Funnel

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

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