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Build Your First Flow

Create a branching WhatsApp automation with a trigger, interactive menu, condition, and user input

This guide builds a small support menu. It greets users, lets them choose Sales or Support, captures a short message, and ends cleanly.

Flow shape

Trigger
  -> Send Interactive
  -> Condition
      -> Sales reply
      -> User Input
          -> Support confirmation
      -> Default reply

1. Create a flow

Open /flows, create a flow, and assign it to the WhatsApp client you want to use. Open the editor.

2. Configure the trigger

Add a Trigger node.

FieldValue
ModeKeyword
Keywordmenu, help, start

Keyword mode converts comma-separated values into a case-insensitive match pattern.

3. Send an interactive menu

Add a Send Interactive node and connect Trigger to it.

Use a list with one section:

{
  "sections": [
    {
      "title": "How can we help?",
      "rows": [
        { "id": "sales", "title": "Talk to Sales" },
        { "id": "support", "title": "Get Support" }
      ]
    }
  ]
}

Set the body text to:

Welcome. Choose an option and we will route you.

The Send Interactive node is a parking node. It can wait for the user's selection without needing a separate Wait node.

4. Branch on the selection

Add a Condition node and connect Send Interactive to it.

Create two branches:

BranchRule
SalesMatch selected row ID sales
SupportMatch selected row ID support

Connect the Sales branch to a Send Message node:

Thanks. A sales teammate will follow up shortly.

Connect the Support branch to a User Input node.

5. Capture support details

Configure the User Input node:

FieldValue
PromptPlease describe the issue in one message.
Variable namesupportIssue
Timeout300

Connect User Input to a Send Message node:

Thanks. We captured: {{variables.supportIssue}}

If the timeout edge is available in the editor, connect it to a separate Send Message node:

No problem. Send "help" when you are ready to continue.

6. Add a default path

Connect the Condition default branch to a Send Message node:

I did not recognize that option. Send "menu" to try again.

Default paths matter in production. They prevent users from getting stuck when WhatsApp sends unexpected text or an old list selection.

7. Publish and test

Click Publish. Then send menu or help to the connected WhatsApp number.

Expected behavior:

TestExpected reply
Send menuInteractive menu appears
Choose SalesSales follow-up message appears
Choose SupportBot asks for issue details
Send issue textBot echoes the captured variable

Published flows react to real incoming messages. Use a test number until you are satisfied with the routing and copy.

Common improvements

ImprovementNode to use
Save a reusable valueSet Variable
Call your CRMHTTP Request
Send a product imageMedia
Pause before follow-upDelay
Jump back to the menuGo To
Stop and clear contextEnd

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