How to Create a WhatsApp Flow Form in ZazzyAgent

A WhatsApp Flow lets you build an interactive form that opens inside the WhatsApp conversation.

Instead of sending a customer to a website to fill out a form, you can ask for information directly inside WhatsApp.

For example:

What type of service do you need?

Consultation

Installation

Repair

The customer can then continue through additional screens and submit the information without leaving WhatsApp.

WhatsApp Flows are useful for lead capture, appointment requests, surveys, onboarding, support requests and other structured processes.

What you can build

A WhatsApp Flow can collect information such as:

• Name

• Email

• Phone number

• Preferences

• Multiple-choice answers

• Dates

• Longer text responses

You can also use the collected information in your broader ZazzyAgent automation.

For example:

WhatsApp Flow

→ Collect lead details

→ Save information

→ Start automation

→ Notify your team

Before you begin

You should already have:

• A connected WhatsApp account

• Access to WhatsApp Flows in ZazzyAgent

• A clear purpose for the form

• A list of information you actually need from customers

Don't start by adding every possible field.

First decide what the customer needs to complete.

Step 1: Open WhatsApp Flows

Open your WhatsApp setup in ZazzyAgent.

Go to the WhatsApp Flows section.

Click Create.

The exact menu placement may vary slightly as the dashboard evolves, but the flow builder is the area where you create and manage your WhatsApp interactive forms.

Step 2: Enter the basic flow information

Give the flow a useful name.

Example:

Appointment Request

You can also assign an appropriate category.

Good names make your account much easier to manage later.

Instead of:

Flow 12

use:

New Customer Registration

Step 3: Set the Screen Unique Name

A WhatsApp Flow can contain screens.

Each screen should have a unique internal identifier.

For example:

customer_details

or:

appointment_date

This identifier is particularly useful when the flow interacts with APIs or other systems.

Use simple, meaningful names.

Avoid:

screen1
test
abc

when the flow will eventually contain many screens.

Step 4: Add the form title

Give the customer a clear title.

Example:

Book a Consultation

The title should immediately tell the customer what the form is for.

Step 5: Choose the reply after submission

ZazzyAgent provides a Reply Sent After Form Submit option.

This determines what happens after the customer submits the form.

For example:

Thanks! We received your request. Our team will contact you shortly.

You can select an existing reply or create the appropriate response.

Step 6: Add form components

Use the visual builder to add the fields required for your process.

Common components include:

Header

Use it to divide or introduce sections.

Text Field

Use it for short information.

Examples:

Name

Company

Order number

Text Area

Use it when the customer needs to provide a longer response.

Example:

Please describe your issue.

Radio Group

Use it when the customer should select one option.

Example:

Preferred contact method

• WhatsApp

• Phone

• Email

Checkbox Group

Use it when more than one option can be selected.

Example:

Which services are you interested in?

• Installation

• Maintenance

• Training

Select

Use it when the customer should choose from a dropdown-style list.

Date Field

Use it to collect a date.

For example:

Select your preferred appointment date.

Submit Button

The customer needs a submission action at the end of the form.

A Submit Button is required before the form can be saved successfully in the current flow builder.

Step 7: Keep the form short

Don't turn a WhatsApp Flow into a giant application form.

Ask for the information you actually need.

Instead of asking:

• Full name

• Nickname

• Age

• Gender

• Address

• Alternate phone

• Email

• Company

• Job title

• Industry

• Website

• Budget

• Preferred day

• Preferred time

• Additional notes

ask only for information necessary for the next step.

A shorter flow is usually easier for customers to complete.

Step 8: Decide what happens with the submitted data

Collected information can become much more useful when it is connected to the rest of your ZazzyAgent setup.

Depending on the workflow, submitted information can be stored using customer fields, sent to external systems or used by later automation.

For example:

WhatsApp Flow
      ↓
Name
Phone
Service
Date
      ↓
Customer data
      ↓
Follow-up automation

Step 9: Connect an HTTP API when needed

An HTTP API can be associated with the WhatsApp Flow for advanced workflows.

This is useful when the form needs to communicate with another system.

Examples:

• CRM

• Booking system

• Internal application

• Lead-management platform

• Business database

You don't need an API for a simple form.

Use one when the collected information needs to interact with another system.

Step 10: Save the flow

Save your flow after building the form.

Do not assume that your work is saved automatically.

Step 11: Preview the flow

Use the available Preview Flow option before publishing.

Check:

• Titles

• Questions

• Options

• Field order

• Required information

• Submit button

• Customer experience

The current flow-management interface provides a preview option before publishing.

Step 12: Publish

When the flow is ready, publish it.

Publishing makes the flow available for the supported WhatsApp workflow where you connect it.

A flow being created is not the same thing as a flow being published.

How do I send the WhatsApp Flow?

Creating a flow and sending a flow are separate steps.

You can connect a flow to different entry points, such as:

• A chatbot flow

• A button

• A WhatsApp template

• A broadcast workflow

• Live Chat

• A webhook workflow

See How to Send a WhatsApp Flow From Your Website Form for the website-to-WhatsApp use case.

Example: Lead qualification

A simple lead form might ask:

Name

↓

What are you interested in?

↓

Budget

↓

Preferred callback date

↓

Submit

After submission:

Thanks! Our sales team will contact you.

The submitted information can then be used to qualify the lead and trigger the next automation.

Example: Appointment request

Book Appointment
        ↓
Choose Service
        ↓
Choose Date
        ↓
Enter Name
        ↓
Submit
        ↓
Confirmation

This is much more structured than asking the customer to type several answers into separate messages.

Example: Customer support request

Support Request
       ↓
Select Issue Type
       ↓
Enter Order Number
       ↓
Describe Problem
       ↓
Submit
       ↓
Support Team

This gives the support team structured information before they handle the conversation.

Common mistakes

No Submit Button

The flow can't be completed correctly without the submission control.

Too many fields

Customers abandon complicated forms.

Unclear field labels

Use:

Order Number

instead of:

Enter Information

Poor screen names

Use meaningful internal identifiers.

Publishing without testing

Always preview and test the flow first.

Creating the flow but never connecting it

A WhatsApp Flow still needs a mechanism that launches it.

The important distinction

Think about WhatsApp Flows in three stages:

Build

Create the form.

Publish

Make the form available.

Trigger

Connect it to the experience that sends it to the customer.

All three are important.