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Setup WhatsApp forms

WhatsApp (WA) Forms are predefined structured interactions within WhatsApp chatbots. The forms are designed to guide users through specific tasks or conversations. These forms facilitate various actions, including:

  • Scheduling and confirming appointments: Users can easily confirm bookings through guided steps.
  • Collecting user feedback: Businesses can gather valuable feedback by displaying users with structured questions.
  • Collecting user information: Businesses can collect required user data, such as contact details, preferences, or other relevant information.

Here is how a sample WhatsApp form look in a chatbot:

Create a form​

To set up a form for WhatsApp, you need to create your each WhatsApp Business Account (WABA). Each form is generated with a unique flow ID. For detailed instructions, refer to Facebook's documentation.

To create a form, follow these steps:

  1. Log on to Facebook Business Manager (FBM).

  2. Navigate to Account tools > Flows.

  3. Enter the following details:

    i. Name: Enter the name of the flow.
    ii. Template: Select your preferred template. You cannot choose a template that does not have an endpoint.
    iii. Categories: Choose a category based on your business use case.
    iv. Click Create.

  • You can view the selected endpoint URL under the Preview section.

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  1. Under Edit flow, click the Setup icon.

  • You can also customize the form per your requirements in FBM. Ensure that the flow version is set to Version: 2.1 and the data_api_version: 3.0.

  1. Enter the following details to complete the setup for interactive preview:

    i. Set endpoint URL: Identifies the endpoint that the flow will exchange data with. Contact the delivery team for the endpoint URL.
    ii. Add phone number: Enter the phone number for which you want to create the form and test it.
    iii. Sign public key: Contact the delivery team to obtain the public key.
    iv. Connect Meta app: Select the required Meta app to enable communication between the flow and your endpoint. Note that once submitted, the Meta app cannot be changed.
    v. Health check: Verifies if the endpoint URL is responding correctly.
    vi. Click Submit.

  2. Click Publish to finalize the setup.

Connect form with WhatsApp chatbot​

After creating and publishing the WhatsApp form, contact the [customer success team]((mailto:[email protected]) to connect the form with the WhatsApp chatbot.