Flow builder

Navigation and Overview of Flow Builder

Feature Overview

Flow Builder is the visual screen-building engine inside Ownchat that allows you to design structured, multi-step WhatsApp flows.

It enables you to:

• Create interactive screens

• Collect user inputs

• Display structured content

• Apply conditions and navigation logic

• Publish flows directly to WhatsApp

Flow Builder is used to create onboarding flows, lead capture forms, product selections, surveys, and automated user journeys.

Prerequisites

Before using Flow Builder:

• Admin or Owner access is required in the Ownchat workspace.

• WhatsApp number connected to Ownchat

• Required user permissions to create and publish flows

No additional integrations are required unless using API-powered flows.

How to Access the Feature

Navigation Path:

Dashboard → Automation → Flow Builder

Interface Overview

Flow Builder consists of:

Top Tabs

• Screens – Manage multiple screens in a flow

• Components – Add UI elements

• Variables – Store user inputs (name, phone, email, etc.)

Left Panel – Components

Contains all UI elements you can add:

• Text Components

• Input Components

• Selection Components

Components can be dragged and dropped into a screen.

Middle Section – Live Preview

Displays real-time mobile preview of the screen.

Example preview:

• Screen Title: First Screen

• Heading: Welcome To Ownchat flows

• Body: Let’s start building flows 😊

• Footer Button: Submit

You can toggle Live Preview to see changes instantly.

Right Panel – Screen Structure

Displays components added to the selected screen.

For each component:

• Edit

• Delete

• Duplicate

• Drag to reorder

Top Right Actions

• Test Flow – Test flow in WhatsApp

• Build Flow – Save & publish

• Add New Screen – Create additional screens

Step-by-Step Setup Guide

Create a New Flow

Step 1: Click Create Flow Step 2: Enter Flow Name Step 3: Select Category Step 4: Choose Version Step 5: Enable API Powered (if required) Step 6: Click Create

Build Your First Screen

Step 1: Add a Text Heading Step 2: Add Sub Heading Step 3: Add required input or selection components Step 4: Add Footer Step 5: Configure actions in Footer Step 6: Click Build Flow

Key Settings Explained

Flow Configuration

Flow Configuration defines the basic setup details required to create and manage a flow. These settings help organize, identify, and control how the flow functions.

Flow Name

Flow Name is the internal identifier of the flow within Ownchat. It helps admins easily locate and manage the flow.

Category

Category is used to group and organize flows systematically. It helps maintain structured flow management within the system.

Version

Version is used to track updates and revisions of a flow. It ensures proper control when modifying or republishing flows.

API Powered Option

API Powered enables backend integration for dynamic data handling. Activate this option when the flow requires external system connectivity.

Search Flow

Overview: Search helps quickly locate existing flows.

Status of Search Flow: Indicates whether the flow is:

• Draft

• Published

• Disabled

Screen Structure Layout

Left Panel – Components

• Drag and drop UI elements

• Organized by type

Middle Canvas – Preview

• Live mobile view

• Shows how users will see the screen

• Toggle Live Preview for real-time updates

Right Configuration Panel

• Displays components inside the selected screen

• Edit, delete, duplicate

• Reorder components

⚠️ Important Rule

If you use Rich Text, only:

• Rich Text

• Footer

are allowed on that screen.

No other components can be added.