WhatsApp Flow Builder
The WhatsApp Flow Builder lets you create visual automation flows for your WhatsApp conversations. Design chatbot sequences, auto-replies, drip campaigns, and complex branching logic using a drag-and-drop canvas.
Getting Started
- Navigate to Admin > Broadcast > Flows to see your list of flows.
- Click New Flow and enter a name and description.
- You will be taken to the Flow Builder canvas.
- Drag nodes from the right sidebar onto the canvas.
- Connect nodes by dragging from an output port (green circle) to an input port (blue circle).
- Click a node to edit its configuration inline, or use the ⋮ menu > Edit for full settings.
- Click Save to persist your flow.
Trigger (Starting Step)
Every flow starts with a Trigger node. The trigger determines when the flow starts executing. Available trigger types:
- New conversation — Fires when a new WhatsApp conversation is initiated by a contact.
- Text contains specific keywords — Fires when an incoming message contains one of the specified keywords (e.g., "hello", "pricing", "help").
- Contact has specific tags — Fires when a contact with certain tags sends a message.
- Contact has been affected to a pipeline — Fires when a contact enters a specific pipeline stage.
- Advanced Short response — Fires on short keyword-based replies (e.g., "1", "yes", "no").
- Manual — The flow must be triggered manually by an agent.
Canvas Controls
- Zoom In / Out — Use the + and − buttons or scroll wheel to zoom.
- Fit to Screen — Centers and scales the canvas to show all nodes.
- Lock Canvas — Prevents accidental panning, zooming, and node dragging.
- Delete — Removes the currently selected node.
- Minimap — A small overview map in the bottom-right corner showing all nodes.
Flow Status
Flows can be Active or Inactive. Use the toggle in the top bar to activate/deactivate a flow. Only active flows will process incoming messages.
