The Funnel is Whappy’s visual conversation flow builder. It allows you to create automated WhatsApp conversation sequences that guide leads through qualification questions and actions like booking meetings.

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How Funnels Work

Your funnel defines the path a conversation takes with each lead. The AI follows this flow, asking questions, evaluating responses, and taking actions based on the logic you’ve built. Flow Structure:
  • Nodes represent actions or decisions in the conversation
  • Edges connect nodes to show the conversation path
  • Conditions create branching logic based on lead responses
  • Actions perform tasks like booking meetings or sending data

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Node Types

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Start Node

Every funnel begins with a Start node that sends the initial WhatsApp message. Configuration:
  • WhatsApp Template: Select an approved template for the first message
  • Preview: View the template content before sending
WhatsApp requires approved templates for the first message to a contact. Configure templates in the Integrations section.
Example Use: 
Template: "Hi {{name}}, thanks for your interest in our web design services! I'd love to learn more about your project."

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Info Node

Collects specific information from leads during the conversation. Configuration:
  • Information Field: Choose which data to collect (from Info tab setup)
  • AI Guidance: The AI naturally asks for this information in conversation
Available Information Types:
  • Text: Open-ended responses (company name, project description)
  • Number: Numeric values (budget, timeline, employee count)
  • Multiple Choice: Predefined options (priority level, industry type)
Example Use: 
Field: Budget Range
AI asks: "What budget range are you working with for this project?"
Stores: Lead's budget response for later use

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Condition Node

Creates branching logic based on collected information. Configuration:
  • Check Field: Select which information to evaluate
  • Operator: How to compare the value (equals, greater than, contains, etc.)
  • Value: What to compare against
  • Default Path: Where to go if information is unknown
Available Operators:
  • Text: Equals, Contains, Is empty, Is not empty
  • Numbers: Equals, Greater than, Less than, Greater/Less or equal
  • Multiple Choice: Equals, Is in list, Is not in list
Example Use: 
Condition: Budget > 5000
True Path: → Book Meeting Node
False Path: → Info Node (ask about timeline)
Default: → True Path (if budget unknown)

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Talk Node

Provides information or responses to leads without collecting data. Configuration:
  • AI Examples: Add examples of what the AI should say
  • Multiple Examples: AI uses these as guidelines for natural responses
Example Use: 
Examples:
- "We specialize in modern, mobile-responsive websites for small businesses"
- "Our typical project includes design, development, and basic SEO optimization"
- "We can have your site live within 4-6 weeks of project start"

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Book Meeting Node

Schedules appointments with qualified leads. Configuration:
  • Meeting Type: Select from your Calendly/Cal.com event types
  • Event Description: What kind of meeting this is
  • Ask Message: Example of how AI should propose the meeting
Requirements:
  • Calendly or Cal.com integration must be configured
  • At least one active event type available
Example Use: 
Meeting Type: "30-min Discovery Call"
Description: "Strategy session to discuss your web design needs"
Ask Message: "I'd love to schedule a quick call to discuss your project. Are you available next week?"

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Close Node

Ends the conversation and optionally sends lead data to external systems. Configuration:
  • Webhook (Optional): Send lead data to your CRM or other tools
  • Endpoint URL: Where to send the data
  • HTTP Method: POST, PUT, or PATCH
  • Custom Headers: Authentication or content type headers
Example Use: 
Webhook: https://your-crm.com/api/leads
Method: POST
Headers: Authorization: Bearer your-token
Data: All collected lead information sent as JSON

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Building Your Funnel

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Getting Started

  1. Start with Context: Set up your campaign context first (Info tab)
  2. Define Information: Configure what data to collect (Info tab)
  3. Build the Flow: Use the visual builder to create your conversation path
  4. Test Thoroughly: Use the Test button to simulate conversations

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Adding Nodes

  • Click the + button after any node to add the next step
  • Condition nodes show two + buttons (True/False paths)
  • Other nodes show one + button for the next step

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Connecting Logic

  1. Linear Flow: Start → Info → Info → Book Meeting → Close
  2. Branching Flow: Start → Info → Condition → Different paths based on response
  3. Complex Flow: Multiple conditions and paths based on various criteria

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Visual Layout

  • Nodes are positioned automatically based on the flow
  • Condition branches spread horizontally (True left, False right)
  • Linear nodes flow vertically down the page

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Testing Your Funnel

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Test Button

The Test button simulates a conversation with your funnel:
  • Requirements: Funnel must be saved and have at least 2 nodes
  • Simulation: Chat interface shows how the AI will respond
  • Data Collection: See what information gets collected
  • Flow Paths: Test different conversation branches

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Test Scenarios

Test these common scenarios:
  • Happy Path: Lead provides all information and books meeting
  • Incomplete Info: Lead skips questions or provides unclear answers
  • Disqualified Lead: Lead doesn’t meet your criteria
  • Different Conditions: Various budget ranges, timelines, or other factors

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Best Practices

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Flow Design

  • Keep it Simple: Start with basic flows, add complexity gradually
  • Limit Conditions: Too many branches make flows hard to manage
  • Test Frequently: Check each change with the test feature
  • Plan Paths: Map out your ideal conversation before building

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Information Collection

  • Essential First: Collect the most important qualifying information early
  • Natural Order: Ask questions in a logical sequence
  • Clear Options: For multiple choice, make options distinct and clear
  • Default Paths: Always set appropriate defaults for unknown information

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Meeting Booking

  • Qualify First: Only offer meetings to qualified leads
  • Clear Purpose: Explain what the meeting will cover
  • Flexible Scheduling: Use calendar integration for easy booking
  • Confirmation: Set up email confirmations through your calendar tool

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Webhook Integration

  • Test Endpoints: Verify your webhook URLs work before going live
  • Authentication: Use proper headers for secure API access
  • Error Handling: Your endpoint should handle the data format properly
  • Data Mapping: Plan how Whappy’s data maps to your CRM fields

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Common Flow Patterns

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Lead Qualification Flow

Start → Get Budget → Budget Condition → Get Timeline → Book Meeting → Close
                            ↓
                    Talk (Explain Pricing) → Close

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Information Gathering Flow

Start → Get Company → Get Industry → Get Size → Condition (Size > 50) → Book Meeting
                                                        ↓
                                              Talk (SMB Services) → Close

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Multi-Stage Qualification

Start → Get Budget → Budget OK? → Get Timeline → Timeline OK? → Book Meeting
           ↓             ↓              ↓            ↓
        Close         Close          Close        Close

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Troubleshooting

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Common Issues

  • Test Button Disabled: Save your funnel and ensure it has multiple nodes
  • Template Errors: Check WhatsApp integration and template approval status
  • Booking Failures: Verify Calendly/Cal.com connection and active event types
  • Webhook Issues: Test your endpoint URL and authentication headers

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Flow Problems

  • Dead Ends: Every path should eventually reach a Close node
  • Missing Conditions: Ensure all condition branches are connected
  • Unclear Logic: Review condition operators and values
  • Too Complex: Simplify flows that have too many branches

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Next Steps

After building your funnel:
  1. Configure Options: Set operating hours and timezone
  2. Test Thoroughly: Try multiple conversation scenarios
  3. Launch Campaign: Start your automated conversations
  4. Monitor Performance: Review conversation data and optimize
Start with a simple linear flow (Start → Info → Book Meeting → Close) and add complexity as you learn what works best for your leads.