> ## Documentation Index
> Fetch the complete documentation index at: https://docs.adsera.in/llms.txt
> Use this file to discover all available pages before exploring further.

# WhatsApp Flows

> Build in-chat forms on WhatsApp (lead forms, bookings, surveys, sign-ups) with a visual builder and a live phone preview.

**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.

> [!WARNING]
>
> A **published** flow can't be edited on WhatsApp. To change it, create a new version. Old versions can be **deprecated**.

## Send a flow

* in a [template](https://docs.adsera.in/help/template/wa.md) with a flow button,
* from a [workflow](https://docs.adsera.in/help/automation/workflows.md),
* as an [Addy](https://docs.adsera.in/help/ai/addy.md) quick action,
* or from **Chat**.

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.


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