> ## Documentation Index
> Fetch the complete documentation index at: https://chatbotx.io/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# WhatsApp Flows

> Learn how to integrate WhatsApp Flows into ChatbotX to collect customer information, book appointments, generate leads, and deliver quotes.

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.

<Frame>
  <img src="https://mintcdn.com/chatbotx/GtleOE-xg3GNaZkB/images/whatsapp_flow_template_appointment.png?fit=max&auto=format&n=GtleOE-xg3GNaZkB&q=85&s=40ee29be1c3bf1c3b7c0e0cab28ecba8" alt="Whatsapp Flow Template Appointment" width="1600" height="850" data-path="images/whatsapp_flow_template_appointment.png" />
</Frame>

### Lead Generation

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

<Frame>
  <img src="https://mintcdn.com/chatbotx/GtleOE-xg3GNaZkB/images/whatsapp_flow_template_lead.png?fit=max&auto=format&n=GtleOE-xg3GNaZkB&q=85&s=99c29b85d6b2b02303060fde2dd93c5e" alt="Whatsapp Flow Template Lead" width="1600" height="850" data-path="images/whatsapp_flow_template_lead.png" />
</Frame>

### Product Recommendation

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

<Frame>
  <img src="https://mintcdn.com/chatbotx/GtleOE-xg3GNaZkB/images/whatsapp_flow_template_product.png?fit=max&auto=format&n=GtleOE-xg3GNaZkB&q=85&s=76c0b885f839a481ed6dde756d7c40c1" alt="Whatsapp Flow Template Product" width="1600" height="850" data-path="images/whatsapp_flow_template_product.png" />
</Frame>

### Quote Request

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

<Frame>
  <img src="https://mintcdn.com/chatbotx/GtleOE-xg3GNaZkB/images/whatsapp_flow_template_quote.png?fit=max&auto=format&n=GtleOE-xg3GNaZkB&q=85&s=c992ab545b67acf9e8a2d715def99d5d" alt="Whatsapp Flow Template Quote" width="1600" height="850" data-path="images/whatsapp_flow_template_quote.png" />
</Frame>

### Customer Survey

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

<Frame>
  <img src="https://mintcdn.com/chatbotx/GtleOE-xg3GNaZkB/images/whatsapp_flow_template_survey.png?fit=max&auto=format&n=GtleOE-xg3GNaZkB&q=85&s=0ad3b9d77c88a235ebd7fd861df36dec" alt="Whatsapp Flow Template Survey" width="1600" height="850" data-path="images/whatsapp_flow_template_survey.png" />
</Frame>

## 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](https://business.facebook.com/wa/manage/) and select **Flows** from the left navigation menu.
2. Click **Create Flow** to get started.

<Frame>
  <img src="https://mintcdn.com/chatbotx/GtleOE-xg3GNaZkB/images/whatsapp_flow_meta_create.png?fit=max&auto=format&n=GtleOE-xg3GNaZkB&q=85&s=7c6761fe2ba67c2863ccf25f8b9ae417" alt="Whatsapp Flow Meta Create" width="3098" height="1385" data-path="images/whatsapp_flow_meta_create.png" />
</Frame>

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**.

<Frame>
  <img src="https://mintcdn.com/chatbotx/GtleOE-xg3GNaZkB/images/whatsapp_flow_meta_setup.png?fit=max&auto=format&n=GtleOE-xg3GNaZkB&q=85&s=8798629fdbd7cb88371f2b46e5eb43a2" alt="Whatsapp Flow Meta Setup" width="3095" height="1816" data-path="images/whatsapp_flow_meta_setup.png" />
</Frame>

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**.

<Frame>
  <img src="https://mintcdn.com/chatbotx/GtleOE-xg3GNaZkB/images/whatsapp_flow_meta_json_editor.png?fit=max&auto=format&n=GtleOE-xg3GNaZkB&q=85&s=983fef88ad262e68ea6701ad378c875d" alt="Whatsapp Flow Meta Json Editor" width="3098" height="1814" data-path="images/whatsapp_flow_meta_json_editor.png" />
</Frame>

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.

<Frame>
  <img src="https://mintcdn.com/chatbotx/GtleOE-xg3GNaZkB/images/whatsapp_flow_manage_channel.png?fit=max&auto=format&n=GtleOE-xg3GNaZkB&q=85&s=6ed6adee2e4448588693a4c08572aa21" alt="Whatsapp Flow Manage Channel" width="3116" height="1443" data-path="images/whatsapp_flow_manage_channel.png" />
</Frame>

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.

<Frame>
  <img src="https://mintcdn.com/chatbotx/GtleOE-xg3GNaZkB/images/whatsapp_flow_sync_tab.png?fit=max&auto=format&n=GtleOE-xg3GNaZkB&q=85&s=38e6a8699b74fb8325c6b6ba59e3b992" alt="Whatsapp Flow Sync Tab" width="3128" height="1302" data-path="images/whatsapp_flow_sync_tab.png" />
</Frame>

## 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.

<Frame>
  <img src="https://mintcdn.com/chatbotx/GtleOE-xg3GNaZkB/images/whatsapp_flow_builder_menu.png?fit=max&auto=format&n=GtleOE-xg3GNaZkB&q=85&s=af5eddf2b2e15e0739911ca19e6e31ca" alt="Whatsapp Flow Builder Menu" width="3131" height="1816" data-path="images/whatsapp_flow_builder_menu.png" />
</Frame>

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.

<Frame>
  <img src="https://mintcdn.com/chatbotx/GtleOE-xg3GNaZkB/images/whatsapp_flow_modal_edit.png?fit=max&auto=format&n=GtleOE-xg3GNaZkB&q=85&s=2f7b6a0259ae8d71d2d40e128415a243" alt="Whatsapp Flow Modal Edit" width="3130" height="1816" data-path="images/whatsapp_flow_modal_edit.png" />
</Frame>

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](/remarketing/whatsapp-broadcasts) article.

## FAQ

<AccordionGroup>
  <Accordion title="Can I use WhatsApp Flows on all numbers?">
    Yes, as long as your number is connected to ChatbotX via the Meta Cloud API.
  </Accordion>

  <Accordion title="Are the inputs from WhatsApp Flows synced in real-time?">
    Yes, when a customer completes and submits a Flow, the data is instantly written to the mapped Custom Fields in ChatbotX.
  </Accordion>

  <Accordion title="Can I customize the visual style of the Flow screens?">
    The layout is defined by the JSON template configured on Meta. You can customize text, fields, and options within the JSON Editor but must follow Meta's UI components and guidelines.
  </Accordion>
</AccordionGroup>