WhatsApp Flows

WhatsApp Flows is a feature currently under development that enables you to create automated chat sequences specifically for WhatsApp interactions. These flows guide users through predefined steps, improve response efficiency, and enhance customer engagement.

Accessing WhatsApp Flows

1. Navigate to the "Chatbot" section within your UChat workspace.

2. Select "Content" from the available options.

3. Under "Content," locate and click on "WhatsApp Flow."

Open

Creating a New WhatsApp Flow

1. Click on "Create Flow" to initiate the creation process.

2. Provide a name for your flow (e.g., "Lead Signup").

3. Choose a category that best describes your flow's purpose (e.g., "Lead Generation").

4. Click "Create" to confirm and proceed.

Open

Customizing Your WhatsApp Flow

• Welcome Screen: Edit the text, heading, and content displayed on the initial screen that greets users.

• Adding Interactive Elements: Utilize the editor to incorporate interactive elements like text capture fields (name, email, etc.) with desired input types (text, number, etc.) and optional requirements.

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

Testing and Previewing Your Flow

• Flow Preview: Utilize the eye icon to preview your flow's appearance and functionality from a user's perspective.

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

• Publishing the Flow: Click in “Publish” and “Confirm”

Connecting the WhatsApp Flow to Your SubFlow

1. Within the Flow Builder, select "Text Note" under the "Omni Channel" section.

2. Choose "WhatsApp Cloud" followed by "WhatsApp Flows" from the available options.

3. Edit the message content displayed after the WhatsApp flow is completed (e.g., "Sign up today").

4. Select the desired call to action text (e.g., "Claim Access Now").

5. Associate your created WhatsApp flow ("Lead Signup" in this example) with this step.

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

Conclusion

WhatsApp Flows provides a powerful tool for designing and testing automated WhatsApp chat experiences. By following this guide and experimenting with the features, you can gain valuable insights into how to leverage this functionality to enhance your customer interactions.

Support

If you have any questions or require further assistance with the WhatsApp Flows in general, feel free to contact UChat support on email ticket@uchat.com.au.