Create a WhatsApp Flow  

You can create a Flow either of your own or by selecting from the pre-built template.

Step-by-Step Instructions

1. Go to your system CloudCX installation domain, and log in with the admin account.

2. From the left navigation menu, go to Automation> Flow Builder  > Flows.

3. Click on the “+” button to create a new flow.

Open

4. Select Wait for incoming WhatsApp message that will trigger your WhatsApp flow. Then click Next.

Open

5. The New Flow page appears. If you want to create a custom flow, you can click Create your own to create; If you'd like to collect lead info via the Flow, you can select the Lead Generation template, and click Create. To learn more on the templates, see Flow Templates4.1 Flows Setup | Flow Templates. We'll take the Create your own flow as a sample.

The Flow builder page is displayed with a Start Action. To learn more about these actions, see Flow Actions Create one WhatsApp Automation Flow | Flow Actions.

6. In the Flow builder page, click the flow name on the top right to customize your flow’s information. You can create a name for the flow, and add the description for this flow.

7. Click the Start action to select a WhatsApp account for this flow. If there is no account can be selected, click Setup a WhatsApp Channel Account switch to Inbox > Channel > WhatsApp to add WhatsApp account first, you can find more details from WhatsApp 3.1.4 WhatsAPP.

8. You can do one of the following to add actions:

• Select and drag the flow action from the left Add Step menu to the Flow Builder area and connect them in a guided workflow.

• Click the “+” in the Start action and select an action to add.

9. When you select an action, you can do the following:

• Click button to copy an action.

• Click button to delete the action.

• Click button to add a next step action.

10. You can add flow actions based on your request, you can find more details about flow actions from Flow Actions Create one WhatsApp Automation Flow | Flow Actions.

11. Now, you can click Publish to publish the Flow. After publishing this flow, this flow will be triggered when a customer sends messages to this WhatsApp account.

Flow Actions

Your Flow building process revolves around the set of actions connected in a guided workflow, whether you build a custom flow or from a template. Only agents who have permission can use these Actions to build a Flow.

Send Content

In Send Content actions, you can do the following:

• Text:

  • Input a text, the text can add special characters and insert dynamic info.

  • (Optional) Enable the action Wait for a response, set the timeout duration for this interactive action, and select or create a variable for customer’s response.

• Media:

  • Select the media type, the media supports Image, Audio, Video, File, Location.

  • Input the media URL, the media URL can be opened, and the media can be downloaded from the URL.

  • (Optional) Input the caption for the media.

  • (Optional) Enable the action Wait for a response, set the timeout duration for this interactive action, and select or create a variable for customer’s response.

• Interactive:

  • Select the option type, the option supports Reply buttons and List.

  • (Optional) If you choose Reply buttons, select the Header type, the header supports Text, Image, Video, and Document.

  • Fill in the Header. If the Header type is Image, Video, or Document, you need to input the image, video or document URL to the Header URL.

  • Input a message to the Body, the message with a maximum of 1024 characters.

  • (Optional) Fill in the Footer.

  • Add options, if you choose Reply buttons, you can add up to 3 options; if you choose List, you can add up to 10 List items in one section or in more than one sections.

  • Enable the action Wait for a response, set the timeout duration for this interactive action, and select or create a variable for customer’s response.

• Template:

  • Select and click a template under this WhatsApp account. Also, you can select a language in L

  • (Optional) Enable the action Wait for a response, set the timeout duration for this interactive action, and select or create a variable for customer’s response.

Collect Info

Flow Operations

In Flow Operations actions, you can do the following:

• Reassign Ticket:

  • Reassign the ticket to a specific agent, chat queue, or reassign the ticket based on the Inbox's routing rules.

• Branch:

  • Click Add new branch to enter the new branch edit page.

  • Define the logical expression, you can use meet all, meet any, or use logic expression to trigger the branch.

  • Click button to add a condition for the branch to trigger.

• Date/Time:

  • Select a Timezone for this WhatsApp flow.

  • Click Add new branch to enter the new branch edit page.

  • Fill in a name in Condition Name.

  • Select Within or not for the below data and time.

  • Configure the time, weekday and date. If you don’t configure any data in time, weekday and date, the time in this condition is Always.

  • (Optional) Click New OR Rule to add a new time in this condition.

  • (Optional) Click Add new branch to add another condition and configure time.

• Let AI Agent answer: Transfer the WhatsApp conversation to an AI Agent. For more settings, please click Set AI Agent live for chat to learn more.

Advanced

In Advanced actions, you can do the following:

• Set value:

  • You can set a certain value for the variable, or input “{{“ to awake the Variable selector to select a variable as the value, the value will be displayed in Collected Leads 4.1 Flows Setup | Collected Leads.

• Send an email:

  • Configure the pre-defined email, the system will automatically send an email when it gets the visitor’s information.

• HTTP Request:

  • You can make an HTTP Request component that includes triggering a webhook and fetching variables.

• Webhook:

  • You can create a webhook request step that notifies the system about events that occur in an external system, and we will generate a URL that accepts POST calls with JSON-formatted payload.