WhatsApp Flows

What are WhatsApp Flows?

WhatsApp Flows are interactive, native forms that appear directly within WhatsApp conversations. They allow you to create rich, multi-screen experiences for collecting information, processing orders, booking appointments, and more—all without users leaving the WhatsApp chat.

Flows provide a seamless way to:

• Collect customer information through forms
• Process orders and bookings
• Create multi-step user journeys
• Build interactive experiences with buttons, inputs, and media

Creating a WhatsApp Flow

Step 1: Access Flows

1. Navigate to the WhatsApp section in the sidebar
2. Click on the Flows tab
3. Click Create to start building a new flow

Step 2: Build Your Flow Screens

A Flow consists of multiple screens that users navigate through. Each screen can contain:

• Text Components: Headers, body text, and descriptions
• Input Components: Text inputs, checkboxes, radio buttons, dropdowns
• Media Components: Images, videos, documents
• Navigation Components: Buttons to move between screens

To add a screen:

1. Click Add Screen in the screens panel
2. Give your screen a unique ID
3. Add components using the component dropdown
4. Configure each component's properties

Step 3: Configure Components

Text Components:

• Add headers, body text, and descriptions
• Use variables to personalize content dynamically

Input Components:

• Text inputs for names, emails, phone numbers
• Checkboxes for multiple selections
• Radio buttons for single selections
• Dropdowns for predefined options

Media Components:

• Upload images, videos, or documents
• Display product catalogs or informational content

Navigation:

• Add "Next" buttons to move to the next screen
• Add "Complete" buttons to finish the flow
• Configure button labels and actions

Step 4: Validate and Test

Before submitting your flow to Meta:

1. Validate: Click the validation button to check for errors
2. Test: Preview your flow to ensure it works as expected
3. Review: Check all screens, components, and navigation paths
4. Submit to Meta: Submit your flow JSON for creation

Using Flows in Workflows

Once your flow is approved, you can use it in your workflows:

1. Add an interactive message with button of type Flow
2. Select your flow from the dropdown
3. Configure flow parameters and variables
4. Connect the flow node to other nodes in your workflow

Best Practices

• Keep flows simple - Don't create too many screens; users prefer concise experiences
• Use clear labels - Make sure button labels and instructions are clear
• Test thoroughly - Preview your flow before submission
• Follow Meta guidelines - Ensure your flow complies with WhatsApp's policies
• Use variables - Personalize flows with dynamic content
• Handle errors - Include validation and error handling in your flows

Flow Categories

Flows can be categorized for better organization:

• E-commerce: Product selection, order forms, checkout
• Appointments: Booking forms, scheduling, confirmations
• Surveys: Feedback forms, questionnaires, polls
• Onboarding: Registration forms, account setup
• Support: Ticket creation, issue reporting

Technical Details

• Flows are built using JSON format following Meta's Flow API specification
• Each screen must have a unique ID
• Components follow a specific schema defined by Meta
• Flows must be approved by Meta before they can be used in production
• Flow data can be accessed in workflows using variables like ${{flow.output}}