UChat Official

Follow this UChat video lesson to create and test a WhatsApp Flow for lead capture, appointment requests or feedback. You will see how to add screens and fields, publish the Flow, place it in a WhatsApp automation and verify the submitted data. New to the feature? Read the complete WhatsApp Flows guide first for examples, design decisions, pricing considerations and post-submission automation.

What this lesson demonstrates

  • Create a WhatsApp Flow in the bot's Content area.

  • Add screens and suitable input fields for a defined customer task.

  • Preview and publish the Flow, then add it to the surrounding WhatsApp automation.

  • Test lead-capture, appointment-request and feedback examples.

Build and test the Flow in UChat

  1. Open the relevant bot, choose Content, then select WhatsApp Flow.

  2. Create a Flow with one clear purpose and add only the screens and fields required for that task.

  3. Preview every required field, validation state and completion path before publishing.

  4. Add the published Flow to the WhatsApp message step in UChat and configure the call-to-action text.

  5. Submit a real test through the connected WhatsApp Cloud path and confirm that UChat receives the expected data.

Choose one of the demonstrated examples

  • Lead capture: collect the contact and qualification fields the next automation step actually uses.

  • Appointment request: collect service, date and time preferences, then check availability in the surrounding workflow.

  • Feedback: collect a rating, comment and order or case identifier, then route low scores for review.

For conditional fields, data mapping, AI review and human handoff patterns, continue with the WhatsApp Flow examples and design checklist.

Resources