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WhatsApp Flows are forms that open inside the WhatsApp chat. Customers fill in screens with text fields, dates, choices, photos or documents without leaving WhatsApp. Use them for lead forms, appointment bookings, surveys, sign-ups and orders. Open it from Flows in the left menu.

Create a flow

1

Start

Click to create a flow. Enter the Flow name, choose the WhatsApp account and pick What is this flow for? (the category). You can also Import Flow JSON, or describe the flow and let AI generate it.
2

Build the screens

Add screens and fields in the outline. The live phone preview shows how each screen looks. Fields include:
  • text and links,
  • text inputs (with minimum and maximum characters),
  • dates (with the earliest and latest date),
  • single and multiple choice,
  • photo and document pickers,
  • images and image carousels.
Each field has a Field key: the name its answer is saved under in responses and CRM mapping. Turn on Pass answers between screens for me to carry answers forward automatically.
3

Add dynamic data (optional)

Under Integration Type, choose:
  • Cal.com — Appointment Booking or Calendly — Appointment Booking: the flow shows real free slots and books them. Map the date, time slot, name and email fields.
  • Custom API: your own Slots Endpoint URL and Booking Endpoint URL.
  • Rules-Based Logic Engine: show screens and options based on earlier answers.
4

Save or publish

Save draft to keep working. Publish sends the flow to WhatsApp. Before publishing, AdsEra checks the flow, for example that it has at least one screen and that one screen is marked Last screen. Fix any items it lists.
A published flow can’t be edited on WhatsApp. To change it, create a new version. Old versions can be deprecated.

Send a flow

Answers are saved to the contact and can start a workflow.

The flow list

The list shows each flow’s name, status (Draft, Published or Deprecated), categories, validation result and creation date. Filter it by WhatsApp account or search by name.