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Go to Bot Flows in the main navigation, select the channel tab (WhatsApp, Instagram, or Live Chat), and click New Flow. This opens the canvas editor with a new untitled flow. Rename it inline in the toolbar, build your steps on the canvas, and click Save followed by Publish when ready.
More details arrow_forwardEvery new flow starts with the name Untitled Flow and a trigger type of connection by default. You can rename it by clicking the name field in the canvas editor toolbar before saving.
More details arrow_forwardOpen the flow in the canvas editor, click Save to store your changes, then click Publish. The badge in the toolbar changes from Draft to Published. You can reverse this by clicking Unpublish, which saves first and then deactivates the flow.
More details arrow_forwardInstagram flows only have the Send Message step type. The Raise Ticket step is not available for Instagram. Send Message on Instagram supports Text, Image, List Message, Quick Reply Buttons, and Product Carousel message types.
More details arrow_forwardYes, on WhatsApp and Live Chat flows you can add a Raise Ticket step. It has two fields: Subject, which appears on the Tickets list and detail page, and Priority, which can be set to Low, Normal, High, or Urgent. The default priority is Normal.
More details arrow_forwardWhatsApp Send Message steps support Text, Image, List, Buttons, Product card, Product catalog, Saved template, Form, and Form Screen (multi-step). Live Chat supports Text, Image, List, and Buttons. Instagram supports Text, Image, List Message, Quick Reply Buttons, and Product Carousel.
More details arrow_forwardWALoops automatically sends the End message configured in the flow settings. This message supports variables including customer_first_name, product_title, product_price, and product_url. You can also add an optional button with text and an HTTPS link to the end message.
More details arrow_forwardSet a value in the Follow up if no reply (minutes) field in flow settings, between 5 and 1380 minutes. If a customer does not answer a List or Buttons message within that time, WALoops sends one reminder listing the options as numbers, then emails the team if there is still no reply after one hour.
More details arrow_forwardIt is a one-line description in WhatsApp flow settings that tells the AI when to start the flow, used only as a fallback when no rule trigger matches. Examples are: Start when a customer asks about order tracking, or Start when a customer asks about refunds or returns.
More details arrow_forwardRules evaluate on a customer's first message within 24 hours. Conditions inside a group are AND'd; groups are OR'd. Exactly one trigger rule is supported per flow, and the Add group (OR) button covers additional OR cases. Click Save trigger for the rule to take effect.
More details arrow_forwardWhatsApp flow triggers support five condition types: Message contains, Message exactly equals, Button reply, List reply, and Message contains a product link. For Button reply and List reply, the value field expects the ID, not the display title.
More details arrow_forwardInstagram flow triggers support Message contains, Message exactly equals, Quick reply tapped, Button tapped, and Message contains a product link. For Quick reply tapped and Button tapped conditions, enter the ID rather than the display title in the value field.
More details arrow_forwardAfter editing the rule-based trigger in the Properties Panel, click the Save trigger button separately. The trigger does not take effect until you explicitly save it, even if you save the overall flow.
More details arrow_forwardThe summary bar shows six tiles: Flows, Published, Triggers, Messages Sent, Completed, and Escalated. These give a quick overview of activity across all flows for the selected channel.
More details arrow_forwardOn the Bot Flows page, each flow row shows a status badge that reads Published in green or Draft in grey. Clicking the badge toggles the flow on or off directly from the list without opening the canvas editor.
More details arrow_forwardThe flows table shows ID, Name, Trigger, Steps, Triggers, Msgs Sent, Completed, Escalated, Status, and Actions. Each row also has an Edit button that opens the canvas editor and a Delete button that permanently removes the flow after a confirmation prompt.
More details arrow_forwardThe Bot Flows page has three channel tabs: WhatsApp, Instagram, and Live Chat. The available step types and trigger condition types differ by channel. Instagram does not support the Raise Ticket step, and only WhatsApp supports end messages, follow-up reminders, and AI matching.
More details arrow_forwardYes. Message body text supports the syntax field_name in double curly braces for answers collected earlier in the flow or from trigger data. Product-link triggers also provide product_title, product_price, product_currency, and product_url as additional variables.
More details arrow_forwardWhen a customer sends a reply that does not match any connected option, the On invalid reply message is sent once and the session is marked as escalated. The session then appears on the Escalated Sessions tab of the Bot Flows page.
More details arrow_forwardYes. In the Also do this when the flow completes section of flow settings, you can choose Apply a tag to the customer and select from a dropdown of existing tags. If no tags exist yet, the hint says to create one from the inbox or a customer's page first.
More details arrow_forwardYes. Under the Also do this when the flow completes section in flow settings, select Create a lead. You can set the Lead source (which defaults to bot_flow) and an optional Estimated value. The lead is created when the flow finishes.
More details arrow_forwardYes. A WhatsApp List step can optionally be set to show up to five randomly selected active Guesty listings. When a customer picks any listing, the flow routes through one Any Guesty listing selected edge to the next step.
More details arrow_forwardThe pre-filled default is: Sorry, I didn't quite understand that. Someone from our team will follow up with you shortly. You can edit this in the flow settings under Default invalid-reply message in the Properties Panel.
More details arrow_forwardIf the end message button link is not a valid HTTPS URL, WALoops shows the error: End message button link must be a valid HTTPS URL. Correct the link to start with https:// before saving the flow.
More details arrow_forwardIn a Text message step, there is an optional link button section with a button text field (maximum 20 characters) and an HTTPS URL field. Variables such as field_name and product_url in double curly braces are supported inside the URL.
More details arrow_forwardIt lets you build native WhatsApp forms that can be sent from a Bot Flow step or directly from a conversation in the Inbox. Each form row shows Name, Status, and Actions. Form statuses are draft (amber), published (green), and deprecated (grey).
More details arrow_forwardAvailable field types are Text, Number, Email, Dropdown, Radio (single choice), Checkboxes (multiple choice), and Date picker. Dropdown, Radio, and Checkbox types require at least one option before the form can be saved.
More details arrow_forwardYou can edit a published form's fields, but saving creates a new Flow version on Meta and deprecates the old one. You cannot change the name of a published form. Messages already sent using the old version keep working after the update.
More details arrow_forwardField keys must start with a letter and contain only letters, numbers, and underscores. Duplicate keys within the same form are not allowed. Each field also has a Required checkbox; unmarked fields are optional for the customer.
More details arrow_forwardIt is a trigger condition type available for WhatsApp, Instagram, and Live Chat flows that fires when a customer sends a message containing a product link. It has an optional Save matched product as variable field instead of a text-match field, and provides product_title, product_price, product_currency, and product_url variables in the flow.
More details arrow_forwardYes. When a flow is launched from a Connection rather than a customer message, the Trigger column on the Bot Flows page shows Started by an Automation. You can configure a Connection to start a bot flow as its action from the Automations section.
More details arrow_forwardOfficial WhatsApp Business API, Meta's own message rates, Shopify and WooCommerce automation.
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