Build a bot
Getting started
Basics and builder
Variables in Landbot - Getting Started
Builder's keyboard shortcuts and mechanics! 🏗
Builder Interface
How to "debug" (troubleshoot) your bot's flow to spot possible errors (for non coders)
Starting Point
How to disable a bot
Bricks
Bot's Settings
Messages, Questions and Logic & Technical blocks
Messages
Media Block
Media block
How to display images with a variable URL source
How to embed a .gif file inside a message
Different ways to embed Videos in Landbot
Display video and hide button to continue until video has ended
Send a Message block - Simple Message
Goodbye block
Question blocks
Date Block
How to avoid visitors selecting specific days of the week
Question: Date block
How to calculate the number of days between two selected dates
Email Block
Form Block
Scale Block
Buttons block
How to set up Multiple Choice questions
Multi-Question block
Question: Address block
Question: Autocomplete block
Question: File block
Question: Name block
Question: Number block
Question: Phone block
Question: Picture Choice block
Question: Rating block
Question: Text block
Question: URL block
Question: Yes/No block
Logic & Technical blocks
Code Blocks
Dynamic Data
Dynamic Data (Arrays)
Get the array's index of the user selection and extract information from array
Formulas
How to Perform Basic Calculations
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
Persistent Menu
Trigger Automation
Webhook
Webhook Block Dashboard
Webhook block (External API REST)
How to TEST your Http Request (Webhook block)
Landbot System Variables
Set Variable
Any of the above Output
Global Keywords 🌍
Keyword Jump
Lead Scoring block
Jump To block
AB Test
Conditions block
Conditions block II (with Dates, Usage and Agents variables)
Close Chat block
How to ask a question based on a variable not being set (empty URL params)
Business Hours block
Custom Goals
Note block
Share & Embed
Redirect Users
How to open a new URL in another tab (window)
How to redirect visitors to a URL (web only)
Conditional Welcome (Non-embedded bots)
How to add a Click-to-Call/Email/WhatsApp button
Redirect User Based on Language Input (DeepL)
Generate a URL that has variables from user answers
Popup on Exit Intent
Share
Customized Embed Actions
How to redirect user to another url in your site with Livechat open to continue conversation
How to Detect Visitors Browser
Customize and embed your WhatsApp Widget
Modifying Embed Size
Conditional Welcome: Direct the Flow of Your Bot Based on External Parameters
Detect if bot was opened
Customized Behavior in Mobile Browsers
Load script and display bot on click button
Launch Bot On Exit Intent
Display Bot During Business Hours Only (Livechat & Popup)
Open / Close a Web bot (embedded)
Launching a bot depending on browser language
How to pass WordPress logged in user data to Landbot
Set the flow depending on the url path (for embedded landbots)
How to launch a Landbot by clicking a button
Open LiveChat bot as soon as page loads (3 ways)
Detect if a visitor is on Mobile/Tablet or Desktop
Embed
Embed the bot into your Website
Embed Landbot in an iframe
Landbot in Wix
Landbot in your web with Google Tag Manager
Landbot in Webflow
Embed in Sharetribe
Landbot in Shopify
Embedding Landbot in Carrd
Landbot in Wordpress
Landbot in Squarespace
Customizing the Proactive Message
Design section (web bots)
Verification & Security
Account Settings and Billing
Billing
Account Settings
Account Settings
Account Homepage
Dashboard
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
Agent Status and Log out
Roles & Permissions for Teammates
Teammates - Add extra agents (seats) to your Account
Notifications section
Startup Discounts
NGOs and Educational Organizations Discount
Human Takeover & Inbox
Integrations with Landbot
Native Integrations
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
Airtable usecase: Create an event registration bot with limited availability
Update Multiple Records in Airtable Using a Loop
Reservation bot with Airtable
Calendly
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
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
Hubspot
MailChimp
Salesforce
Segment
SendGrid
Slack
Stripe
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
Zendesk
Non-Native Integrations
ActiveCampaign
Google Calendar
Google Fonts
Google Maps
Embed Google Maps
Google Maps API Key for Address block
Extract Data With Google Maps Geocoding API
Calculate Distances With Google Maps API
Google Meet
IFTTT
Integrately
Intercom
Make
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
OCR
Pabbly
Paragon
Pipedream
PDF Monkey
Store Locator Widgets
Xano
Zendesk
WhatsApp Channel
Getting started!
WhatsApp Testing
Build a WhatsApp Bot - Best Practices and User guide
Build a WhatsApp Bot - Best Practices for Developers
Types of Content and Media you can use in WhatsApp 🖼
1. WhatsApp Article Directory
2. WhatsApp Integration FAQ's
Adding & Managing your WhatsApp Channel
Facebook Business Verification - Best Practices 🇬🇧
WhatsApp Number Deletion (WA Channel management)
Adding a WhatsApp number to your account
WhatsApp’s Messaging Policy: New Accepted Industry verticals
Meta processes guide: FBM verification, Official Business Account (OBA) requests, Appeals
Additional Number integration: Limitations and Requirements (Number integration)
Existing WhatsApp Number Migration
Key Insights for Migrating to WhatsApp Business API Cloud
How to's, Compatibility & Workarounds
WhatsApp bots - Feature Compatibility Guide
WhatsApp - How to direct a user through a different bot flow on their second visit
WhatsApp - Get user out of error message loop
Set Up a Delay Timer in Bot
Getting Subscribers: Opt-in, Contacts
How to get Opt-ins (Subscribers) for your WhatsApp 🚀
WhatsApp Quality - Best Practices
Opt-In block for WhatsApp 🚀
Opt-in Check Block
WhatsApp Channel Settings
Parent Bot/Linked Bot - Add a main bot to your WhatsApp number
WhatsApp Channel Settings
Growth Tools for WhatsApp
Duplicating bots
Messaging and contacting your users
WhatsApp Campaigns 💌
WhatsApp's Message Templates
Audience block
WhatsApp Marketing Playbook: Best Practices for Leadgen
Audiences
WhatsApp for Devs
How to calculate the number of days between two selected dates (WhatsApp)
Creating a Loop in WhatsApp
Recognise the users input when sending a Message Template with buttons
Trigger Event if User Abandons Chat
Calculate Distances in WhatsApp
Send Automated Message Templates based on Dates
Trigger Event if User Abandons Chat Using AWS
reply from Slack: How to create an integration to allow agents reply WhatsApp users from Slack (with Node JS)
Notify Teammates of Chat via WhatsApp
Native blocks for WhatsApp
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)
AI in Landbot
Non-native AI Features
Create a JSON format response from OpenAI in WhatsApp
Connect OpenAI Assistant with Landbot
AI in WhatsApp
How to build a FAQ chatbot with GPT-3
GPT-4 in Landbot
OpenAI
Prompt Engineering for GPT-3
Build a Customer Service Bot with ChatGPT and Extract Information
Native AI Features
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
JavaScript and CSS
CSS and Design Customizations
Design Customizations
Advanced (Custom CSS & Custom JS)
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
CSS Customization Examples: "Back to School" Theme
Get started guide for CSS Design in Landbot
CSS Customization Examples: Call To Action: WhatsApp
CSS Examples: Lead Gen
CSS Customization Examples: "Translucid"
CSS Customization Examples: "Minimalist" Theme
Dynamic Data CSS
Form Block CSS
CSS for Typewriter Effect
CSS Customization Examples: Carrd Embed Beginner
Dynamically Change a Bot's Background
Proactive Message Customizations with Javascript and CSS
Landbot v3 - Web CSS - RTL
Multi Questions CSS
CSS Customization Examples: Video Bubble
Dynamically Change Any Style
CSS Customization Examples: CV Template
Change Landbot custom CSS dynamically from parent page onload
Widget/Bubble Customizations with Javascript and CSS
JavaScript
How to change Avatar dynamically (Landbot v3)
Javascript in WhatsApp
Javascript in Landbot v3
Different ways to format numbers with JS
How to display an HTML Table and a List in Landbot v3 web
Trigger a Global Keyword with JS (web v3)
Create Dynamic Shopping Cart with JS and CSS
Add a Chart (with Chart JS library) in your Landbot
Different ways to format numbers with JS (WhatsApp)
Pop up modal to embed third party elements
Landbot API
Send WhatsApp Messages with Landbot API
How to "send" a user to a specific point in the flow with Javascript and with the API
APIs
Create Opt-ins (Subscribers) using Landbot API
MessageHooks - Landbot Webhooks
Resume flow based on external process with Landbot API (Request, Set, Go)
Tracking
Google Analytics - Track Events (Not embedded)
Google Analytics - Track Events (Embedded)
Facebook Pixel - Track Events (only Embedded)
How Track Google Analytics Events in Landbot with Google Tag Manager (GTM)
Google Adwords - How to track Google Adwords in Landbot
Set a timer to get the time spent during the flow
Workarounds and How To's
Workflows
Simple cart v0.2
How to build an event registration Landbot (to be used in one screen by many attendees) (web only)
How to let user select a time of booking (with a minimum 45 minutes notice)
Two-Step Email Verification
Fixing Web Bot Loading Issues for iOS Devices in Meta Campaigns with Disclaimers
Progress Bar Workaround
How to set up questions with a countdown
Creating a Simple Cart in WhatsApp
More Topics
Table of Contents
- All Categories
- Human Takeover & Inbox
- Inbox Section Guide
Inbox Section Guide
Updated by Dilyara
Prefer watching to reading? No problem, we've got you covered 👇
We welcome you to the Inbox section, the place where humans and chatbots meet! 🤩
From the Inbox section, you can see all conversations between the bots and your users in real-time, have agents chatting in real-time when needed, send the visitor back to an automated conversation with a bot, and much more!
To access the Inbox section, just click on the Inbox icon in your Dashboard:
Types of Inboxes in the Chats section🔍
In the Inbox section, on the left side panel, you will have three sections and three tabs that will allow you to filter and access the inboxes you want:
Let's take a closer look:
At the top, horizontally you'll find three tabs to sort your chats:
- Chats tab:
- Assigned to me - here you will find the chats assigned to yourself as an agent, you can see your avatar, and also a green dot in the right superior corner of the circle, which represents the agent's status (green-online; red-busy; grey-offline).
- Unassigned - here you will find the conversations that are not assigned to any agent yet.
- All - here you will find all the conversations of your bots, including yours, unassigned and the ones assigned to your teammates.
- Channels 📚
You will find here all the channels (Web, Messenger, WhatsApp) that you have in your account, besides, you can use the universal search engine to search by the name of the bot:
- Agents 🙋
You'll find all the agents that you have in your Landbot account. Once you click on the name you will see on the right side the chats assigned to that agent!
You can also use the universal search engine to search by the name of the agent:
Managing the inbox
Filter conversations 💬
On the right side, you also have the option to sort out what type of conversation you would like to see:
Available options are:
- All - Shows ALL conversations, regardless of the status. That means, shows open, paused, closed, blocked, and unassigned chats.
- Open - Conversations that are open (the ones that you have not closed).
- Paused - Conversations you have snoozed (paused).
- Closed - Conversations you have archived in the Chats section. Usually chats you don't need to handle, or that are already solved.
- Blocked - Conversations where you have blocked the user so that this user can't contact your agent.
Filter by the value of the variable 📝
It is possible to filter conversations according to a specific value of the variable. You can search by the @name, @phone, or @email from the users.
For example, here we filter by the value "mar" and we can see conversations with users who have variables that contain it, in this case, in @name and @email:
Sorting conversations 📏
On the right side of the search bar, you can sort your conversations by who’s been waiting longest for a reply, or newest conversations:
Select multiple chats 🖇
You can now select multiple chats to apply the following actions to all selected conversations! First, you'd need to select one particular chat and then you'll be able to select of all them:
- Select options:
Additional actions 📥
Click on the three dots on the right side of the chat to view additional actions you can perform:
- Send transcription - send a transcript of the conversation as a TXT file to the Agent's email address;
- Mark as unread - if you have already opened the conversation, you can mark it as unread so it will appear in your inbox with the blue dot. In case the conversation hadn't been opened yet, you'll see the option to mark it as read;
- Delete the conversation - choose this option to delete the conversation. Please have in mind that since you have total control over the data of your account, this action is not reversible, not even by our team.
Managing the Conversation 💬
Send messages to the user
Click on the Message field and start typing the message for the user. Press Enter or click on the button Send to send the message.
To add a new line to the text, press Shift + Enter on your keyboard.
Shortcuts Manager
By clicking on the Shortcuts Manager icon you can check the list of saved shortcuts. You can add your own saved replies to the account by clicking on Create button, and delete any if needed with the trash icon.
Finally, to use shortcuts in the Message field, just Type / to view the available ones and insert it:
Bot Launcher
Send the user back to an automated conversation using the Bot launcher (Jump to) feature. Choose the bot you want to launch, click on select, and the new bot will be handling the conversation from then on 🤖
Send Media
Click on the attachment icon to send media content, and a modal will appear with all the options of media you can send.
Record Audio
By clicking on the mic icon, you can record voice notes directly in the Chats section and send them to the users to provide the best experience🎤
Click on Start recording to record audio, which maximum length is 1 minute:
Once you click on Stop recording, you'll be able to listen your audio before sending it to the user. You can also click on the Trash icon to delete it and record another audio:
The user will be able to play the audio directly from his end:
And download the audio as an MP3 file by clicking on 3 dots:
Add emoji
You can open the emojis panel by clicking on the emoji icon:
Choose an emoji that you want to add and enrich communication with your users🤩
Insert Private Notes
Add private notes in the body of the conversation, which will only be seen by you and your team, it will not be seen by the user. You can also mention your teammates with @ symbol to notify them.
You will be able to keep track of the notes created on the right side of the Chats Dashboard❗
Send HSM Templates (for WhatsApp)
If you have the WhatsApp API Business integration, you can contact your users proactively after the initial 24h window using HSM Templates.
Besides setting Campaigns to contact your users, you can send templates to each conversation individually, directly from the Chats section.
Click on the Template icon in the bottom left corner of your Input field, and select one of your approved HSM templates to contact that user.
End conversation - close chat
When you close the chat by clicking on "End conversation", it will archive the conversation:
When the chat is closed, you'll see the button to restart it:
Pause chat
If you are not ready to close the conversation yet, you can pause it for the time that suits you better by clicking on the "Pause conversation" button:
When you pause the conversation, it will NOT be archived and will remain assigned to the agent.
Also, if there is a Human Takeover happening, the input field will remain available for the user.
User information
On the right side of the conversation, you will see the information about the User, such as name, country, device and browser used, date and hour accessed, among other information.
Extra actions 📎
Click on the 3 dots, right next to its name, on the right side of the user information, to view more options:
- Send transcription: Select this option to send a transcript of the conversation to the Agent's email.
- Block Customer: If necessary, block users with just a click.
- Delete the conversation: Choose this option to delete the conversation. Please have in mind that since you have total control over the data of your account, this action is not reversible, not even by our team.
Variables 📌
You can manage the variables from the conversation right from the Chats dashboard, on the Variables section on the right side panel:
It is possible to perform the following actions with variables:
- Create new variable
By clicking on Add new variable button, you will be able to configure a name, format and value for the new variable:
Newly created variable will also appear in the list:
- Update a variable
Click on any variable to see its information and update it, if necessary:
- Delete variable
By clicking on the Trash icon, you can delete any variable:
Notes 📝
From the right-side panel, you can also see all the private notes of the conversation, and delete any of them, if necessary:
Extra information:
Notification to update the data
When you leave the tab with the Chats section open for a while, you can see the following pop-up informing you about the need to refresh the page to see updated data:
Add notifications when a chat is assigned to an online agent
It is possible to add notifications when the chats are assigned to a live agent. Find all the details here in our new Notifications section.
Visitor's name
By default, all the chats will be under the name Visitors #id_number:
To be able to see the name provided by the user, you should ask and save it under the @name system variable, for example, using the Question: Name block:
This way, you will see the users' names directly in the Chats section:
Build an URL in the bot to access the conversation in the Chats section
You may want to send the links to the conversations with your users to your database or email address to have a direct access to them!
Here's how you can build an URL of the conversation in the bot:
- Use the Set a Variable block to create a custom variable to store the chat's ID, where the value is: ${chat_uuid}
- With the second Set a variable block, we will build the URL with the variable that we created in the first step.
In this case, the value is: https://app.landbot.io/gui/chats_v4/@{chat_id}
That's it! You can send the variable @chat_url to your database!