FAQs

What is the Library in MagicBlocks?

The Library is your AI workspace’s smart toolbox. It’s where you store, organize, and manage all reusable assets that make your AI agent powerful — like functions, forms, snippets, personas, and more. Everything you build here can be reused across agents and journeys, helping you save time and maintain consistency.

What can I create or manage in the Library?

Inside the Library, you’ll find several key sections:

• Functions — Teach your AI to perform custom tasks by calling APIs.
• Tasks — Give your AI clear instructions for actions or logic flows.
• Connections — Integrate tools like Zapier, Calendly, HubSpot, or Twilio.
• Webhooks — Send or receive data in real time from other systems.
• Personas — Define your AI’s tone, behavior, and communication style.
• Forms — Capture user details like names, emails, or feedback.
• Snippets — Store reusable messages for quick and consistent replies.
• Goals — Track what success looks like, like lead capture or conversions.

What are Functions used for?

Functions allow your AI agent to take action beyond conversation. You can connect your AI to APIs, automate backend processes, or pull real-time data from external tools. They’re fully customizable — just set the endpoint URL, headers, and parameters, and your AI will handle the rest.

How do Tasks work?

Tasks define the actions your AI should perform when triggered. They can include structured prompts, connected functions, and creativity controls. You might use them to analyze data, generate personalized messages, or summarize information.

How do Connections enhance my AI agent?

Connections let your AI integrate seamlessly with third-party tools. Whether it’s syncing leads through Zapier, scheduling meetings via Calendly, or sending SMS messages through Twilio — Connections make it possible.
You can even link CRMs like HubSpot or HighLevel to automatically update customer records.

When should I use Webhooks?

Webhooks are perfect when you want instant, automated communication between MagicBlocks and another platform. For example, if your AI collects form data, a webhook can immediately send that data to your CRM or analytics tool. 

You can configure your webhook’s status, endpoint URL, and retry logic — all from within MagicBlocks.

What role do Personas play?

Personas shape your AI’s character and voice. Each persona defines how your AI interacts with users — friendly, professional, playful, or confident. They include a name, description, and prompt that sets the tone for every interaction.

You can create multiple personas and assign them to different agents or use cases for more tailored experiences.

How can I use Forms in my AI agent?

Forms allow your AI to collect structured user information during conversations — like contact details, preferences, or feedback.

You can design them to display all fields at once or step-by-step, depending on the experience you want.
Each form can also send collected data to your own system using an API (POST method), complete with custom headers for secure transmission.

What are Snippets and why are they important?

Snippets are reusable message templates your AI can pull from whenever needed.
They help keep your tone and responses consistent — whether it’s a welcome message, a policy note, or a friendly closing line.

Each snippet includes a title, snippet token (like {welcome_message}), and message variants to add a natural variety to responses.

How do Goals work?

Goals let you track important outcomes like “Lead Captured” or “Meeting Scheduled.”
They help you measure your AI’s performance and identify what’s working best in your user journey.
You can attach goals to specific conversation blocks or triggers for smarter performance tracking.

How do I set up an agent to reach a goal?

1. Go to your Journey and open the Get in Touch block.
2. Add a Key Fact (e.g., name, email or phone) to capture important info.
3. In Action, choose what happens next — like send a message, run a task, or switch journey.
4. In Condition, set the trigger (e.g., All Key Facts Found = Yes). You can add more than one with Add Condition.
5. In Goal, pick the result you want (e.g., Lead Captured, Session Booked, or Follow Up Needed) and set a goal value if needed.

💡 Example: When all key facts are found → condition is true → goal “Lead Captured” is triggered automatically.

1. Go to the Journey Block

Open Journey from the sidebar.

Select the Get in Touch block (this is where lead collection or goal conversion usually happens).

2. Set a Key Fact

Before creating a goal, make sure the block includes at least one Key Fact — for example, “User Email,” “Phone Number,” or “Budget.”

Your Key Fact tells the AI what to collect or confirm before checking goal conditions.

3. Open the Action Tab

This defines what the AI should do after the Key Fact is collected.

Actions available include:

• Auto – AI continues naturally using your Persona settings.
• Switch Journey – Move the user to a different Journey path.
• End Chat – End the conversation gracefully.
• Send Message – Send a specific, custom message.
• Run Task – Trigger a background automation or integration.
• Add Buttons – Present clickable reply options.
• Add Forms – Collect structured data directly.
• Add Calendar – Let users book a meeting.
• Add Link – Share an external link (e.g., to a form or resource).
• Embed – Insert external content or widgets.
• Don’t Respond – Skip AI response for that condition.

Tip: Use “Only match once” (top-right toggle) to prevent the same action from triggering multiple times during a conversation.

Once you select your action, click Next to move to Conditions.

4. Add One or More Conditions

Conditions tell your Agent when to trigger the goal.

From the dropdown, you can choose conditions like:

• Key Fact – checks if a specific Key Fact is filled.
• All Key Facts Found (This Block) – triggers when all required Key Facts in the block are completed.
• User message count (This Block) – based on how many times the user replied.
• AI message count (This Block) – based on how many messages the AI sent.
• User Message Contents / AI Message Contents – checks for specific phrases or responses.
• Wants To Talk To Human – triggers if user asks for a handover.
• User Asked Question – detects if user asks any question.
• Slash Command – custom trigger via a “/command”.
• Form Field – checks form input data.
• Page URL – for website-based conditions.
• Sentiment – detects positive or negative tone.
• Custom Condition – define your own logic.

After choosing a condition, define how it’s evaluated:

Use Equals, Contains, or other comparison options.

Switch No / Yes toggle to determine match result.

Combine multiple rules with Add Condition — using AND / OR logic for complex triggers.

Example:

Condition 1: All Key Facts Found = Yes

Condition 2: Sentiment = Positive
→ Trigger Goal only when both are true (AND).

Once done, click Next to continue to the Goal step.

5. Define the Goal

This is where you set the outcome your AI should achieve.

From the Select from Goal dropdown, you can choose:

• No Specific Goal – no result tracked.
• Session Booked – when a calendar booking is completed.
• Lead Captured – when a lead form or key fact (like email) is filled.
• Hook Engaged – when the user engages with a key opening message.
• Human Handover – when a chat is transferred to a human.
• Follow Up Needed – when a user is interested but not converted yet.
• Action Pitched – when a product or offer has been shown.
• Lead Created – when a new lead record is generated.

You can also click + Create New to define your own goal name.

Goal value
If applicable, assign a numeric or symbolic value (e.g., $50, 1 point) to measure performance impact or scoring.

💡 Example:
Goal = Lead Captured
Goal Value = $50
→ Each captured lead counts as $50 in your report.

Use Only match once to prevent duplicate goal completion within a single session.

6. Review and Save

After finishing all three steps (Action → Conditions → Goal):

Review your setup.

Click Save or Next to finalize.
Your Agent will now trigger this goal automatically whenever the defined condition is met.

Example Flow

What’s the best way to organize my Library?

You can organize Library items using tags, clear naming conventions, and descriptive labels.
For example:

Use tags like Lead, Support, or Booking for quick filtering.

Adopt naming patterns like “Form_LeadCapture” or “Persona_SalesAI.”
This makes finding and managing your assets effortless as your workspace grows.

Where can I learn more about Library tools?

You can explore detailed guides in the MagicBlocks Help Center:

Using Forms in Your AI Agents

Creating Snippets for Your AI Agent

AI Functions for Beginners

Set Up Connections for Your AI Agents