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How to set labels and attributes from a WhatsApp chatbot

Drag Set Label or Set Attribute from Data Blocks. Labels organize chats. Attributes store custom fields (and can drive Events). You can use a session variable from Ask Question, Form, or API.

Prerequisites

Step-by-step

  1. Open the chatbot
    Open Automation → Chatbots. Edit.

  2. Drag Set Label
    Components → Data Blocks → Set Label. Pick the label to apply when the node runs.

  3. Drag Set Attribute
    Data Blocks → Set Attribute. Choose the attribute. Set a static value or Use session variable (Ask Question / Form / API).

  4. Place them after capture
    Put Ask Question or Form before Set Attribute if you store the reply.

  5. Save
    Click Save. Confirm on Contacts that the field and label updated after a test chat.

TIP

Date attributes you set here can fire Based on a date events. See How to send a date-based WhatsApp event.

WARNING

Create the label or attribute in Settings first. The node lists only existing ones.

FAQ

Can I set name or phone here?

Use dedicated contact fields from Ask Question / import. Set Attribute is for custom attributes you created.