WhatsApp Flows: Sign-ups, Bookings and Surveys Without Leaving the Chat
What are WhatsApp Flows? Interactive forms with screens, fields and lists inside WhatsApp for sign-ups, bookings and surveys, and when an AI agent will do.
WhatsApp Flows are interactive forms inside WhatsApp: screens with text fields, dropdowns, choices and date pickers that customers fill in without leaving the chat, with their data arriving neatly structured. They are built in WhatsApp Manager or via the API, and suit sign-ups, bookings, quote requests and surveys.
01What can you build with them?
| Use case | Fields | Result |
|---|---|---|
| Appointment booking | Service, branch, date | A confirmed appointment |
| Course registration | Name, age, level | A new student |
| Quote request | Product, quantity, city | A qualified lead |
| Survey | Rating, choices and a comment | Structured satisfaction data |
| Data update | Address, email | An updated customer profile |
02Flows or an AI agent?
| Criterion | WhatsApp Flows | AI agent |
|---|---|---|
| Data required | Fixed, structured fields | Flexible, depending on the conversation |
| Customer experience | A quick, clear form | A natural conversation |
| Side questions | Doesn't answer them | Answers and carries on |
| Setup | Designing the screens | Feeding it information |
| Best when | You need accurate data | The customer has questions before deciding |
The strongest combination: the AI agent answers the customer's questions, and once they're ready it sends them the form to complete their details accurately.
03Getting started
- Pick one goal: a booking, a sign-up or a quote.
- Keep the fields to the minimum.
- Build the form in WhatsApp Manager or through your platform.
- Send it inside a reply or as part of an approved template.
- Link each submission to an action: an appointment, a deal or a tag.
Ask the Modeer 360 team about WhatsApp Flows support on your plan and how to link responses to the customer profile.
04Design tips
- Two or three screens at most.
- Ready-made choices instead of typing wherever possible.
- A clear button label: "Book" is better than "Submit".
- An instant confirmation message after submission.
05What happens after submission?
A form's value lies in what happens next: an appointment is created, a deal opens at the "Quote" stage, or the customer is given a lead score. A form with no action is just data in a spreadsheet.
Key takeaways
- Flows are forms with screens and fields inside WhatsApp.
- They suit bookings, sign-ups, quotes and surveys.
- Combine them with an AI agent: the agent answers, and the form collects the data.
- Link every submission to an action in your CRM.
Frequently asked questions
Are Flows available in the WhatsApp Business app?
Flows are a feature of the WhatsApp Business Platform (API).
Do I need a developer?
Simple forms are built in WhatsApp Manager without code, while advanced ones connected to your systems may need an integration.
Do they work on every device?
They work on recent versions of WhatsApp on mobile.
- #WhatsApp Flows
- #Forms inside WhatsApp
- #WhatsApp registration
- #Booking inside WhatsApp