Chatlayer Documentation
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  • start quickly
    • Leadzy tutorial
      • 0. Introduction
      • 1. New bot, new block
      • 2. Understand your users
      • 3. Collect and display user input
      • 4. Steer the conversation with Conditions
      • 5. Empower your bot with Actions
      • 6. Set up a channel and publish your bot
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    • Conversation design
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    • Flow logic
      • Blocks
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    • 🆕Emulator
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      • Route your flow depending on the time
      • Improve the Not understood block
        • How to create better not understood messages
        • Not understood counter
        • Not understood Google search
      • Go to previous block
      • Recognizing a returning user
      • Skip introduction message
      • Route your flow depending on the channel
      • Reuse flows
      • Connect two bots to each other
  • understand users
    • Natural language processing (NLP)
      • Basic NLP concepts
      • Detect information with entities
        • Match entities
        • Contextual entities
        • System entities
        • Composite entities
      • NLP best practices
        • Word order and diversity of expressions
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      • Context
      • NLP import & export
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    • Languages
      • Supported languages
      • Make your bot multilingual
      • Change language within the conversation
  • set up channels
    • Add a channel to your bot
    • All channels
      • 🚨Facebook Messenger [Deprecated soon]
        • Facebook Admin Removal
        • Facebook Webview Whitelisting
        • Facebook Messenger API updates for Europe
      • 🚨Google Assistant [Deprecated soon]
      • Webhook
      • Web
        • 🚨Web V1 [Deprecated]
          • Customize web widget
          • Live example web widget
        • 🆕Web V2
          • 🆕From Web V1 to V2
          • 🆕Web V2 methods and options
    • Sinch Conversation API
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      • [Example] Sending data to Airtable (POST)
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      • Airtable
      • Freshdesk
      • Freshdesk Messaging
      • 🆕Gmail
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      • Mailgun
      • OpenAI: GPT-3, ChatGPT and GPT-4
      • Salesforce
      • 🆕Slack
      • Topdesk
      • Zendesk Support
      • Zendesk Sunshine (beta)
    • 🆕Expression syntax
    • Human handover & live chat
      • Sinch Contact Pro
      • #Interact
      • Genesys Cloud
      • Offloading Webhook
      • Salesforce Service Cloud
      • Sparkcentral by Hootsuite
      • Zendesk Chat
    • Chatlayer messages specifications
  • Publish
    • Publish your bot
      • Publish a flow
  • Analyze & maintain
    • Analytics definitions
    • Data retention
    • Maintenance
    • Session
    • Track events for analytics
  • VOICE
    • 🆕Send bot response as audio
    • Voicebots
      • Create a voicebot
      • Voicebot-specific actions
      • Test your voicebot
      • From chat to voice
  • access & support
    • Identity & Access
      • Single Sign-On (SAML SSO)
    • Billing & subscription
    • Get in touch
    • Chatlayer glossary
    • SaaS Regions & IP Ranges
    • Status
    • Debug your bot
      • No correct response
      • Collect input not working
      • Video isn't working
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On this page
  • Step 9: Send an email with an Action block
  • Send an email
  • Confirm the email to users
  • Test your bot
  • Lesson 5 recap
  • Coming next
  • 💬 Feedback

Was this helpful?

  1. start quickly
  2. Leadzy tutorial

5. Empower your bot with Actions

So far, you’ve created a bot that understands, responds and redirects the conversation based on certain variables. Learn now how to connect it to 3rd-party systems to increase its functionalities.

Previous4. Steer the conversation with ConditionsNext6. Set up a channel and publish your bot

Last updated 1 year ago

Was this helpful?

Action blocks empower chatbots to perform tasks beyond their built-in capabilities by leveraging the functionality of external tools and services, enhancing the overall user experience and utility of the bot.

Step 9: Send an email with an Action block

Now that the bot asks the user info, let’s use the gathered info to send an email so that they receive their discount code.

Send an email

To add a Send email Action:

  1. From the canvas, open the Send email returning user block.

  2. Go to its Settings.

  3. Change its type to Action.

  4. Back to the block content, scroll down to Send mail.

  1. Fill the text fields with the following:

  1. Click Save.

  2. Do the same process for the Send email new user block, and fill it in with the following content:

  1. Save your changes.

Confirm the email to users

Let’s now wrap up the conversation by confirming users that their code has been send.

To add a confirmation message:

  1. Drop a Message block to your canvas.

  2. Go to the block Settings.

  3. Change its name to Thanks.

  4. Back to the block configuration, add a Text step.

  5. Fill it with the following text: Thanks {userName}, we just send you an email with the code!

  6. Save your changes.

  7. Draw a Go-to connection from the two blocks that send email to the Thanks block.

Your canvas should look like so:

Test your bot

Make sure to test your bot. Is everything working as expected? If so, your conversation should like so:

And if you check your emails, you should have received something like this:

Lesson 5 recap

In this lesson, you’ve learned how to:

Coming next

You’ve just built your whole flow, congratulations! The final step in your bot building journey will be to publish your bot.

💬 Feedback

Your feedback on the tutorial means the world to us! Please, let us know what you think through

6. Set up a channel and publish your bot
this short form.
What we will build in lesson 5.
The Action block type.
Add a Send mail step in your Action block.
Use the collected variables to send an email to a user who is already a client.
Use the collected variables to send an email to a first-time user.
What your canvas should look like at this point.
Test your whole flow.
An email send with the chatbot.