WhatsApp Flows is a feature currently under development that enables you to create automated chat sequences specifically for WhatsApp interactions. These flows guide users through predefined steps, improve response efficiency, and enhance customer engagement.

1. Navigate to the "Chatbot" section within your NewAge Ai workspace.
2. Select "Content" from the available options.
3. Under "Content," locate and click on "WhatsApp Flow."

1. Click on "Create Flow" to initiate the creation process.
2. Provide a name for your flow (e.g., "Lead Signup").
3. Choose a category that best describes your flow's purpose (e.g., "Lead Generation").
4. Click "Create" to confirm and proceed.

• Welcome Screen: Edit the text, heading, and content displayed on the initial screen that greets users.
• Adding Interactive Elements: Utilize the editor to incorporate interactive elements like text capture fields (name, email, etc.) with desired input types (text, number, etc.) and optional requirements.
• Building a Multi-Screen Flow: Construct a flow with multiple screens by adding new screens and guiding users through a sequence of interactions.

You can now update the screens of your published WhatsApp flows directly from the dashboard! 

With the new "Edit Screens" option, making changes is smoother than ever, there is no need to unpublish or interrupt your live workflows.

This feature helps you stay agile and make real-time improvements effortlessly.

• Flow Preview: Utilize the eye icon to preview your flow's appearance and functionality from a user's perspective.
• Testing the Flow: Engage in a test interaction with the flow to ensure it functions as intended.
• Publishing the Flow: Click in “Publish” and “Confirm”

1. Within the Flow Builder, select "Text Note" under the "Omni Channel" section.
2. Choose "WhatsApp Cloud" followed by "WhatsApp Flows" from the available options.
3. Edit the message content displayed after the WhatsApp flow is completed (e.g., "Sign up today").
4. Select the desired call to action text (e.g., "Claim Access Now").
5. Associate your created WhatsApp flow ("Lead Signup" in this example) with this step.
6. (Optional) Configure payload saving to a JSON field named "data" to capture user information collected during the flow.

You can now populate sign-up forms with custom user fields directly within the flow builder. This allows for a more dynamic and personalized user experience. Follow these steps:

1. Add a WhatsApp Flow using a Message Node:
   • Within the Flow Builder, select "Send Message" -> “Others” -> “WhatsApp Flow”:

• Click "Edit" to open WhatsApp Flow settings

• On the editing pop up, enter the data such as Body, Button Text and select your WhatsApp Flow:

• In the "Inputs" section, you will see an option to map the inputs to existing custom user fields in your NewAge Ai account.
• For example:
  • Field: Name → Map to Custom Field: {{user_name}}.
  • Field: Email → Map to Custom Field: {{user_email}}.

1. (Optional) Configure payload saving to a JSON field to capture user information collected during the flow.

1. Save and Test:
   • Save and test to ensure that the data entered into the user fields matches the bot user data.

WhatsApp Flow nodes aren't limited to the WhatsApp channel. If your bot is built on Omni-Channel, you can use the same node across other supported channels, such as Webchat, Messenger, and Instagram, etc. On non-WhatsApp channels, the Flow will automatically convert into a button template message. When a user taps the button, the Flow’s form opens in a web view, allowing the user to fill it out and submit it just as they would within a native WhatsApp Flow. The submission is processed in the same way, no matter which channel it comes from.

This means you can build a WhatsApp Flow once and reuse it across every channel your bot supports, instead of rebuilding separate forms per channel.

Channel | How the Flow renders | User interaction

WhatsApp | Native WhatsApp Flow | Opens WhatsApp's built-in Flow UI

Webchat / other channels | Button template message | Tapping the button opens the Flow's form in a web view

• Tapping the button opens the same form you configured in the Flow builder, including any newer field types and images used in the Flow.
• On submit, the data is captured and passed back into the bot the same way a native WhatsApp Flow submission is; no separate mapping or logic is needed per channel.

1. Preview— using webchat 

1. Click Start button — opens a web view form 

1. Web View — open form in a new tab

1. Successful submission confirmation 

If you have any questions or require further assistance with the WhatsApp Flows in general, feel free to contact NewAge Ai support on email ticket@NewAge Ai.com.au.