WhatsApp Flows lets customers fill out forms, book appointments, and complete multi-step processes entirely inside WhatsApp, no website redirect, no external app. The highest-converting data collection experience on mobile in India.
Until WhatsApp Flows, collecting structured data in WhatsApp required asking questions one at a time and parsing free-text responses, slow, error-prone, and frustrating. Flows changed everything.
Conversion impact: Switching from a question-by-question chatbot to a WhatsApp Flow for lead capture typically improves completion rate by 40–60%. The richer, app-like experience feels more professional and is faster for the customer to complete.
| Use case | Fields used | Industry |
|---|---|---|
| Appointment booking | Date picker, time slots dropdown, service type | Healthcare, automotive, salons, consultants |
| Lead capture form | Name, phone, email, requirement, budget range | Real estate, education, B2B SaaS |
| Loan application intake | Employment type, income, loan amount, tenure | NBFC, banks, fintech |
| Product configurator | Size, colour, quantity, delivery address | D2C, manufacturing, custom products |
| Feedback / CSAT survey | Star rating, multiple choice, open text | All industries |
| Event registration | Name, company, role, session preference | Events, education, corporate |
| Address change / update | Street, city, state, PIN code, landmark | E-commerce, logistics |
Single-line or multi-line text field. Supports input type validation (phone number, email, number). Character limits configurable. Can be required or optional.
Select one option from a list. Up to 200 options supported. Common use: service type, city, product variant, loan type. Much cleaner than sending multiple quick reply buttons.
Select multiple options from a list. Common use: preferred contact times, services interested in, document types. Returns an array of selected values.
Native calendar date picker. Supports min/max date constraints. Returns date in standardised format. Perfect for appointment booking and date-sensitive forms.
1–5 star rating input. Returns numeric value. Commonly used for post-service feedback, NPS surveys, and product ratings.
Display an image within the Flow screen, product photo, instruction diagram, or visual confirmation. Read-only component for providing visual context.
In WA.Expert → Flows → Create New Flow. Give it a name and select the category (lead generation, appointment booking, customer feedback, etc.).
Add screens (pages) to your flow. Each screen can have a header, body text, form components, and a Continue/Submit button. Multi-screen flows navigate forward page by page, customers cannot skip screens.
Drag components from the library onto each screen. Set field labels, placeholders, validation rules (required, format), and options for dropdowns/checkboxes.
When the flow is submitted, where does the data go? WA.Expert sends the form responses to your webhook endpoint, saves to its built-in CRM, or triggers a follow-up WhatsApp message using the collected data as variables.
Publish the Flow (Meta reviews it, usually same day). Then create a WhatsApp template with a Flow button. When the customer taps the button, the Flow opens in full-screen mode inside WhatsApp.
Flow must be published before use: Flows go through a Meta review process before they can be sent to customers. Keep the flow focused and clearly labelled. Meta reviews for spam potential. Approval is typically same-day for legitimate business flows.
WA.Expert's visual Flow builder takes you from concept to live interactive form in under 1 hour. No JSON, no code.