WhatsApp Flows (forms)

WhatsApp Flows are forms that open inside WhatsApp. Customers can book an appointment, sign up or answer a survey without leaving the chat. They’re under Settings → Flows.

Create a flow

1. Click Add Whatsapp Flow.
2. Enter a Flow Name, then choose a Category (e.g. Appointment Booking, Lead Generation, Survey), a Channel and a Use Case.
3. Pick a starting point: Custom Flow, or a built-in template such as Contact Form or Appointment Booking.
4. Design Screens: drag fields onto each screen.
5. Review & Save, then Upload JSON. The flow is now a Draft. Use Preview to try it.
6. Go Live: click Publish.

Caution

You can’t edit a published flow. To change it, create a new flow and publish that instead.

Field types

Group	Fields
Text	Heading, Subheading, Body Text, Embedded Link
Inputs	Text Input (text, number, phone, password or passcode, with optional validation pattern and helper text), Text Area, Date Picker
Choices	Dropdown, Checkboxes, Radio Buttons, Yes/No Toggle
Media	Image, Photo Picker, Document Picker

Every field has a Label and a Required option. The button at the bottom of a screen can Complete the flow, Navigate to another screen, Open URL or exchange data.

Send a flow

• In a template: add a Flow button when you create the template.
• In chat: Attach → Interactive → Flow (within the 24-hour window).
• In a workflow: use the Message action with type Flow.

Read responses

Click Responses on a flow to see each contact’s answers. Answers are also available as variables in workflows, so you can react to them automatically, for example by tagging leads with a high budget.

Library

The Library Whatsapp Flows tab has ready-made flows. Click Add to My Flows to use one. If you’ve created flows directly in Meta, click Sync Whatsapp Flows to bring them in.