Skip to main content
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.

​
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

​
Node Types

​
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."

​
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

​
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)

​
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"

​
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?"

​
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

​
Building Your Funnel

​
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

​
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

​
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

​
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

​
Testing Your Funnel

​
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

​
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

​
Best Practices

​
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

​
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

​
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

​
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

​
Common Flow Patterns

​
Lead Qualification Flow

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

​
Information Gathering Flow

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

​
Multi-Stage Qualification

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

​
Troubleshooting

​
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

​
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

​
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.