# 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: ```text customer_details ``` or: ```text appointment_date ``` This identifier is particularly useful when the flow interacts with APIs or other systems. Use simple, meaningful names. Avoid: ```text 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: ```text 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](https://blog.zazzyagent.com/send-whatsapp-flow-from-website-form-zazzyagent) 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 ```text 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 ```text 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.