WhatsAppFlows

Book it. Choose it. Inside WhatsApp.

Let customers book, choose or share the details you need through a short native form inside WhatsApp. Connect the answers to the service or transaction they came to complete.

Set up with your agent:
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A short path to an appointment

EXAMPLE

Find your studio visit

What would you like help with?
Choose a preferred time

Try this example booking flow.

A focused native experience

Replace the long back-and-forth with a clear choice.

Build a short sequence around a single task: find an appointment, qualify a request or choose a product option. Ask only for information that changes the next step.

Start with the customer’s goal

Use a familiar label and a clear explanation of what happens after submission. Avoid making the customer decode an internal process.

Keep the form concise

Use relevant choices, sensible defaults and useful validation. Preserve essential meaning when translating labels and help text.

Live business context

Offer choices your business can fulfill.

Connect the form to current availability, product options or service rules. Recheck the selected answer when the customer submits it.

Confirm the real reservation

A completed form provides answers. An appointment is booked only when the booking system accepts the reservation.

Recover without starting over

Explain an expired slot or unavailable option and offer an alternative. Retain the useful details the customer already provided.

A booking connected to real availabilityExample
ServiceStudio consultation
Available times from your booking system
10:0014:3016:00
Customer chooses 14:30

Submit the choice to your booking system and use its result to confirm the appointment.

Part of a larger journey

Bring the result back into the conversation.

Use the submitted answers to continue the service task, trigger an appropriate follow-up or give the team a prepared case.

Native Flows and Bird journeys

WhatsApp Flows is the in-chat form experience. Bird automation coordinates the wider process, including business actions and other channels.

Measure the completed task

Review starts, submissions and validated outcomes separately. Find the question or unavailable choice that prevents customers from finishing.

WhatsApp Flows questions

Is a WhatsApp Flow the same as a Bird automation journey?
No. A WhatsApp Flow is a native structured experience inside the chat. A Bird journey coordinates a wider process and can connect the form result to other actions or channels.
Can a Flow book an appointment?
Use current availability and submit the selected slot to your booking system. Show a confirmed appointment only after that system accepts it.
What should happen when an option becomes unavailable?
Explain the change, preserve the relevant answers and offer a valid alternative or a human handoff.
Should we use a Flow for every conversation?
Use a form when a structured set of choices makes the task easier. Keep simple questions and nuanced service requests conversational.

Design the form around a real customer task.

Bring the choices, business rules and system that confirms the result. Plan a native Flow that customers can finish in the conversation.

Start with one channel.
Add the others when you're ready.

A test API key is yours immediately. Production unlocks when you add a payment method and verify a sender.

Using Claude Code, Cursor, or Codex? Copy a setup prompt and your agent installs the Bird CLI and skills for you. Pick yours:

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