Add logic to Zapier Chatbots

Beta

This product is in open beta. It’s available for use but still in active development and may change.

Zapier Chatbots can use different logic types during a conversation, such as running a Zap, collecting info, or copying the content of a message to the user's clipboard. 

Add a new logic

You can add several logic types to the same chatbot:

• Zap button: create a Zap that can be triggered by the user during a conversation.
• Run Zap: run a Zap after a conversation is finished and save a transcript.
• Collect leads: collect lead information and store it in a Zapier table.
• Suggestions: show clickable examples of what users can ask the chatbot to start a conversation.

Zap button

1. From the Chatbots home, click the name of the chatbot.
2. Click the Logic tab. 
3. Click Zap button.
4. Update the logic fields:
   • Show this logic: decide at which point of the conversation the button will be visible.
   • Button text: customize the text of the button.
   • Notification text: change the message shown after the button is clicked.
5. Click Create logic and Zap. A new page or tab will open with the Zap trigger already created, and you can set up your Zap actions.

Note

The results of the Zap's actions will not be displayed during the conversation. 

Run Zap

This logic type allows you to automatically run a Zap after the conversation is finished and save the transcript. Learn how to set up the Run Zap logic.

Collect leads

The way you set up this logic type depends on the options available to your Chatbots plan. Learn how to set up a Collect leads logic.

Suggestions

1. From the Chatbots home, click the name of the chatbot.
2. Click the Logic tab. 
3. Click Suggestions.
   • In the When to show suggestions dropdown menu, select when the chatbot should show these suggestions:
     • At the beginning of the conversation.
     • After every chatbot response.
   • In the Suggestions text fields, write the suggestions. You can keep the existing examples or edit them. Click + Add suggestion to add another one. You can add up to 5 suggestions. 

Edit suggestions

To edit existing suggestions:

1. Click the Logic tab.
2. Click Show suggested messages.
   • Click the text field of a suggestion to edit it.
   • Click the Drag icon to move suggestions to your preferred order.
   • Click the Delete icon to remove a suggestion. 

Provide feedback and get help

Submit a feature request, provide feedback on existing features, or get help from the Zapier Chatbots team.