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Integrating WhatsApp Flows with WideBot Flow Builder

Fatma Sayed
Updated

WhatsApp Flows allow you to add pre-built, interactive elements to your WideBot conversations, all within the familiar WhatsApp experience.

WhatsApp Flows (2).png

 

Prerequisites

Before you begin, ensure you have the following:

  1. Verified WhatsApp Business Account: Ensure you have a verified account with "Business-initiated messages" enabled.
  2. WhatsApp Business Policies: Familiarize yourself with WhatsApp's guidelines to ensure compliance.
  3. Published WhatsApp Flows: Create and publish desired flows in WhatsApp Business Manager.
  4. WideBot Platform Access: Have an account and access to the WideBot platform.
  5. Connected WhatsApp Channel: Connect your WhatsApp channel within WideBot.

 

Key Functionalities

  • Selection: Choose a published WhatsApp flow to integrate into your WideBot interaction.
  • Mapping: Map user responses from the WhatsApp flow to relevant attributes within WideBot.
  • Review: Access and review customer responses captured through completed flows in the WideBot inbox.

 

Step-by-Step Guide

Step 1: Initiate Flow Creation in WideBot

  1. Open the WideBot platform and navigate to the Flow Builder. 
  2. Start a new flow or select an existing one to edit.
  3. Click on "WhatsApp Flows" from the message types available in the flow.

click on flows_WB.png

 

Step 2: Customize Flow Elements

  • Header

You can add a header to the question, which can display up to 60 characters.

  • Text: 60 characters maximum
  • Image: 5 MB maximum size
  • Video: 16 MB maximum size
  • PDF: 100 MB maximum size
  • Optional: You can choose "None" to remove the header text area.

header_WB (1).png

  • Body

Make sure to add text to guide your users through the options.

1024 characters maximum 

body_WB (1).png

  • Footer (optional)

You can add additional information at the bottom of the flow with up to 60 characters.

footer_WB (1).png

  • Button Title

Add the text for the button you will offer as a quick reply, keeping it within the 25 characters limit.

Button title_WB (1).png

 

Step 3: Previewing 

You'll see a list of flows you've already created (created and published beforehand in the WhatsApp Business Manager).

Each listed flow offers a preview link or option to view its details. This allows you to understand the flow's structure before selecting it.

Preview_WB (1).png

 

Step 4: Select a Published Flow

Once you've chosen the appropriate flow, select it to integrate it into your Monty journey.

Select flow_WB (1).png

Notes:

  • If your WhatsApp channel isn't connected, you'll see a prompt to connect it.
  • If you don't have any published flows, please refer to this help document that explains how to create them in WhatsApp Business Manager.
  • Only flows with a "good health" status (not throttled or blocked) will be selectable.

 

Step 5: Mapping User Responses

After selecting a flow, the system will automatically retrieve the expected user responses (payload answers) from the chosen flow.

A mapping interface will be presented, allowing you to map each expected response to a corresponding attribute within your WideBot platform.

 

Mapping Steps:

  1. Click on “Map Inputs to Attributes” after selecting your flow.

Mapping_WB (1).png

  1. Click the “{{Attribute}}” field.

Select the “{{Attribute}}” field. (3).png

  1. Select “User Attributes”

Select “User Attributes” (2).png

  1. Type the desired “Attribute Name” for mapping.

Type the desired “Attribute Name” for mapping. (2).png

  1. Click the “+Add New Attribute” button.

Click the “+Add New Attribute” button (3).png

  1. Choose the attribute type, such as "Text" or "Date", based on the documentation for supported attribute types.

Choose the attribute type, such as Text (2).png

 

Example Scenario

Screen 1: Get Started

 Screen 2: Questions

Question 1: Would you recommend us to a friend?

  • Attribute: recommendation
  • Type: Single choice (Text)

Question 2: How could we do better?

  • Attribute: improvementSuggestions
  • Type: Text (Text)

Question 3: How satisfied were you with the overall shopping experience?

  • Attribute: overallSatisfaction
  • Type: Single choice (Text)

Question 4: How easy was it to find the product you were looking for?

  • Attribute: productFindEase
  • Type: Multiple choice (Text)

Question 5: Is there anything we can do to improve your experience in the future?

  • Attribute: futureImprovements
  • Type: Text (Text)

Refer to the documentation for supported attribute types (e.g., Text, Date) to ensure proper mapping.

Note: You cannot proceed without mapping all required attributes.

 

Step 6: Integrating the Flow

Once the mapping is complete, the selected WhatsApp flow becomes part of your WideBot interaction.

_mapping is complete (1).png

Users will be directed to the chosen WhatsApp flow, where they’ll interact with pre-defined screens and provide responses in WhatsApp.

_Integrating the Flow (2).png

 

Step 7: Reviewing Responses

Each completed flow will appear as a separate entry in the WideBot inbox with the following information:

  • Flow name
  • Completion date
  • A "View answers" button to access a pop-up with detailed flow responses.

Inbox Preview (1).png

Response Details (2).png

 

Tips for Successful Flow Integration

  1. Ensure Accurate Mapping: Make sure user responses are correctly linked to WideBot attributes.
  2. Monitor Flow Health: Regularly check your WhatsApp flow status in Business Manager and update as needed for a smooth experience.

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