WhatsApp Flows enables you to build interactive workflows inside WhatsApp. A flow can guide users through structured steps and collect information without requiring them to leave the WhatsApp conversation.
- Automation: Handle large volumes of conversations without manual work.
- Lead Capture: Collect user data such as name, email, and phone dynamically.
- Customer Support: Answer FAQs, assist with orders, or escalate issues automatically.
- Sales Funnel: Guide users step by step toward purchase, booking, or signup.
- 24/7 Service: Keep business interactions available and responsive at any time.
Navigate to Data Collection > WhatsApp Flows and click Create to start a new flow.
In the WhatsApp Flows Form, complete the main flow settings before designing the form.
After the flow settings are configured, use the form builder to add the fields required for your workflow.
WhatsApp Flows Form builder showing the main flow settings and available drag-and-drop form components.
Preview window showing the WhatsApp Flow form before it is published.
The setup is ready when the flow appears in the WhatsApp Flows list, the preview opens correctly, the form contains the expected fields and Submit Button, and the flow can be published from the Actions menu.
- Streamlined customer interactions.
- Enhanced user engagement.
- Reduced manual communication tasks.
What exactly is a WhatsApp Flow in BotSailor?
A WhatsApp Flow is a multi-step form that runs inside a WhatsApp conversation. It helps you collect user inputs such as name, email, or preferences interactively without sending users to an external page.
Do I need coding skills to create WhatsApp Flows Form?
No. BotSailor provides a visual drag-and-drop builder for creating the form.
How many types of form fields can I add?
You can add Text Field, Text Area, Radio Group, Checkbox Group, Select, Date Field, Header, and Submit Button components.
Can I send a confirmation message after the user submits the flow?
Yes. Use the Reply Sent After Form Submit setting to select or create the bot reply that will be sent after submission.
What is the use of Screen Unique Name?
The Screen Unique Name acts as an internal identifier for the screen or form and is useful for backend referencing, especially when connecting with APIs or external systems.
Can I connect my WhatsApp Flow with an HTTP API?
Yes. You can optionally link the flow with a previously created HTTP API for advanced interactions and external-system workflows.
Is it possible to preview the flow before using it live?
Yes. After saving the flow, use Preview Flow to check how the form looks and works before publishing it.
What is the difference between a bot reply and a WhatsApp Flow?
A bot reply is a single automated message or quick interaction. A WhatsApp Flow is a structured multi-step form designed to collect several inputs in sequence.
How can I organize my flows for different use cases?
Assign a flow category when creating the flow so different use cases such as lead capture, support, or feedback are easier to organize.
What happens to the data collected via WhatsApp Flow?
According to the source document, submitted data can be saved in BotSailor Custom Fields, sent to Google Sheets if mapped, pushed to external platforms via HTTP API, or used to trigger follow-up messages, automations, or broadcasts.
- Preview the flow and test the form before publishing.
- Use Add Webhook if the flow needs a webhook connection.
- Use Report Data to review submitted flow information.
- Use Open in Studio when you need to continue working with the flow in Flow Studio.
