Create WhatsApp Flows with ChatMaxima MCP

Design interactive WhatsApp Flows from Claude, Gemini or ChatGPT. The assistant creates and updates Flow screens in your ChatMaxima workspace, ready to review.

Overview

ChatMaxima MCP lets your AI assistant create and update WhatsApp Flows in your workspace. WhatsApp Flows are the interactive, form-like experiences that run inside WhatsApp, where a customer fills in fields, picks options and completes a task such as booking, sign-up or a survey, all without leaving the chat. With MCP connected, you can ask Claude, Gemini or ChatGPT to design a Flow, and it builds the screen structure for you to review and publish in ChatMaxima.

Designing a Flow by hand means laying out screens, fields and navigation in a specific JSON structure. The assistant handles that structure for you from a plain-language description.

Prerequisites

Before you begin, ensure you have:

A connected AI client. See Connect with Claude, Gemini or Codex / ChatGPT.
WhatsApp Flow access in your role. Your ChatMaxima role must allow the Flows section.
A connected WhatsApp account in your workspace.

How the assistant works with Flows

The assistant has a focused set of Flow tools:

See your WhatsApp accounts. It calls list_whatsapp_accounts to know which account a Flow belongs to.
Review existing Flows. It calls list_whatsapp_flows and get_whatsapp_flow to see what you already have.
Learn the structure. It calls get_flow_schema so it knows the valid screens, components and fields.
Create a Flow. It calls create_whatsapp_flow to build a new Flow draft.
Refine a Flow. It calls update_whatsapp_flow to change screens or fields after your feedback.

Step 1: Describe the Flow you want

Tell the assistant what the customer should accomplish and what information to collect. List the screens and fields if you already know them.

Example prompt:

Using ChatMaxima, create a WhatsApp Flow for booking a dental appointment.
Screen 1 collects full name and phone number. Screen 2 lets the user pick a
preferred date and a time slot. Screen 3 shows a confirmation summary and a
submit button.

What to include in your brief

Detail	Why it helps
Task goal	Shapes the screens and the final action
Screens	Defines the step-by-step structure
Fields per screen	Sets what data is collected
Field types	Text, date, dropdown, choice and so on

Step 2: Let the assistant build the screens

The assistant calls get_flow_schema to learn the valid structure, then create_whatsapp_flow to build the screens and fields you described. It arranges navigation between screens and adds the submit action on the final screen.

Note: If you have more than one WhatsApp account, confirm with the assistant which account the Flow should be created against.

Step 3: Review, refine and publish

Open the WhatsApp Flows section in the ChatMaxima dashboard to see the draft. Walk through the screens and check the fields. If something needs to change, ask the assistant to refine it and it will call update_whatsapp_flow. When the Flow is right, publish it from the dashboard and attach it to the message or bot step where customers should see it.

Best Practices

Keep screens short. A few fields per screen is easier to complete on a phone.
Use the right field types. Dates, dropdowns and choices reduce typing errors.
End with a clear submit. The final screen should summarize and confirm.
Iterate. Build a first draft, review on the dashboard, then ask for refinements.

Troubleshooting

The Flow tools are not listed

Your role may not include WhatsApp Flow access. Ask a workspace admin to grant it.
Reconnect the client so it refreshes the available tools.