> For the complete documentation index, see [llms.txt](https://squarebox-ai.gitbook.io/squarebox/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://squarebox-ai.gitbook.io/squarebox/templates/flows.md).

# Flows

Overview

**Flows** in Squarebox are structured, no-code conversational journeys designed to automate WhatsApp interactions. With an intuitive drag-and-drop builder, you can create dynamic flows to gather feedback, qualify leads, collect information, or run engagement surveys—all directly via WhatsApp.

Each flow is made up of multiple **screens**, and each screen includes **components** such as messages, questions, or inputs that are shown to the user in a step-by-step sequence.

### Use Cases

* Customer feedback collection
* Lead qualification and scoring
* Registration or booking forms
* Event feedback and surveys
* Automated follow-ups
* Information gathering or service eligibility

### How Flows Work

#### 🔹 Components of a Flow

| Component       | Description                                           |
| --------------- | ----------------------------------------------------- |
| Screen          | A single message step shown in the flow               |
| Text Element    | Headings or body or caption text to explain the step  |
| Selection       | Multiple choice, single choice, or dropdown selection |
| Text Answer     | User's free-text response (short/long/date)           |
| Media (limited) | Attach image                                          |

### **Creating a Flow – Step-by-Step**

#### **Step 1: Navigate to Flows**

* **What to do:**\
  Go to **WhatsApp Template > Flows (Beta)** from the left sidebar.\
  Click on **Add Flow** or select an existing flow to edit.

<figure><img src="/files/lWDoMBRQG2CB6FKlHPtC" alt=""><figcaption></figcaption></figure>

#### **Step 2: Add a New Screen**

* **What to do:**\
  In the Flow Editor, each screen represents one WhatsApp message.\
  Click **Add new** to create your first screen.

<figure><img src="/files/tdA11tESCcqHgWHzR2PB" alt=""><figcaption></figcaption></figure>

#### **Step 3: Add Components to a Screen**

Each screen can have up to **8 components**. Here's how to add them:

**A. Text**

* **What to do:**\
  Add a **Heading** (main message or question)\
  Optionally, add **Body Text** for context or explanation.

<figure><img src="/files/wZAVhG3nDVG253JEbzXM" alt=""><figcaption></figcaption></figure>

**B. Selection Options**

* **What to do:**\
  Choose from **Multiple Choice**, **Single Choice**, or **Dropdown**.\
  Define the options.\
  Enable **Required** toggle if needed.

<figure><img src="/files/Ux4gF3AGrMeVzlHzPhQz" alt=""><figcaption></figcaption></figure>

**C. Text Answer**

* **What to do:**\
  Use this to collect open-ended input:
  * **Short Answer** – one-line
  * **Paragraph** – multi-line
  * **Date Picker** – select date

<figure><img src="/files/ZRdBfRX7hbvPmS5S32qu" alt=""><figcaption></figcaption></figure>

#### **Step 5: Save**&#x20;

* **What to do:**\
  After completing the flow, click **Save**.<br>

6\. Mapping Data Fields

After creating your screens:

Click on Map Columns to align each field with CRM fields like:

●      Name

●      Email

●      Lead State

●      Category

<figure><img src="/files/Rpku0n4MOBebtbVhrjei" alt=""><figcaption></figcaption></figure>

### 7. Preview and Publish

Once mapping is done:

●      Click Preview to test how it works

Then Publish once ready.<br>

<figure><img src="/files/gJ67C56Z41pUEjXtn2tQ" alt=""><figcaption></figcaption></figure>

### 8. Linking Flows to Templates

To add your flow to a WhatsApp message:

#### Navigate to:

Home > Manage Templates > New Template

1. Fill in basic template info: Name, Language, Category (Marketing)
2. Add Body text and button
3. Under Call to Action Buttons:

&#x20;   **Choose Complete Flow**

&#x20;    1\.  Button Text: e.g., "View Flow"

&#x20;    2 . Use Existing Flow: Select the published flow (e.g., "collect purchase interest")

**Buttons Limitations:**

●      Only 1 flow button per template

●      Max 10 quick replies

Can combine with links or phone numbers (with limitations)

**8. Common Use Cases**

●      Lead capture from ads

●      Customer onboarding flows

●      Event or webinar registrations

●      Feedback & review collection

### Best Practices

Use these recommended combinations of components based on your use case to design effective WhatsApp flows:

| **Scenario**              | **Recommended Components**   |
| ------------------------- | ---------------------------- |
| **Customer Feedback**     | Multiple Choice + Paragraph  |
| **Lead Qualification**    | Single Choice + Short Answer |
| **Date Collection**       | Dropdown + Date Picker       |
| **Support Ticket Intake** | Paragraph + Dropdown         |

{% embed url="<https://youtu.be/6Z1_H21Kqp0?si=9PuxRVtwTc0gxRI->" %}