Trigger Configure Reference
Keywords: Hi, Start · Exact match
Action: add label new-booking
Input Flow · Visual Flow BuilderStop Chasing Customer Info.
Stop Chasing Customer Info.
Let the Chat Collect for You.
- Answers saved to custom or system fields
- Replies validated: email, phone, date and more
- Export customer info to CSV, webhook or Google Sheets
One Input Flow. The channels your customers already use.
WhatsApp
Telegram
Facebook Messenger
Instagram
Your customer information is scattered across four inboxes.
Someone asks about a service on WhatsApp. Another person DMs you on Instagram for a quote. A third starts a Telegram chat to book. Three conversations, and three places where customer information gets half-answered, mistyped or buried in scrollback the moment the chat moves on.
Without Input Flow
- Customer info buried in chat threads nobody re-reads
- Screenshots and copy-paste into spreadsheets
- Mistyped phone numbers and emails
- Your team asks the same questions all over again
With Input Flow
- One question at a time, like a real conversation
- Every reply checked before it is accepted
- Each answer saved automatically to a custom or system field as clean client data
- Your team opens a clean record, not a transcript
Live in three steps. No developer needed.
- 1
Trigger it
A customer sends "Hi", "Start" or your own keyword. Pick exact or loose keyword matching, then add labels, lists, sequences or team assignment right at the start, before the first question is asked.
- 2
Ask it
Drop an Input Flow node into the Visual Flow Builder and add your questions. Use free-text answers or multiple-choice buttons, and set what kind of reply each question should accept.
- 3
Save it and act on it
Every answer lands in the field you chose. Forward it to a webhook, sync it live to a Google Sheet, or export the full record to CSV. Each conversation ends as structured client data your team can search, filter and use. That is customer data management on autopilot.
User Input Flow Booking campaign
Replies and opens the first question
Question 1 Free input
What's your full name?
Validate: Text → custom field Full name
Question 2 Free input
Best phone number to reach you?
Validate: Phone → system field Phone
Thank-you message
Thanks! We'll confirm shortly.
Everything a form does. Right inside the chat.
Customers hate long forms. They happily answer a short question in a chat. Input Flow gives you the structure of a form with the ease of a conversation, so customer data management stops being a spreadsheet chore.
Configure New Question Illustrative
Question type
Question
Hi #name, what's your phone number?
Reply Validation
Phone ▾
Save Response
System field · Phone ▾
Skip button (WhatsApp)
Calendar integration (WhatsApp)
Personalized questions. Type # to insert a custom field or the subscriber's name straight into any question.
Skip button and calendar (WhatsApp). Let people skip optional questions, and pair date and time questions with calendar integration for appointment-style flows.
Reply Validation
Accept only what you expect. A phone question rejects a random sentence.
call me tomorrow
That doesn't look like a phone number. Please try again.
One question at a time
Short, friendly, conversational. People keep answering instead of abandoning.
Multiple-choice buttons
Give customers tappable options for faster answers and cleaner customer information.
StandardPremiumNot sure
Save to the right field
Send each answer to a custom field, a system field (Email, Phone, Birthday, Location) or both. Your customer info lands exactly where your team looks for it.
Sarah AhmedCustom · Full name
+8801711…System · Phone
Webhook and Google Sheets
Forward collected client data to your own system with a webhook workflow, or sync it live to a Google Sheet.
One record, one CSV (WhatsApp)
Name the campaign (survey, order form, reservation, appointment) and every answer is saved as one consolidated record you can export straight to CSV. That is client data you can actually report on.
Export CSVThe same Input Flow. Tuned for every channel.
The trigger, the automation actions, the webhook and the Google Sheets sync work the same everywhere, so your client data and your customer data management stay consistent whichever channel the conversation starts on. Where channels differ is inside the questions.
WhatsApp: the deepest Input Flow
Best for orders, bookings, surveys and lead intake.
Flow-level labels and lists, multiple choice, skip button, calendar integration and a consolidated CSV export, all in one flow. Real customer information your sales team can search, filter and trust.
Configure User-Input-Flow
User Input Flow
Booking campaign ▾
Labels and lists
Add label: new-booking +
Integrations
Webhook · Google Sheets ▾
Skip button and calendar, per question
Facebook & Instagram: act on every answer
Best for comment-to-DM and DM-to-lead flows.
Each question can do more than ask. Save the reply, assign a label, add the person to a messenger sequence or an email/phone sequence, all in the same step. One question, one saved answer, one queued follow-up.
Configure New Question
Question
What size are you looking for?
Save Response
Custom field · Size ▾
Assign to labels
interested ▾
Assign to a messenger sequence
Size follow-up ▾
Assign to an email/phone sequence
Select sequence ▾
Telegram: lean, fast intake
Best for quick structured intake.
Ask, validate and save, then add internal Notes to any question so your team can read context later. Structured customer info, with no marketing sequence attached to every step.
Configure New Question
Reply Validation
Email ▾
Save Response
System field · Email ▾
Additional Options · Notes
Internal note, visible to your team only
One node. Every kind of conversation that needs an answer.
Whatever you collect, the pattern is the same: a question, a reply type and a destination field. Build it once and reuse it across your whole customer data management workflow.
Lead qualification
Capture name, need, budget and timeline into the custom fields your sales team already uses. Qualified client data, ready before anyone says hello.
NeedWebsite redesign
Budget$2,000
TimelineThis month
Then let the AI lead qualification agent score every lead.
Order collection
Item, quantity, size and delivery address, validated as you go, so customer information arrives clean instead of malformed.
ItemLinen shirt
Qty · Size2 · M
AddressHouse 12, Road 4
Selling online? Connect the WooCommerce or Shopify AI agent.
Reservations and appointments
Date and time questions, so a WhatsApp chat can book a real slot and capture customer info without a phone call.
DateFri, 3 Oct
Time4:30 PM
Phone+8801711…
Surveys and feedback
Multiple-choice questions that export cleanly to CSV for reporting.
GreatOkayNeeds work
Support intake
A few questions before handoff, so your teammate opens the ticket already knowing the details.
IssueLate delivery
Order ID#1042
Let the AI customer support agent take it from there.
Why asking one question at a time wins
Multi-step forms complete 25.4% more often than single-page forms.
Formstack, 650,000+ submissionsof shoppers abandon checkout because the process feels too long or too complicated.
Baymard InstituteMost consumers expect a reply within an hour on a messaging channel.
Sprout SocialPeople use WhatsApp every month, so your customers are already there.
Get customer information right at the first message, and every list, report and follow-up after it gets easier. That is customer data management done at the source.
Collect it once. Use it everywhere.
Input Flow is not a standalone form tool. It sits inside the same flow builder as the rest of your social media automation tools, so your customer data management lives in one system for every inbox.
One flow builder. One customer data management system. Four channels feeding the same fields.
Next, let an AI agent pick up the conversation: AI agents for lead qualification, sales and customer support.
Labels and lists
Segment people by what they answered.
Sequences
Start the right follow-up the moment an answer is saved.
Team assignment
Route the conversation to the right team or teammate.
Webhook
Push answers to your CRM or any system you already use.
Google Sheets
A live, always-current sheet of collected client data.
Custom fields
One set of fields for all your customer information, shared by all four channels.
FAQ
Frequently asked questions
Input Flow is a drag-and-drop node in BotSailor's Visual Flow Builder. It asks customers a series of questions one at a time, validates each reply, and saves every answer to a custom field, a system field or both, straight into your customer data management system.
WhatsApp, Telegram, Facebook Messenger and Instagram. The trigger, automation actions, webhook and Google Sheets sync are the same on all four, so your customer info is captured the same way everywhere. Same setup, same fields, same customer data management.
Create a trigger with your keywords, add an Input Flow node, then add a question node for each answer you need. Set Reply Validation and choose where each answer is saved. Telegram also lets you add an internal Notes field to every question.
Use Input Flow. Each Instagram question replies to the customer, validates the answer and saves it to a field. It can also assign a label or add the person to a messenger sequence or an email/phone sequence in the same step.
Every reply inside an Input Flow question is saved automatically to a field. Combined with labels and sequences at the question level, each DM becomes trackable customer information instead of a thread you scroll back through.
Connect WhatsApp, Telegram, Facebook and Instagram to BotSailor and reuse one Input Flow pattern across them. Triggers, labels, webhook and Google Sheets sync work the same on every channel, so you collect customer info from every inbox in one place.
Anything you build a question for: budget, product interest, location, timeline or a multiple-choice preference. Each answer saves to a field, so the client data you gather lets you filter, label and target groups based on real answers instead of guesses. Then reach each group with WhatsApp broadcasting.
Yes. Once an answer is saved, it can trigger a label, start a sequence, populate a webhook payload for your CRM, or sit next to the conversation in the Shared Inbox for your team. Customer service information collected during intake becomes something your team acts on, not just stores.
Yes, and at the question level they do more. Facebook bots built with Input Flow can assign a label or a sequence straight from the answer, alongside the same Reply Validation and Save Response options. That makes Facebook automation far more useful than a plain comment-reply tool.
Yes. An Instagram Input Flow works as an Instagram automation tool that replies, validates, saves the answer and queues the next step. Your Instagram replies are recorded, not lost in the inbox.
Yes. Reply Validation confirms a phone number is real before you use it. Your text marketing and text message marketing lists start from numbers you know are correct, not ones someone mistyped.
A normal message just sends. An Input Flow question sends, waits for a reply, validates it against a type like Email or Phone, saves it to a field and can immediately assign a label or sequence. That is the smallest unit of customer data management you can build.
No. Everything is built visually in the Visual Flow Builder. You choose the question, the reply type and the field where the customer information is saved.
Yes. Send it to a webhook, sync it live to a Google Sheet, or on WhatsApp export the consolidated campaign record to CSV.
A form asks everything at once and loses people halfway. Input Flow asks one question at a time inside the chat your customer is already in, checks each reply, and saves it straight to your client data.
Turn every conversation into client data your team can use.
Start with one flow, one channel and one question. Add the next when the first one works. Most teams have their first Input Flow live in minutes.
No developer. No spreadsheets. No lost answers.