Real-World Recipes

This recipe sends an instant Slack notification to your sales team whenever a high-urgency lead is captured. Setup: Create a new webhook using the Zapier template. Paste your Zapier Catch Hook URL (format: https://hooks.zapier.com/hooks/catch/YOUR_ID/YOUR_HOOK/). Enable the Lead Capture trigger and set the urgency filter to 'High' only — this ensures only the most important leads trigger the notification. For the payload, use a minimal template with just the fields your sales team needs: lead name, email, urgency level, and conversation summary. On the Zapier side, create a Zap with 'Webhooks by Zapier' as the trigger (Catch Hook) and 'Slack' as the action. Configure the Slack action to post to your #sales-alerts channel with a formatted message. You can include emoji indicators for urgency and link directly to the lead in your Chattlebot dashboard. Test the full flow: send a test webhook from Chattlebot, verify it arrives in Zapier, then check that the Slack message appears in your channel. Once confirmed, activate the Zap and enable the webhook.

This recipe lets your chatbot check product availability in real time during a conversation. When a customer asks 'Do you have the blue widget in stock?', the AI calls your inventory API and answers immediately. Setup: Create a custom webhook pointing to your inventory API endpoint. Enable AI-Callable and set the tool name to 'check_inventory'. Write a clear description for the AI: 'Check whether a product is currently in stock and get its price. Call this when a customer asks about product availability, stock levels, or pricing.' Define one required parameter: product_name (string) — the AI will extract this from the customer's message. Configure response mapping to extract $.available (boolean) and $.price (number) from the API response. Add a response filter: 'available' equals 'true' — this ensures the AI only sees in-stock products. The AI will then present the available products with prices to the customer. If nothing matches the filter, the AI will let the customer know the product is currently out of stock. Set the timeout to 5–8 seconds since inventory APIs should respond quickly.

This recipe logs every captured lead to a Google Sheets spreadsheet automatically using Make (formerly Integromat). Setup: Create a new webhook using the Make template. Paste your Make webhook URL (format: https://hook.make.com/YOUR_WEBHOOK_ID). Enable the Lead Capture trigger with no urgency filter — you want every lead logged regardless of urgency. Use the default payload template which includes all available lead, conversation, and context data. In Make, create a new scenario with the 'Custom Webhook' module as the trigger. After receiving the first test webhook, click 'Re-determine data structure' to auto-detect all fields. Add a Google Sheets 'Add a Row' module and map the columns: A (Name) = lead.name, B (Email) = lead.email, C (Phone) = lead.phone, D (Urgency) = lead.urgency, E (Summary) = conversation.summary, F (Date) = timestamp. You can add more columns for any other payload fields you need. Activate the scenario in Make and enable the webhook in Chattlebot. Every new lead will appear as a new row in your spreadsheet within seconds.

This recipe enriches leads with company data using n8n, then uses that data in subsequent workflow steps for intelligent routing. Setup: Create a new webhook using the n8n template. This webhook is designed to be used as a workflow step (not a standalone trigger), so you'll reference it in your Chattlebot workflow as 'execute_webhook:{webhookId}'. In n8n, build a workflow that receives the lead email, calls an enrichment API (like Clearbit or Apollo), and returns company data. Configure response mapping in Chattlebot to extract the fields you need: $.company.name → company_name, $.company.revenue → revenue, $.company.employees → employee_count. These become available in subsequent workflow steps with the webhook_' prefix: webhook_company_name, webhook_revenue, webhook_employee_count. Now build your routing logic: if webhook_revenue > $1M, route to Enterprise Sales; if webhook_employees < 50, route to SMB team; otherwise, route to general sales queue. This pattern turns a simple lead capture into an intelligent routing system that gets leads to the right salesperson immediately.

This recipe connects your chatbot to a scheduling API (like Calendly or Cal.com) so the AI can check available appointment slots in real time. When a customer asks about booking, the AI fetches live availability and presents the options. Setup: Create a custom webhook pointing to your scheduling API's availability endpoint. Enable AI-Callable and set the tool name to 'check_availability'. Write the AI description: 'Check available appointment slots for a specific date and service type. Call this when a customer wants to book an appointment, schedule a meeting, or asks about availability.' Define two required parameters: date (string, format: YYYY-MM-DD) and service_type (string, e.g., 'consultation', 'demo', 'support'). Configure a response filter to only show slots where 'available' equals 'true'. The AI will present the available times to the customer in a natural way: 'I have three openings next Friday: 9:00 AM, 11:30 AM, and 2:00 PM. Which works best for you?' For the best experience, keep your scheduling API's response time under 3 seconds. If the API is slow, consider caching availability data. Set the timeout to 10 seconds to handle occasional slow responses gracefully.