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.

Allow to edit the screens for published WhatsApp flow

You can now update the screens of your published WhatsApp flows directly from the dashboard! 

With the new "Edit Screens" option, making changes is smoother than ever, there is no need to unpublish or interrupt your live workflows.

This feature helps you stay agile and make real-time improvements effortlessly.

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.

Populating Sign-Up Forms with Custom User Fields

You can now populate sign-up forms with custom user fields directly within the flow builder. This allows for a more dynamic and personalized user experience. Follow these steps:

1. Add a WhatsApp Flow using a Message Node:

   • Within the Flow Builder, select "Send Message" -> “Others” -> “WhatsApp Flow”:

• Click "Edit" to open WhatsApp Flow settings

• On the editing pop up, enter the data such as Body, Button Text and select your WhatsApp Flow:

• In the "Inputs" section, you will see an option to map the inputs to existing custom user fields in your UChat account.

• For example:

  • Field: Name → Map to Custom Field: {{user_name}}.

  • Field: Email → Map to Custom Field: {{user_email}}.

2. (Optional) Configure payload saving to a JSON field to capture user information collected during the flow.

3. Save and Test:

   • Save and test to ensure that the data entered into the user fields matches the bot user data.

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.