General
General settings to all chatbots
Getting Started
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Chatbot builder basics
Last Updated: 12.05.2025
Chatbots help automate responses to common questions, collect contact information, handle customer requests, and guide users through the ordering process. Once set up, your chatbot works 24/7, saving you time and making your business more efficient.
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Tips on chatbot flow design
Last Updated: 12.05.2025
Chatbots make it easier for businesses to automate workflows, personalize every customer interaction, and lighten employees’ workload. Thanks to chatbot builders, you can create a chatbot using ready-made elements and run automated flows without any coding.
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How to work with the chatbot flow builder
Last Updated: 22.05.2025
With SendPulse, you can create automated chatbot flows that will be triggered by a user action or keyword and answer customers’ questions or collect user information according to a predefined scenario.
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How to customize your chatbot
Last Updated: 03.05.2025
To make your bot send notifications, track conversions, show suggestions, and display greetings and menus, you can use customizable options. For example, global variables and tags will help you personalize messages, while webhooks and integrations will give you the ability to share data with other services.
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How to create a chatbot flow using a template
Last Updated: 03.05.2025
Chatbot flows help optimize your time, automate communications, and simplify the process of solving customer issues. With SendPulse, you can use chatbot flows in your everyday business routine — from processing customer requests to providing your services with the help of AI.
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How to generate a chatbot flow using OpenAI
Last Updated: 03.05.2025
With OpenAI and SendPulse, you can speed up your chatbot content development process and cut the time you need to produce text content. You can also automate repetitive tasks, like creating template messages.
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How to copy a chatbot flow scenario
Last Updated: 03.05.2025
You can copy a flow to another messaging platform, within the same messaging platform, or within the same chatbot.
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How to manage chatbots
Last Updated: 22.05.2025
In this section you can learn how to manage chatbots: disconnect pages, unlink an account and refresh permissions. Also, we’ll show you how to enable new pages from your linked account or link a new account after unlinking your previous account.
Flow Triggers
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How to manage chatbot flow triggers
Last Updated: 03.05.2025
SendPulse allows you to create automated chatbot flows when a bot answers customer's questions according to an in advance specified scenario that launches on trigger words.
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How to set up a chatbot launch
Last Updated: 22.05.2025
With SendPulse, you can create automated message flows for your chatbots that will be launched by triggers and communicate with subscribers according to your premade scenario.
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How to launch a bot with an A360 event
Last Updated: 03.05.2025
You can send a message to a user in a messenger with confirmation of their reservation or order: order number, quantity of products, name of each product, etc.
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How to launch a bot via a link or QR code
Last Updated: 03.05.2025
You can create a link to start your chatbot flows. When a user follows your link, a messenger chat opens and your trigger flow will launch.
Flow Elements
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How to use chatbot builder elements
Last Updated: 05.03.2025
With SendPulse, you can create a chatbot that will greet your new subscribers, assist users, sell products, as well as collect and filter data and send it to you for further processing. All of your flow elements can be dragged to the working field by left-clicking on them.
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The Message element in chatbots
Last Updated: 26.02.2025
This element is used to create messages of any type or collect data.
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The Text element in chatbots
Last Updated: 26.02.2025
This element is used to communicate with users to inform or guide them.
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The Quick Replies element in chatbots
Last Updated: 26.02.2025
Quick replies are prompts that disappear when clicked. You can use them to add more user interaction elements and link them to other elements and individual scenario branches.
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The Button element in chatbots
Last Updated: 22.05.2025
This element is used to interact with chatbot subscribers. Using buttons, you can engage your chatbot subscribers and set your scenario’s direction.
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Media elements in chatbots
Last Updated: 26.02.2025
You can add various media elements to make your chatbot communication more engaging. This can enhance user experience and help you convey your message through audio and visual content.
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The Waiting for subscriber's response element in chatbots
Last Updated: 26.02.2025
A user input element will help you gather and store data from your subscribers to further segment them and target the right audience with personalized messages.
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The Carousel element in chatbots
Last Updated: 04.04.2025
This element is used to create a carousel of up to 10 cards. For example, it can be used to showcase various products. You can add an image, title, and button to every card.
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The Action element in chatbots
Last Updated: 22.05.2025
You can perform various actions with the subscribers' data when they get to the Action element.
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The Filter element in chatbots
Last Updated: 24.03.2025
Use a filter and separate your audience by their interests, customer status, or other personal data. This will allow you to send more targeted messages or interact with a contact based on their data: send webhooks to your system, open a chat with a manager, assign or update variables and tags, or launch other flows.
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The Pause element in chatbots
Last Updated: 26.02.2025
This element is used to set your message sending time and conditions. You can set your sending time in minutes, hours, or days.
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How to accept chatbot payments
Last Updated: 17.03.2025
Implement payment for products in one click - add a payment button a message based on your chatbot scenario and automate the purchase process.
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The AI Step element in chatbots
Last Updated: 26.02.2025
With the AI Step element, you can incorporate AI into your chatbot flows to branch them based on user actions or goal completion and save data for personalized responses.
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The Randomizer element in chatbots
Last Updated: 26.02.2025
The Randomize element allows you to send elements from your chatbot script at random for A/B testing, creating quizzes, and more. Customize the size of the recipient group for each option and send random information or test different chatbot scenarios.
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The Repeat element in chatbots
Last Updated: 26.02.2025
The Repeat element allows you to execute actions at specific time intervals. Once added, it triggers all subsequent elements at a set frequency. You can use this element to send payment reminders, recurring notifications, or other updates automatically.
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The Webhook element in chatbots
Last Updated: 08.01.2025
You can configure sending webhooks according to your chatbot flow script or activate global webhooks for different chatbot events and receive and save data in your system.
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The API Request element in chatbots
Last Updated: 04.01.2025
Automating the data retrieval process has become even easier with API requests. You can request data about the information your user is interested in, create a customer profile, or register for an event in external systems. In response, you receive information that you can display directly in a message to the user or save it to a chatbot variable.
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How to continue a chatbot flow without a user action
Last Updated: 04.01.2025
You can continue a chatbot scenario without waiting for user interaction and send subsequent messages immediately or after scheduled intervals.
Statistics and Audience
Subscribers and their data
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How to view and manage subscribers in the bot audience
Last Updated: 22.05.2025
As users interact with the chatbot in different ways, they become part of its audience, and their data is stored accordingly. Analyzing and managing subscribers allows you to optimize your chatbot to increase conversion rates and improve the user experience.
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What types of chatbot variables are there?
Last Updated: 03.05.2025
With chatbot variables, you can save and store subscriber data and use them to personalize your chatbot communication.
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How to manage chatbot subscribers variables, and tags
Last Updated: 03.05.2025
Using variables and tags, you can organize and store all the necessary subscriber information, including their orders and preferences, to personalize interactions with each subscriber or a group of subscribers based on specific filter criteria.
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How to assign tags to chatbot subscribers
Last Updated: 03.05.2025
You can attach tags to your subscribers when they click on the necessary button or go through a certain flow branch scenario. As a result, you can filter your subscribers based on a particular tag and send them a message. Let's take a look at how to work with tags.
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How to create a variable in a chatbot audience
Last Updated: 03.05.2025
You can add variables with different types of data to your chatbot audience and use that data to filter your subscribers and send personalized messages.
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How to create a global variable for chatbot subscribers
Last Updated: 03.05.2025
In your chatbot settings, you can add global variables. With their help, you will be able to use messages with predefined values common to all subscribers. For example, the name and address of your company, links to groups in social networks, or the name of a manager.
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How to transfer chatbot subscriber data to the CRM system
Last Updated: 03.05.2025
You can automatically transfer new subscriber data and move your chatbot’s existing audience to a contact list in the CRM system.
Subscription tools
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How to create a chat widget for a website
Last Updated: 03.05.2025
With SendPulse, you can create and add a signup widget to your website. This way, site visitors will be able to subscribe to your chatbots.
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How to add chatbot subscription widget code to a website using Google Tag Manager
Last Updated: 03.05.2025
If you don’t have access to your website’s source code or want to separate the scripts related to tracking and marketing, you can add your chatbot subscription widget code using Google Tag Manager.
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How to transfer custom variables during a subscription to a chatbot
Last Updated: 03.05.2025
Integrating SendPulse with messengers allows you to transfer custom variables to your SendPulse account when someone subscribes via a widget or following a link. With the help of this functionality, you can pass values for existing variables in the Audience tab of the chatbot.
Interacting with subscribers
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How to manage chatbot conversations
Last Updated: 22.05.2025
With the help of Conversations, you have access to chats from your chatbots directly from your SendPulse account — in the browser version or through the application on your smartphone. Here, you can reply to messages from subscribers from all of the chatbots you have connected.
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How your number of chatbot subscribers is calculated
Last Updated: 03.05.2025
Let's talk about the principles implemented to charge you based on your number of chatbot subscribers.
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How to check your chatbot user interaction statistics
Last Updated: 03.05.2025
You can always track how many users interacted with certain chatbot elements and received particular messages or how many users clicked specific buttons in your chatbot flows. You can view graphs and data summaries for specific periods to analyze the necessary information for each chatbot scenario individually.
Additional Features
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How to create a public chatbot flow preview
Last Updated: 27.12.2024
You can share any chatbot flow as it appears in the builder so that people can view it without editing. For example, this feature can show your team members how your sales pipelines are built across various messaging apps or help train and onboard your employees.
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How to automatically save chatbot subscriber data to your mailing list and set up an automation
Last Updated: 03.05.2025
When a subscriber shares their email address or phone number through your chatbot, this information is automatically saved to your mailing list in the Email section. You can grow your audience and stay in touch with them using other SendPulse tools. For example, you can create a flow in the Automation section and automatically send emails, SMS messages, and more.
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How to edit your chatbot landing page
Last Updated: 06.01.2025
Every chatbot you create has an automatically generated bio link page where users can go to the corresponding messaging platform and subscribe to your bot. You can customize this page to fit your business goals.
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How to use the “SendPulse notifications” bot
Last Updated: 08.01.2025
With the SendPulse Notifications bot, you can set up notifications for your chatbot admin about triggered flow elements and receive and reply to messages from subscribers. This allows you not to miss requests from customers and give them feedback promptly.
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How to copy a chatbot flow from one messaging platform to another
Last Updated: 08.01.2025
Chatbots allow you to answer common questions from your users, guide them, receive requests, and transfer data for further processing. Your message flow scenario determines the sequence in which messages and user action buttons are displayed.
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How to use modifiers for variables
Last Updated: 03.01.2025
With SendPulse, you can use modifiers for chatbot variables to transform their value according to the rules you set. For example, you can format text, dates, phone numbers, and URLs.
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How to use regular expressions in chatbots
Last Updated: 07.01.2025
Regular expressions are patterns that you can use when the preset validation methods are insufficient to compare a value received from a subscriber with a template value.
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How to add a link to a calendar event in a chatbot
Last Updated: 13.02.2025
You can add an event link from Google and other calendars to SendPulse chatbot so that users can add your events to their calendars. For example, when booking a table in a restaurant or announcements of various events — webinars, master classes, or starting a promotion in a store.
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How to Send Message Cards in Chatbots
Last Updated: 27.12.2024
You can use data that your API service to send data as an array in the JSON format in the “API request” element and create a message card with a brief description and preview image. For example, you can show your most popular items or services, a list of available product categories, or a preview of your latest blog posts in a chat with a subscriber.
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How to send a campaign using segmentation
Last Updated: 27.12.2024
Based on the subscriber data that you have, you can send campaigns to specific categories of your larger audience. A properly segmented campaign is more relevant to the selected group of recipients. Because segmented campaigns are personalized and highly relevant, they have a greater response rate than a standard campaign.
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