Build a bot
Getting started
Basics and builder
Fields in Landbot - Getting Started
Builder's keyboard shortcuts and mechanics! π
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
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)
Build it for me!
Getting started - build a bot
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
Ask for a name
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 π
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
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 - Β General Data Protection Regulation
Landbot's Abuse Policy - How to Report an Abusive Use of Landbot
Delete Customer Data in Flow
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
How to Configure the Landbot and Zapier Integration Using the 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 Integration With Trigger Automation Block
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 πΌ
1. WhatsApp Article Directory
2. WhatsApp Integration FAQ's
Adding & Managing your WhatsApp Channel
Facebook Business Verification - Best Practices π¬π§
WhatsApp Number Deletion (WA Channel management)
Adding a WhatsApp number to your account
WhatsAppβs 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
Getting Subscribers: Opt-in, Contacts
How to get Opt-ins (Contacts) for your WhatsApp π
WhatsApp Quality - Best Practices
Opt-In block for WhatsApp π
Opt-in Check Block
WhatsApp Channel Settings
Parent Bot/Linked Bot - Add a main bot to your WhatsApp number
WhatsApp Channel Panel (Settings)
Growth Tools for WhatsApp
Duplicating bots
Messaging and contacting your users
WhatsApp Campaigns π
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)
Set Up a Delay Timer in Bot
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 πΌ
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 Contacts (Opt-ins) 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)
Meta 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
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)
Send Files Hosted in Landbot to Your Google Drive with Make
Two-Step Email Verification
Skip the Welcome Message
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
- Account Settings and Billing
- Teammates
- Roles & Permissions for Teammates
Roles & Permissions for Teammates
Using Permissions, you can control what a Teammate can do inside of your Landbot account by assigning appropriate roles.
Admin Permissions
The Admin Permissions can be assigned to Teammates who should have full access to the account, with the power to view and edit all sections of the account.
Admin
Can view and edit everything on the platform.
Only an Admin can:
- Access the Subscription section, manage billing details, download invoices, etc.
- Invite Teammates.
- Assign Permissions to Teammates.
- Edit Account Settings.
So please make sure to select the desired permissions as soon as you add a new Teammate to your account.
None
Choose the option None if you want to limit the access of your Teammates, not giving them Admin Permissions, and set the other group of permissions to the agent.
Chatbot Permissions
The Chatbot permissions give the possibility of viewing or managing the bots and information collected by them, such as creating/editing the bots, viewing metrics, exporting data, etc.
You can choose if you want to grant access to the sections related to Chatbots with Bot Builder permissions, or as a Bot Viewer.
Bot Builder
Teammates with Bot Builder permissions can edit and view everything in the following sections:
- Dashboard (Home).
- Bot Builder.
- Metrics Section.
- Integrations section.
- Channels Section.
- WhatsApp section restrictions: Create Audiences, Campaigns and see Contacts section details.
Bot Viewer
With the Bot Viewer permissions, a Teammate can check bots, view metrics and export data, but will not be able to modify anything in those sections.
If the Bot Viewer permission is granted, some sections created exclusively for editing bots will not be available.
Therefore, Teammates with Bot Viewer Permissions can view and export data in the following sections:
- Dashboard (Home).
- Bot builder.
- Metrics section.
Human Chat Permissions
This Permission allows users to access the Chats section.
You can combine the Human Chat Permissions with the Chatbot permissions above, if you want to extend their access of a Teammate within your account.
If you want to add Teammates to your account, allowing them to only handle chats, just choose one of the Human Chat permissions, and select "None" in the Admin and Chatbot permission groups.
Teammates with Human Chat permissions must access the Chats section directly, clicking on the Chats icon:
So Teammates with only Human Chat Permissions will see the message indicating that the permission to that section (Dashboard) was denied.
Chat Manager
Teammates with Chat Manager Permission have access to the Chats section, and can view and edit everything within this section.
Teammates with Chat Manager permissions can:
- Do everything in the Chats section, including assigning chats, deleting conversations, and editing user variables.
Chat Agent Level 2
Teammates with the Chat Agent Level 2 Permission have access to the Chats section, and will be able to view and edit everything within this section, but can't delete conversations.
Teammates with Chat Manager permissions can:
- Do everything in the Chats section except deleting conversations.
Chat Agent Level 1
If you want to allow Teammates to answer chats, but not allow them to add/edit the variables created in that conversation, or delete conversations, you can choose the Permission of Chat Agent Level 1.
Teammates with Chat Agent Level 1 permissions can:
- Can answer and handle the chats in the Chats section, but can't delete messages and edit user variables.
What Happens if I do not have permissions to a section?
If you can't access a section, you don't have permission to access it.
In that case, you will see an error message indicating that you do not have the permission to access that section, so please contact the admin of your account and request it π
Or if you access a section you don't have permissions to, you won't be able to save any changes:
How to edit a Teammate's role?
Go to Settings > Team > Click on the Teammate you want to manage > Set permissions
A few things to note:
- Each Teammate must be assigned at least one role.
- A Non-Admin user can have a role for both Chatbot & Human Chat sections.
- An Admin cannot edit his/her own roles (to prevent accidental admin removal). Please ask another Admin user to change your permissions for you.
FAQ
Can I set permissions at the bot level?
No, you cannot, but feel free to submit a feature request detailing your use cases.
If you are an agency working with a client, please create a new Landbot account using your email alias. (π‘ Tip: Become an affiliate partner so you can earn 20% commission on new clients you referred)
Can I limit a chat agent to only see chats assigned to him/her?
No, you cannot, but feel free to submit a feature request detailing your use cases.
If you are an agency working with a client, please create a new Landbot account using your email alias. (π‘ Tip: Become an affiliate partner so you can earn 20% commission on new clients you referred)
How come every Teammate can see information in the Settings section?
Settings section contains information that is important for everyone to use Landbot smoothly. For example:
- Knowing who is an admin they can request permissions from.
- Knowing what timezone is date/time displayed in.
- Knowing what the human chat assignation rule is when an agent is offline.
That is why we allow everyone in your team to see the settings. But don't worry, only Teammates with Admin role can edit them.
For Developers - Which roles can perform actions via API?
Everyone can use Landbot's platform API. However, each Teammate is only allowed to perform actions they have permissions to.
For example: A Bot Viewer can get chatbot list via API but not able to edit any bot.