Ask everything at once, inside the chat
Collecting a name, a phone number and a date over chat takes ten messages and half of them never get answered. A Flow asks for all of it in one form, without the customer leaving WhatsApp.
In short
What it is
A small form that opens inside WhatsApp, with proper fields instead of a back-and-forth conversation.
Who it is for
Anyone who has to collect the same four or five details from every enquiry — test drives, site visits, appointments, admissions.
What you need
A connected WhatsApp number and one form in your CRM.
How it works
Four or five steps, start to finish.
Pick a form you already built
The questions build themselves from its fields.
Publish it from the panel
No JSON, no developer. If you do want to hand-write the screens, you can paste your own.
Send it in a chat or a campaign
The customer taps “Open form” and fills it in without leaving WhatsApp.
A lead appears, complete
Every answer is in the right field, and their number is added for you.
What you get
- Built from a form you already have — pick one of your CRM forms and the questions build themselves, with the right keyboard for a phone, an email or a date.
- Longer forms get their own screens — six questions a screen, with a Continue button, so nobody scrolls through twenty boxes on a phone.
- Answers become a record — the moment they tap Submit, a lead appears in your pipeline with every answer filled in.
- Nothing is ever lost — even if a field does not match, the raw answers are kept and shown to you, so a submission never disappears.
- No developer needed — publish it from the panel and send it.
Is this for you?
Worth it if…
- You ask every enquiry the same handful of questions
- Half your chats die before you get the details
- You want clean data instead of details scattered across messages
Probably not if…
- Your enquiries are all different and need a real conversation
- You need file uploads inside the form
Questions
Does the customer have to install anything?
No. The form opens inside WhatsApp itself.
What if an answer does not fit the field?
The submission is still saved and shown to you with the raw answers, so nothing disappears quietly.
Can I use my own design?
Yes — paste your own screen definition if you want full control. Most people never need to.