Step-by-Step Guide

Part 1: Build Your Flow in WhatsApp Flows Playground

WhatsApp Flows Playground is a free, no-code tool by Meta for designing and previewing Flows.

Get started: WhatsApp Flows Playground

1.1 Screens

Screens are the pages of your Flow. You can add multiple screens to break content across steps.

• Click「+ Add New」to add a screen, or「✕」to remove one.
  
  

  Rule	Limit
  Content elements per screen	Max 8
  Screens per Flow	Max 8

  
  

1.2 Edit Content

• Each screen requires a Screen Title, a short label describing the page, e.g. "Register Your Details" or "Select a Service". It appears at the top of the screen to orient customers.

• Click「+ Add Content」to add elements to a screen. There are four categories:
  
  

  Content	Description	Type	Purpose
  Text	Displays information, no customer input required.	Large Heading	Main page title
  		Small Heading	Section or question title
  		Caption	Instructions or supplementary notes
  		Body	General body text
  Media	Insert image	Image	JPEG or PNG only; max 300KB
  Text Answer	Customers type a response or select a date.	Short Answer	Brief text input, e.g. name, email, phone, etc.
  		Paragraph	Longer text input, e.g. comments, feedback
  		Date Picker	Calendar date selection, e.g. appointment date
  Selection	Customers choose from predefined options.	Single Choice	One option only, e.g. Yes / No
  		Multiple Choice	One or more options
  		Dropdown	Options in a dropdown list
  		Opt-in	Subscribe or agree to terms

1.3 Button

Each screen has a button at the bottom to submit or proceed. The button label is customisable, e.g. "Continue", "Submit", "Book Now".

1.4 Copy Flow JSON

Once done, click「Copy Flow JSON」in the top right to copy the Flow configuration for import into iSlash.

Part 2: Import the Flow into iSlash

Steps:

1. Log in to iSlash AI Platform

2. Go to Settings > WhatsApp Form

3. Select the WhatsApp API number (channel) to associate with this Flow, click「Create」

4. Enter the form details:

   1. Name: A label to identify this form, e.g. Customer Feedback Form

   b. Categories: Select the appropriate category, e.g. Survey

5. Click「Create」

6. Paste the Flow JSON into the designated field, click「Save」

7. Click「Preview」to verify the form, then「Publish」to go live

• The form must be published before it can be sent to customers.
  
  

Onboarding Tutorial:

Part 3: Send Your Flow

You can send your WhatsApp Flow once you've created it. Through iSlash AI, we take WhatsApp Flows to the next level by integrating them with other powerful tools:

3.1 Via AI Agents

Steps:

1. In the top navigation, go to「AI Agents」→「Create」

2. Select the WhatsApp API number (Channel) — must match the channel used when creating the Flow, click「Save」

3. In the editor, locate the「Flow」icon in the top toolbar. Drag and drop it into the conversation flow

4. At「Edit Flow」, kindly ****fill in:

   1. Flow: Select the published Flow

   b. Message: Prompt shown to customers before they open the Flow, e.g. "Please fill in the form”

   c. Button Text: CTA label, e.g. "Register Now”

   d. Set Response to Variable: Assign variable names to customer responses for report identification

5. Click「Update」to save.
   
   

Onboarding Tutorial:

3.2 Via Message Template

You can send WhatsApp Flow as one of the call-to-action buttons of a Message Template.

Steps:

1. Go to Settings > Message Templates

2. Select the WhatsApp API number, click 「Create」, then choose "Create Blank Template" or "Copy from Existing Template"

3. Fill in the template details:

   1. Name: Internal identifier (not visible to customers)

   b. Category: e.g. Marketing, Utility

   c. Language: Message Language

   d. Header: Optional text, image, document, video

   e. Body: Main message content

   f. Footer: Optional supplementary text

   g. Buttons: Click「Add Button」→ select「Flow」

   • Text: CTA label customers will see, e.g. "Fill in Now”

   • Flow: Select the published Flow

   • Entry Screen: The screen customers land on when they open the Flow

   • Submit for Meta review. The template can be used once approved.
     
     

   Onboarding Tutorial:

3.3 Via Broadcast

Our broadcast feature lets you send out messages to a whole bunch of people at the same time.

• Broadcast requires an approved message template. Complete Step 3.1 first.

Steps:

1. In the top navigation, go to "Broadcast" → "Create", then select:

   • General Broadcast

   • Bulk Broadcast

   • Sequence Broadcast

2. Select the same WhatsApp API number (Channel), under "Message", select the approved message template

3. Under "Recipients", use the filters to select your target audience

4. Optional settings:

   • Distribute Coupon Code — attach a coupon to the message

   • Add Label After Sending — auto-apply a label to recipients for follow-up

5. Set the sending time and click "Confirm"
   
   

Onboarding Tutorial:

View Flow Responses

4.1 Response List

1. Go to Settings > WhatsApp Form

2. Select the form → view「Flow Responses」

4.2 Response Details

Click any record to view the customer's full submission. Click「View Chat」(top right) to jump to their chat history.