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.

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.

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.

B. Selection Options

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

C. Text Answer

• What to do: Use this to collect open-ended input:

  • Short Answer – one-line

  • Paragraph – multi-line

  • Date Picker – select date

Step 5: Save and Publish

• What to do: After completing the flow, click Save. Then mark the flow as Published so it can be used in automations or campaigns.

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