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How-to guideChatbot and AI

Create a WhatsApp form

Make a form customers fill in without leaving WhatsApp, like a booking or a feedback form.

15 minutesOwners and adminsUpdated

Meta calls these WhatsApp Flows. A form has one or more screens of questions, and opens over the chat on the customer’s phone.

Before you start

Section titled “Before you start”

Build the form

Section titled “Build the form”

  1. Go to Automation > WhatsApp forms and click Create form.

  2. Choose Blank form, or an example to start from, like Book an appointment.

  3. Enter a Form name, choose a Category and, with several numbers, the Account.

  4. Click a screen under Screens, then click anything on the phone to change it. Click Add a question or text to add a question: a short answer, email, phone number, choice, date and more.

  5. For each screen, set the Button text and what happens When tapped: Go to another screen, or Submit the form on the last one.

  6. Fix anything listed under To fix before sending.

  7. Click Create form.

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Try it, then publish it

Section titled “Try it, then publish it”
  1. Click Send to WhatsApp. Meta checks the form and, if it finds problems, lists them under WhatsApp found problems in the form.
  2. Click Open preview and try the form on your phone.
  3. Click Publish, then confirm.

Result

Section titled “Result”

The form shows Published in the list, ready to send.

Section titled “Related”