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Creating smooth, conversational experiences is essential for businesses using WhatsApp for lead generation, support, or customer engagement. With BotSailor’s WhatsApp Flows Form builder, you can create multi-step interactive forms directly inside WhatsApp chats with no coding required. Whether you're capturing user details, handling inquiries, or guiding users through a sales funnel, WhatsApp Flows make it easy to automate structured conversations. In this guide, you'll learn how to build, customize, and publish your own WhatsApp Flow forms in just a few clicks.
With WhatsApp Flows, you can:
Design multi-step forms for lead capture, surveys, onboarding, or support
Collect inputs like name, email, phone number, preferences, and more
Automate replies after form submission for a seamless experience
Connect form data with custom fields, Google Sheets, or external APIs
Offer a frictionless, interactive journey — all inside WhatsApp chat
Why WhatsApp Flows Form Are Important in BotSailor
Automation: Handle thousands of conversations without manual work.
Lead Capture: Collect user data like name, email, and phone dynamically.
Customer Support: Answer FAQs, assist orders, or escalate issues automatically.
Sales Funnel: Guide users step-by-step toward purchase, booking, or signup.
24/7 Service: Keep your business online and responsive, even when you're not.
A well-designed WhatsApp Flow saves you time, increases conversions, and improves user experience dramatically. In this article we will learn how to to create whatsapp flows. Follow these easy steps to create WhatsApp Flows Form in BotSailor:
Log in to your BotSailor account.
Click on Bot Manager under the WhatsApp section in the left-side menu.
Choose the WhatsApp bot you want to manage from the available bots list. Click on the bot to proceed.
Click on WhatsApp Flows Form from the available features within your selected bot.
On the WhatsApp Flows Form page, click on the Create button located at the top-right corner.
In the WhatsApp Flows Form Form, complete the following:
Flow Name: Provide a name to easily identify your flow later.
Flow Categories: Specify or select the appropriate category for your flow.
Screen Unique Name: Set a unique identifier for your screen.
Form Title: Enter a descriptive title for your form.
Reply Sent After Form Submit: Select or create the reply message that will be sent to users after form submission.
Use the intuitive drag-and-drop builder to design your WhatsApp Flow form:
Header: Add section headers.
Text Field: Allow users to input single-line text.
Text Area: Enable multi-line text inputs.
Checkbox Group: Provide multiple-choice selection options.
Radio Group: Create single-choice selection fields.
Select: Offer a dropdown menu.
Date Field: Allow users to select a date.
Submit Button: Add a button for form submission.
Drag each desired field from the toolbox to the form area to build your flow structure.
After setting up your form, click the Save button to finalize your WhatsApp Flow.
Remember to preview your flow using the provided URL before publishing it live.
Benefits of WhatsApp Flows Form:
Utilize WhatsApp Flows Form to automate and optimize customer experiences, driving more effective engagement with your audience.
FAQs
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 (like name, email, preferences) interactively — without sending users to external pages.
Do I need coding skills to create WhatsApp Flows Form?
No. BotSailor’s WhatsApp Flow Builder is 100% no-code. You can build everything visually using a drag-and-drop interface.
How many types of form fields can I add?
You can add a variety of fields including:
Text Field (single line)
Text Area (multi-line)
Radio Button
Checkbox Group
Dropdown (Select)
Date Picker
Headers and Submit Button
Can I send a confirmation message after the user submits the flow?
Yes. During flow setup, there’s a setting called “Reply Sent After Form Submit” — here you can select or create the bot reply that will be automatically sent once the user completes the form.
What is the use of ‘Screen Unique Name’?
The Screen Unique Name acts as an internal identifier for each screen or form inside your flow. It ensures backend referencing — useful especially when connecting with APIs or external systems.
Can I connect my WhatsApp Flow with an HTTP API?
Yes. You can optionally link your flow with a previously created HTTP API. This enables advanced use cases like submitting collected data to external CRMs or triggering automation based on responses.
Is it possible to preview the flow before using it live?
Absolutely. After saving the flow, BotSailor allows you to preview how it looks and works using a preview URL — so you can test everything before sending it to real users.
What’s 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 that collects several inputs in sequence — designed for more complex data capture or processes.
How can I organize my flows for different use cases?
You can assign categories while creating a flow — like “Lead Capture,” “Support,” “Feedback,” etc. This helps you keep everything organized and easy to manage.
What happens to the data collected via WhatsApp Flow?
The submitted data can be:
Saved in BotSailor’s Custom Fields
Sent to Google Sheets (if mapped)
Pushed to external platforms via HTTP API
Used to trigger follow-up messages, automations, or broadcasts