Official Flow Templates & Modular Presets

SMSPort ships with 10 production-grade Flow presets matching Meta's official WhatsApp Business use cases. Each preset is modular, validated against Flow JSON v7.3 specifications, and pre-wired with realistic mock data (__example__) for immediate live simulation.

1. Overview of Included Presets

Preset ID	Category	Screens	Mode	Use Case
`appointment_booking`	Appointment Booking	4 Screens	Endpoint	Doctor/service booking with date, time slots, summary, and terms
`provide_insurance_quote`	Lead Generation	10 Screens	Endpoint	Multi-tier health insurance quotation workflow with riders and add-ons
`preapproved_loan`	Lead Generation	4 Screens	Endpoint	Instant loan eligibility check with live EMI calculation and disbursement
`capture_interest_offer`	Lead Generation	4 Screens	Endpoint	Promotional offer showcase with `ImageCarousel` and budget tier selection
`account_sign_in`	Customer Support	4 Screens	Endpoint	Customer portal sign-in with phone OTP verification and privacy links
`customer_support`	Customer Support	1 Screen	Static	Fast support ticket generation with issue category selector and details
`collect_purchase_interest`	Lead Generation	2 Screens	Static	Product interest capture, buyer contact info, and callback request
`get_feedback`	Survey	1 Screen	Static	Star rating, net promoter score, and customer review comments
`send_survey`	Survey	2 Screens	Static	Multi-category product survey with multi-select checkboxes
`default`	Other	1 Screen	Static	Minimal starter template with header, body, and CTA button

2. In-Depth Preset Walkthroughs

1. Appointment Booking (`appointment_booking`)

Architecture: 4 Screens (APPOINTMENT -> DETAILS -> SUMMARY -> TERMS).
Screen 1: Department dropdown and date selection.
Screen 2: Available time slot radio buttons and specialist doctor selection.
Screen 3: Patient contact information (TextInput for full name, email, phone).
Screen 4: Rich text terms agreement with OptIn checkbox and confirmation completion footer.

2. Pre-Approved Loan Eligibility (`preapproved_loan`)

Architecture: 4 Screens (LOAN_OFFER -> DETAILS -> SUMMARY -> TERMS_AND_CONDITIONS).
Screen 1: Live loan eligibility card displaying pre-approved credit limit, dynamic tenure slider, and instant EMI computation.
Screen 2: Bank account verification and IFSC confirmation.
Screen 3: Breakdown of disbursement amount, processing fee, and monthly repayment schedule.
Screen 4: Mandatory regulatory loan terms and e-mandate consent checkbox.

3. Personalized Offer / Black Friday Deals (`capture_interest_offer`)

Architecture: 4 Screens (OFFERS_PAGE -> DETAILS -> SUMMARY -> TERMS_AND_CONDITIONS).
Screen 1: Swipeable ImageCarousel (16:9 aspect ratio) with high-definition product imagery and discount badges.
Screen 2: Budget tier radio selector and delivery speed preferences.
Screen 3: Customer shipping address collection with formatted TextArea.
Screen 4: Coupon code validation and order completion.

Architecture: 4 Screens (SIGN_IN -> OTP_VERIFY -> SUMMARY -> TERMS).
Highlights: Uses Meta's EmbeddedLink to allow users to open legal policy URLs in external browsers while maintaining their active session inside WhatsApp.

3. Testing with the Phone Simulator

SMSPort includes an interactive WhatsApp phone simulator directly in the Flow creation and editing workspace:

Interactive State: Tap buttons, type in text fields, and switch options with realistic Android/iOS styling.
Native Bottom Sheet: Clicking any Dropdown opens a full-screen WhatsApp sheet with live search filtering.
Dynamic Variable Replacement: Automatically resolves ${data.variable} bindings using the screen's mock __example__ dictionary, preventing raw code syntax from appearing in the preview.
Screen Switching: Use the header controls (< and >) or interactive Footer buttons to test complete multi-screen navigation flows.