Skip to main content

How to create and use WhatsApp Flows in Wati

Summary

WhatsApp Flows feature allows you to create simple, input-based forms for various use cases like lead generation, surveys, and feedback collection directly within WhatsApp. This article will guide you through creating and using WhatsApp Flows in Wati, from initial setup to collecting user data.

Instructions

Understanding WhatsApp Flows

WhatsApp Flows feature enables you to design interactive forms that users can fill out without leaving the WhatsApp chat. For instance, a customer service feedback form can be presented when a user clicks a "Contact Us" button. This opens a form within WhatsApp where users can enter their information and submit it.

Note: Wati Pro and Business plan customers can create customized input-based forms using a drag-and-drop builder available on the Wati platform.

Prerequisites for using WhatsApp Flows

To use WhatsApp Flows, you need to meet Meta's requirements:

  • Verified Business Portfolio

  • 2000 messaging limit

  • High-Quality Ratings

Tip: Meta no longer requires display name approval to use WhatsApp Flows. However, you still need a messaging limit of 2,000. If your messaging limit is 2,000 or higher, you can submit and use WhatsApp Flows.

How to create a WhatsApp Flow in Wati

1. Navigate to WhatsApp Flows:

  • Log into your Wati account.

  • Go to the Automation > WhatsApp Flows.

2. Start creating a Flow:

  • Click the Continue button on the intro screen.

  • You'll see a page with two predefined templates: Lead Generation and Feedback Form.

  • You can edit these templates, create a new flow from scratch, or duplicate a template to create a new flow.

3. Customize your form:

  • Select a template to access the drag-and-drop builder.

  • Customize the form according to your specific needs.

4. Save or Publish your Flow:

  • Once you've customized the form, you can save it as a draft or click the Publish button to create the new flow.

Note: Published flows cannot be edited. Flows saved as drafts can be edited later and published.

Build flows with dropdown fields

Flow Builder supports dropdown fields, making it easier to collect structured responses.

Dropdown fields support:

  • Up to 200 options

  • Single-select responses

  • Optional required field settings

Build flows with multiple screens

You can create multi-step flows by adding multiple screens.

With multiple screens, you can:

  • Add additional screens to a flow

  • Reorder screens

  • Delete screens that are no longer needed

This helps you create more detailed forms and guide customers through longer workflows.

Ways to send WhatsApp Flows

You can send a published WhatsApp Flow to customers in 2 ways:

  • Through template messages and campaigns: Attach a published WhatsApp Flow to a template message and send it to customers through Campaigns or the Template API. Customers can open and complete the Flow directly from the template message.

  • Through chatbots: Add a WhatsApp Flow node to a chatbot conversation. Configure the node by selecting a published Flow and setting up the message header, body, and button text.

Choose the sending method based on how you want to deliver the Flow to customers.

Send WhatsApp Flows through template messages and campaigns

You can attach a published flow to a template message and distribute it through:

  • Campaigns

  • Template API

To add a flow to a template:

  • Select a published flow.

  • Customize the button text.

  • Save and submit the template.

Customers can open and complete the flow directly from the template message.

Using a WhatsApp Flow in a chatbot conversation

1. Access the Chatbot builder: Open the Chatbot Builder in Wati.

2. Add a WhatsApp Flow node: Add a WhatsApp Flow node to your chatbot conversation flow.

3. Configure the Flow node:

  • Select the created flow from the dropdown menu.

  • Set up the header, body, and button text for the message.

Collecting data from WhatsApp Flow

Wati provides custom attributes to collect the values entered by users in the WhatsApp Flow form:

  • Flow-specific custom attribute: When you create a flow, a custom attribute is automatically generated with the flow name as a prefix. For example, if your flow is named "Leadgen," the custom attribute will be "Leadgen_content." This attribute contains all the data entered in the flow in JSON format.

  • Field-specific custom attributes: Each field in the Flow form also has its own custom attribute, containing the value entered in that specific field.

You can view these custom attributes in the following locations:

  • Team Inbox: In the custom parameter area.

  • Chatbot Builder: In the WhatsApp Flow node section.

Date picker in WhatsApp Flows

Managing bookings, appointments, or follow-ups often means collecting exact dates from customers. The Date Picker in WhatsApp Flows makes this simple by allowing businesses to capture date inputs directly within automated flows. This helps streamline scheduling, confirmations, and any process that requires date-specific information.

Key benefits

  • Simplifies scheduling: Collect dates in a clear, structured way.

  • Automates workflows: Use date inputs for bookings, confirmations, or follow-ups.

  • Plan availability: Date picker in WhatsApp Flows is available for Pro and Business Plan users.

WhatsApp Flows Limits

The number of WhatsApp Flows you can use in Wati depends on your plan:

  • Growth: Includes 0 WhatsApp Flows.

  • Pro: Includes up to 2 WhatsApp Flows.

  • Business: Includes up to 10 WhatsApp Flows.

These limits specify the number of WhatsApp Flows included with each Wati plan.

Frequently Asked Questions (FAQs)

WhatsApp Flows Overview

1. What are WhatsApp Flows in Wati?

WhatsApp Flows are interactive, input-based forms that customers can complete directly within a WhatsApp chat without leaving the conversation. They can be used for lead generation, surveys, feedback collection, bookings, appointments, and other processes that require customer input.

2. What are the requirements for using WhatsApp Flows in Wati?

To use WhatsApp Flows, a business must have a verified Business Portfolio, a messaging limit of at least 2,000, and High-Quality Ratings. Meta no longer requires display name approval for WhatsApp Flows.

3. Which Wati plans support WhatsApp Flows, and how many can each plan use?

The number of WhatsApp Flows included in each Wati plan is:

  • Growth: 0 WhatsApp Flows

  • Pro: Up to 2 WhatsApp Flows

  • Business: Up to 10 WhatsApp Flows

Pro and Business plan customers can create customized input-based forms using the drag-and-drop builder.

Creating and Sending WhatsApp Flows

4. Can published WhatsApp Flows be edited?

No. Published WhatsApp Flows cannot be edited. Flows saved as drafts can be edited later and published.

5. How can I send a WhatsApp Flow to customers?

A published WhatsApp Flow can be sent to customers in 2 ways:

  • Through template messages and campaigns: Attach the Flow to a template message and distribute it through Campaigns or the Template API. Customers can open and complete the Flow directly from the template message.

  • Through chatbots: Add a WhatsApp Flow node to a chatbot conversation and configure the Flow and its message content.

6. What types of fields and screens can I add to a WhatsApp Flow?

WhatsApp Flows support dropdown fields with up to 200 options, single-select responses, and optional required-field settings. You can also create multi-step forms by adding multiple screens, reordering screens, and deleting screens.

WhatsApp Flow Data and Features

7. How does Wati store data collected through a WhatsApp Flow?

Wati automatically creates custom attributes for data collected through a WhatsApp Flow:

  • Flow-specific custom attribute: Contains all submitted form data in JSON format. For example, a Flow named Leadgen generates an attribute named Leadgen_content.

  • Field-specific custom attributes: Each form field has its own custom attribute containing the value entered in that field.

These attributes can be accessed in the custom parameter area of the Team Inbox and the WhatsApp Flow node section of the Chatbot Builder.

8. What can the Date Picker in WhatsApp Flows be used for?

The Date Picker lets businesses collect date inputs directly within WhatsApp Flows. It can be used for bookings, appointments, confirmations, and follow-ups that require customers to provide a specific date. The Date Picker is available to Pro and Business plan users.

Did this answer your question?