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Develop a Chatbot template and launch it. You can also build a template to give that to your clients with 100% protection. Creating and launching the templates is easy and the rest is based on your creativity level. To access the templates section, go to Marketing > Templates. Templates Section This is what the template creation section looks like. Template Creation Section The table in this section will give you the template details like the name and number of installs. Also, you can sort the templates based on installation numbers.

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Create a Chatbot Template

Requirements:
  • Settings (optional)
  • Flows
  • Automated Responses (Keywords)
  • Automation Rules (Triggers and Actions)
  • Products
  • Functions
Now, follow these steps to create a chatbot template on your own.
1
Select the “Add Template” button in the Create Template section. Then, you will get the setup wizard like the image below.Add Template WizardAdd Template Wizard
2
In this template creation, fill in the required details:
  • Template Name – Give a name to your template.
  • Image – Paste the URL of the image that can be used on the template’s description. We recommend you keep the size of the image at 200×200 pixels.
  • Template Contents – Choose the contents that are built for your template. That may be flows, settings, keywords, automation rules, functions, etc.
  • Publisher Name – Provide the publisher’s name (mostly your name or your business name)
  • Description – Fill in the details of your chatbot flow like the purpose, use case, and many more.
  • YouTube URL – If you have a YouTube video about this template, paste the URL here.
  • Test URL – You can link the demo chatbot of your template so that people will try and decide to use your template for their purpose.
3
After filling all these fields with sufficient details, click the Save button.
4
Your template has been created and you can share this with your client by getting the link on the three dots on the right side of the particular template as shown in the image below.Get Template LinkGet Template Link
You can easily incorporate an Agent into a template, you only need to include it in a flow, such as the default flow. It’s important to remember that this function is exclusive to Agents; Assistants (files) are not compatible.