How to Use Chatbots in UniLink (Build Automated Chat Flows for Your Page)

Create automated chat conversations that greet visitors, collect lead information, route them to products, book appointments, and hand off to a human — all without writing code.

UniLink's Chatbot feature adds a conversational layer to your link-in-bio page. Instead of a static list of links, visitors can type a question or click a prompt and receive a tailored response — pointing them to the right product, collecting their email, confirming a booking, or letting them know how to reach you directly. The flow builder is visual and drag-and-drop, so you build the conversation like a flowchart rather than writing code or scripts.

What Chatbots Does

The Chatbot block sits as a floating widget or an inline section on your page. When a visitor triggers it — either by arriving on the page, clicking a button, or after a time delay — the chat window opens and the first message in your flow is sent automatically. From there, visitors respond by clicking quick-reply buttons or typing free text, and the flow branches based on their answer.

Within a flow you can collect lead information (name, email, phone), present product or service options with clickable cards, book an appointment by integrating with your booking blocks, answer FAQs with pre-written responses, and escalate the conversation to a human by routing the visitor to a WhatsApp number, a live chat tool, or an email link. Every chatbot lead — name, email, and the path they took through the flow — is saved in your UniLink Contacts section and can trigger a webhook or Zapier action.

The builder uses a node-based canvas. Each node represents a message, a question, a decision branch, or an action. You connect nodes by drawing arrows between them. A visitor's path through the chat mirrors the path of arrows you drew.

How to Get Started With Chatbots

1. Open the Chatbot section in your Dashboard — navigate to Blocks or Integrations and select Chatbot, or add a Chatbot block directly in the page editor.
2. Choose a template or start blank — UniLink provides starter templates for Lead Generation, FAQ Bot, Booking Assistant, and Product Recommender. Select the one closest to your goal and customize it, or click Start From Scratch to build your own.
3. Set the trigger condition — choose when the chatbot opens: on page load after a delay (e.g., 5 seconds), when the visitor clicks a specific button, or on exit intent when the visitor moves the cursor toward the browser tab close button.
4. Write your opening message — the first node in the flow is what the bot says when it opens. Make it friendly, specific, and short. "Hi! What brings you here today?" with two or three quick-reply buttons works better than a long paragraph.
5. Add question nodes to collect lead data — drag a Question node onto the canvas, type your question (e.g., "What is your email address?"), and select the field type (Email, Phone, Free Text). UniLink validates email format automatically.
6. Connect nodes to create branches — draw arrows from quick-reply options to different message nodes. A visitor who clicks "I want to buy something" sees a product branch; one who clicks "I have a question" sees a FAQ branch.
7. Add an end action — finish each branch with a confirmation message, a link to a product or booking page, or a handoff node that shows a WhatsApp button or email link for human support.

How to Use Chatbots

1. Preview the flow before publishing — click Preview in the builder to walk through the conversation as a visitor. Test every branch to confirm all paths lead to a meaningful end node and none dead-end without a response.
2. Set the chatbot appearance — choose the widget color, the bot avatar image, the bot name (e.g., "Sara from Support"), and the position on the page (bottom right, bottom left, or inline). Match it to your page's color scheme.
3. Configure lead capture fields — in the Data Collection settings, decide which fields to save to Contacts: name, email, phone. You can also add custom fields for specific use cases like "Which service are you interested in?"
4. Set up a notification — connect the Chatbot to a webhook or email notification so you are alerted every time a new lead completes the flow. Configure this in the Notifications tab within the chatbot settings.
5. Use conditional branching for smarter routing — add Condition nodes that check whether a visitor answered a specific way. For example, if the visitor entered an email, show the booking step; if they skipped it, show the general contact option instead.
6. Add delays between messages — insert a Delay node (1–3 seconds) between messages to simulate a natural typing pause. Conversations without any delay feel robotic; short delays improve perceived quality significantly.
7. Review leads in Contacts — all visitors who completed the flow appear in the Contacts section with their submitted data, the date, and the flow branch they followed. Export or sync to your CRM using webhooks.

Key Settings Explained

How to Get the Most Out of Chatbots

The highest-value use case for a chatbot on a link-in-bio page is lead capture with immediate follow-up routing. A visitor lands on your page, the chat opens after five seconds with "What are you looking for today?" and two buttons: "I want to work with you" and "I just want to browse." The first path collects an email and shows a booking link. The second path shows your top three links and closes politely. This two-branch structure takes fifteen minutes to build and converts passive visitors into actionable leads.

Sync chatbot leads to your email marketing tool via webhooks. Every visitor who gives their email in the chatbot should be added to a welcome sequence automatically. Manual exports are unreliable and delay your first follow-up — often the most important one. Set up the webhook once and it runs indefinitely.

Review your completion rate in the Analytics section of the chatbot. Completion rate is the percentage of visitors who opened the chat and reached an end node. If completion rate is below 40%, check where visitors are dropping off — usually it is a step with too many options or a question that feels invasive. Simplify that node and the rate will improve.

Update your chatbot flow seasonally. If you are promoting a specific product, running a limited offer, or have changed your booking availability, edit the relevant node rather than rebuilding from scratch. The flow structure stays the same; only the message content changes.

Troubleshooting Common Issues