for testing.
   • Resolve all validation errors and ensure the Flow complies with WhatsApp design guidelines, terms of service, and business messaging policies.
   • Click Publish to publish the Flow and make it ready to send to customers.

​

Sync WhatsApp Flows with ChatbotX

You can sync your published Flows to ChatbotX through the following steps:

1. Go to Settings → Channels, then click Manage next to the WhatsApp channel you want to configure.

2. Switch to the Flows tab.
3. Click the Synchronize button to retrieve the published Flows from Meta. The Manage button next to it provides a quick link to the Meta WhatsApp Manager.

​

Send WhatsApp Flows to Customers

ChatbotX supports sending WhatsApp Flows directly in the Flow Builder script to automate customer interactions:

1. Open your Flow Builder and select the message block where you want to add the Flow.
2. Click the Create button (or the + icon) in the message editor, select WhatsApp Flow → Choose your WhatsApp channel → Select the specific Flow you want to send.

3. In the Edit WhatsApp Flow configuration modal, configure the following fields:
   • Button Label: Enter the button text that will be displayed on the WhatsApp message.
   • WhatsApp Flow: Select the corresponding Flow.
   • Start Screen: Choose the starting screen of the Flow.
   • Save Response to Custom Fields: Map the inputs submitted by the customer on the Flow screens (e.g., name, phone number, address) to the corresponding Custom Fields in ChatbotX for storage and CRM synchronization.

4. Click Save to complete the block setup.

​

Send Bulk Messages with WhatsApp Flows

To send bulk messages (Broadcasts) with WhatsApp Flows to a list of customers simultaneously, you must link the Flow to a pre-approved Message Template. After that, you can launch your bulk sending campaign using the Broadcast feature. For detailed instructions on setting up bulk messaging campaigns, refer to the WhatsApp Broadcasts article.

​

FAQ