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Flows and automation

WhatsApp chatbot flows and automation

Build WhatsApp chatbot flows in a visual builder, test them before they go live, and let automations handle the routine work: tagging, routing, reminders and follow-ups.

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The problem

Your team answers the same questions all day

Look at a day of WhatsApp chats in most businesses and the pattern is clear. Where is my order. What are your timings. Send me the price list. Is this available in my size. Book me for Saturday. Each one takes a minute, and together they take hours.

The work around the chats repeats too. Someone tags the lead, moves it to the right person, sends a reminder the day before an appointment and checks back with the customer a week after delivery. When the team is busy, these small steps are the first to be skipped.

A WhatsApp chatbot fixes the first problem and automation fixes the second. The risk is a bot that traps customers in a loop or a rule that fires at the wrong person. So the tools need to be easy to test and easy to check afterwards.

How it works

Build visually, test first, check every run

The visual flow builder

A flow is a conversation you design once. Add steps for messages, buttons, lists and questions, then use conditions to send people down different paths based on their answers. Add delays between steps, tag the contact, assign the chat to a person or team, collect a payment, or book an appointment, all from inside the flow.

Publish with confidence

Each time you publish, the flow gets a new version, so you can see what changed. Before you publish, a dry run walks through the flow without messaging anyone. After it is live, you can inspect any single run to see which steps a customer went through, and replay a run when you need to.

Automations that run on their own

Automations are rules. They start on an event, a keyword the customer sends, a tag being added, a change in chat status, or a schedule. Add waits and conditions in between. For example: when a lead is tagged interested, wait one day, and if they have not replied, assign the chat to sales.

WhatsApp Forms

For anything that needs several answers at once, such as an enquiry form, a booking request or a feedback survey, use WhatsApp Forms built on Meta Flows. The customer moves through one or more screens inside the chat, and every answer is saved to their contact record where your team and your automations can use it.

Opt-out respected everywhere

When a customer replies STOP, they are opted out, and every campaign and automation skips them from then on. Contacts you block are treated the same way. You do not have to remember to remove them from each list.

Who it is for

For teams that want fewer repeat chats

Flows and automation help any business that gets the same questions often or follows the same steps for every customer. An online store answers order status questions and sends delivery follow-ups. A clinic lets patients pick a slot and sends a reminder the day before. An education business qualifies admission enquiries with a few questions before a counsellor calls. A real estate team asks budget and location up front and routes the lead to the right agent.

Start small. Automate the one question your team answers most, watch the runs for a week, then add the next. For questions that do not fit a fixed path, pair flows with the AI agent, and keep a person one tap away in the shared inbox.

A good first flow is short. Greet the customer, offer three or four buttons for the most common reasons they write, and send each button to a clear answer or to the right team. Customers get a fast reply, your team gets chats that are already sorted, and you learn from the run history which buttons people press most.

What you get

Everything in flows and automation

  • Visual flow builder: messages, buttons, lists, questions, conditions, delays, tags, assignment, payments and appointment booking
  • Versioned publishing, dry run, run inspection and replay
  • Automations by event, keyword, tag, status or schedule, with waits and conditions
  • WhatsApp Forms (Meta Flows): multi-screen forms whose answers save to the contact
  • Opt-out (STOP) and block respected everywhere

Read next: WhatsApp chatbots and AI agents for small businesses. See which plans include each feature.

Questions

Something else on your mind? Write to uday@bodhinox.com.

Do I need to know coding to build a WhatsApp chatbot?

No. You build flows in a visual builder by adding steps such as a message, a question, buttons or a condition, and joining them. You can test a flow with a dry run before customers see it.

What is the difference between a flow and an automation?

A flow is a conversation: a series of messages, questions and choices the customer moves through. An automation is a rule that runs when something happens, such as a keyword, a new tag, a status change or a time of day. When it runs, it can take steps for you, for example tagging the contact or assigning the chat.

What are WhatsApp Forms?

WhatsApp Forms use Meta Flows to show a form with one or more screens inside the chat, for example a booking or a lead form. The customer fills it in without leaving WhatsApp, and the answers are saved to their contact record.

What happens when a customer replies STOP?

The contact is marked as opted out. Campaigns and automations skip them from then on, and the same applies to contacts you block. If the customer writes to you again, the message still reaches your inbox.

Works well with

Start free today. No card needed.

Connect your WhatsApp number, bring in your contacts and try it with your own customers. If you want a walk-through first, book a demo and we will set it up with you.

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