2 min readUpdated Oct 5, 2026flows, forms, whatsapp
What Are WhatsApp Flows?
WhatsApp Flows are multi-step forms you send inside a chat to collect structured information in LeadPattern — bookings, lead qualification, surveys and more.
A Flow is a structured form the customer fills in without leaving WhatsApp. Instead of a messy back-and-forth of "What's your name?" → "And your email?", you send one tidy form with fields, dropdowns and screens — and get a clean, structured submission back.
Why use a Flow?
Collect clean data
Fields, choices and validation mean the answers come back structured — not buried in free text.
Fewer messagesOne form replaces a long interview, so customers finish faster and drop off less.
Right inside WhatsAppCustomers never leave the chat or open a browser — the form opens inside WhatsApp itself.
Common uses
- Lead qualification — capture budget, timeline and needs in one step.
- Bookings and appointments — date, time and service in a single form.
- Surveys and feedback — ratings and comments after a conversation.
- Sign-ups and registrations — name, email and preferences up front.
How Flows fit together
1
Build a flow
Design the screens and fields in the flow builder.
2
Send it
Send the flow to a customer — on its own, or as a step inside a bot.
3
Collect the submission
Their answers come back as a structured submission you can read and act on.
4
Automate the response
React to the submission automatically — tag the contact, reply, or hand off to an agent.
What's next
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