Flows
Multi-screen forms customers complete without leaving WhatsApp.
A flow is a form built from screens that a customer fills in inside WhatsApp — no browser, no link, no app switch.
Use flows for anything structured: a booking, a feedback survey, a lead form, an order detail.
Creating a Flow
Select the WhatsApp account the flow belongs to. You will be asked to "Please select a WhatsApp account" if you skip this.
Click Create Flow and name it.
Build the screens in the flow editor — each screen is one step the customer sees.
Add the fields on each screen: text inputs, choices, dates, uploads.
Save and publish.
Use Search flows to find one once you have several.
Designing Screens That Get Finished
Flows have a much higher completion rate than web forms — but only if they are short.
- One idea per screen. Customers on a phone abandon dense screens.
- Ask only what you will use. Every extra field costs completions.
- Put the easy questions first. Momentum matters.
- Make optional fields obviously optional.
If your flow needs more than four or five screens, it is probably two flows — or a job for a conversation with an agent.
Sending a Flow
A flow reaches customers in three ways:
| Route | Use |
|---|---|
| From a conversation | An agent sends it from the Inbox composer |
| From a template | Attach a flow button to an approved template |
| From a chatbot | A bot step opens the flow |
Responses
Answers come back attached to the customer's conversation, so the agent handling the ticket sees what was submitted without leaving the thread.
To push submissions into your own systems, set a webhook on the flow's Settings tab. It uses the same signed, retried mechanism as web forms — see Web Forms → Settings for the payload, headers and verification.
Syncing
Flows live on Meta's side too. Use Sync to align RateUp with WhatsApp after making changes.
A flow that is edited but not synced still serves the old version to customers. Sync after every change you intend to be live.
Related Pages
- Flow Editor — screens, elements, logic jumps and settings
- Templates — attaching a flow to a message
- Chatbots
- Web Forms — the browser-based alternative