# 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:

```text
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:

```text
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](https://blog.zazzyagent.com/send-whatsapp-flow-from-website-form-zazzyagent).

## 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:

1.  Company size
    
2.  Requirement
    
3.  Budget
    
4.  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:

```text
Trigger
   ↓
WhatsApp Flow
   ↓
Customer Input
   ↓
Submission
   ↓
Save / API / Automation
   ↓
Confirmation
```

Once you separate these stages, WhatsApp Flow troubleshooting becomes much easier.