How to customize your chatbot

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.

Customizable options apply to your entire bot structure and are triggered by the first subscriber interaction, regardless of the subscription method or running flow.

Let's talk about how you can customize your bot.

To enable or connect customizable bot options, go to Bot Settings, and select the required tab.

General

In the General tab, you can enable the following options:

Show greeting text

Shows a greeting before a user starts interacting with your bot.

Applicable only to Facebook and Viber chatbots. To add a Telegram chatbot greeting, use @botfather. To add a live chat greeting, go to the Bot Greeting tab. For Viber chatbots, you can also customize the name of your Start button — this is the button users see in the chat window if they are not subscribed to your bot.

Notify me in messenger about open chats

Sends notifications to @sendpulse_notifications_bot in Telegram about new conversations and flow interactions using the Notify me action.

Read more: How to use the SendPulse Notifications bot.

Link tracking Adds the sendpulse domain to links to enable clickthrough tracking and send webhooks with this event.

Not applicable to live chats.

Show bot suggestions when entered messages do not match a keyword

Shows keywords as suggestions if a user enters a part of a keyword.

Read more: How to manage chatbot flow triggers.

Optionally, you can add text and customize your tooltip icon. This text will be sent to users as a message with bot suggestions.

Protect content from forwarding

Disables chatbot message forwarding.

Applicable only to Telegram chatbots.

In the Menu tab, you can customize how your bot navigation menu is displayed. It is always visible to users, and you can add flows or links to it.

Click +Add element. Enter a command and its description, and select an action.

Applicable only to Telegram, Facebook, and Instagram chatbots and live chats. To add a live chat menu, go to the Bot greeting tab.

Read more: How to create a persistent menu for a Telegram chatbot, How to create a chat menu for a Facebook chatbot, How to create a persistent menu for an Instagram chatbot, and How to add a welcome menu to your live chat.

Welcome menu

In the Welcome menu tab, you can customize how your bot greeting or welcome menu is displayed. This menu is visible to users only before they start interacting with your bot.

Click +Add element. Enter your button text, and select an action.

Applicable only to Telegram, Facebook, and Instagram chatbots and live chats. To add a live chat welcome menu, go to the Bot greeting tab.

Read more: How to set up a telegram chatbot description, How to set up a Facebook chatbot greeting, How to create a greeting menu for an Instagram chatbot, and How to add a welcome menu to your live chat.

Bot variables

In the Bot Variables tab, you can create global variables with predefined values ​​shared among all subscribers.

Click Create Variable, and enter its name, type, and value.

Read more: How to create a global variable for chatbot subscribers.

Webhooks

In the Webhooks tab, you can enable bot event notification sending: Bot subscription, Incoming message, Outbound messages, Redirect, Opened live chat, Launched custom trigger flow, Bot unsubscribe, and Bot blocked.

Paste the URL where you want to send the data, and select events.

Read more: How to send webhooks via chatbots.

Integrations

In the Integrations tab, you can integrate with third-party tools to exchange data and enhance your chatbot functionality.

Next to an integration, click Connect, and fill in the required fields.

Read more about integrations and their possible uses in the Integrations section.

To connect payment systems and accept payments via your bot, go to your account settings. Read more: Accept payments.

Tags

In the Tags tab, you can view your existing tags, the number of contacts, and tag assignees, as well as edit and delete them.

These tags are available only if you have created a tag in the Action: Assign tag element, a chat, or your bot audience.

Read more: How to assign tags to chatbot subscribers.

Block list

In the Block list tab, you can view users who were blocked and deleted from your bot audience. Under a subscriber's name, you can also view their subscription date, and in the Blocked column, you can view the date this user was blocked.

To unblock a user, click the trash can icon next to them, and remove them from the list. To export your list of blocked users, click CSV.

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