How to Create WhatsApp Flows Form in BotSailor

✓ Before You Begin

Choose the WhatsApp bot where you want to create the flow. Decide the purpose of the form and the information you want to collect.

Step 1: Select the WhatsApp Bot

Log in to BotSailor and open Chatbot Manager.

Select the WhatsApp bot or account where you want to create the flow.

Step 2: Open the Data Collection Section

Go to Data Collection and select WhatsApp Flows.

Step 3: Create a New Flow

Click Create to open the WhatsApp Flows Form builder.

Step 1: Enter the Flow Information

• Flow Name: Provide a name so you can identify the flow later.
• Flow Categories: Specify or select the appropriate category for the flow.
• Screen Unique Name: Set a unique identifier for the screen.
• Form Title: Enter a descriptive title for the form.
• Reply Sent After Form Submit: Select or create the reply message that will be sent after the form is submitted.
• Select HTTP API: Optionally link the form to an existing HTTP API for advanced interactions.

Step 1: Add the Required Form Components

• Header: Add section headers.
• Text Field: Allow users to enter single-line text.
• Text Area: Enable multi-line text input.
• 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 the button users will press to submit the form.

Step 2: Save the Form

After completing the form layout, click Save to finalize the WhatsApp Flow.

Important

ASubmit Buttonmust be added to the form before it can be saved successfully.

Step 1: Find the Created Flow

After saving, return to the WhatsApp Flows list. The new flow will appear with its category, status, and available actions.

Step 2: Open the Actions Menu

Use the three-dot Actions menu to access the available flow options.

• Add Webhook
• Report Data
• Preview Flow
• Open in Studio
• Publish
• Edit
• Delete

Step 3: Preview Before Publishing

Open Preview Flow to check how the form looks and works.

If any changes are needed, edit the flow before publishing it.

Step 4: Publish the Flow

When the form is ready, choose Publish from the Actions menu.

Error: The flow cannot be saved

Fix: Make sure a Submit Button has been added to the form before saving.