Create a WhatsApp flow in 5 minutes or less

Product: Whatsapp Customer Engagement

Using WhatsApp Customer Engagement, you can create a flow in 5 minutes or less. A flow is a sequence of steps that you can use to interact with or collect your users’ information. For example, you can create a flow to collect a user’s name, email, and phone number. You can also create a flow to perform identity validations such as validating user’s document identification, driver’s license, collect your user’s digital signature, or other available validations in our validation suite.

Creating flows

To use a flow, you need to create a flow template. A flow template is a reusable flow that you can use on one of our integrations, such as WhatsApp, Web, and app. You can create a flow template using Customer Engagement Dashboard.

Create a flow template using Customer Engagement Dashboard

To create a flow template using Customer Engagement Dashboard, follow these steps:

  1. Once you are in our products’ dashboard, click the Open button in the Whatsapp Customer Engagement product.
    accounts dashboard
  2. Click on the Create New Process button.
    new flow
  3. Select Blank Template.
    new flow option
  4. Click on the Continue button.
  5. In the tab Flow creation add the steps you want to use in your flow considering your use case, using our drag & drop flow builder’s steps. For example, you can add a step to collect a user’s name, email, and phone number or steps to perform the validations your user needs to complete. For more information please visit How to Use WhatsApp to Validate Identity guide.
    drag and drop flowbuilder

Saving your flow template

Once you have created and configured your flow template, you can:

  • Save it as a draft (option save without publishing)
  • Save the template and publish it
  • Test the flow template (only if you have saved it)
web & app flow configuration

Configure the flow template using WhatsApp

Click the Flow config tab, in order to configure the flow using the communication channel WhatsApp you need to configure the General tab, you can set the identity process expiration time here.

whatsapp flow configuration

NOTE: The identity process expiration time has a shelf life of 2 hours by default and its maximum shelf life is 24 hours. The identity process expiration time is the time that the user has to complete the flow. If the user does not complete the flow within the time limit, the flow will expire and the user will have to start the flow again. The identity process expiration time can be configured in the Flow config tab.

Testing the flow template using an Inbound message

Once you have configured and saved your flow template, you can test it using an inbound message. To do this, follow these steps:

  • Click the Test conversation button in the upper right side of the screen
  • Select the Chatbot phone option, this is your waba line
  • Enter the message you want to set as Inbound message to trigger the chatbot
  • Click the continue button
test flow
  • Copy the autogenerated link and paste it in a new tab in your browser or
  • Click the Open preview button
test flow

Get Results of process

  • You can get the process (or flow) results with a query to the truora’s API or from the dashboard. For more information, please see Guide to Get Results.

  • To get process (or WharsApp flow) result automatically, you must subscribe webhooks. For more information, please see Webhooks guide.