Create a WhatsApp Flow

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Note: All form components are optional by default in the current version (6.0). You can design flexible flows that adapt to user behavior without forcing mandatory fields.

✅ Step 1: Navigate to WhatsApp Flows

1. In your dashboard, go to the top navigation bar.
2. Click on WhatsApp Business
3. Click WhatsApp Flows (next to “WhatsApp Templates”).

You’ll land on the Flows Listing Page, which displays all your existing flows with their:

• Name
• Flow ID
• Status (Published / Draft)
• Category
• Actions (Edit/Delete)

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Screenshot reference: First uploaded image shows the flows listing table.

✅ Step 2: Create a New Flow

1. On the Flows listing page, click the Create New Flow button.
2. A modal window will open titled Create New Flow.

🔧 Configure Flow Version

At the top-left of the builder, you’ll see:

WhatsApp Flow Version: [Dropdown menu]

Select the version you want to build for (e.g., 6.0). The latest version supports the most features and components.

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Important: In version 6.0, all input components are optional — users can skip any field.

✅ Step 3: Build Your Flow Screens

Your flow is built screen-by-screen. Each screen acts like a page in a form.

➕ Add a Screen

• Click Add Screen to create a new page.
• Rename the screen by clicking its title (e.g., “Screen 1”) and entering a descriptive name like “Customer Details” or “Order Preferences”.

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Tip: Use clear, business-relevant names to keep your flow organized.

➕ Add Components to a Screen

In the center panel, click Add Component to open the component library.

The available components include:

🖋️ Text & Layout

• TextHeading – Large heading text (e.g., “Welcome!” or “Step 2: Shipping Info”)
• TextBody – Paragraph text for instructions or context (e.g., “Please fill in your contact details below.”)

📝 Form Inputs (All Optional in v6.0)

• TextInput – Single-line text input (e.g., full name, phone number)
• TextArea – Multi-line text input (e.g., feedback, special instructions)
• DatePicker – Date selection widget
• RadioButtonsGroup – Single-choice selection (e.g., “Gender: Male / Female / Other”)
• CheckboxGroup – Multi-choice selection (e.g., “Interests: [ ] Sports [ ] Music [ ] Travel”)
• Dropdown – Collapsible single-choice list
• OptIn – Toggle switch for consent (e.g., “I agree to receive updates”)

📁 File Upload Components

• DocumentPicker – Upload files (PDF, DOC, etc.)
• PhotoPicker – Upload images (JPEG, PNG, etc.)

🏁 Footer Section

Each screen includes a collapsible Footer area at the bottom. Use it to add:

• Legal disclaimers
• Privacy policy links
• Final confirmation messages

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You can duplicate or delete any screen using the action icons next to its name.

✅ Step 4: Preview Your Flow

On the right side of the builder, a mobile preview pane shows your flow in real time.

• As you add or edit components, the preview updates instantly.
• Simulate user interaction to see how the flow behaves on WhatsApp.

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Pro Tip: Keep the preview open while building to ensure a natural, mobile-friendly experience.

✅ Step 5: Save & Publish Your Flow

When your flow is ready:

1. Click Save Flow (bottom-right corner).
2. The system saves your flow as a draft and assigns it a unique Flow ID.
3. To activate it:
   • Return to the Flows Listing Page
   • Find your flow in the list
   • Click Actions → Publish

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Only published flows can be linked to WhatsApp message templates or automation triggers.

🎯 Best Practices

• Minimize steps: Aim for 1–3 screens max to reduce drop-off.
• Use clear labels: Avoid jargon; write like you’re speaking to a customer.
• Group logically: Use headings to separate sections (e.g., “Personal Info” vs. “Order Details”).
• Test thoroughly: Try filling out your own flow before publishing.
• Respect privacy: Only request essential data and include OptIn for marketing consent.

❓Need Help?

If you’re unsure how to structure your flow or which component to use:

• Contact support via the in-app chat
• Refer to our WhatsApp Flow Examples library (coming soon)
• Watch our 3-minute tutorial video

✅ You’re now equipped to build engaging, functional WhatsApp Flows that drive better customer interactions and streamline your workflows!

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Next step: Link your new flow to a WhatsApp template to start collecting responses!