WhatsApp Flows

WhatsApp Flows offers a seamless way to automate your customer interactions on WhatsApp, enhancing engagement and streamlining communication. Whether you're looking to improve lead generation or provide efficient customer support, this feature allows you to create dynamic chat sequences tailored to your business needs.

WhatsApp Flows is an upcoming feature designed to automate chat sequences for WhatsApp. These flows help guide users through set steps, boosting response efficiency and customer engagement.

How to Access WhatsApp Flows

1. Go to the "Chatbot" section in your Flexito OmniAI workspace.

2. Select "Content" from the menu.

3. Find and click on "WhatsApp Flow" under the "Content" section.

How to Create a New WhatsApp Flow

1. Click "Create Flow" to start the process.

2. Enter a name for your flow, such as "Lead Signup."

3. Select a category that matches your flow's purpose, like "Lead Generation."

4. Click "Create" to confirm and move forward.

Customising Your WhatsApp Flow

• Welcome Screen: Modify the text, heading, and content on the initial screen that welcomes users.

• Adding Interactive Elements: Use the editor to add interactive elements like text capture fields (e.g., name, email) with specific input types (text, number) and optional requirements.

• Building a Multi-Screen Flow: Create a flow with multiple screens by adding new screens and guiding users through a series of interactions.

Editing Screens for Published WhatsApp Flows

You can now update the screens of your published WhatsApp flows straight from the dashboard!

The new "Edit Screens" option allows you to make changes smoothly without needing to unpublish or disrupt your live workflows.

This feature enables you to stay flexible and make real-time improvements with ease.

Testing and Previewing Your Flow

• Flow Preview: Use the eye icon to see how your flow looks and works from a user's perspective.

• Testing the Flow: Engage in a test interaction with the flow to ensure it operates as expected.

• Publishing the Flow: Click "Publish" and then "Confirm."

Connecting the WhatsApp Flow to Your SubFlow In the Flow Builder, choose "Text Note" under the "Omni Channel" section.

Select "WhatsApp Cloud," then "WhatsApp Flows" from the options available.

Edit the message content shown after the WhatsApp flow is completed, such as "Sign up today."

Choose the call to action text you want, like "Claim Access Now."

Link your created WhatsApp flow (e.g., "Lead Signup") to this step.

(Optional) Set up payload saving to a JSON field named "data" to capture user information collected during the flow.

Populating Sign-Up Forms with Custom User Fields You can now fill sign-up forms with custom user fields directly in the flow builder, allowing for a more dynamic and personalised user experience. Follow these steps:

1. Add a WhatsApp Flow using a Message Node:

2. In the Flow Builder, select "Send Message" -> "Others" -> "WhatsApp Flow":

• Click "Edit" to open WhatsApp Flow settings.

• In the editing pop-up, enter data such as Body, Button Text, and select your WhatsApp Flow.

• In the "Inputs" section, you can map inputs to existing custom user fields in your Flexito OmniAI account.

• For example:

• Field: Name → Map to Custom Field: {{user_name}}.

• Field: Email → Map to Custom Field: {{user_email}}.

1. (Optional) Set up payload saving to a JSON field to capture user information collected during the flow.

1. Save and Test:

2. Save and test to ensure that the data entered into the user fields matches the bot user data.

Conclusion

WhatsApp Flows is a robust tool for designing and testing automated WhatsApp chat experiences. By following this guide and exploring the features, you can learn how to use this functionality to improve your customer interactions.

Support

If you have any questions or need further help with WhatsApp Flows, feel free to contact Flexito OmniAI support via email at (mailto:).