Create your bot
Basics - Essentials to build a bot
Variables in Landbot - Getting Started
Landbot System Variables
Builder's keyboard shortcuts and mechanics! 🏗
Builder Interface
Supported Browsers
Guidelines 🚀 5 best practices for chatbot design in Landbot 🤖
How to "debug" (troubleshoot) your bot's flow to spot possible errors (for non coders)
Build a bot
Blocks and flow operations
AB Test block (randomize flow)
Buttons block
Buttons block
Reply Buttons block (WhatsApp)
Any of the above Output
How to open a new URL in another tab (window)
How to set up Multiple Choice questions
Code Block (Javascript)
Conditions block
Conditions block
Conditions block II (with Dates, Usage and Agents variables)
How to ask a question based on a variable not being set (empty URL params)
Flow operations
Global Keywords 🌍
Keyword Jump
Keyword Options 🔑 Assign keywords to buttons (WhatsApp and Facebook)
Lead Scoring block
Persistent Menu
Jump To block
Formulas block
Get started with the Formulas block
Formulas Blocks Dashboard
Formulas - Regex
Formulas - Date
Formulas - String
Formulas - Logical
Formulas - Math
Formulas - Object
Formulas - Comparison
Formulas - Array
Goals block
Goodbye block
Media Block
Multi-Question block (Create a Form)
Note block
Question blocks
Question: Address block
Question: Autocomplete block
Question: Date block
Question: Email block
Question: File block
Question: Name block
Question: Number block
Question: Phone block
Question: Picture Choice block
Question: Rating block
Question: Scale block
Question: Text block
Question: URL block
Question: Yes/No block
Send a Message block
Send an Email block
Set Variable block
Starting Point
Business Hours block
List Buttons Block (WhatsApp)
Collect Intent block
Bricks
Bot Settings
Bot General Settings
Second Visit Settings
Custom System Messages
Hidden Fields (Get params / UTMs from url and use it as variables)
Landbot native SEO & Tracking tools
Typing Emulation (Message Delay)
Landbot in Wix
Chats - Livechat and Human Takeover
Design (bots for Web)
Share & Embed
Account Settings and Billing
Billing
Account Settings
Account Settings
Account Homepage
Dashboard
Roles & Permissions for Teammates
Agent Status and Log out
Common reasons for not receiving account activation email
Privacy and Security
Landbot's Privacy & Security Policies
Compliance with the GDPR - General Data Protection Regulation
Landbot's Abuse Policy - How to Report an Abusive Use of Landbot
Teammates - Add extra agents (seats) to your Account
Notifications section
Integrations with Landbot
ActiveCampaign
Airtable
Airtable integration block
Get data filtered from Airtable with a Brick- Shop example
20 different ways to GET and filter data from Airtable
How to add/update different field types in Airtable (POST, PATCH & PUT)
How to Create, Update, Retrieve and Delete records in Airtable (POST, PATCH, GET & DELETE)
Get more than 100 items from Airtable
Insert Multiple Records to Airtable with a Loop
How to Get an Airtable Token
Advanced filters formulas Airtable block
Update Multiple Records in Airtable Using a Loop
Calendly
Carrd
DeepL
Dialogflow
Dialogflow & Landbot course
Dialogflow & Landbot intro: What is NLP, Dialogflow and what can you do with it?
Dialogflow & Landbot lesson 1: Create your first agent and intent in Dialogflow
Dialogflow & Landbot lesson 2: Get the JSON Key
Dialogflow & Landbot lesson 3: Setting up of Dialogflow in Landbot
Dialogflow & Landbot lesson 4: Training phrases and responses for a FAQ
Dialogflow & Landbot lesson 5: Entities and Landbot variables
Dialogflow & Landbot lesson 6: Redirect user depending on Dialogflow response parameters (intent, entities and more)
Learn more about Dialogflow - Courses and communities
Integrations > Dialogflow Block
How to extract parameters from Dialogflow response with Formulas
Dialogflow Integration Dashboard
Dialogflow in Unsupported Languages (& Multilingual)
Dialogflow - How to get JSON Key
External API REST
Dynamic Data (Arrays)
Webhook Block Dashboard
Webhook block (External API REST)
How to TEST your Http Request (Webhook block)
Facebook Pixel
Google Analytics
Google Adwords
Google Maps
Google Maps API Key for Address block
Extract Data With Google Maps Geocoding API
Calculate Distances With Google Maps API
Google Sheets
Google Sheets (Insert, Update and Get data)
How to use Google Sheets to create a simple verification system for returning visitors
How to Upload Document & store link
How to give unique Coupon Codes (with Google Spreadsheets)
Google Sheets Integration Dashboard
How to insert a new row with data and formulas in Google Sheets
How to use Google Spreadsheet as a Content Management System for your bot
Google Tag Manager
How Track Google Analytics Events in Landbot with Google Tag Manager (GTM)
Landbot in your web with Google Tag Manager
HubSpot
IFTTT
Integromat
Connecting MySQL with Make.com (formerly Integromat)
How to upload a file to Google Drive using Make.com (formerly Integromat)
Send WhatsApp Message Template from Make (ex Integromat)
Make.com (formerly Integromat) trigger
How to send an email through Sendinblue by Make.com (formerly Integromat)
Get Opt-ins (Subscribers) from Facebook Leads using Make (ex Integromat)
How to extract data from an external source with Make.com and use it in Landbot
Integrately
Intercom
Vonage
Mailchimp
OCR
OpenAI
Create a JSON format response from OpenAI in WhatsApp
Connect OpenAI Assistant with Landbot
How to build a FAQ chatbot with GPT-3
GPT-4 in Landbot
Fine-Tune GPT3 with Postman
OpenAI
Prompt Engineering for GPT-3
Build a Customer Service Bot with ChatGPT and Extract Information
Pabbly
Paragon
PDF Monkey
Pipedream
Salesforce
Segment
Sendgrid
Slack
Stripe
Squarespace
Sharetribe
Shopify
Store Locator Widgets
How to display the near location of your store in WhatsApp (with Store Locator Widgets)
How to display the near location of your store for Web bots (with Store Locator Widgets)
Webflow
Wordpress
Xano
Zendesk
Zapier
Zapier block
Zapier Integration Dashboard
How to insert a row to Google Spreadsheet by Zapier
How to generate a document with PDFMonkey by Zapier
Send WhatsApp Message Templates from Zapier
How to send an email with Gmail by Zapier
Get Opt-ins (Subscribers) from Facebook Leads using Zapier
How to extract data from an external source with Zapier and use it in Landbot
Zapier trigger
How to complete a digital signature flow by Zapier
Make a survey with Landbot and display the results in a Notion table using Zapier
Trigger Automation block
WhatsApp Channel
Getting started with the WhatsApp Integration
WhatsApp Testing
Facebook Business Verification - Best Practices 🇬🇧
Adding a WhatsApp number to your account
WhatsApp Channel Settings
Growth Tools for WhatsApp
Opt-in, Templates and Campaigns
Parent Bot/Linked Bot - Add a main bot to your WhatsApp number
How to get Opt-ins (Subscribers) for your WhatsApp 🚀
WhatsApp Campaigns 💌
WhatsApp's Message Templates
Send WhatsApp Messages with Landbot API
Audience block
Recognise the users input when sending a Message Template with buttons
Audiences
Create Opt-ins (Subscribers) using Landbot API
Opt-In block for WhatsApp 🚀
Opt-in Check Block
WhatsApp Bot Creation - Best Practices and compatibility guide
Build a WhatsApp Bot - Best Practices and User guide
Build a WhatsApp Bot - Best Practices for Developers
WhatsApp bots - Feature Compatibility Guide
Types of Content and Media you can use in WhatsApp 🖼
WhatsApp - How to direct a user through a different bot flow on their second visit
WhatsApp - Get user out of error message loop
Javascript in WhatsApp
How to calculate the number of days between two selected dates (WhatsApp)
Creating a Loop in WhatsApp
AI in WhatsApp
Send Automated Message Templates based on Dates
Different ways to format numbers with JS (WhatsApp)
Notify Teammates of Chat via WhatsApp
Creating a Simple Cart in WhatsApp
1. WhatsApp Article Directory
2. WhatsApp Integration FAQ's
Customize and embed your WhatsApp Widget
Other Channels - Messenger and APIChat
Facebook Messenger
The Facebook Messenger Ultimate Guide
Types of content you can use in Messenger bots 🖼
How to Preview a Messenger bot
Facebook Ad connected to Messenger Bot
API Chat (for Developers)
How to create an API chat bot and set up the Hook Url
Building a Slack APP Bot with Landbot APIChat and Node JS
Build a Telegram Bot with Landbot APIChat and Node JS
Duplicating bots
AI in Landbot
Metrics and Data Management
Metrics Section
How to export the data from your bots
Export data: How to open a CSV file
Bot's Analyze Section
For Developers & Designers
CSS and Design Customizations
Dynamic Customizations
How to change Avatar dynamically (Landbot v3)
Dynamically Change a Bot's Background
Dynamically Change Any Style
Embed Customizations
How to "send" a user to a specific point in the flow with Javascript and with the API
Modifying Embed Size
Load script and display bot on click button
How to launch a Landbot by clicking a button
Open LiveChat bot as soon as page loads (3 ways)
Change Landbot custom CSS dynamically from parent page onload
CSS Customization Examples
CSS Customization Examples: "Back to School" Theme
CSS Customization Examples: Call To Action: WhatsApp
CSS Customization Example: "Lead Gen"
CSS Customization Examples: "Translucid"
CSS Customization Examples: "Minimalist" Theme
CSS Customization Examples: Carrd Embed Beginner
Make Persistent Menu Appear During the Flow
CSS Customization Examples: Video Bubble
CSS Customization Examples: CV Template
Design Customizations
How to use Google Fonts in Landbot
CSS for Typewriter Effect
Proactive Message Customizations with Javascript and CSS
Landbot v3 - Web CSS - RTL
Hide time stamp (under avatar)
How to remove Landbot branding
HTML Template for Emails
Widget/Bubble Customizations with Javascript and CSS
Detect if a visitor is on Mobile/Tablet or Desktop
Customized display in the bot
How to display an HTML Table and a List in Landbot v3 web
Progress Bar Workaround
Add a Chart (with Chart JS library) in your Landbot
How to embed a .gif file inside a message
Different ways to embed Videos in Landbot
Pop up modal to embed third party elements
Display video and hide button to continue until video has ended
Components CSS Library
Components CSS Library Index
Background Class CSS
Identify Blocks CSS
Buttons Class CSS
Header Class CSS
Media Class CSS
Message Bubble Class CSS
Miscellaneous Classes CSS
Recommended Image Sizes
Dynamic Data CSS
Form Block CSS
Multi Questions CSS
Get started guide for CSS Design in Landbot
Landbot APIs
APIs
Create an SMS bot with ClickSend and API Chatbot
reply from Slack: How to create an integration to allow agents reply WhatsApp users from Slack (with Node JS)
MessageHooks - Landbot Webhooks
Javascript and SDK
Workarounds and How To's
Building Tips & How to's
How to build an event registration Landbot (to be used in one screen by many attendees) (web only)
How to redirect user to another url in your site with Livechat open to continue conversation
How to let user select a time of booking (with a minimum 45 minutes notice)
Get the array's index of the user selection and extract information from array
How to redirect visitors to a URL (web only)
Embed Google Maps
How to add a Click-to-Call/Email/WhatsApp button
How to disable a bot
Airtable usecase: Create an event registration bot with limited availability
How to calculate the number of days between two selected dates
Reservation bot with Airtable
Set a timer to get the time spent during the flow
Workarounds & Codes
How to Detect Visitors Browser
Conditional Welcome (Non-embedded bots)
Conditional Welcome: Direct the Flow of Your Bot Based on External Parameters
Two-Step Email Verification
Detect if bot was opened
Different ways to format numbers with JS
Trigger Event if User Abandons Chat
Calculate Distances in WhatsApp
Customized Behavior in Mobile Browsers
Trigger Event if User Abandons Chat Using AWS
Launch Bot On Exit Intent
Display Bot During Business Hours Only (Livechat & Popup)
Delete Customer Data in Flow
Cookie consent banner (full page / full page embed)
Add Captcha Verification (Non-Embedded Bots)
Launching a bot depending on browser language
Trigger a Global Keyword with JS (web v3)
Create a Scale out of Buttons - Workaround
How to set up questions with a countdown
How to pass WordPress logged in user data to Landbot
Create Dynamic Shopping Cart with JS and CSS
Set the flow depending on the url path (for embedded landbots)
Generate a URL that has variables from user answers
Resume flow based on external process with Landbot API (Request, Set, Go)
Creating Masks for User Input (2 examples)
Popup on Exit Intent
More Topics
Table of Contents
- All Categories
- WhatsApp Channel
- WhatsApp Bot Creation - Best Practices and compatibility guide
- Build a WhatsApp Bot - Best Practices for Developers
Build a WhatsApp Bot - Best Practices for Developers
Updated by Pau Sanchez
This article offers a guide for developers that need a "quick" introduction to the most important concepts during the planning, developing and testing of a WhatsApp bot with Landbot for developers.
Build a WhatsApp Bot - Best Practices and User guide
For general best practices check this article
The Ultimate WhatsApp Guide
For information about Facebook Business Verification process and number request, check this article
WhatsApp & Landbot
Video course with exercises from Landbot Academy link
Testing Troubleshooting bots
Chat section - Variables
One of the best ways to know what is going on is from the Chat section, while you are testing the bots, you can check that conversation and specially the variables that are being set and with which value. Bear in mind that variables are not "reset" so it can be tricky with some conditions that might not behave as expected due to early tests
You can modify in that section the value of the variable and even delete them. That is very handy while testing
Resources:Variables - Chat section
Chat section - Close Chat
Sometimes while testing, we might need to restart from the beginning, a good way to do it, is by pressing "CLOSE", it will force the bot to start from the beginning in the next user input.
Resources:Close or Pause chat
Chat section - Delete Number
Also, while testing a bot, we might want to start from scratch with any variable set. By deleting the Chat, all the data for that number will be erased and and once you start again, it will generate a new customer id with no variables set. Be careful to don't use that system for users that have already opt-in, as that opt-in won't be possible to use, as it is generating a new user.
Resources:Additional Actions
Building WhatsApp bots - Special WA blocks
Formatting content text
WhatsApp doesn't allow HTML, but you can use the following formats to display formatted text:
Italic
Bold
Crossed
In case you want to set up line breaks, you can do it using either with <br> tag or when pressing intro in the editor:
Other approach, in case you have a list separated by commas, from an external source (like an API), then using Formulas with Replace()
Resources:Text formatting
User inputs & variables
When working with User inputs, bear in mind that the logic is a bit different between this channel and web. That means that the input stored in the user input will be text used by the user, not the text displayed in the bot.
In the example below we can see that if we want to set a value, that we can later use, instead of numbers, we will need to use a Set Variable block after to set the desired value correctly
If you are using the buttons block, and the input from the user, is none of the possible options, it will go through the default exit. We do recommend to use the Keyword Options, that can use validation of the user input
Resources:Set Variable
First Input / Welcome
A simple way to get the first user input, will be by deleting the Welcome Message block, and using a set variable block to set such value.
If you use ${body} will capture text
If you use ${url} will capture where the media file (picture, attachment or audio) is hosted
We highly recommend to use this method, as it will allow to set up after conditional blocks/logics even before the user encounters any user input
Resources:How to capture and use the first user's interaction (input)
Webhook
The Webhook block will be a really handy way to work with external APIs or Serverless functions.
Note that:
Does not accept SOAP (XML)
Does not accept HTTP (only HTTPS)
Has a 40 seconds timeout
In case of troubleshooting Webhook requests you can check them in the Webhook Logs (Integrations section)
Resources:Webhook
Dynamic Data (index)
If you are working with Arrays, Dynamic Data is very handy, however, like the buttons, the input stored is the one from the user. In case you want to extract the information please check this article: Get Index Array selection WhatsApp
Resources:Dynamic Data
Formulas
Code block (and Javascript) cannot be used in WhatsApp bots, the best alternative is to use the Formula block
Resources:Get started with the Formulas block
Close Chat
For better control of user flow, and design, use the Close Chat. After going through CLOSE block, next input from the user will restart bot
Resources:Close Chat
Dialogflow
WhatsApp offers text input all the time and at the same time offers little options to let the user select, so natural language has to be under control. The best way to do that would be with a NLP Tool, that is why we recommend to use Dialogflow
Resources:Dialogflow Block
Opt-in process
What is the opt-in
The opt-in process is the way we validate a number is a valid WhatsApp account, and at the same time in Landbot a user is generated. This is required if you want in the future to communicate using Message Templates
Resources:What is the Opt-in process?
Widget
The widget is the way we create set up the end-point that later you can use to request the opt-ins.
It can be also used to directly embed such widget in a site.
Once a widget is create do not delete it, otherwise will lose all the opt-ins generated
Resources:What is a Snippet
URL endpoint
Once the widget is create with the specific settings (bot and message) the url will be displayed in the key "url"
phone=XXXX ie.164 format
othervalue=XXXX (variables)
Bear in mind that when you make a request, the response of the opt-in status will be always false. It takes few minutes to be validated
Resources:How to write the correct URL
Check user opt-in
To check the list of numbers that have done correctly the opt-in, you can check the side panel in your channel:
Resources:Channel's Opt-ins list
Message Templates
What is an Message Template
Message Templates are messages, previously requested and approved by WhatsApp, that can be sent to opt-in users to contact them after 24 hours from last user interaction
Resources:
Message Templates for WhatsApp 💬
Send Message Templates - Campaigns
If you are interested to send a big amount of Message Templates at once, using a GUI, the best method is using the Campaigns section.
There is no bulk method to send Message Templates via API
Resources:WhatsApp Campaigns
Send Message Templates - Chat
An alternative way to send 1 to 1, is using the Chat section. Bear in mind that this method will force the assignation of such conversation to the agent who sent the Template.
Resources:Send Templates (for WhatsApp)
Send Message Templates - API (& assign)
The most common method used by developers to send Templates is via API. Please check this article
Channel vs Bot
In Landbot we distinguish between Bots and Channels, for a simple definition, Channel is the WhatsApp phone number, and bot is the flow that is linked to the Channel. More than one bot can be interacted by a customer in the same channel.
The Bot that is linked to the channel, will be the Source bot, and will be where you find all the metrics and analytics, and where it will restart the user, once it reaches the end of a flow or the conversation has been closed
Resources:Parent Bot/Linked Bot (WhatsApp)
Landbot API
In case you already have a WhatsApp Business API key, and want to use Landbot only to build the logic, please check our APIChat bot channel: APIChatbot
Platform API Docs
Resources:Landbot API Docs
ID’s
When working with the API Platform, you might need to use some ids for specific methods, here is a list of them and how to find them in Landbot:
customer_id : Customer id is the unique identifier that creates Landbot with the first user interaction (or opt-in). You can find it in the variable @id It cannot be created or modified externally.
bot_id: Is the identifier of the bot, it can be found in the url of the builder (as in the image above)
channel_id: Similar to the bot_id, it can be found in the url but of the channel (where you have all the setting of the WhatsApp number)
Node block: The node block is a unique and random identifier for each block in the builder, it can be copied by doing right click in the block & copying
Agent API Token: It can be found in the user account section. Bear in mind that the methods you can use depend on the permissions you have.
List
Handy to extract the users that had a chat with your bot. Bear in mind that there is a limit of 100 records. So in case you want to extract more information you must use pagination
curl --location --request GET 'https://api.landbot.io/v1/customers/' \
--header 'Content-Type: application/json' \
--header 'Authorization: Token <YOUR TOKEN>'
Resources:List Customers
Filter by
Best method to filter listing
Example filtering by channel_id and opt_in true
curl --location --request GET 'https://api.landbot.io/v1/customers/?channel_id=783500&offset=0&limit=100&opt_in=true' \
--header 'Content-Type: application/json' \
--header 'Authorization: Token <YOUR TOKEN>'
Example filtering by phone
curl --location --request GET
'https://api.landbot.io/v1/customers/?search_by=phone&search=34696696696' \
--header 'Content-Type: application/json' \
--header 'Authorization: Token <YOUR TOKEN>'
Resources:List Customers
Customer
Information of a specific customer
Example to get data from a specific customer_id (in the example 87647367)
curl --location --request GET 'https://api.landbot.io/v1/customers/87647367/' \
--header 'Content-Type: application/json' \
--header 'Authorization: Token <YOUR TOKEN>'
Resources:Get data
Assign bot (launch)
For redirecting user to step in bot (if less than 24 hours can launch:true)
curl --location --request PUT 'https://api.landbot.io/v1/customers/83583526/assign_bot/849366/' \
--header 'Content-Type: application/json' \
--header 'Authorization: Token <YOUR TOKEN>' \
--data-raw '{
"launch": false,
"node": "Nkky3ra7k"
}'
Resources:Assign bot
Close Chat
Great method (in combination with CRON) to ensure user starts from the beginning
curl ex:
curl --location --request PUT 'https://api.landbot.io/v1/customers/83583526/archive/' \
--header 'Content-Type: application/json' \
--header 'Authorization: Token <YOUR TOKEN>'
Resources:Archive
Variables / Custom Fields
For adding information to customer
Can also add “object” type and get values with Formula
curl --location --request PUT 'https://api.landbot.io/v1/customers/83902248/fields/ischat/' \
--header 'Content-Type: application/json' \
--header 'Authorization: Token <YOUR TOKEN>' \
--data-raw '{
"type": "string",
"value": "no"
}'
Resources:
MessageHooks
If you want to have deeper control over the users and bot behaviour, using MessageHooks will allow you to "subscribe" to events and messages in real time
Resources: