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The Funnel is the conversation your assistant follows, step by step: the first message, the questions, the branches, and how it ends. You build it on a canvas, as steps joined by connections. A campaign for existing customers has no Funnel page: its conversations are generated from your offers.

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The editor

  • Add node (top left) opens the steps, grouped as Conversation, Media, Logic, Actions and End. A new step lands in the middle of the canvas, not yet connected.
  • Connect steps by dragging from the bottom of one step to the top of the next. A Condition has a True and a False output; an A/B test has an A and a B output.
  • Click a connection to delete it.
  • Click a step to open its settings on the side. Delete step removes it the next time you save. Deleting a Condition also deletes the steps on its False branch.
  • End every path with a Close step.
The bar at the bottom has Save changes, a pill with what the campaign still needs (for example 2 things to fix), and Generate from context.

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Generate from context

Generate from context designs a whole flow from your Business Context. If the canvas already has a flow, or unsaved changes, it first asks Replace the flow on the canvas? The generated flow is a preview: check it, then press Save changes to keep it or Discard to go back. The preview says so if some branches don’t end with a Close step yet.

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Funnel issues

When something is missing, a Funnel issues badge on the canvas lists it: a step that is not configured or not saved, or a missing Close step. A step that still needs something is marked on the canvas.

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Steps

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WhatsApp template (start)

Every funnel starts here. On WhatsApp, this is the first message to a new lead.
  • WhatsApp Business account: the number the first message is sent from.
  • Template: one of that number’s approved templates, with a preview. WhatsApp only allows an approved template as the first message. Templates are managed under Integrations → WhatsApp.
  • First message for test conversations: what test conversations show as the first message. Real leads get the template.
On a campaign that talks only on Instagram the step is called Starts on Instagram: people who write to you start here, and there is no first message. On a campaign that talks on both channels, only leads you add or import get the template, on WhatsApp; people who write on Instagram skip it. See Channel.

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Ask information

Asks the lead for one of your Info fields. Pick the field; the assistant asks for it in its own words. A required field is asked again until answered; an optional one is asked once.

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Talk

Says something to the lead. Write Instructions: the assistant uses them as guidance, not a script. Tick Wait for lead’s reply to wait for an answer before moving on.

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Support agent

Answers the lead’s questions, from your instructions and your Context.
  • Instructions: how the assistant should help.
  • Exit condition (optional): a yes/no question. The step ends once the assistant judges the answer is yes.

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Send document

Sends PDFs or images from your Assets.
  • Files to send: up to 5 per step, sent in the order shown. PDFs up to 16 MB, JPEG and PNG up to 5 MB.
  • Message (optional): sent with the first file only.
  • Wait for the lead to reply before continuing.
The lead receives them as files on WhatsApp, and as links on Instagram.

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Send voice note

Sends a pre-recorded voice message from your Assets.
  • Recording to send: one recording. Up to 5 minutes; audio files up to 16 MB are converted automatically.
  • What to say before it (optional): say what the note is about, not its words. The assistant sends one short line before it, in the lead’s language.
  • Wait for the lead to reply before continuing.
It arrives as a voice note on WhatsApp, and as a link on Instagram.

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Condition

Checks a collected answer and sends the lead down the True or the False path.
  • Check if: the Info field to check. You need Info fields before you can create conditions.
  • Operator and Value to compare, depending on the field’s type:
  • If unknown: whether to take the True or the False path when the answer is not known.

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A/B test

Splits new leads evenly between branch A and branch B. Each lead stays on its branch, so you can compare how the two paths convert. A funnel can have one A/B test at a time.
  • Winner decided by: Replied, Reached the end, Booked an appointment or Marked as won.
  • Results: how many leads entered each branch, and a verdict. No winner is shown until each branch has enough leads; then it says which branch is ahead (95% confidence) or that there is no clear difference yet.
  • Keep A / Keep B: ends the test. Every new lead follows the branch you keep, and the steps used only by the other branch are removed. Leads already in the test finish on their current path.
If you edit a branch after the test started, its results mix both versions, and the step says so. While the test runs, Coach waits before testing new wording on this campaign.

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Book meeting

Books an appointment on a calendar connected under Integrations: Calendly, Cal.com or GoHighLevel. The assistant reads its availability and books the meeting.
  • Meeting type: one of the calendar’s active event types.
  • Event description: what the meeting is.
  • Ask message example: how the assistant proposes it.
Test conversations book real meetings on this calendar too.

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Send data

Sends everything collected so far to another system, without ending the conversation. Connection type:
  • WhatsApp: alerts a number of your choice with a notification template. Press Create notification template and Whappy creates it in your Meta Business account; the step shows when Meta has approved it. Needs a connected WhatsApp number.
  • Webhook: sends a JSON payload with the conversation and the lead’s information to your Endpoint URL, with the HTTP method and Headers you choose. See Webhook.
  • Zapier or Make: fires a Send data trigger you created in the Whappy app on Zapier or Make.
Tick Skip test (don’t send during testing) so test conversations don’t alert your team or reach your CRM. Test send data (Webhook and Zapier or Make only) sends the step’s data from a real conversation of this campaign that you pick, and shows the response and the payload sent. It uses the saved version of the step, so save first. Up to 10 tests per minute.

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Close

Ends the conversation. Every path must end with one. Turn on Continue in another campaign to move the lead into another campaign when this conversation closes:
  • Campaign to move the lead into. A paused campaign receives nobody while it stays paused. A campaign that doesn’t talk on one of this campaign’s channels won’t receive leads from that channel, and the step says so.
  • When the lead arrives:
    • Send the new campaign’s first message: the new campaign opens with its own first message (WhatsApp only).
    • Wait for the lead to write: the lead is moved silently, and the new campaign answers when they write again.
    • Continue without the template: the new campaign picks up from the step after its first message, so the lead doesn’t get a second opening.
  • Carry over what has been collected: the new conversation starts knowing what this one learned, marked with when it was collected.
The move happens about two minutes after the conversation closes. See Moving a lead to another campaign.

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Testing

Test (top right of the canvas) opens a test conversation. It needs a saved funnel with at least one step after the start, and no unfinished steps. Pick a test lead, or Add a test lead, and press Start. You play the lead in a chat window and see the information collected. On a campaign that talks on both channels, Test as lets you pick WhatsApp or Instagram; on Instagram you write first, as your customer would. A test conversation never sends a message to a real phone. But it is otherwise real: a Book meeting step books on your connected calendar, and Send data steps send their data unless Skip test is on. For a wider check, Rehearsal runs invented customers through the campaign. Switch it on under Options → Sections.

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Common patterns

Start with a short linear flow, test it, then add branches.