Flow Builder

Sending Templates via Flow Builder(Workflow)

Overview

Workflows in Flow Builder allow businesses to send WhatsApp templates based on automated triggers and conditions.

This helps in:

• Sending messages automatically

• Reducing manual effort

• Ensuring timely communication based on events

Steps to Send Templates via Workflow

Step 1: Navigate to Workflows

• Go to the Picky Assist Dashboard

• Click on All Menus

• Under Flow Builder, select Workflows

Step 2: Create a Workflow

• Click on Create Workflow

• Enter a workflow name

• Select the required workflow type

• Click on Create Flow

Step 3: Configure Trigger and Send Template

• Click on Select a Module,Choose the required module

• Select a triggering event

• Map the necessary module fields

• Add an action:

  • Select Send Message

  • Choose WhatsApp Template

• Provide or map:

  • Recipient number

  • Required template fields

• Complete the setup and end the flow

Once configured, the template will be automatically sent to the selected users whenever the defined event or condition is triggered.

Sending Text, Media, and Dynamic Templates via Flow Builder (Workflow)

Step 1: Configure Workflow and Trigger

• Create a Workflow in Flow Builder (similar to earlier steps)

• Select the required module

• Choose a triggering event based on your use case

• Select the necessary module fields

• After configuring the fields, proceed to the next step

• Add an action and choose Send Message

Step 2: Configure Template and Send

• Provide the recipient number or map it from attributes

• Verify that the correct channel (WhatsApp) is selected

• Choose the message type as Simple Message

• Select the required approved template

• You can use a template that includes:

  • Text

  • Media

  • Dynamic values

• Upload the required media file

• Fill in all necessary dynamic variable values

• Complete the setup and end the flow

• You may add additional steps if required