Updated: 10/9/2024

What are WhatsApp Flows?


WhatsApp Flows are a sequence of native screens within the WhatsApp application that allow users to interact without having to leave the app. This type of flow is highly customizable and can be adapted to the specific needs of each client.



Use cases:


Some examples of the most common use cases include:

  • Lead generation.
  • Appointment bookings.
  • Sign-up and login processes.
  • Customer satisfaction surveys (CSAT).
  • Commerce and sales.


For more information on WhatsApp Flows or other use cases, you can check this link.


WhatsApp Flows lifecycle


WhatsApp Flows have a lifecycle consisting of three stages:

  1. Draft: The flow can be edited and tested, being sent to a limited number of customers.
  2. Published: Once published, the flow cannot be modified. However, it does not require approval from Meta.
  3. Blocked: If the flow is of low quality, Meta can block it.


For additional details, visit the WhatsApp Flows lifecycle.

WhatsApp Flows - How to create them?

  • Flows can be created from Botmaker, by accessing “WhatsApp Flows” in the main menu.
  • Alternatively, they can be created from Meta, by entering the WhatsApp Manager. Flows created in Meta are automatically reflected in Botmaker with a delay of up to 30 minutes.
  • During creation, you must enter a name and select the category.
  • It is also possible to select a base template (not to be confused with WhatsApp templates/notifications). Botmaker provides several pre-built Flows to speed up construction.
  • It is also possible to create a blank Flow.
  • Flows are created using JSON -> https://developers.facebook.com/docs/whatsapp/flows/introduction/introflowjson


How to create WhatsApp Flows in Botmaker?

Creating a WhatsApp Flow in Botmaker is very simple. Follow these steps:

  1. Go to the main menu and select "WhatsApp Flows".
  2. Enter a name and select the category of the flow.
  3. Choose from a pre-designed template or create a flow from scratch.
  4. If you prefer, you can also create it from Meta, and it will be reflected in Botmaker after approximately 30 minutes.


The entire structure of Flows is based on JSON. You can learn more about how to structure them by checking out this guide.


How to create WhatsApp Flows from Meta?


WhatsApp Flows - How to create them?


Flows are made up of the following:

  • Screens (structure/layout)
  • Components (individual objects that make up a screen. Text, inputs, buttons, etc.)


Components currently supported by WhatsApp:

https://developers.facebook.com/docs/whatsapp/flows/reference/flowjson/components


Example of a feedback form:

https://developers.facebook.com/docs/whatsapp/flows/examples/feedbackform


Feedback form example:

https://developers.facebook.com/docs/whatsapp/flows/examples/feedbackform



WhatsApp Flows - Bot Designer



Fill in the fields of the Block:

  • Flow that we want to send
  • An optional header/image
  • A mandatory text for the message
  • A text for the call-to-action button
  • If the Flow has several screens, it is possible to select which will be the initial screen


Preview:

  • Shows how the message that will reach the client will look.
  • By clicking on the button it is possible to preview the Flow



Limitations

Currently, Meta and Botmaker do not support advanced visual creation of Flows (with the exception of basic templates). Flow creation is only possible using JSON.