Overview
The Advanced section gives you full control over how your AI Agent behaves, reacts, and connects — turning MagicBlocks into a programmable AI automation platform.
Overview
Advanced Mode unlocks the most powerful layer of MagicBlocks — where you can add logic, automation, and external integrations to your Agents.
Use it when you need your AI to:
- React conditionally based on user data
- Fetch or push information from other systems
- Run workflows after a chat
- Customize tone, tokens, or behavior at the block level
In short: Basic mode handles flow. Advanced mode handles logic.
When to Use
Use the Advanced features when you want your AI Agent to go beyond static replies — for example:
- Running lead qualification or scoring dynamically
- Sending captured data to CRMs, Sheets, or webhooks
- Generating personalized outputs (like quotes or summaries)
- Controlling context with advanced tokens or parameters
- Building multi-step automations or conditional paths
If your Agent needs to “do something” — not just talk — Advanced Mode is where it happens.
What You’ll Find Inside
Feature | Description | Use Case Example |
|---|---|---|
Tasks | Define reusable AI “jobs” that execute with structured instructions and variables. | Qualify a lead, summarize a chat, or generate a product description. |
Functions | Build logic-based modules that can fetch, transform, or process data in real time. | Call APIs, validate inputs, or calculate pricing before reply. |
Snippets | Save reusable content or prompts that can be inserted across Journeys or Jobs. | Insert a brand intro, disclaimer, or value statement automatically. |
Forms | Collect structured data like name, email, or budget directly in chat. | Capture leads, book calls, or register sign-ups. |
Dynamic Tokens | Inject live data into messages using variables. | “Hey {{name}}, great to see you again!” |
Webhooks | Send or receive data from external tools and CRMs. | Push new leads to HubSpot, or retrieve account info. |
Journey Advanced | Add conditions, block overrides, and logic per Journey block. | Route responses differently for returning users vs. new visitors. |
API | Connect MagicBlocks to your own backend or system via REST API. | Automate Agent management or integrate leads into your custom dashboard. |
How It Works
- Enable Advanced Mode
- Toggle Advanced at the bottom of your Agent editor.
- You’ll now see additional tabs like Jobs to Do, Actions, and Advanced Settings in Journeys.
- Combine Logic + Context
- Use Tasks and Functions to define how your AI should “think.”
- Use Snippets and Tokens to personalize how it “speaks.”
- Use Webhooks and API to connect what it “does” to your systems.
- Test and Refine
Try each setup in Try My Agent before publishing.
You can inspect responses, logic triggers, and token outputs in real time.
Example Workflow
Goal: Automate lead capture + follow-up
Form: Collect name, email, and interest.
Function: Validate if the user already exists in your CRM.
Webhook: Send data to HubSpot or Airtable.
Task: Generate a personalized thank-you message.
Dynamic Token: Insert the user’s name in the final reply.
The result? A completely automated, branded, and human-sounding workflow — done in seconds.
Why It Matters
Without Advanced Mode, your AI is reactive.
With it, your AI becomes autonomous — able to trigger workflows, adapt tone, and handle complex interactions.
You’ll go from “smart replies” → to “automated business logic.”
Best Practices
✅ Start simple — test each function or webhook individually.
✅ Document your custom tokens and snippets for consistency.
✅ Use short, descriptive names for reusable components.
✅ Combine static and dynamic replies to keep conversations natural.
✅ Always preview before publishing.
FAQs
Q: Can I use Advanced features with any Agent?
Yes — every Agent supports Advanced Mode. Just switch from Basic to Advanced at the bottom of the editor.
Q: Do I need coding skills?
Not for most features! Tasks, Snippets, and Tokens are no-code. Only Functions and API calls may require light technical setup.
Q: Can I mix Basic and Advanced settings?
Absolutely. You can start simple, then enhance specific blocks with Advanced logic as needed.