KNOWLEDGE
Case StudiesBlogsEventsSupport & Starting
Support Articles & HubSupport Videos (Youtube)Try Leadoo Free (Leadoo Lite)Partners & Careers
PartnershipsCareersSecurity & Privacy
Security at Leadoo AIGeneral Terms & ConditionsData & GDPRKNOWLEDGE
Case StudiesBlogsEventsSupport & Starting
Support Articles & HubSupport Videos (Youtube)Try Leadoo Free (Leadoo Lite)Partners & Careers
PartnershipsCareersSecurity & Privacy
Security at Leadoo AIGeneral Terms & ConditionsData & GDPRLeadoo is fully GDPR compliant. In addition to complying with the regulation ourselves, it is important for us to help our customers with their compliance efforts. This goal is achieved through training, instruction, and technical development of our software. See our full GDPR statement here.
In essence, you can decide for yourself how to use Leadoo – you can use it in fully anonymous mode, in which case no marketing tracking is done. Most often, however, you will want to use it for marketing and analytics purposes – just like you’re using Google Analytics today – and this requires permission from the user. Leadoo bots can do this for you, or your own website can ask for consent and hand over that information to Leadoo.
When you start using the Leadoo service, your customer success manager will help you ensure that your website complies with GDPR.
For our own site, Leadoo.com, Leadoo operates as both the Processor and Controller for the data. However, for our customer’s sites, we only operate as the Processor. To understand what this means you can go to the specific explanation in our Privacy Policy here.
If you want to know more in-depth how we keep your data safe read this.
Leadoo’s bot conversations are build with different nodes. With these nodes you can use to personalize your conversations. In this article we explain what are the different node types and how you can use them.
There are 18 different node types which you can use to personalize your conversations.
Bot Says – For when you want to ‘say something’ without offering an option and will load the next part of the conversation straight afterwards.
Single Choice – When you want the visitor to select only one choice which can then branch off to different pathways or the same.
Multiple Choice – When you want the visitor to select multiple options and continue down one path afterwards.
Dropdown – This is useful when you have a long list of options for the visitor to choose from such as location. To use this you must have already created and saved a dropdown list.
Find out how to add dropdown lists here.
Open field – Adds a box with an open text field for the visitor to complete
Calendar (Date & time picker) – Visitor can choose the date and time freely from the calendar. The time slot they picked won’t be synchronized to any calendar, so this node is just for picking a time.
Calendar (Calendar booking) – Visitor can book a meeting straight from your calendar that has been integrated and synchronized with Leadoo. Calendar Booking makes sure to check you calendar and only shows time slots that are available.
You can read more from here: How to sync your calendar with Leadoo
Logic Router – Use this to determine what option the visitor gets based on their previous responses. This could be via a scoring method or by label.
Using scoring – You will need to add a score to each answer from previous single choice nodes to determine the result here, then set the score you want to determine which result.
e.g. If visitor scored 1-10 they get answer #1, if the score 11-20 they get answer #2.
You can use this to decide if a candidate gets through to the end of an application, or if you want to give a suggestion based on a visitors preferences.
Using labelling – You can also determine a result depending on what labels were most chosen on the single choice options beforehand.
e.g. Visitor selects 3 answers from previous questions, 2/3 of those had the label ‘red’ so they will then see the calculator result for red.
Learn how to set-up labelling here.
Advanced Logic Router – More info here: Cheat sheet: Advanced Logic Router Operations
Calculator – More info here: Creating Dynamic Variables for Calculator and Advanced Logic Router Nodes
Send To URL – The same as Single Choice but allows you to hyperlink a button to another URL
External URL – is where you want the hyperlink to open
New tab = open in new tab
Current tab = open in the same tab
Standard contact nodes include: Name, Email, Company name & Phone number
Grouped contact nodes
Contact – You can collect all your visitors details in one go and select from: name, email address, phone number, company name, country, city, street address, zip code and an additional message.
Location– Select which options you want including: country, city, street address & zip code
Attachments – Use this to allow visitors to upload documents or images. E.g. a CV or supporting information for IT support.
Live Chat – Leadoo live chat can be initiated through single choice options but if you want to add other messaging options too (WhatsApp & Facebook Messenger), you can use the live chat node instead.
TIP – Make sure you still have automated dialogue too so that if there are no agents online your visitor can still get in touch.
Find out how to set-up and use live chat here
We’ve added a new node for Inpage and Chatbots to help highlight your products and services and also engage visitors better by using all the lovely imagery you’ll have at hand!
Don’t worry if you don’t have the images or even if you would prefer a text based slider type node, there’s a few different variations to choose from:
Text card – This allows you to use a carousel style picker with only text. It’s great for listing services and giving a little more detail about them.
Visual card – The visual excels when you’re trying to convey a product/service with a stunning image. But that’s not all, it can also be used for selecting locations and product selectors where you don’t need as much text.
Product card – With the product card you can add images and lots of product information. Great for listing product features and pricing.
Let’s get building!
Now you know what each type can do, let’s look at how to create your own carousel node. There are a few common options across all nodes, so let’s cover them first.
Question: Similar to a single or multiple choice node, you’ll need to start off with a question.
Single vs multiple choice: Allow users to select more than one option before continuing.
Card template: Choose between text, visual and product cards. You can swap this at any time, however it will remove all your current cards and start with a blank slate.
Number of cards: Choose the number of cards you’d like to display to your visitors.
Exit action: This is an option for users to not select any of the answers and move on. It’s great for adding an ‘I’m not sure’, or ‘Speak to a specialist’ call to action here.
Each textbox will perform in a similar way to the other nodes you’re used to in Leadoo, so you can add a send to URL option, labels and variables etc. Now we’ve covered the basics, we can move on to each card type. Starting with the text card
Building a Text Card Carousel Node
Once you’ve decided on the text card and how many cards you’d like to use, it’s time to add your content.
You’ll have two text boxes to use. Text #1 would be used as a header and Text #2 would be the subheader. In the example below we’re asking the visitor to choose which service they would like and we’ve used the text boxes to give the name of the feature and a brief description of what it does.
Once you’re happy with the cards you can then choose the next step in the customer’s journey.
Building a Visual Card Carousel Node
The visual card is very similar to the text card but now we can add some lovely imagery to help support the text. You’ll still have the header and subheader text boxes but you can either upload an image (recommend dimensions are 482x300px) or you can add a URL and it will pull in the image from there, this is a great option if your image is hosted online rather than as a file.
Building a Product Card Carousel Node
Moving on the product card is where things can get a bit more advanced because you have more text options to choose from to help give visitors more information about your product or service. In the example below we’re using the Leadoo pricing options to show you how it works.
Text #1: Great for displaying the product name.
Text #2: This could be used for listing the price or creating urgency by listing the amount left in stock.
Text #3: Can be used for additional information about the product, similar to a subheader
Text #4: Another area to add more product information.
Button: The main call to action, make this clear and compelling!
Not all of these fields are required, you only need Text #1 to create your product card.
Customising the look of your Carousel Node
You’ll have access to a robust style editor when creating your carousel node. Simply open up the style settings and click on the Card option to get started. From here you can edit every aspect of the card, including:
Hope you found this useful and are now ready to start building your own carousel nodes! If you need any assistance please get in touch with your Account Manager!
Within your Leadoo accounts you’ll find four default user types you can choose from along with the option to create custom roles for greater flexibility and control.
By default, the owner of your account will be set as the person who signed the contract. There can only be one owner so if you need this to be updated please contact your Onboarding or Customer Success Manager.
Owners will have full admin access
You can have multiple admins on your account. They will have access to everything in the platform included in your subscription.
This will give users access to most of the platform but with limited access to update settings and add users to the account.
Conversion Insights: Access Bot insights, Company identification, Livechat insights, Source insights and Journey insights
Automation: Manage Workflows
Bots: Bot access, Basic bot management, Style management
Leads: Manage leads
AI: Manage knowledge base
This role gives users access to live chat only.
You may want to create custom roles for members of your team to give them access to the areas they need whilst restricting certain parts of the platform.
For example, you might want the sales team to have access to some of the Conversion Insights and Leads area along with Live Chat.
1. To create a custom role navigate here https://app.leadoo.com/team/roles-permissions
Don’t have access? Reach out to your Onboarding or Customer Success Manager.
2. Select the areas you want that role to have access to.
Make sure you tick the box for “Access to main dashboard’ otherwise, the users may see a blank page when they log in.
3. Go to https://app.leadoo.com/team/members to invite a new user to the account using the new role.
Click ‘Invite member’ and select your new role from the list.
That’s it! You can update the permissions of this role at any time.
You can change your Bot Icon and Bot nickname from individual bots settings.
Navigate to the bot you want to change the icon.
When you’re in the Conversion Kit and have found the bot you want to edit click Actions and select Settings
*You can use the search field to find specific bot by searching either the bot name or the bot id found on the embedding code
On the General tab you can see Bot Icon and Bot nickname next to each other.
You can use predefined bot icons or upload a photo from your files to use as your bot icon. Make sure that the photo you upload is a square (ie. 200px x 200px) and that the photo is .png .jpg. or .jpeg
You can also give the bot a nickname that will be visible on chatbots header. This name will be shown to anyone who starts a discussion with the bot.
Make sure to save any changes you make.
If you have any issues or need help you can contact [email protected]
Leadoo AI is fully integrated to Google Tag Manager, meaning that custom events can be triggered for every interaction any visitor has with Leadoo’s conversational tools.
Here’s how to implement Google Tag Manager to work with Leadoo AI:
You can find your GTM container ID after logging in to Tag Manager. Copy your GTM container ID.
After that log in to app.leadoo.com/sign-in
Go to Conversion Kit -> General bot settings -> Advanced
Add your GTM container ID to the Google Tag Manager Code field
*In most cases you can leave GTM data layer property field empty.
After this has been set your bots will start sending events.
Click Admin. Then, on the right hand side, open Import Container:
You can download the correct file from here.
Click Choose container file.
Add Leadoo-FB-Qualified-lead-conversion.json file
Choose existing workplace
After this choose an import option. You can merge conflicting tags, triggers and variables
Submit new tags, triggers, variables and templates
Publish changes.
You’ve now connected Leadoo to your Meta Ads Manager
*Make sure you’ve connected your GTM and your Meta Ads Manager with Facebook pixel (https://www.facebook.com/business/help/1021909254506499)
More advanced Google Tag Manager users can also leverage the information sent over on the data layer. The following details can be used to create custom variables
category <- Bot type (embed, chat, cta, modal)
bot_category <- For each bot you can set a bot category on the Leadoo backend, this allows you to create for example separate analytics for sales and recruitment bots
label <- For each multi select answer you can create custom labels. These can be for example interest type of the customer
text <- Info of what text was written on the bot.
bot_name <- Name of the bot
bot_nickname <- Name given on bot settings
You can use these data layer variables to create more accurate retargeting groups and lookalike audiences
If you need any help setting up the integration you can contact [email protected]
Leadoo is fully integrated to Google Tag Manager, meaning that custom events can be triggered for every interaction any visitor does with Leadoo chatbots. Here’s how to implement Google Tag Manager to work with Leadoo.
You can find your GTM container ID after logging in to Tag Manager. Copy your GTM container ID.
After that log in to app.leadoo.com/sign-in
Go to Conversion Kit -> General bot settings -> Advanced
Add your GTM container ID to the Google Tag Manager Code field
*In most cases you can leave GTM data layer property field empty.
After this has been set your bots will start sending events.
Click Admin
On the right hand side open Import Container
You can download the correct file from here.
Click Choose container file
Add Leadoo-GA-GTM-Template.json file
Choose existing workplace
After this choose an import option. You can merge conflicting tags, triggers and variables
Submit new tags, triggers, variables and templates
Go to Tags -> Add your Universal Analytics variable to the tags you’ve just created -> publish changes
You’ve now connected Leadoo to your Google Universal Analytics
If you need any help setting up the integration you can contact [email protected]
Leadoo is fully integrated to Google Tag Manager, meaning that custom events can be triggered for every interaction any visitor does with Leadoo chatbots. Here’s how to implement Google Tag Manager to work with Leadoo.
You can find your GTM container ID after logging in to Tag Manager. Copy your GTM container ID.
After that log in to app.leadoo.com/sign-in
Go to Conversion Kit -> General bot settings -> Advanced
Add your GTM container ID to the Google Tag Manager Code field
*In most cases you can leave GTM data layer property field empty.
After this has been set your bots will start sending events.
Click Admin
On the right hand side open Import Container
You can download the correct file from here.
Click Choose container file
Add Leadoo-GA4-Template.json file
Choose existing workplace
After this choose an import option. You can merge conflicting tags, triggers and variables
Submit new tags, triggers, variables and templates
Go to Tags -> Add your GA4 configuration tag to the tags you’ve just created -> publish changes
You’ve now connected Leadoo to your Google Analytics 4
*If you haven’t connected GTM and GA4 you can connect the two applications. In your GTM container, create a new tag using the following steps:
* You can find Measurement ID from GA4 under Admin -> Data Stream -> click account -> copy Measurement ID
If you need any help setting up the integration you can contact [email protected]
When building a Leadoo bot, you can choose from a variety of nodes to create engaging and highly tailored user experiences.
Most bots share the same node functionality, though LiveChat is exclusive to ChatBot, while Range Selector is unique to VisualBot. VisualBot nodes also offer enhanced design options, including fields for headings, subheadings, descriptions, and easy image integration for richer answer displays.
This guide details each node type, illustrating how to use them effectively to personalise interactions and optimise visitor engagement.
There are 14 different node types which you can use to personalise your conversations.
1. Bot Says – Displays a message to the visitor without offering options and then continues the conversation.
2. Single Choice – Allows the visitor to select one option, which can direct them down specific paths. You can also turn these options into hyperlinks by expanding Show options.
3. Multiple Choice – Allows multiple selections before moving to the next step.
4. Dropdown – Ideal for long lists (e.g., locations), with a built-in search function. Learn to set up dropdowns here.
5. Open field – A free text field for open-ended responses.
6. Carousel – Create visually engaging carousels to showcase content interactively. Ideal for product finders and features that benefit from a dynamic, scrollable format to boost user engagement.
7. Calendar
8. Logic Router
Routes visitors based on scoring or labels from previous answers.
9. Advanced Logic Router – Provides more complex routing. You can set up IF/AND/OR conditions based on things like previously selected labels or dynamic variable data. Learn about Advanced Logic Router Operations here.
11. AI Chat – For those with AI in their subscription, this node adds Leadoo AI functionality to conversations, enabling responsive, AI-driven interactions tailored to your visitors’ questions.
12. Standard contact nodes – Collect contact information in individual nodes.
13. Form node – Collect multiple details (name, email, phone, company, address, etc.) in one node.
14. Attachments – Enables visitors to upload files, such as CVs or documents.
Get in touch with your Customer Success Manager or reach out to our support team at [email protected].
Leadoo AI is fully integrated to Google Tag Manager, meaning that custom events can be triggered for every interaction any visitor has with Leadoo AI conversation tools. Here’s how to implement Google Tag Manager to work with Leadoo AI:
Go to Conversion Kit -> General bot settings -> Advanced
*In most cases you can leave GTM data layer property field empty.
After this has been set your bots will start sending events.
Select “Custom event”
Then set the event name accordingly.
Events sent automatically by Leadoo AI include:
TRIGGER – Sent when a bot is triggered
DISCUSSION – Sent when a bot discussion is started
LEAD – Sent when a lead is converted
LC_TRIGGER – Sent when a live chat conversation is started
AI_DISCUSSION – Sent after the user sends their first message and successfully receives an AI-generated response
PRODUCT_RECS_DISCUSSION – Sent after the user sends their first message and successfully receives a response in a product recommendation discussion
PRODUCT_RECOMMENDATION_DISPLAY – Sent when product recommendations are displayed to the user
Additional value:
product_id – IDs of the displayed productsPRODUCT_RECOMMENDATION_CLICK – Sent when a user clicks a product recommendation
Additional value:
product_id – ID of the clicked productBOT_RATING_SUBMITTED – Sent when the user submits a bot rating by clicking one of the rating stars
Additional value:
rating_value – The submitted bot ratingMultiselect options, used for creating audiences for retargeting ads:
GTM-1234 – Sent when a button is clicked within a bot discussion
By default, event names are generated in a format such as “GTM-2663823”, but they can be edited in the Leadoo AI backend.
To prevent duplicate analytics data:
BOT_RATING_SUBMITTED is sent only once per rating submission. Returning to the rating step does not generate duplicate events.
PRODUCT_RECOMMENDATION_CLICK is sent only once for the same product within a single discussion, even if the user clicks it multiple times.
Choose “Track Type -> Event”
Set the desired values for category, action and label.
Most commonly we suggest to add the following values for basic users when measuring just leads / conversions:
Category: Leadoo
Action: Lead / Discussion / Trigger
Label: Page url variable
Connect this created tag to the trigger that is associated with action set in this section.
Now you will be able to track your Leadoo conversion in Google Analytics.
First start by configuring Your GA4 Tag In Google Tag Manager
Before creating our custom event tag, we need to first configure our GA4 tag in GTM to connect the two applications. In your GTM container, create a new tag using the following steps:
* You can find Measurement ID from GA4 under Admin -> Data Stream -> click account -> copy Measurement ID
After configuring GA4, you can move to creating the tags
Example:
Choose “Tag Type” ->GA4 Event
”Event Name” -> Leadoo_Lead *
Connect this created tag to the trigger that is associated with action set in this section.
*If you want more specific information to be sent to GA4 (Bot type, Bot Category, Label etc.) you should add these to ”Event Parameter”
Fe. You want to see Labels on GA4:
Add row -> Parameter Name: Lead_type -> Value: {{Label}}
(Remember to create ie. {{Label}} variable on GTM using Data layer variable)
Some Leadoo AI events include additional values that can be passed to Google Analytics 4 as event parameters. Create the corresponding Data Layer variables in Google Tag Manager and add them under Event Parameters in your GA4 Event tag.
Use product_id for product recommendation display and click events, and rating_value for bot rating events. The values available depend on the event being tracked.
Now you will be able to track your Leadoo AI conversions in Google Analytics.
Advanced Users
More advanced Google Tag Manager users can also leverage the information sent over on the data layer. The following details can be used to create custom variables
category <- Bot type (embed, chat, cta, modal)bot_category <- For each bot you can set a bot category on the Leadoo AI backend, this allows you to create for example separate analytics for sales and recruitment botslabel <- For each multi select answer you can create custom labels. These can be for example interest type of the customertext <- Info of what text was written on the bot.bot_name <- Name of the botbot_nickname <- Name given on bot settingsproduct_id – The ID of the clicked product or the IDs of the products displayed in a product recommendation event.rating_value – The rating submitted by the user.
