ReplyCX Documentation
Login
  • ⛩️Welcome to ReplyCX Knowledge Base! 📚
    • ReplyCX Basics
  • ▶️GETTING STARTED
    • Building a Chatbot
    • Testing a Chatbot
    • Channel Configurations
    • Deploying a Chatbot
    • Utility Tools
  • 🧩ACTION BLOCKS
    • Overview
    • Trigger
    • Send Message
    • Collect Input
    • Buttons
    • Carousel
    • Calendar
    • Send an Email
    • Condition
    • Image Carousel
    • Human Handover
    • Slider
    • Collect File
    • Delay
    • Form
    • Flow
    • Code-block
    • Options
    • Jump
    • List
    • Reply Button
    • AI Model
    • SET AI
    • Answer AI
    • AI AGENT
    • Webhook
    • Javascript
    • Send Status
    • Http Request
    • Dynamic data
    • Whatsapp flow
  • 🦾AI Studio
    • Building a GPT Chatbot
    • Knowledge Base
    • Training on historical live chat to generate response
    • Retrain frequency for URL data source
    • Custom Answers
    • Function Call
    • Prompts
    • Tokens
    • Setting up retrain
    • Advanced Crawling Criteria
  • ⛓️Integrations
    • Types of Integrations
    • Service Call
    • Google Sheets
      • Support for “Update Record” in Google Sheets
    • Codeblock
    • Google Calendar
    • Calendly
    • Zoho CRM
    • Hubspot
    • Dialog Flow
    • Events
    • Google Analytics
    • Freshdesk
    • Salesforce
    • Zapier
    • Airtable
    • Public API's
  • 🟢WhatsApp Business API
    • Prerequisites
    • WhatsApp Business API - Meta
    • Using a test WhatsApp Business API account
    • Product catalog on WhatsApp
    • Sync WhatsApp Template
    • Support for Carousel template message
  • Instagram
    • Using the Instagram Channel
  • 💬Live Chat
    • Overview
    • Saved Replies
    • Manage Saved Replies
    • Message status on live chat
    • Generating Response Using AI.
    • Rewriting existing response with AI
    • Labels
    • Managing Labels
    • Qualification details covered during a conversation
    • Settings
    • Filter conversations
    • Conversation History
    • Close a conversation
    • Related / Past Conversations
    • Elements on conversation card
    • Kind of Conversation Status
    • Copy Chat Transcript of a Conversation
    • Customize Live Chat Screen
    • Restart Conversation
    • Blocking Contacts
    • Agent status on live chat
    • Edit Variables in Closed Chat
  • ⚙️Troubleshooting
    • Variable Manager
    • Fallback Variables
    • Human Handover Configuration
    • Clone a bot
    • Preffered Image Dimensions
    • Working of Link Tracking
    • Setting up variables using trigger block
    • Availability of agents in Human Handover
    • Creating loop in the conversational flow
    • Requesting Edit Access
    • Cookies
    • Creating Custom Role
  • 📢Outbound Bots
    • Outbound Action Blocks
      • Delay
      • Send WhatsApp
      • Send SMS
      • Send Email
    • Building a One-Off Campaign
    • Building a Ongoing Campaign
    • Creating WhatsApp Templates
  • 📱Chat Widget Customization
    • Embedding Chat Widgets
    • Customize Chat Widget UI using CSS
    • Display Chat Widget in iFrame
    • Change Appearance
    • Chat widget 3.0
  • 🏦Account Management
    • Manage Teams
    • Manage Teammates
    • Manage Roles
      • Channel configuration Permission
    • Opt Out Management
  • 📊Reporting
    • Custom Reports
    • Contacts Feature Recap
    • Scheduling Contact Report
    • Weekly Reports and Interactions
    • Export a contact list
    • Tracking link clicks on chatbot messages
    • Agent Report
    • AI Agent Report
    • Outbound Report
  • 🧑‍💻 Support
    • Forget Password
Powered by GitBook
On this page
  • Step 1: Connect your account:
  • Step 2: Filter the records you want to fetch
  • Step 3: Choose how to render the data
  • Step 4: Store the selected value in a variable

Was this helpful?

  1. Integrations

Airtable

Fetch records from your Airtable.

PreviousZapierNextPublic API's

Last updated 24 days ago

Was this helpful?

Airtable is a cloud-based database, similar to Google Sheets, for storing and managing data.

With this integration, you can fetch records from your Airtable database and dynamically display them as buttons, carousels, or image carousels in your chatbot.

Step 1: Connect your account:

First, connect your Airtable account either from the action panel or by going to the App Market.

A pop-up modal will appear, where you can grant permissions to the base you want to fetch records from.

Step 2: Filter the records you want to fetch

Once your account is connected, select the base and table from which you want to fetch records.

Note: You will only see those bases for which you have granted permission during the authentication process. If you do not see your base, reconnect your account by visiting App Market > Airtable.

Next, set the filter criteria to apply when fetching records from the selected base and table.

The formula syntax follows the same format as Airtable's standard formula structure.

Learn more about Airtable formulas.

Step 3: Choose how to render the data

Based on the applied filter, records will be fetched from Airtable.

Next, choose how you’d like to render the data—either as buttons, a carousel, or an image carousel.

Note: Number of records fetched is determined on the formula you define.

Show Buttons:

You can render the data as either a Branch button or a URL button.

  • Branch button – Navigates the user forward in the chat flow when clicked.

  • URL button – Opens a URL when clicked.

Configuration steps:

  1. Define the question to display above the buttons.

  2. Select the Airtable column to use as the button text.

  3. If using URL buttons, select an additional Airtable column that contains the URL.

Show Carousel:

Render the data as a carousel with a series of cards.

  1. Map Cover Image to the Airtable field containing images.

  2. Map Title to the Airtable field for the card’s title.

  3. Map Description to the Airtable field for the card’s description (recommended: keep it within 2-3 lines for best readability).

  4. Configure actions for the buttons (up to 3 buttons per card).

  5. Define the variable where the visitor’s selection will be stored.

Show Image Carousel:

Display a set of images in a carousel format.

  1. Set Show data to Carousel.

  2. Map the Image field to the Airtable column that contains the image URLs.

Step 4: Store the selected value in a variable

After displaying the button or carousel, select a variable to store the visitor's selection:

  • If a button is used, the button text will be saved.

  • If a carousel is used, the carousel title will be saved.

  • Image carousel does not support variable storage.

Limitations:

Airtable API has a limit of 5 requests per second per base. Exceeding this limit will result in an error, and users will need to wait 30 seconds before trying again.

⛓️