How to Send a WhatsApp Flow in ZazzyAgent
Creating a WhatsApp Flow is only part of the process.
You also need to decide:
How will the customer open this Flow?
ZazzyAgent supports several ways to launch WhatsApp Flows depending on the use case.
A Flow can be started from a chatbot interaction, a button, a template-based message, Live Chat or an external webhook workflow.
Method 1: Start from a chatbot keyword
This is useful when the customer initiates the process.
Example:
Customer sends:
booking
Your chatbot responds with the WhatsApp Flow.
Use this for
Appointment requests
Registration
Lead capture
Quote requests
Support forms
A simple architecture is:
Customer sends "booking"
↓
Bot Reply
↓
WhatsApp Flow
↓
Form Submission
Method 2: Start from a button
A customer may first receive a message containing an interactive button.
For example:
Ready to book your appointment?
Book Now
The button starts the relevant flow.
This creates a very natural customer journey:
Message
→ CTA
→ WhatsApp Flow
Method 3: Start from a WhatsApp template
Templates can be useful when the business needs to initiate or resume an interaction under WhatsApp's messaging rules.
A template can contain an appropriate button that leads into the flow.
The customer's button interaction can then launch the connected WhatsApp Flow.
This is particularly useful for structured actions such as:
Booking
Verification
Confirmation
Follow-up
Lead qualification
The current reference workflow supports launching WhatsApp Flows from template buttons and specifically uses a CTA or Quick Reply button as the connection point.
Method 4: Start from a broadcast
A WhatsApp broadcast can be used to reach a group of customers with an interactive action that leads into a Flow.
For example:
We have updated our service plans.
Compare Plans
The customer selects the option and enters the WhatsApp Flow.
This can turn a broadcast from a one-way message into an interactive experience.
Method 5: Start from Live Chat
An agent can manually launch a WhatsApp Flow during a customer conversation when supported by the Live Chat interface.
This is useful when the agent knows:
This customer needs to complete a form.
Example:
Customer:
I want to book a demo.
Agent:
Sure. Please complete this quick form.
The agent launches the appropriate Flow.
The current platform workflow supports manually sending a flow from Live Chat.
Method 6: Start through Webhook Workflow
This is particularly powerful.
A website form can send information to a ZazzyAgent webhook.
ZazzyAgent receives the submission and can trigger the WhatsApp Flow for that customer.
Example:
Website Form
↓
Webhook
↓
ZazzyAgent
↓
WhatsApp Template
↓
WhatsApp Flow
This is useful for:
Website lead forms
Appointment requests
Quote requests
Landing pages
External applications
See Send a WhatsApp Flow From Your Website Form.
Method 7: Start from a catalog-related interaction
Where your WhatsApp catalog workflow supports it, a product interaction can lead into a structured WhatsApp Flow.
For example:
Product
→ Request Information
→ WhatsApp Flow
→ Customer details
This is useful when product interest needs to become a qualified lead.
Choose the right trigger
Use:
Keyword
When the customer already knows what they want.
Button
When you want to guide the customer.
Template
When the business needs to initiate the interaction through an approved WhatsApp message.
Broadcast
When you want many customers to enter the same structured journey.
Live Chat
When a human agent wants to collect structured information.
Webhook
When another system should start the WhatsApp experience.
Example: Website lead
Customer submits:
Request a Demo
on your website.
Your website sends the data to ZazzyAgent.
ZazzyAgent sends the customer a WhatsApp message.
Customer taps:
Complete Request
The WhatsApp Flow opens.
That's a complete website-to-WhatsApp journey.
Example: Sales follow-up
Customer receives a WhatsApp template:
We'd love to understand what you're looking for.
Tell Us More
Customer taps the button.
The Flow asks:
Company size
Requirement
Budget
Preferred contact time
The business receives structured information without asking the customer to type everything manually.
Important: Create the Flow first
Before connecting a Flow to a trigger, make sure:
The WhatsApp Flow exists.
The form is complete.
It has a Submit Button.
It has been saved.
It has been published where required.
Important: A Flow trigger isn't the same as a Flow
Think of these as separate pieces:
WhatsApp Flow
= the form itself.
Trigger
= how the customer enters the form.
Post-submission action
= what happens after the form is completed.
Common mistakes
Flow exists but doesn't open
Check whether the trigger is actually linked to the correct Flow.
Template button does nothing
Check the button mapping and connected bot flow.
Website submission doesn't start the Flow
Check the webhook, phone number mapping and Flow connection.
Flow works manually but not automatically
That usually means the Flow itself is fine and the problem is in the trigger path.
Recommended architecture
For most projects, think in this sequence:
Trigger
↓
WhatsApp Flow
↓
Customer Input
↓
Submission
↓
Save / API / Automation
↓
Confirmation
Once you separate these stages, WhatsApp Flow troubleshooting becomes much easier.