Managing WhatsApp Flows
WhatsApp Flows lets you create interactive forms that customers can fill out directly inside WhatsApp. Use flows to capture leads, collect feedback, book appointments, register users for events, and more — all without leaving the chat.
Flows can be created from scratch using the built-in Flow Builder, generated from pre-built Templates, or synced directly from your Meta Business account.
Accessing WhatsApp Flows
Navigate to WhatsApp Flows > WhatsApp Flows from the sidebar menu.
Flows List Overview
The flows list page displays all your WhatsApp Flows with the following details:
| Column | Description |
|---|---|
| Flow Name | Name of the flow |
| Status | Current status — DRAFT, PUBLISHED, or DEPRECATED |
| Categories | Flow category such as Lead Generation, Sign In, Survey, etc. |
| Submissions | Total number of form submissions received |
| Active | Toggle to enable or disable the flow |
| Created At | When the flow was created |
| Actions | Available actions for the flow |
The top-right corner shows your remaining flow quota (e.g., 36 / 50 Remaining) based on your subscription plan.
Filters and Search
- Use the Filters dropdown to filter flows by status, category, or other criteria
- Switch between Columns and Compact view modes
- Use the Search bar to quickly find flows by name
Creating Flows
There are three ways to create a new WhatsApp Flow:
1. Sync from Meta
Click the Sync from Meta button to import flows that already exist in your Meta Business account. This is useful if you've created flows directly through the Meta Business Suite or WhatsApp Manager.
2. Create from Template
Click Create from Template to open the template gallery.
Available templates include:
| Template | Category | Fields | Description |
|---|---|---|---|
| Lead Capture Form | Lead Generation | 7 | Collect essential information from potential leads |
| Customer Feedback | Survey | 4 | Collect customer satisfaction ratings and feedback comments |
| Event Registration | Sign Up | 6 | Register attendees with dietary preferences and requirements |
| Support Ticket | Customer Support | 4 | Collect support requests with issue details and priority levels |
| NPS Survey | Survey | 3 | Net Promoter Score survey to measure customer loyalty |
| Job Application | Sign Up | 6 | Collect job applications with candidate information |
| Appointment Request | Appointment | 6 | Schedule appointments with service selection and date/time |
| Product Inquiry | Other | 6 | Collect product interest and customer inquiries |
You can optionally provide a Flow Name before creating. If left empty, the template name will be used.
3. Create Custom Flow
Click Create Custom Flow to open the Flow Builder and design your flow from scratch.
Flow Builder
The Flow Builder provides a drag-and-drop interface to design your flow screens and fields.
Flow Settings
At the top of the builder, configure:
- Flow Name — Enter a name for your flow (required)
- Category — Select a category from the dropdown (e.g., Lead Generation, Survey, Sign Up)
- Components — Shows the total number of form components added
Screen Management
Flows can have multiple screens. Each screen represents a page in the form that users will see.
- Click the + button to add a new screen
- Click on a screen tab to switch between screens
- Click the x on a screen tab to remove it
Available Field Types
Drag fields from the left sidebar onto the form canvas:
Input Fields:
| Field | Description |
|---|---|
| Text Input | Single-line text field |
| Text Area | Multi-line text field |
| Date Picker | Date selection field |
Choice Fields:
| Field | Description |
|---|---|
| Dropdown | Select from a list of options |
| Radio Buttons | Single selection from visible options |
| Checkboxes | Multiple selection from visible options |
Other:
| Field | Description |
|---|---|
| Opt-in | Consent/agreement checkbox |
Configuring Fields
Click on any field in the canvas to open the Properties panel on the right side.
Each field has configurable properties:
- Label — Display name shown to the user
- Field Name — Internal identifier used as the key in submitted data
- Required — Toggle whether the user must fill this field
- Options — For choice fields (Dropdown, Radio Buttons, Checkboxes), add or remove options
Builder Actions
- Fullscreen — Expand the builder to full screen for more workspace
- Cancel — Discard changes and go back
- Create Flow — Save and create the flow
Flow Actions
Each flow in the list has an actions menu (three-dot icon) with the following options:
| Action | Description |
|---|---|
| Edit | Open the flow in the Flow Builder to modify screens and fields |
| Submissions | View all form submissions received for this flow |
| Field Mappings | Configure how flow fields map to your CRM contact fields |
| Automations | Set up automated actions triggered by form submissions |
| Preview | Preview how the flow will appear on a WhatsApp device |
| Publish | Publish a draft flow to make it available for sending |
| Clone | Create a duplicate copy of the flow |
| Delete | Permanently delete the flow |
WARNING
Once a flow is Published, it cannot be edited. Make sure your flow is configured correctly before publishing. You can always Clone a published flow to create a new editable version.
Preview
The Preview feature shows how your flow will render on a WhatsApp device. This allows you to test the form layout and user experience before publishing.
The preview displays the flow as it would appear in WhatsApp, including all screens, field labels, and navigation elements.
Sending Flows
Once a flow is published, it can be sent to customers through:
- WhatsApp Campaign — Include flows in your campaign messages
- Live Chat — Initiate a flow during a chat conversation
- Template Bots — Trigger flows automatically through template bot responses
- Bot Flow Builder — Integrate flows into your automated bot workflows
Next: Learn how to manage Submissions, configure Field Mappings, and set up Automations.