WhatsApp Business Automation

Frequently Asked Questions

Everything you need to know about Flow — AI chatbots, WhatsApp messaging, ecommerce, broadcasts, and more.

Getting Started

1. What is Flow?
Flow is a WhatsApp Business automation platform that helps you build AI chatbots, send broadcasts, recover abandoned carts, run AI voice calls, and manage customer conversations — all from one dashboard. It connects to the official WhatsApp Business API so you can engage customers at scale.
2. Who is Flow built for?
Flow is built for businesses, ecommerce brands, agencies, and support teams that want to automate WhatsApp messaging, qualify leads, sell products inside chat, and handle customer support without building custom infrastructure.
3. How does Flow work?
You connect your WhatsApp Business Account, then use visual flow builders and AI tools to create conversation flows, knowledge bases, broadcasts, and ecommerce automations. Incoming messages are routed through your flows or AI agents, and your team can take over live chats whenever needed.
4. Do I need coding knowledge to use Flow?
No. Flow is designed as a no-code / low-code platform. You can build chatbots, automation flows, templates, and broadcasts with a visual interface. Developers can optionally use webhooks and APIs for custom integrations.
5. How quickly can I get started?
Most teams can sign up, connect a WhatsApp Business number, and launch a basic chatbot or broadcast within minutes. Full Meta Business verification and template approvals may take longer depending on Meta’s review process.

Onboarding

What do I need before starting WhatsApp Business API onboarding?

Before the onboarding session, please keep the following ready.

Requirement Required
Verified Meta Business Manager ✅ Yes
WhatsApp Business Account (WABA) ✅ Yes (or create during onboarding)
Fresh Mobile Number ✅ Yes — must not be registered or already in use on WhatsApp
Business Name & Address ✅ Yes — legal business name and registered address (as on Meta Business Manager / documents / GST)
GST Number (India) ✅ Required by Meta for billing
Active Debit/Credit Card ✅ Required
Two-Step Verification PIN ✅ Yes — set a 6-digit PIN in your WhatsApp (Settings → Account → Two-step verification) and store it securely

Having everything ready helps complete onboarding in one session.

Why do I need a fresh mobile number?

A new mobile number is required for WhatsApp Business API activation.

The number:

  • ✗Must NOT already be registered on personal WhatsApp
  • ✗Must NOT be connected to WhatsApp Business App
  • ✗Must NOT already be connected to any WhatsApp API provider
  • ✓Must be able to receive OTP via SMS or Call

Recommended

  • •Buy a dedicated number for your business.
  • •Keep the SIM active during onboarding.
Can I use my existing WhatsApp Business App number?

Usually, No.

Flow requires a number that is not already connected to WhatsApp.

If you wish to migrate an existing WhatsApp Business App number, it is possible, but the migration process is different and should be planned before onboarding.

Do I need a verified Meta Business Manager?

Yes.

Your Meta Business Manager should:

  • ✓Be verified (recommended)
  • ✓Have Admin access available
  • ✓Own the WhatsApp Business Account (WABA)
  • ✓Have access to Billing & Payments

Without proper Meta access, onboarding may be delayed.

What Meta account access should I provide?

Please ensure the onboarding person has:

  • ✓Meta Business Admin access
  • ✓WhatsApp Business Account Admin access
  • ✓Phone Number Admin access
  • ✓Billing Admin access

Without Admin permissions, Flow cannot complete setup.

What business information will Meta ask for?

Keep the following ready:

  • •Business Name
  • •Business Address
  • •State
  • •Pincode
  • •Time Zone
  • •GST Number
  • •TAN (Optional)
  • •PAN (Optional)

This information is used by Meta for:

  • ✓Billing
  • ✓Tax compliance
  • ✓Invoice generation
Why do I need to add a payment method?

Meta charges directly for outbound WhatsApp broadcast marketing or utility template messages.

Before going live, add:

  • ✓Credit Card
  • ✓Debit Card
  • ✓Business Payment Method

inside Meta Business → Billing & Payments

What is the Two-Step Verification PIN?

Meta requires a 6-digit Two-Step Verification PIN to secure your WhatsApp Business number.

Choose a PIN that:

  • •Is easy for your team to remember
  • •Can be securely stored
  • •Will be needed if the number is migrated or reconnected in the future

Example: 123456

⚠️ Save this PIN safely. Losing it can delay future migrations or number recovery.

Who should attend the onboarding session?

We recommend having someone with:

  • ✓Meta Business Admin access
  • ✓Mobile phone available for OTP verification
  • ✓Billing access
  • ✓Business information ready
  • ✓Payment method available

This allows onboarding to be completed in a single session.

What happens during the onboarding session?

The Flow team will help you:

  • 1.Connect Meta Business Manager
  • 2.Create or connect your WABA
  • 3.Verify your mobile number
  • 4.Configure WhatsApp Business API
  • 5.Set up Billing
  • 6.Connect Flow
  • 7.Test WhatsApp messaging
  • 8.Activate your number

Typical setup time: 30–60 minutes (if all prerequisites are ready)

What should I prepare before the onboarding call?

Checklist

  • ✅Verified Meta Business Manager
  • ✅Meta Admin Login
  • ✅Fresh Mobile Number
  • ✅OTP-ready SIM
  • ✅Business Name
  • ✅Business Address
  • ✅GST Number
  • ✅Active Credit/Debit Card
  • ✅Two-Step Verification PIN
  • ✅Stable Internet Connection
Can Flow help me create a Meta Business Manager and WABA?
Yes. If you don't already have a Meta Business Manager or WhatsApp Business Account (WABA), the Flow team can help create and configure them during onboarding. You only need to provide the required business information and admin access.

WhatsApp Business

6. Can I connect my existing WhatsApp Business number?
Yes. You can connect an existing WhatsApp Business Account (WABA) and phone number through Meta’s official embedding / onboarding flow. Once connected, you manage messaging, templates, and automations from Flow.
7. Can I connect multiple WhatsApp numbers?
Yes. Flow supports multi-number management so you can operate multiple WhatsApp Business numbers from one dashboard. The number of phone numbers available depends on your subscription plan.
8. Do I need a Meta Business Account?
Yes. WhatsApp Business API access requires a Meta Business Account (and typically a WhatsApp Business Account linked to it). Flow guides you through connecting these accounts during setup.
9. Does Flow use the official WhatsApp Business API?
Yes. Flow integrates with Meta’s official WhatsApp Business Platform / Cloud API. That means you get compliant messaging, template support, delivery receipts, and access to official commerce and calling capabilities.
10. Can I migrate from another WhatsApp API provider?
In most cases, yes. You can move your WhatsApp Business Account to Flow while keeping your number. Migration steps depend on your current provider and Meta account setup — our team can help with the handoff.

AI Chatbots

11. Can I build AI chatbots without coding?
Yes. Flow includes visual AI flowchart builders and generators so you can design chatbot logic, prompts, and conversation paths without writing code.
12. Can the AI answer customer questions automatically?
Yes. AI agents can respond to customer messages 24/7 using your configured flows and knowledge base content, handling FAQs, product questions, and common support requests automatically.
13. Can I train the AI using my website or documents?
Yes. Flow’s Knowledge Base lets you add documents, content, and business information so the AI can answer from your own data rather than generic responses. Storage and item limits depend on your plan.
14. Can AI hand over conversations to human agents?
Yes. You can configure handoff rules so conversations move from AI to live agents when a customer asks for help, when confidence is low, or when a specific intent is detected. Agents can continue the chat in Flow’s inbox.
15. Can I create different chatbots for different businesses?
Yes. You can create multiple flows, knowledge bases, and phone-number configurations — and manage multiple businesses or workspaces from one account depending on your organization setup and plan.
16. Where can I find live demo numbers to test Flow?

Try Flow before creating your own account. Sales and media teams can use these numbers for live testing.

Feature Business WhatsApp
AI Chatbot Demo Imperfecto Design +91 81044 90615
WhatsApp Catalog Demo Imperfecto +91 84608 57919

AI Calling

17. Does Flow support AI-powered voice calls?
Yes. Flow includes AI calling features so you can build voice conversation flows and handle WhatsApp / voice-based customer interactions with AI agents.
18. Can AI make outbound calls?
No. Outbound AI calling is not available yet. We are not offering this service at the moment.
19. Can AI answer inbound calls?
Yes. Inbound AI calling can greet callers, collect information, answer questions, and route conversations according to the call flow you design.
20. How much do inbound WhatsApp calls cost?

Inbound WhatsApp calls are billed at ₹5 per minute.

Charges apply for the duration of the connected inbound call. Exact billing may depend on your plan entitlements and usage metering in Flow.

21. Are calls recorded and transcribed?
Yes. Flow supports call history, recording playback, and insights so your team can review conversations, improve scripts, and monitor AI call performance.
22. Can AI speak multiple languages?
Yes. AI chat and calling experiences can be configured for multiple languages so you can support customers in the languages your business serves.
23. Where can I find live demo numbers to test AI Calling?

Try Flow before creating your own account. Sales and media teams can use these numbers for live testing.

Feature Business WhatsApp
AI Chatbot Demo Imperfecto Design +91 81044 90615
WhatsApp Catalog Demo Imperfecto +91 84608 57919

Ecommerce

24. Can I connect my Meta Product Catalog?
Yes. Flow supports Meta commerce / catalog workflows so customers can discover and interact with your products through WhatsApp using your connected catalog. See the next question for the full setup prerequisites.
25. What do I need for Meta Catalog integration with Flow?

For Meta Catalog integration with Flow, clients need the following prerequisites:

  • ✅ Verified Meta Business Manager (BM)
  • ✅ WhatsApp Business Account (WABA)
  • ✅ At least one fresh phone number (not already used on WhatsApp)
  • ✅ Full access to Meta Catalog (Admin access preferred)
  • ✅ Meta Catalog already created with products inside Meta Commerce

Once connected, Flow will:

  • Fetch all products from the Meta Catalog
  • Store and sync products in Flow
  • Enable WhatsApp Catalog/Commerce features and Native Add-to-Cart experiences within WhatsApp
26. How many products can I add in my Meta Catalog for Flow?

Flow connects to your Meta Commerce Manager catalog (linked to your WhatsApp Business Account) and syncs products through Meta’s Graph API.

Meta Commerce Manager supports large catalogs with thousands of products. You can keep growing your inventory in Commerce Manager — Flow will fetch and sync those products for WhatsApp commerce experiences.

27. How many products can Collection Node and Product Node show on WhatsApp?

Your full catalog can be large, but each WhatsApp message shows a curated selection. Here’s the simple limit for Flow nodes:

  • ✅ Product Node — shows 1 product
  • ✅ Collection Node — shows up to 30 products in one message

Need to showcase more? Use another Collection or Product node in your flow, or let customers browse your connected catalog.

28. Is there a live WhatsApp Catalog demo I can try?
Yes. Please use the WhatsApp Catalog Demo number (+91 84608 57919 (Imperfecto), also listed under Live Demo Numbers in AI Chatbots. You can browse products, add to cart, and go to checkout.
29. Can customers browse products inside WhatsApp?
Yes. With catalog and commerce messaging enabled, customers can browse products, view details, and shop without leaving WhatsApp.
30. Can customers add products to their cart?
Yes. Customers can add items to a cart and continue toward checkout through WhatsApp commerce flows supported by Flow and Meta’s commerce features.
31. Can I recover abandoned carts automatically?
Yes. Flow includes abandoned cart recovery and reminder workflows (including Shopify-connected recovery) so you can automatically follow up with customers who left items in their cart.
32. Can I send order updates on WhatsApp?
Yes. You can send order confirmations, shipping updates, and other transactional notifications using approved WhatsApp message templates and automation flows.

Marketing & Broadcasts

33. Can I send WhatsApp broadcasts?
Yes. Flow includes a full broadcast suite for sending campaigns to contact lists using approved WhatsApp templates, with analytics for delivery and engagement.
34. What are WhatsApp message templates?
Message templates are pre-approved message formats required by Meta for initiating conversations outside the customer care window. Flow lets you create, submit, and manage templates (including carousel templates) for marketing, utility, and authentication use cases.
35. What image dimensions should I use when uploading a template header image?

When creating a WhatsApp template with an IMAGE header in Flow, use these Meta-recommended specs so the image displays cleanly on mobile:

Spec Recommendation
Recommended size 800 × 418 px (or up to 1200 × 628 px)
Aspect ratio 1.91:1 (landscape)
Carousel card image 800 × 800 px (1:1 square)
File format JPEG or PNG
Max file size 5 MB
  • •Keep logos and key text in the center safe area — edges may be cropped on some devices.
  • •Other aspect ratios may appear letterboxed or cropped in WhatsApp.
  • •Upload the image in Flow when creating the template (Header type = Image).
36. Can I schedule broadcasts?
Yes. You can create broadcasts and schedule them to send at a chosen time so campaigns go out when your audience is most likely to engage.
37. Can I personalize broadcast messages?
Yes. Templates and broadcasts support variables such as customer name and other mapped contact fields so each recipient gets a personalized message.
38. How many contacts can I broadcast to?
Broadcast volume depends on your plan. For example, Growth includes monthly broadcast contact allowances, higher plans increase those limits, and Enterprise can include unlimited contacts. Meta also enforces messaging quality and throughput limits on your WABA.

Automation

39. Can I create automation flows without coding?
Yes. Flow’s visual flowchart builder lets you design branching conversations, conditions, AI steps, and actions with a drag-and-drop style experience.
40. Can I automate lead qualification?
Yes. You can build flows that ask qualifying questions, score or tag leads, route hot leads to agents, and sync data to connected tools.
41. Can I automate appointment bookings?
Yes. Conversation flows can collect preferred times, confirm bookings, and send reminders. You can also connect external systems via webhooks or integrations for calendar sync.
42. Can I collect customer information automatically?
Yes. Flows can ask for name, email, preferences, order details, and other fields, then store or sync that information for follow-up and CRM use.
43. Can Flow integrate with CRMs?
Yes. Flow connects with platforms like Shopify and Google Sheets out of the box, and you can integrate CRMs and other tools using webhooks, APIs, or automation platforms such as Zapier or Make.

Analytics

44. What analytics does Flow provide?
Flow provides dashboards for messaging activity, broadcast performance, abandoned cart recovery, checkout analytics, call history/insights, and overall usage so you can measure engagement and ROI.
45. Can I track message delivery and read rates?
Yes. Broadcast and messaging analytics surface delivery and read status based on WhatsApp webhook events, helping you understand campaign reach and engagement.
46. Can I measure chatbot performance?
Yes. You can review conversation history, flow outcomes, handoffs to agents, and related analytics to see how chatbots are performing and where to improve prompts or paths.
47. Can I export reports?
Yes. Key contact lists, campaign data, and analytics views can be reviewed in-product, and many datasets can be exported or synced to tools like Google Sheets for further reporting.

Integrations

48. Which platforms does Flow integrate with?
Flow integrates with Meta (WhatsApp Business Platform), Shopify, Google Sheets, Stripe for billing, and AI providers. You can also connect custom systems through webhooks and APIs.
49. Does Flow support Shopify?
Yes. Shopify integration is available across plans and powers ecommerce use cases such as product sync, abandoned cart recovery, and order-related messaging.
50. Can I connect Google Sheets?
Yes. Flow’s Google Sheets integration (including the Google Sheets Add-on) lets you sync contacts and use spreadsheet data for sheet broadcasts and contact management.
51. Can I connect APIs using Webhooks?
Yes. Webhooks allow Flow to send and receive events with your backend systems so you can trigger custom logic, update CRMs, or sync order and lead data in real time.
52. Does Flow support Zapier or Make?
Yes. You can connect Flow to Zapier, Make, and similar automation platforms using webhooks and APIs to move data between Flow and thousands of other apps.

Pricing

53. How does Flow pricing work?
Flow uses monthly platform plans (such as Growth, Pro, and Enterprise) that unlock features, phone numbers, knowledge bases, and broadcast limits. See the Pricing page for current plan details.
54. What is the Meta Commerce Setup pricing?

Meta Commerce Setup (One-time)

Setup packages are priced by catalog size — this is Flow’s implementation fee, not a Meta product sync limit.

Catalog Size One-time Setup Fee
Up to 500 products ₹25,000
501–2,000 products ₹35,000
2,001–10,000 products ₹45,000
10,000+ products Custom Quote

Includes:

  • ✓Meta Commerce Manager setup
  • ✓Catalog connection
  • ✓Product synchronization
  • ✓WhatsApp Catalog integration
  • ✓WhatsApp Journey Design
  • ✓Native Add-to-Cart
  • ✓Meta Pixel setup
  • ✓Meta CAPI Events
  • ✓Testing & Go-Live

Additional customizations (custom checkout, ERP/POS integration, custom APIs, advanced automation, etc.) are quoted separately based on scope.

55. Are WhatsApp conversation charges included?
No. Your Flow platform fee covers access to Flow features. WhatsApp messaging charges are billed separately by Meta and deducted from your connected Facebook WABA account. FLOW does not add any markup on Meta messaging charges.
56. What is WhatsApp messaging pricing in India?

WhatsApp Messaging Pricing

Meta charges per delivered outbound message based on the message category (India rates).

Message Type Use Cases Meta Charges (India)

Utility Messages

 Order Confirmation, Shipping Updates, Delivery Notifications, Payment Alerts ₹0.1150 / message

Marketing Messages

 Promotions, Offers, Product Launches, Broadcast Campaigns ₹0.8631 / message

Authentication Messages

 OTPs, Login & Verification Codes ₹0.1150 / message

Customer-Initiated Messages

 Messages exchanged after a customer starts the conversation (within 24-hour customer service window) Free
Charges are billed directly by Meta (WhatsApp Business Platform).
FLOW does not add any markup on Meta messaging charges.
Pricing is subject to change based on Meta's official pricing policy.
  • Billing is on delivery — failed messages are not charged.
  • Utility templates sent inside an open 24-hour customer service window can be free.
  • Utility and Authentication may get volume discounts at high monthly volume; Marketing stays flat.

Official Meta Pricing: https://developers.facebook.com/docs/whatsapp/pricing/

57. Can I upgrade my plan anytime?
Yes. You can upgrade or change your plan at any time from Pricing / My Subscription. Changes typically take effect immediately, with billing handled according to your payment provider.
58. Can I purchase additional message credits?
Plan limits cover Flow platform usage such as broadcasts and feature entitlements. WhatsApp message costs are billed by Meta per delivered message. For higher volume or custom credit arrangements, contact us about Pro or Enterprise options.

Security

59. Is my customer data secure?
Yes. Flow uses security measures including encryption, secure password hashing, and access controls to protect account and customer data. See our Privacy Policy for details.
60. Is Flow GDPR compliant?
Flow is designed with privacy and data-protection practices in mind, including controls for access, retention, and deletion requests. Review the Privacy Policy and contact support for GDPR-related requests or Data Processing Agreements.
61. Does Flow store chat history?
Yes. Flow stores conversation history so your team can review chats, continue support threads, and analyze performance. Retention and deletion options are available according to your account settings and privacy requests.

Teams

62. Can multiple agents use the same WhatsApp number?
Yes. Multiple agents can work from the same connected WhatsApp number through Flow’s shared inbox and role-based access, so your team can collaborate on customer conversations.
63. Can I assign chats to team members?
Yes. Conversations can be handed off or assigned to agents so the right teammate handles each customer, while admins retain oversight of the workspace.
64. Can I manage multiple businesses from one account?
Yes. Organization and workspace features let you manage multiple businesses, phone numbers, and teams from a single Flow account, with the ability to switch workspaces as needed.

Support

65. Do you provide onboarding?
Yes. We help new customers connect WhatsApp, set up flows, and launch their first automations. Higher-tier and Enterprise plans include more hands-on onboarding support.
66. Is customer support included?
Yes. Support is included with Flow plans. Enterprise customers receive premium support, and all customers can reach us for product and setup help.
67. Do you offer custom integrations?
Yes. Enterprise customers can request custom APIs, integrations, and tailored workflows. Scope and pricing depend on complexity.
68. Is there an Enterprise plan?
Yes. Enterprise includes higher limits, premium support, and options for custom integrations. Visit Pricing or contact us for a tailored quote.
69. Can I try Flow for free?
Yes. You can get started and explore Flow with free / starter access on available plans. Check Pricing for current “Get started for free” options, then sign up to begin.

Still have questions?

Explore plans or create your account to start automating WhatsApp with Flow.

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