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WhatsApp Flows: forms inside the chat

A flow is a short form that opens inside WhatsApp, like a booking picker, a lead form or a survey. Customers fill it in without leaving the chat, and you get their answers back.

You get clean answers (a name, an email, a date) instead of free text you have to read one by one.

#Do it in the dashboard

  1. Open WhatsApp, then Flows, and choose New flow.
  2. Give it a Name and pick one or more categories, like Appointment booking, Lead generation or Survey. Choose Create draft.
  3. Open the draft and go to the Flow JSON tab. The screens are written in Meta's flow format. Choose Start from a sample, or paste screens your AI wrote for you. Then choose Upload and validate.
  4. Fix any errors Meta lists. A flow with errors cannot be published.
  5. On the Overview tab, choose Open preview to see the screens the way a customer will.
  6. Choose Publish. This cannot be undone.
  7. On the Send tab, type the number in Send to, a short Button label and a Message. Choose Send flow.
  8. Read what people submitted on the Responses tab.

To try a draft before you publish, tick Send the draft in test mode on the Send tab and send it to your own phone.

#Or ask your AI

Build a WhatsApp flow for booking a tasting. Ask for the name, an email and the number of guests. Send me the preview link before you publish it.

#Change a published flow

A published flow is locked. To change it, choose New version. You get a draft copy to edit and publish. When the new version is live, Deprecate the old one so nobody gets it by mistake.

#Good to know

  • The 24-hour window applies. A flow is a normal message, so the customer must have written to you in the last 24 hours. To reach someone else, send a template with a flow button.
  • Leave Flow token empty when you send. That way the answers are grouped on the Responses tab.
  • Each answer also arrives as a message in your Inbox, so your workflows can react to it.
  • Data exchange mode loads screens from your own server, for live data like free time slots. It needs a developer. Most flows do not need it.
  • The preview link works without a login. Choose New link if you shared it by mistake. The old link stops working.
  • Flows have no extra Pozy fee. Each one you send counts as one message.

Next: WhatsApp group chats

Building with the API? The developer guide for this feature.

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