Build a bot
Getting started
Basics and builder
Variables in Landbot - Getting Started
Builder's keyboard shortcuts and mechanics! π
Builder Interface
Starting Point
How to disable a bot
Bricks
Bot's Settings
Messages, Questions and Logic blocks
Messages
Question blocks
Send an Email
Buttons block
How to set up Multiple Choice questions
Forms Block
Multi-Question block
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
Logic blocks
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
Landbot System Variables
Simple cart v0.2
Set Variable
Any of the above Output
How to open a new URL in another tab (window)
Global Keywords π
Keyword Jump
Lead Scoring block
Persistent Menu
Jump To block
AB Test
Code block
Conditions block
Conditions block II (with Dates, Usage and Agents variables)
Close Chat block
How to display images with a variable URL source
How to ask a question based on a variable not being set (empty URL params)
Business Hours block
How to avoid visitors selecting specific days of the week
Custom Goals
Note block
Code Set
Share & Embed
Embed the bot into your Website
Export Flow on canvas as PNG
Embed Landbot in an iframe
Landbot in Wix
Share your Bot as a Template π
Customizing the Proactive Message
How to share a Web bot
Design section (web bots)
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
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
Update Multiple Records in Airtable Using a Loop
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
Salesforce
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
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
Make a survey with Landbot and display the results in a Notion table using Zapier
Dynamic Data (Arrays)
Slack Notification block
Stripe integration block (v2)
Hubspot Calendar in Landbot
Slack Integration Dashboard
Create a Contact in Hubspot
Sendgrid Integration Dashboard
Webhook Block Dashboard
Trigger Automation block
HubSpot Integration Block
Stripe Integration Dashboard
How to create a custom SendGrid email - (Custom "from" email)
Webhook block (External API REST)
How to complete a digital signature flow by Zapier
Calendly Integration block
How to TEST your Http Request (Webhook block)
Non-Native Integrations
MailChimp integration block
Google Analytics - Track Events (Not embedded)
Google Analytics - Track Events (Embedded)
Facebook Pixel - Track Events (only Embedded)
How to validate phone number with SMS verification (with Vonage Verify)
Connecting MySQL with Make.com (formerly Integromat)
Xano Database
How to list events from Google Calendar using Paragon
How Track Google Analytics Events in Landbot with Google Tag Manager (GTM)
How to display the near location of your store in WhatsApp (with Store Locator Widgets)
How to upload a file to Google Drive using Make.com (formerly Integromat)
How to create a contact and add it to a deal in Pipedrive using Integrately
Update a Ticket in Zendesk
Add a song to a Spotify playlist with IFTTT
Create Contacts in Intercom
Google Maps API Key for Address block
Fill and download PDF with PDF Monkey
Create a Ticket in Intercom
How to send the SMS with verification code using Pipedream
Paragon trigger
Pabbly trigger
Extract Data With Google Maps Geocoding API
Landbot in your web with Google Tag Manager
How to display the near location of your store for Web bots (with Store Locator Widgets)
Send WhatsApp Message Template from Make (ex Integromat)
Redirect User Based on Language Input (DeepL)
Landbot in Webflow
Google Adwords - How to track Google Adwords in Landbot
Make.com (formerly Integromat) trigger
How to send an email through Sendinblue by Make.com (formerly Integromat)
Segment
Create a Ticket in Zendesk
Integrately trigger
Create a contact and assign it to a list in Activecampaign (API)
Embed in Sharetribe
Pipedream trigger
Zendesk Integration Dashboard
IFTTT trigger
Mailchimp Integration Dashboard
OCR in Landbot
Landbot in Shopify
Embedding Landbot in Carrd
Calculate Distances With Google Maps API
Get Opt-ins (Subscribers) from Facebook Leads using Make (ex Integromat)
How to book Google meet by using Pabbly
Landbot in Wordpress
Landbot in Squarespace
How to extract data from an external source with Make.com and use it in Landbot
WhatsApp Channel
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
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
Javascript in WhatsApp
Customize and embed your WhatsApp Widget
How to calculate the number of days between two selected dates (WhatsApp)
Creating a Loop in WhatsApp
Send Automated Message Templates based on Dates
Enhancing WhatsApp Bots with Delayed Responses Using External APIs
Different ways to format numbers with JS (WhatsApp)
Notify Teammates of Chat via WhatsApp
Creating a Simple Cart in WhatsApp
Getting Subscribers: Opt-in, Contacts
How to get Opt-ins (Subscribers) for your WhatsApp π
Create Opt-ins (Subscribers) using Landbot API
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 Settings
Growth Tools for WhatsApp
Duplicating bots
Messaging and contacting your users
WhatsApp Campaigns π
WhatsApp's Message Templates
Send WhatsApp Messages with Landbot API
Audience block
Recognise the users input when sending a Message Template with buttons
Audiences
Send a Message Template from the Builder
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
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
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
CSS and Design Customizations
Dynamic Customizations
How to change Avatar dynamically (Landbot v3)
Dynamically Change a Bot's Background
Create a Checkbox in the Form Block
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 Examples: 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
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
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
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
Fixing Web Bot Loading Issues for iOS Devices in Meta Campaigns with Disclaimers
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)
Open / Close a Web bot (embedded)
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
- How to Create a WhatsApp bot
- Best Practices to build WhatsApp bots
- Reply Buttons block (WhatsApp)
- Keyword Options block - Assign keywords to buttons
- Message sequence
- Capture the first user's input and use it to redirect the flow
- Direct a user through a different bot flow on their Second Visit
- Global Keywords
- Types of Content Supported:
- Features Compatibility with WhatsApp
- Session and variables
- Loops are banned
- Interacting with Users
- Contact users within 24h from their last contact with your bot
- Make sure to get the User's authorization (Opt-in) to be contacted
- Reach out to users using Templates and Campaigns
- Use Call-to-action buttons in your Message Templates
- Just Human Takeover?
- One bot at a time (Parent bot x New Parent Bot x Campaign bots)
- Add a Click-to-WhatsApp to your Web bot
- Analyze Metrics and Data
- Link a WhatsApp bot to a Channel
- All Categories
- WhatsApp Channel
- Getting started!
- Build a WhatsApp Bot - Best Practices and User guide
Build a WhatsApp Bot - Best Practices and User guide
Updated by Elisa
- How to Create a WhatsApp bot
- Best Practices to build WhatsApp bots
- Reply Buttons block (WhatsApp)
- Keyword Options block - Assign keywords to buttons
- Message sequence
- Capture the first user's input and use it to redirect the flow
- Direct a user through a different bot flow on their Second Visit
- Global Keywords
- Types of Content Supported:
- Features Compatibility with WhatsApp
- Session and variables
- Loops are banned
- Interacting with Users
- Contact users within 24h from their last contact with your bot
- Make sure to get the User's authorization (Opt-in) to be contacted
- Reach out to users using Templates and Campaigns
- Use Call-to-action buttons in your Message Templates
- Just Human Takeover?
- One bot at a time (Parent bot x New Parent Bot x Campaign bots)
- Add a Click-to-WhatsApp to your Web bot
- Analyze Metrics and Data
- Link a WhatsApp bot to a Channel
Prefer watching than reading? No problem, we've got you covered π
How to Create a WhatsApp bot
- To create a WhatsApp bot click on the "Build a chatbot" option of your dashboard and select WhatsApp:
- Once you select the WhatsApp bot will see that you can start the bot from scratch (a new bot) or you can select a WhatsApp bot Template.
For more information on how to link your WhatsApp bot to a channel, please check this article π
Best Practices to build WhatsApp bots
Reply Buttons block (WhatsApp)
The Reply Buttons block allows you to add buttons in a WhatsApp bot for quick replies, saving time and effort to the user of the bot.
Before using the Reply Buttons block, please keep in mind that:
- You can only add 3 buttons.
- Hyperlinks are not allowed
- Users cannot select more than one option at the same time from the button message, but they can go back and re-open a previous message.
- The maximum number of characters in the button text must be 17, if the limit is passed, the block is not displayed in the flow.
Keyword Options block - Assign keywords to buttons
Instead of using the Buttons block in your WhatsApp bots, we advise you to use the Keyword Options block - which was built specifically for WhatsApp.
If you use the Buttons block in your WhatsApp bot, you have seen that the "buttons" are displayed as a numbered list of choices, so the valid answer to this type of question is typing the number corresponding to your choice.
Moreover, having a text input in WhatsApp makes you automatically want to write text and not numbers!
With the Keyword Options block, you can assign multiple keywords to the button, so that the user can write any of the keywords or the corresponding number of the chosen option:
Message sequence
When using Messages, the best practice is to:
- add Text and Media in independent blocks:
- As a rule of thumb DO NOT have more than 2 message blocks without user input.
Capture the first user's input and use it to redirect the flow
Unlike Web bots, in WhatsApp, it is not necessary to start the flow with the Welcome Message block.
You can directly capture the first user's message and use it within your bot, or even redirect the flow depending on what the user has texted!
To capture the first user's input, you should delete the Welcome Message block and start your flow with Set a variable block, where you will create a variable @init (String format) with the value of ${body} :
Direct a user through a different bot flow on their Second Visit
If you capture the first user's input, as explained above, you can also use it to direct a user through a different bot flow on their second visit!
All you need to do is create a variable using Set a variable block at the end of your first flow, which will indicate that the user has gone through this path. Then at the beginning of the flow, we'll use this variable in the Conditions block to redirect the users on their second visit:
Global Keywords
As WhatsApp has a fixed text input field, the users can type anything at any point in the bot flow.
To take advantage of that, you can use the Global Keywords block, and assign keywords that will be captured and triggered at any point in the bot flow.
For example, if the user type "Agent" at any point in the flow, you can interrupt the flow and direct them to a flow containing a Human Takeover block.
Types of Content Supported:
You can send different types of content to your users, but please keep in mind that due to WhatsApp's user interface, not all features are displayed as they are in Web bots.
Features Compatibility with WhatsApp
Please keep in mind that some of the features available for Web bots are not completely compatible with WhatsApp bots - even if it possible to find them in your WhatsApp bot builder.
So make sure to check the compatibility in the articles specific for each feature you will use in your WhatsApp bot π
Session and variables
- A variable can be set.
- A variable's value can be changed within the flow or at the conversation in the Chats section (by your Human Chat Agents).
- A variable cannot be null/undefined.
- A variable cannot be unset.
- A value remains in the WhatsApp session, and will be overwritten if the user answers the same question with a different answer.
- WhatsApp automatically captures the name and phone number of the users, which are saved in variables by default. You can check or reuse these values at any time, using the variables @name and @phone.
Loops are banned
Loops without user input, cannot be used, and the bot builder does not allow its creation.
Loops are only allowed when there is a user input as part of the loop.
Interacting with Users
Contact users within 24h from their last contact with your bot
Once users have started a conversation with your WhatsApp bot, you can contact them through the Chats section without any limitation, within a 24h window - counted from the last message sent by the user.
But due to WhatsApp's policies to prevent Spamming users, after these 24h, it will be necessary to get the user's authorization to be contacted proactively (Opt-in).
If the users have Opted in, you can contact them proactively using templates pre-approved by WhatsApp (Message Templates).
Make sure to get the User's authorization (Opt-in) to be contacted
After the 24h window from the first contact is passed, it is only possible to contact proactively the users that have accepted to be contacted by you.
That means, the clients that have made the Opt-in.
So if the users have made the Opt-in, you can send Templates pre-approved by WhatsApp (Message Templates).
Reach out to users using Templates and Campaigns
To contact proactively users that have made the Opt-in, you must restart the conversation by sending Message Templates, which must be approved by WhatsApp.
You can send Message Templates individually within a conversation in the Chats section, or for multiple users at the Campaigns section.
Use Call-to-action buttons in your Message Templates
Ceate an interactive template to allow reach out proactively to your users on WhatsApp, while at the same time allowing them to click a button to call you or redirect them to your Website.
Just Human Takeover?
If you just want to use your WhatsApp number to have your Human Chat Agents answering chats, you can create a bot specific for that, with a simple flow leading to the Human Takeover block.
One bot at a time (Parent bot x New Parent Bot x Campaign bots)
You must link a "main bot" to your WhatsApp number, which we call a Parent bot.
New Parent Bot:
If you change the Parent bot, the flow of the parent bot will not break.
The Parent bot will end first, and then the new Parent bot will start.
Bot Linked to Opt-in:
If you connect a bot to a Snippet for the Opt in, it will interrupt the flow of the Parent Bot.
Bot Linked to Opt-in or Campaign:
If you launch a Campaign with a bot, it will interrupt the flow of the Parent Bot.
Add a Click-to-WhatsApp to your Web bot
It is possible to add an option to your Web bot allowing users to send a message to your WhatsApp with a click π
Analyze Metrics and Data
Check the Metrics section
The data belongs to the same WhatsApp Channel (each number), not the bot.
- The best practice to manage all the data related to a WhatsApp number is to use the Metrics section of your Landbot Account.
Choose the Channel of the WhatsApp number you want to check the data from, and see all the data related to that number. - If you want to see the data specific from one bot that is active in a WhatsApp number, you can also check the Analyze Section of that bot, where you will be able to check the Metrics and the Flow Analytics sections.
But please keep in mind that this section will not show the information saved in the channel or collected by other bots under the same WhatsApp number. That's why in the Analyze > Users section of the bot the data will not be shown, it must be consulted from the Metrics section of your account.
In case you have used the Custom Goals feature, the Goals metrics are available under theΒ AnalyzeΒ >Β MetricsΒ section of your bot.
Link a WhatsApp bot to a Channel
WhatsApp Testing
After you have created a WhatsApp bot, you can link it to a WhatsApp Channel to have it live.
If you want to test the bot before having the official WhatsApp integration, you can link it to a WhatsApp Testing Channel, and try it out in your own WhatsApp number.
WhatsApp Pro or WhatsApp Business
If you already have the WhatsApp Official integration, with your number approved, you can link the bot to your WhatsApp Pro or Business channel.